Cmh Wealth Management LLC Portfolio Holdings by Sector
Cmh Wealth Management LLC
- $392 Million
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
VFH ACWX VDE XLC VCIT XLI VDC SMMD 19 stocks |
$132,943
34.58% of portfolio
|
5
|
13
|
1
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT PANW ADBE SNPS 4 stocks |
$49,816
12.96% of portfolio
|
1
|
3
|
1
|
- |
0
Calls
0
Puts
|
|
Software—Application | Technology
SNOW TTD NOW CRM 4 stocks |
$37,318
9.71% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$23,084
6.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL 1 stocks |
$20,404
5.31% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$20,229
5.26% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V MA 2 stocks |
$14,007
3.64% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
BA 1 stocks |
$11,626
3.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY JNJ ABBV 3 stocks |
$10,442
2.72% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$9,707
2.53% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX 1 stocks |
$9,638
2.51% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$8,060
2.1% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
DHR 1 stocks |
$7,597
1.98% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
FISV 1 stocks |
$7,254
1.89% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
HON 1 stocks |
$6,912
1.8% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA 1 stocks |
$6,881
1.79% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
TGT 1 stocks |
$5,980
1.56% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$1,320
0.34% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
$456
0.12% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
$267
0.07% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$256
0.07% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
APD 1 stocks |
$202
0.05% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|