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
$1.64B
$1.59 Million 0.27% of portfolio
106,119
Q4 2024 Added 10.28%
$404B
$1.57 Million 0.27% of portfolio
9,391
Q4 2024 Added 11.47%
$1.87B
$1.56 Million 0.27% of portfolio
42,260
Q3 2024 Added 19.85%
$36.4B
$1.42 Million 0.24% of portfolio
4,485
Q4 2024 Reduced 6.8%
$15.8B
$1.35 Million 0.23% of portfolio
35,040
Q3 2024 Added 72.1%
$198B
$1.33 Million 0.23% of portfolio
10,544
Q4 2024 Added 3.67%
$59.4B
$1.21 Million 0.21% of portfolio
10,626
Q4 2024 Reduced 0.51%
$54.4B
$1.25 Million 0.21% of portfolio
7,285
Q4 2024 Added 15.62%
$89.7B
$1.15 Million 0.2% of portfolio
27,149
Q4 2024 Reduced 0.2%
$45.4B
$1.2 Million 0.2% of portfolio
6,709
Q4 2024 Reduced 2.95%
$18.5B
$1.19 Million 0.2% of portfolio
6,750
Q1 2024 Added 100.0%
$145B
$1.12 Million 0.19% of portfolio
4,928
Q3 2024 Reduced 0.12%
$112B
$1.1 Million 0.19% of portfolio
12,080
Q4 2024 Reduced 3.84%
$177B
$1.07 Million 0.18% of portfolio
5,474
Q4 2024 Reduced 0.56%
$173B
$1.02 Million 0.17% of portfolio
6,648
Q4 2024 Added 0.06%
$19.6B
$1.02 Million 0.17% of portfolio
22,134
Q4 2024 Reduced 9.61%
$28.4B
$987,000 0.17% of portfolio
6,026
Q4 2024 Added 17.72%
$167B
$823,000 0.14% of portfolio
3,158
Q4 2024 Reduced 0.47%
$538M
$768,000 0.13% of portfolio
52,614
Q3 2024 Added 8.21%
$207B
$707,000 0.12% of portfolio
4,655
Q4 2024 Added 5.44%
$142B
$701,000 0.12% of portfolio
26,424
Q4 2024 Added 9.25%
$191B
$650,000 0.11% of portfolio
16,269
Q4 2024 Added 3.43%
$6.51B
$608,000 0.1% of portfolio
8,070
Q3 2024 Reduced 0.21%
$0
$594,000 0.1% of portfolio
50,961
Q3 2024 Added 59.25%
$232B
$588,000 0.1% of portfolio
5,206
Q4 2024 Reduced 14.84%
$99.2B
$579,000 0.1% of portfolio
1,931
Q4 2024 Reduced 4.78%
$145B
$526,000 0.09% of portfolio
2,133
Q3 2024 Added 5.8%
$64.1B
$520,000 0.09% of portfolio
19,005
Q4 2024 Reduced 15.13%
$253B
$466,000 0.08% of portfolio
7,878
Q4 2024 Reduced 1.03%
$117B
$491,000 0.08% of portfolio
1,011
Q4 2024 Added 3.06%
$223B
$422,000 0.07% of portfolio
1,920
Q3 2024 Reduced 20.23%
$127B
$437,000 0.07% of portfolio
1,495
Q4 2024 Reduced 1.64%
$48B
$401,000 0.07% of portfolio
2,972
Q4 2024 Added 5.2%
$434B
$391,000 0.07% of portfolio
2,710
Q4 2024 Added 15.37%
$80B
$329,000 0.06% of portfolio
4,348
Q4 2024 Reduced 39.88%
$335B
$355,000 0.06% of portfolio
8,083
Q3 2024 Added 2.54%
$78.1B
$345,000 0.06% of portfolio
543
Q3 2023 Reduced 17.85%
$82.2B
$364,000 0.06% of portfolio
2,208
Q4 2024 Added 0.05%
$14B
$325,000 0.06% of portfolio
19,051
Q4 2024 Reduced 20.01%
$61.9B
$290,000 0.05% of portfolio
8,998
Q4 2024 Reduced 56.45%
$137B
$305,000 0.05% of portfolio
4,343
Q4 2024 Added 7.42%
$23.6B
$322,000 0.05% of portfolio
2,799
Q3 2024 Reduced 0.43%
$197B
$269,000 0.05% of portfolio
766
Q3 2024 Reduced 3.89%
$202B
$312,000 0.05% of portfolio
13,728
Q4 2024 Reduced 1.01%
$130B
$226,000 0.04% of portfolio
4,008
Q3 2024 Reduced 8.93%
$99.1B
$225,000 0.04% of portfolio
1,307
Q3 2024 Reduced 46.3%
$34.4B
$215,000 0.04% of portfolio
2,290
Q4 2024 Reduced 1.55%
$11B
$243,000 0.04% of portfolio
6,768
Q4 2024 Reduced 0.22%
$180B
$250,000 0.04% of portfolio
2,246
Q4 2024 Reduced 5.83%

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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