Cmh Wealth Management LLC Portfolio Holdings
Cmh Wealth Management LLC
- $425 Million
- Q4 2024
Cmh Wealth Management LLC has filed its 13F form on January 16, 2025 for Q4 2024 where it was disclosed a total value porftolio of $425 Million distributed in 54 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $29.1M, Amazon Com Inc with a value of $28M, Apple Inc. with a value of $26.8M, Alphabet Inc. with a value of $26M, and Ishares Tr Russell 2500 ETF with a value of $17.6M.
Examining the 13F form we can see an increase of $2.9M in the current position value, from $423M to 425M.
Below you can find more details about Cmh Wealth Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$425 Million
ETFs: $142 Million
Technology: $128 Million
Consumer Cyclical: $50.4 Million
Healthcare: $28.2 Million
Communication Services: $26 Million
Financial Services: $18.8 Million
Industrials: $16.7 Million
Consumer Defensive: $6.83 Million
Other: $610,000
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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