Cmh Wealth Management LLC Portfolio Holdings
Cmh Wealth Management LLC
- $423 Million
- Q3 2024
Cmh Wealth Management LLC has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $423 Million distributed in 53 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $29.4M, Apple Inc. with a value of $24.7M, Amazon Com Inc with a value of $24M, Alphabet Inc. with a value of $22.9M, and Ishares Tr Russell 2500 ETF with a value of $17.5M.
Examining the 13F form we can see an increase of $17.6M in the current position value, from $405M to 423M.
Below you can find more details about Cmh Wealth Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$423 Million
ETFs: $148 Million
Technology: $124 Million
Consumer Cyclical: $44.8 Million
Healthcare: $32 Million
Financial Services: $23.9 Million
Communication Services: $22.9 Million
Industrials: $11.1 Million
Consumer Defensive: $7.74 Million
Other: $689,000
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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