Cfm Wealth Partners LLC Reduced Holdings in Q4 2024

Cfm Wealth Partners LLC

  • $589 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
XOM
Exxon Mobil Corp

Energy
-31K
- 19.64%
$105.51 - $125.37 $3.27M - $3.88M
127K $13.6M
AMD
Advanced Micro Devices Inc

Technology
-5.63K
- 9.07%
$118.88 - $172.8 $670K - $973K
56.4K $6.82M
MSFT
Microsoft Corp

Technology
-91
- 0.18%
$406.35 - $454.46 $37K - $41.4K
49.7K $21M
CSX
Csx Corp

Industrials
-11.7K
- 56.45%
$31.58 - $36.88 $368K - $430K
9K $290K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-1.32K
- 15.64%
$311.11 - $335.64 $412K - $444K
7.14K $2.3M
MRK
Merck & Co., Inc.

Healthcare
-663
- 3.56%
$96.31 - $114.76 $63.9K - $76.1K
18K $1.79M
NKE
Nike, Inc.

Consumer Cyclical
-2.88K
- 39.88%
$73.36 - $89.13 $212K - $257K
4.35K $329K
FFIN
First Financial Bankshares Inc

Financial Services
-3.96K
- 2.32%
$35.49 - $43.05 $141K - $170K
166K $6M
HCA
Hca Healthcare, Inc.

Healthcare
-97
- 4.78%
$297.52 - $415.61 $28.9K - $40.3K
1.93K $579K
CAT
Caterpillar Inc

Industrials
-131
- 2.36%
$360.37 - $416.88 $47.2K - $54.6K
5.41K $1.96M
PSX
Phillips 66

Energy
-54
- 0.51%
$110.35 - $138.93 $5.96K - $7.5K
10.6K $1.21M
COP
Conocophillips

Energy
-1.12K
- 10.25%
$95.12 - $114.72 $106K - $128K
9.8K $972K
SBUX
Starbucks Corp

Consumer Cyclical
-483
- 3.84%
$87.44 - $102.5 $42.2K - $49.5K
12.1K $1.1M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.86K
- 18.71%
$61.68 - $67.87 $115K - $126K
8.07K $502K
ABT
Abbott Laboratories

Healthcare
-907
- 14.84%
$111.93 - $119.39 $102K - $108K
5.21K $588K
ASO
Academy Sports & Outdoors, Inc.

Consumer Cyclical
-1.05K
- 1.89%
$45.26 - $61.17 $47.6K - $64.3K
54.5K $3.13M
SHEL
Shell PLC

Energy
-1.4K
- 29.4%
$60.63 - $70.23 $85K - $98.5K
3.37K $211K
DOW
Dow Inc.

Basic Materials
-275
- 4.59%
$39.1 - $55.34 $10.8K - $15.2K
5.72K $229K
PAA
Plains All American Pipeline LP

Energy
-4.77K
- 20.01%
$16.27 - $18.67 $77.5K - $89K
19.1K $325K
IWR
Ishares Russell Mid Cap ETF

ETFs
-780
- 1.12%
$87.25 - $95.52 $68.1K - $74.5K
68.8K $6.08M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-119
- 1.7%
$33.39 - $37.66 $3.97K - $4.48K
6.89K $230K
PWR
Quanta Services, Inc.

Industrials
-327
- 6.8%
$296.05 - $346.6 $96.8K - $113K
4.49K $1.42M
WEC
Wec Energy Group, Inc.

Utilities
-36
- 1.55%
$92.94 - $101.82 $3.35K - $3.67K
2.29K $215K
TXN
Texas Instruments Inc

Technology
-31
- 0.56%
N/A
5.47K $1.07M
Ftai Aviation LTD
-841
- 2.71%
N/A
30.2K $0
ALLY
Ally Financial Inc.

Financial Services
-15
- 0.22%
$34.12 - $39.98 $512 - $600
6.77K $243K
USAC
Usa Compression Partners, LP

Energy
-1.76K
- 2.32%
$21.54 - $23.99 $37.9K - $42.2K
74K $1.74M
T
At&T Inc.

Communication Services
-140
- 1.01%
$21.22 - $23.88 $2.97K - $3.34K
13.7K $312K
ADP
Automatic Data Processing Inc

Industrials
-25
- 1.64%
$280.08 - $307.97 $7K - $7.7K
1.5K $437K
EMR
Emerson Electric CO

Industrials
-68
- 3.56%
$108.13 - $134.33 $7.35K - $9.13K
1.84K $228K
DIS
Walt Disney CO

Communication Services
-139
- 5.83%
$92.39 - $117.6 $12.8K - $16.3K
2.25K $250K
KMI
Kinder Morgan, Inc.

Energy
-3.39K
- 15.13%
$22.59 - $28.54 $76.6K - $96.7K
19K $520K
CSCO
Cisco Systems, Inc.

Technology
-82
- 1.03%
$52.45 - $60.02 $4.3K - $4.92K
7.88K $466K
ENB
Enbridge Inc

Energy
-54
- 0.2%
$40.4 - $43.92 $2.18K - $2.37K
27.1K $1.15M
EQT
Eqt Corp

Energy
-2.35K
- 9.61%
$35.62 - $46.89 $83.8K - $110K
22.1K $1.02M
TRGP
Targa Resources Corp.

Energy
-204
- 2.95%
$150.58 - $207.69 $30.7K - $42.4K
6.71K $1.2M
EPD
Enterprise Products Partners L.P.

Energy
-1.03K
- 0.57%
$28.66 - $34.43 $29.4K - $35.3K
180K $5.64M
ET
Energy Transfer LP

Energy
-5.69K
- 3.05%
$16.05 - $19.86 $91.3K - $113K
180K $3.54M
GOOG
Alphabet Inc.

Communication Services
-227
- 0.5%
$163.08 - $198.16 $37K - $45K
45.5K $8.66M
WMB
Williams Companies, Inc.

Energy
-1.64K
- 0.73%
$46.37 - $59.74 $76.2K - $98.2K
222K $12M
CRM
Salesforce, Inc.

Technology
-199
- 0.47%
$270.87 - $367.87 $53.9K - $73.2K
41.8K $14M
AAPL
Apple Inc.

Technology
-5.37K
- 1.79%
$221.69 - $259.02 $1.19M - $1.39M
295K $73.8M
NVDA
Nvidia Corp

Technology
-8.02K
- 1.37%
$117.0 - $148.88 $938K - $1.19M
577K $77.4M
Activity Summary
Buys All Purchases 63 New Holdings 4 Increased Positions 59 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Cfm Wealth Partners LLC Portfolio

Follow Cfm Wealth Partners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cfm Wealth Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cfm Wealth Partners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email