Cfm Wealth Partners LLC Portfolio Holdings

Cfm Wealth Partners LLC

  • $568 Million
  • Q3 2024

Cfm Wealth Partners LLC has filed its 13F form on October 23, 2024 for Q3 2024 where it was disclosed a total value porftolio of $568 Million distributed in 143 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $71M, Apple Inc. with a value of $69.8M, Alphabet Inc. with a value of $21.8M, Microsoft Corp with a value of $21.4M, and Amazon Com Inc with a value of $18.8M.

Examining the 13F form we can see an increase of $83.8M in the current position value, from $484M to 568M.

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

Portfolio value $568 Million
Technology: $212 Million
ETFs: $64.7 Million
Consumer Cyclical: $58.5 Million
Energy: $56.5 Million
Financial Services: $47.2 Million
Communication Services: $45.5 Million
Consumer Defensive: $39 Million
Healthcare: $25.9 Million
Other: $18.9 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$400B
$1.46 Million 0.26% of portfolio
8,425
Q3 2024 Added 17.37%
$1.64B
$1.49 Million 0.26% of portfolio
42,260
Q3 2024 Added 19.85%
$208B
$1.47 Million 0.26% of portfolio
2,846
Q3 2024 Added 4.25%
$53.7B
$1.4 Million 0.25% of portfolio
10,680
Q3 2024 Reduced 51.83%
$47.3B
$1.43 Million 0.25% of portfolio
4,812
Q3 2024 Reduced 10.44%
$20.3B
$1.34 Million 0.24% of portfolio
6,750
Q1 2024 Added 100.0%
$15.4B
$1.34 Million 0.24% of portfolio
35,040
Q3 2024 Added 72.1%
$199B
$1.23 Million 0.22% of portfolio
2,483
Q3 2024 Added 37.18%
$103B
$1.22 Million 0.22% of portfolio
12,563
Q3 2024 Reduced 49.54%
$141B
$1.21 Million 0.21% of portfolio
4,928
Q3 2024 Reduced 0.12%
$179B
$1.13 Million 0.2% of portfolio
6,644
Q3 2024 Reduced 8.03%
$124B
$1.15 Million 0.2% of portfolio
10,921
Q3 2024 Reduced 6.6%
$84.8B
$1.1 Million 0.19% of portfolio
27,203
Q3 2024 Added 64.53%
$177B
$1.07 Million 0.19% of portfolio
5,505
Q3 2024 Added 2.51%
$56.7B
$1.06 Million 0.19% of portfolio
6,301
Q3 2024 Added 65.68%
$215B
$1.06 Million 0.19% of portfolio
10,171
Q3 2024 Added 37.08%
$141B
$1.02 Million 0.18% of portfolio
3,173
Q3 2024 Reduced 1.34%
$28B
$882,000 0.16% of portfolio
5,119
Q3 2024 Added 22.55%
$16.4B
$897,000 0.16% of portfolio
24,488
Q3 2024 New
$87.4B
$824,000 0.15% of portfolio
2,028
Q3 2024 Reduced 3.93%
$68.5B
$713,000 0.13% of portfolio
20,663
Q3 2024 Added 16.96%
$211B
$750,000 0.13% of portfolio
4,415
Q3 2024 Reduced 4.21%
$201B
$696,000 0.12% of portfolio
6,113
Q3 2024 Reduced 23.57%
$150B
$699,000 0.12% of portfolio
24,186
Q3 2024 Reduced 6.02%
$167B
$706,000 0.12% of portfolio
15,730
Q3 2024 Added 4.61%
$78.6B
$669,000 0.12% of portfolio
2,386
Q3 2024 Reduced 67.9%
$96.7B
$638,000 0.11% of portfolio
7,232
Q3 2024 Reduced 32.3%
$0
$630,000 0.11% of portfolio
50,961
Q3 2024 Added 59.25%
$128B
$573,000 0.1% of portfolio
981
Q3 2024 Reduced 9.67%
$155B
$577,000 0.1% of portfolio
2,133
Q3 2024 Added 5.8%
$670M
$575,000 0.1% of portfolio
52,614
Q3 2024 Added 8.21%
$6.95B
$581,000 0.1% of portfolio
8,070
Q3 2024 Reduced 0.21%
$61.4B
$494,000 0.09% of portfolio
22,394
Q3 2024 Reduced 18.62%
$10.1B
$535,000 0.09% of portfolio
656
Q1 2023 New
$60.9B
$440,000 0.08% of portfolio
2,825
Q3 2024 Added 1.18%
$123B
$420,000 0.07% of portfolio
1,520
Q3 2024 Reduced 1.62%
$246B
$423,000 0.07% of portfolio
7,960
Q3 2024 Reduced 7.88%
$381B
$380,000 0.07% of portfolio
2,349
Q3 2024 Reduced 9.48%
$201B
$424,000 0.07% of portfolio
1,920
Q3 2024 Reduced 20.23%
$12B
$413,000 0.07% of portfolio
23,816
Q4 2023 New
$356B
$320,000 0.06% of portfolio
8,083
Q3 2024 Added 2.54%
$219B
$314,000 0.06% of portfolio
4,769
Q3 2024 Added 41.64%
$83.8B
$343,000 0.06% of portfolio
543
Q3 2023 Reduced 17.85%
$28.2B
$327,000 0.06% of portfolio
5,990
Q3 2024 Added 7.5%
$30.8B
$331,000 0.06% of portfolio
2,799
Q3 2024 Reduced 0.43%
$105B
$275,000 0.05% of portfolio
2,207
Q3 2024 Reduced 29.85%
$83.8B
$295,000 0.05% of portfolio
12,614
Q3 2024 Reduced 15.54%
$228B
$270,000 0.05% of portfolio
766
Q3 2024 Reduced 3.89%
$164B
$305,000 0.05% of portfolio
13,868
Q3 2024 Reduced 33.12%

Summary

  • Portfolio
  • No. of Stocks 143
  • Current Value $568 Million
  • Prior Value $484 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 23, 2024
  • Form Type 13F-HR/A
  • Activity in Q3 2024
  • New Purchases 4 stocks
  • Additional Purchases 70 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 56 stocks
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