Cfm Wealth Partners LLC Portfolio Holdings

Cfm Wealth Partners LLC

  • $589 Million
  • Q4 2024

Cfm Wealth Partners LLC has filed its 13F form on January 24, 2025 for Q4 2024 where it was disclosed a total value porftolio of $589 Million distributed in 139 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $77.4M, Apple Inc. with a value of $73.8M, Alphabet Inc. with a value of $24.9M, Amazon Com Inc with a value of $22.6M, and Microsoft Corp with a value of $21M.

Examining the 13F form we can see an increase of $20.4M in the current position value, from $568M to 589M.

Below you can find more details about Cfm Wealth Partners LLC portfolio as well as his latest detailed transactions.

Portfolio value $589 Million
Technology: $220 Million
ETFs: $65.8 Million
Consumer Cyclical: $63.6 Million
Energy: $54.9 Million
Communication Services: $53.7 Million
Financial Services: $52.1 Million
Consumer Defensive: $39.3 Million
Healthcare: $22.7 Million
Other: $16.7 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$299B
$77.4 Million 13.16% of portfolio
576,735
Q4 2024 Reduced 1.37%
$3.79T
$73.8 Million 12.53% of portfolio
294,521
Q4 2024 Reduced 1.79%
$1.22T
$24.9 Million 4.23% of portfolio
131,598
Q4 2024 Added 0.3%
$2.42T
$22.6 Million 3.83% of portfolio
102,849
Q4 2024 Added 1.7%
$3.09T
$21 Million 3.56% of portfolio
49,720
Q4 2024 Reduced 0.18%
$1.55T
$14.4 Million 2.44% of portfolio
24,356
Q4 2024 Added 20.56%
$342B
$14 Million 2.37% of portfolio
41,806
Q4 2024 Reduced 0.47%
$559B
$13.8 Million 2.35% of portfolio
43,749
Q4 2024 Added 2.08%
$445B
$13.6 Million 2.31% of portfolio
126,658
Q4 2024 Reduced 19.64%
$55.2B
$12.6 Million 2.13% of portfolio
68,975
Q4 2024 Added 102.6%
$67.5B
$12 Million 2.04% of portfolio
222,013
Q4 2024 Reduced 0.73%
$202B
$10.8 Million 1.83% of portfolio
89,566
Q3 2024 Added 0.53%
$434B
$10.3 Million 1.75% of portfolio
11,241
Q4 2024 Added 3.8%
$81.3B
$10.1 Million 1.72% of portfolio
8,538
Q4 2024 Added 3.1%
$771B
$9.54 Million 1.62% of portfolio
12,355
Q4 2024 Added 1.26%
$1.25T
$8.66 Million 1.47% of portfolio
45,450
Q4 2024 Reduced 0.5%
$784B
$7.54 Million 1.28% of portfolio
31,437
Q4 2024 Added 5.99%
$422B
$7.19 Million 1.22% of portfolio
18,490
Q4 2024 Added 4.49%
$187B
$6.82 Million 1.16% of portfolio
56,432
Q4 2024 Reduced 9.07%
$5.31B
$6 Million 1.02% of portfolio
166,395
Q4 2024 Reduced 2.32%
$92.8B
$5.74 Million 0.97% of portfolio
16,872
Q4 2024 Added 0.56%
$1.62B
$5.71 Million 0.97% of portfolio
94,619
Q4 2024 Added 0.1%
$71B
$5.64 Million 0.96% of portfolio
179,960
Q4 2024 Reduced 0.57%
$212B
$5.48 Million 0.93% of portfolio
18,892
Q4 2024 Added 2.06%
$610B
$4.63 Million 0.79% of portfolio
10,205
Q4 2024 Added 2.06%
$206B
$4.58 Million 0.78% of portfolio
4,317
Q4 2024 Added 1.48%
$435B
$4.56 Million 0.77% of portfolio
5,114
Q4 2024 Added 16.2%
$145B
$4.43 Million 0.75% of portfolio
36,710
Q4 2024 Added 0.01%
$266B
$4.3 Million 0.73% of portfolio
47,606
Q4 2024 Added 8.07%
$93.6B
$4.31 Million 0.73% of portfolio
82,341
Q4 2024 Added 0.57%
$275B
$4.12 Million 0.7% of portfolio
66,127
Q4 2024 Added 6.6%
$144B
$3.89 Million 0.66% of portfolio
26,329
Q4 2024 Added 2.74%
$325B
$3.9 Million 0.66% of portfolio
21,955
Q4 2024 Added 3.55%
$63.2B
$3.54 Million 0.6% of portfolio
180,484
Q4 2024 Reduced 3.05%
$292B
$3.2 Million 0.54% of portfolio
22,092
Q4 2024 Added 2.01%
$4.17B
$3.13 Million 0.53% of portfolio
54,461
Q4 2024 Reduced 1.89%
$1.28T
$2.99 Million 0.51% of portfolio
7,399
Q4 2024 Added 2.94%
$85.5B
$2.89 Million 0.49% of portfolio
8,433
Q4 2024 Added 253.44%
$79.5B
$2.81 Million 0.48% of portfolio
47,088
Q4 2024 Added 0.9%
$170B
$2.58 Million 0.44% of portfolio
21,401
Q3 2024 Reduced 1.59%
$155B
$2.44 Million 0.41% of portfolio
15,020
Q3 2024 Reduced 3.12%
$507B
$2.36 Million 0.4% of portfolio
4,666
Q4 2024 Added 6.14%
$196B
$1.96 Million 0.33% of portfolio
5,409
Q4 2024 Reduced 2.36%
$43.4B
$1.83 Million 0.31% of portfolio
18,190
Q3 2024 Reduced 6.83%
$52.3B
$1.81 Million 0.31% of portfolio
37,921
Q3 2024 Added 24.12%
$212M
$1.79 Million 0.3% of portfolio
264,039
Q1 2023 New
$250B
$1.79 Million 0.3% of portfolio
17,959
Q4 2024 Reduced 3.56%
$2.61B
$1.74 Million 0.3% of portfolio
74,038
Q4 2024 Reduced 2.32%
$219B
$1.69 Million 0.29% of portfolio
2,951
Q4 2024 Added 18.85%

Summary

  • Portfolio
  • No. of Stocks 139
  • Current Value $589 Million
  • Prior Value $568 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 24, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 4 stocks
  • Additional Purchases 59 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 44 stocks
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