Cfm Wealth Partners LLC Closed Holding Positions

Cfm Wealth Partners LLC

  • $683 Million
  • Q3 2025
Stock Closed Quarter Shares Sold Price Range Trade History
Unilever N V N Y Shs New
Q3 2020 Filed on Nov 10, 2020
1,360
N/A
BTI
British American Tobacco P.L.C.

Consumer Defensive
Q3 2020 Filed on Nov 10, 2020
565
$33.22 - $39.54 $18.8K - $22.3K
IVZ
Invesco Ltd.

Financial Services
Q3 2020 Filed on Nov 10, 2020
4,205
$9.77 - $11.49 $41.1K - $48.3K
ALC
Alcon Inc

Healthcare
Q3 2020 Filed on Nov 10, 2020
29
$55.23 - $62.39 $1.6K - $1.81K
NABZY
Natl Australia Bk LTD Ads5

Financial Services
Q3 2020 Filed on Nov 10, 2020
1,541
$6.04 - $6.65 $9.31K - $10.2K
VOD
Vodafone Group Public LTD CO

Communication Services
Q3 2020 Filed on Nov 10, 2020
545
$13.32 - $16.59 $7.26K - $9.04K
CGC
Canopy Growth Corp

Healthcare
Q3 2020 Filed on Nov 10, 2020
485
$14.17 - $19.48 $6.87K - $9.45K
APTV
Aptiv PLC

Consumer Cyclical
Q3 2020 Filed on Nov 10, 2020
134
$75.39 - $91.92 $10.1K - $12.3K
TT
Trane Technologies PLC

Industrials
Q3 2020 Filed on Nov 10, 2020
80
$88.86 - $124.87 $7.11K - $9.99K
BP
Bp PLC

Energy
Q3 2020 Filed on Nov 10, 2020
152
$17.46 - $24.26 $2.65K - $3.69K
LYB
Lyondell Basell Industries N.V.

Basic Materials
Q3 2020 Filed on Nov 10, 2020
64
$62.13 - $79.9 $3.98K - $5.11K
WTM
White Mountains Insurance Group LTD

Financial Services
Q3 2020 Filed on Nov 10, 2020
2
$757.0 - $955.48 $1.51K - $1.91K
LVMUY
Lvmh Moet Hennessy Louis Vuitton

Consumer Cyclical
Q3 2020 Filed on Nov 10, 2020
142
$86.29 - $100.38 $12.3K - $14.3K
GLNG
Golar Lng LTD

Energy
Q3 2020 Filed on Nov 10, 2020
1,380
$6.01 - $13.91 $8.29K - $19.2K
G
Genpact LTD

Technology
Q3 2020 Filed on Nov 10, 2020
1,107
$34.93 - $42.71 $38.7K - $47.3K
NTR
Nutrien Ltd.

Basic Materials
Q3 2020 Filed on Nov 10, 2020
209
$31.26 - $41.59 $6.53K - $8.69K
PNR
Pentair PLC

Industrials
Q3 2020 Filed on Nov 10, 2020
767
$36.47 - $46.55 $28K - $35.7K
BMO
Bank Of Montreal

Financial Services
Q3 2020 Filed on Nov 10, 2020
465
$52.13 - $63.75 $24.2K - $29.6K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q3 2020 Filed on Nov 10, 2020
66
$215.95 - $298.0 $14.3K - $19.7K
RIO
Rio Tinto PLC

Basic Materials
Q3 2020 Filed on Nov 10, 2020
315
$55.98 - $65.43 $17.6K - $20.6K
TRTN
Triton International LTD

Industrials
Q3 2020 Filed on Nov 10, 2020
450
$29.42 - $41.15 $13.2K - $18.5K
SFTBY
Softbank Group Corp

Communication Services
Q3 2020 Filed on Nov 10, 2020
156
$25.93 - $33.12 $4.05K - $5.17K
D
Dominion Energy, Inc

Utilities
Q3 2020 Filed on Nov 10, 2020
1,226
$73.58 - $82.69 $90.2K - $101K
HLI
Houlihan Lokey, Inc.

Financial Services
Q3 2020 Filed on Nov 10, 2020
1,586
$54.55 - $60.34 $86.5K - $95.7K
VIAV
Viavi Solutions Inc.

Technology
Q3 2020 Filed on Nov 10, 2020
2,404
$11.4 - $14.44 $27.4K - $34.7K
GIS
General Mills Inc

Consumer Defensive
Q3 2020 Filed on Nov 10, 2020
860
$57.32 - $65.74 $49.3K - $56.5K
ITA
Ishares Tr

ETFs
Q3 2020 Filed on Nov 10, 2020
200
$77.31 - $86.07 $15.5K - $17.2K
HXL
Hexcel Corp

Industrials
Q3 2020 Filed on Nov 10, 2020
600
$32.57 - $46.71 $19.5K - $28K
IYE
Ishares Tr

ETFs
Q3 2020 Filed on Nov 10, 2020
301
$15.96 - $20.59 $4.8K - $6.2K
JJSF
J&J Snack Foods Corp

Consumer Defensive
Q3 2020 Filed on Nov 10, 2020
237
$120.03 - $142.24 $28.4K - $33.7K
PZZA
Papa Johns International Inc

Consumer Cyclical
Q3 2020 Filed on Nov 10, 2020
694
$81.64 - $101.73 $56.7K - $70.6K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
Q3 2020 Filed on Nov 10, 2020
857
$34.67 - $43.16 $29.7K - $37K
XLK
Technology Sector Spdr

ETFs
Q3 2020 Filed on Nov 10, 2020
916
$104.66 - $127.03 $95.9K - $116K
RPM
Rpm International Inc

Basic Materials
Q3 2020 Filed on Nov 10, 2020
644
$74.11 - $86.98 $47.7K - $56K
CMI
Cummins Inc

Industrials
Q3 2020 Filed on Nov 10, 2020
300
$170.95 - $213.51 $51.3K - $64.1K
GPC
Genuine Parts CO

Consumer Cyclical
Q3 2020 Filed on Nov 10, 2020
518
$84.45 - $103.02 $43.7K - $53.4K
IXN
Ishares Global Information Tec

ETFs
Q3 2020 Filed on Nov 10, 2020
358
$39.38 - $47.07 $14.1K - $16.9K
MET
Metlife Inc

Financial Services
Q3 2020 Filed on Nov 10, 2020
1,209
$35.39 - $40.57 $42.8K - $49K
PHO
Invesco Exchange Traded Fd Tr

ETFs
Q3 2020 Filed on Nov 10, 2020
1,400
$36.19 - $40.8 $50.7K - $57.1K
HP
Helmerich & Payne, Inc.

Energy
Q3 2020 Filed on Nov 10, 2020
1,240
$13.97 - $20.48 $17.3K - $25.4K
BLMN
Bloomin' Brands, Inc.

Consumer Cyclical
Q3 2020 Filed on Nov 10, 2020
111
$9.69 - $16.9 $1.08K - $1.88K
HAL
Halliburton CO

Energy
Q3 2020 Filed on Nov 10, 2020
2,885
$11.78 - $16.71 $34K - $48.2K
ISRG
Intuitive Surgical Inc

Healthcare
Q3 2020 Filed on Nov 10, 2020
75
$190.43 - $255.04 $14.3K - $19.1K
TFC
Truist Financial Corp

Financial Services
Q3 2020 Filed on Nov 10, 2020
1,355
$33.61 - $40.81 $45.5K - $55.3K
AAL
American Airlines Group Inc.

Industrials
Q3 2020 Filed on Nov 10, 2020
1,218
$11.08 - $14.0 $13.5K - $17.1K
WAL
Western Alliance Bancorporation

Financial Services
Q3 2020 Filed on Nov 10, 2020
1,546
$30.82 - $39.75 $47.6K - $61.5K
LHX
L3 Harris Technologies, Inc.

Industrials
Q3 2020 Filed on Nov 10, 2020
170
$159.8 - $185.44 $27.2K - $31.5K
KAR
Kar Auction Services, Inc.

Consumer Cyclical
Q3 2020 Filed on Nov 10, 2020
31
$12.93 - $18.46 $401 - $572
MNST
Monster Beverage Corp

Consumer Defensive
Q3 2020 Filed on Nov 10, 2020
556
$69.03 - $86.53 $38.4K - $48.1K
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