Cfm Wealth Partners LLC Closed Holding Positions

Cfm Wealth Partners LLC

  • $683 Million
  • Q3 2025
Stock Closed Quarter Shares Sold Price Range Trade History
BIIB
Biogen Inc.

Healthcare
Q3 2020 Filed on Nov 10, 2020
368
$264.77 - $305.71 $97.4K - $113K
FFTY
Innovator Etfs Tr Ibd 50 ETF (

ETFs
Q3 2020 Filed on Nov 10, 2020
513
$34.81 - $39.87 $17.9K - $20.5K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
Q3 2020 Filed on Nov 10, 2020
525
$50.71 - $55.18 $26.6K - $29K
SFNC
Simmons First National Corp

Financial Services
Q3 2020 Filed on Nov 10, 2020
1,200
$14.98 - $18.74 $18K - $22.5K
HUBB
Hubbell Inc

Industrials
Q3 2020 Filed on Nov 10, 2020
617
$122.96 - $149.01 $75.9K - $91.9K
SMOG
Vaneck ETF Tr Low Carbon Energ

ETFs
Q3 2020 Filed on Nov 10, 2020
400
$81.8 - $109.96 $32.7K - $44K
HII
Huntington Ingalls Industries, Inc.

Industrials
Q3 2020 Filed on Nov 10, 2020
326
$137.83 - $180.95 $44.9K - $59K
OMC
Omnicom Group Inc.

Communication Services
Q3 2020 Filed on Nov 10, 2020
400
$48.81 - $57.01 $19.5K - $22.8K
IEV
Ishares Tr Europe ETF

ETFs
Q3 2020 Filed on Nov 10, 2020
2,235
$40.73 - $44.0 $91K - $98.3K
SOI
Solaris Oilfield Infrastructure, Inc.

Energy
Q3 2020 Filed on Nov 10, 2020
7,200
$6.18 - $8.2 $44.5K - $59K
TSCO
Tractor Supply CO

Consumer Cyclical
Q3 2020 Filed on Nov 10, 2020
358
$132.45 - $154.63 $47.4K - $55.4K
CME
Cme Group Inc.

Financial Services
Q3 2020 Filed on Nov 10, 2020
144
$162.35 - $177.03 $23.4K - $25.5K
Core Mark Holding Company Incorporated
Q3 2020 Filed on Nov 10, 2020
3,876
N/A
KTB
Kontoor Brands, Inc.

Consumer Cyclical
Q3 2020 Filed on Nov 10, 2020
692
$15.48 - $25.94 $10.7K - $18K
Quidel Corporation
Q3 2020 Filed on Nov 10, 2020
550
N/A
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
Q3 2020 Filed on Nov 10, 2020
415
$53.91 - $60.23 $22.4K - $25K
HCSG
Healthcare Services Group Inc

Healthcare
Q3 2020 Filed on Nov 10, 2020
3,923
$20.2 - $27.54 $79.2K - $108K
PII
Polaris Inc.

Consumer Cyclical
Q3 2020 Filed on Nov 10, 2020
268
$87.87 - $107.62 $23.5K - $28.8K
F
Ford Motor CO

Consumer Cyclical
Q3 2020 Filed on Nov 10, 2020
2,748
$5.84 - $7.28 $16K - $20K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
Q3 2020 Filed on Nov 10, 2020
578
$82.72 - $94.57 $47.8K - $54.7K
FDX
Fedex Corp

Industrials
Q3 2020 Filed on Nov 10, 2020
629
$155.48 - $254.44 $97.8K - $160K
BFH
Bread Financial Holdings, Inc.

Financial Services
Q3 2020 Filed on Nov 10, 2020
200
$31.84 - $39.03 $6.37K - $7.81K
PFF
Ishares Trust Ishares Pfd And

ETFs
Q3 2020 Filed on Nov 10, 2020
2,005
$34.54 - $36.7 $69.3K - $73.6K
CACI
Caci International Inc

Technology
Q3 2020 Filed on Nov 10, 2020
384
$194.41 - $240.34 $74.7K - $92.3K
DG
Dollar General Corp

Consumer Defensive
Q3 2020 Filed on Nov 10, 2020
182
$186.46 - $209.8 $33.9K - $38.2K
DOV
Dover Corp

Industrials
Q3 2020 Filed on Nov 10, 2020
200
$94.86 - $115.38 $19K - $23.1K
RSP
Invesco S&P 500 Equal Weight E

ETFs
Q3 2020 Filed on Nov 10, 2020
955
$100.38 - $113.96 $95.9K - $109K
FHB
First Hawaiian, Inc.

Financial Services
Q3 2020 Filed on Nov 10, 2020
91
$14.47 - $18.59 $1.32K - $1.69K
SMGZY
Smiths Group PLC Sponsored Adr

Industrials
Q2 2020 Filed on Aug 14, 2020
975
$12.9 - $18.09 $12.6K - $17.6K
BAESY
Bae Systems PLC
Q2 2020 Filed on Aug 14, 2020
630
$23.79 - $27.87 $15K - $17.6K
Allergan PLC Shs
Q2 2020 Filed on Aug 14, 2020
490
N/A
MFC
Manulife Financial Corp

Financial Services
Q2 2020 Filed on Aug 14, 2020
1,366
$11.34 - $15.04 $15.5K - $20.5K
IMBBY
Imperial Brands PLC

Consumer Defensive
Q2 2020 Filed on Aug 14, 2020
769
$18.26 - $21.6 $14K - $16.6K
ASX
Ase Technology Holding Co., Ltd.

Technology
Q2 2020 Filed on Aug 14, 2020
3,659
$3.53 - $4.61 $12.9K - $16.9K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
Q2 2020 Filed on Aug 14, 2020
40
$39.52 - $57.92 $1.58K - $2.32K
ORKLY
Orkla As Spon Adr (Rep A)

Consumer Defensive
Q2 2020 Filed on Aug 14, 2020
488
$8.19 - $9.2 $4K - $4.49K
LYG
Lloyds Banking Group PLC

Financial Services
Q2 2020 Filed on Aug 14, 2020
7,030
$1.29 - $1.85 $9.07K - $13K
Alerian Mlp ETF
Q2 2020 Filed on Aug 14, 2020
10,465
N/A
United Technologies Corporation
Q2 2020 Filed on Aug 14, 2020
1,724
N/A
BHKLY
Boc Hong Kong (Hldgs) LTD Spon
Q2 2020 Filed on Aug 14, 2020
160
$54.73 - $64.68 $8.76K - $10.3K
NSRPF
Novo Resources Corp.
Q2 2020 Filed on Aug 14, 2020
1,500
$1.24 - $2.81 $1.86K - $4.22K
NVT
N Vent Electric PLC

Industrials
Q2 2020 Filed on Aug 14, 2020
337
$15.03 - $21.19 $5.07K - $7.14K
Tallgrass Energy LP Class A Shs
Q2 2020 Filed on Aug 14, 2020
10,024
N/A
NNGRY
Nn Group Nv

Financial Services
Q2 2020 Filed on Aug 14, 2020
1,273
$12.25 - $18.05 $15.6K - $23K
Callon Pete Company Del
Q2 2020 Filed on Aug 14, 2020
5,380
N/A
HTH
Hilltop Holdings Inc.

Financial Services
Q2 2020 Filed on Aug 14, 2020
1,650
$13.5 - $21.37 $22.3K - $35.3K
United States Oil Fund, LP
Q2 2020 Filed on Aug 14, 2020
236
N/A
OXM
Oxford Industries Inc

Consumer Cyclical
Q2 2020 Filed on Aug 14, 2020
38
$31.82 - $57.06 $1.21K - $2.17K
Arconic Incorporated
Q2 2020 Filed on Aug 14, 2020
33
N/A
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