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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$316B
$77.4 Million 13.16% of portfolio
576,735
Q4 2024 Reduced 1.37%
$3.97T
$73.8 Million 12.53% of portfolio
294,521
Q4 2024 Reduced 1.79%
$1.05T
$24.9 Million 4.23% of portfolio
131,598
Q4 2024 Added 0.3%
$2.17T
$22.6 Million 3.83% of portfolio
102,849
Q4 2024 Added 1.7%
$2.97T
$21 Million 3.56% of portfolio
49,720
Q4 2024 Reduced 0.18%
$1.48T
$14.4 Million 2.44% of portfolio
24,356
Q4 2024 Added 20.56%
$306B
$14 Million 2.37% of portfolio
41,806
Q4 2024 Reduced 0.47%
$576B
$13.8 Million 2.35% of portfolio
43,749
Q4 2024 Added 2.08%
$457B
$13.6 Million 2.31% of portfolio
126,658
Q4 2024 Reduced 19.64%
$244B
$10.8 Million 1.83% of portfolio
89,566
Q3 2024 Added 0.53%
$467B
$10.3 Million 1.75% of portfolio
11,241
Q4 2024 Added 3.8%
$857B
$9.54 Million 1.62% of portfolio
12,355
Q4 2024 Added 1.26%
$1.08T
$8.66 Million 1.47% of portfolio
45,450
Q4 2024 Reduced 0.5%
$538B
$7.74 Million 1.31% of portfolio
14,690
Q4 2024 Added 0.92%
$755B
$7.54 Million 1.28% of portfolio
31,437
Q4 2024 Added 5.99%
$403B
$7.19 Million 1.22% of portfolio
18,490
Q4 2024 Added 4.49%
$650B
$4.63 Million 0.79% of portfolio
10,205
Q4 2024 Added 2.06%
$435B
$4.56 Million 0.77% of portfolio
5,114
Q4 2024 Added 16.2%
$265B
$4.3 Million 0.73% of portfolio
47,606
Q4 2024 Added 8.07%
$309B
$4.12 Million 0.7% of portfolio
66,127
Q4 2024 Added 6.6%
$361B
$3.9 Million 0.66% of portfolio
21,955
Q4 2024 Added 3.55%
$306B
$3.2 Million 0.54% of portfolio
22,092
Q4 2024 Added 2.01%
$956B
$2.99 Million 0.51% of portfolio
7,399
Q4 2024 Added 2.94%
$440B
$2.36 Million 0.4% of portfolio
4,666
Q4 2024 Added 6.14%
$232B
$1.79 Million 0.3% of portfolio
17,959
Q4 2024 Reduced 3.56%
$210B
$1.69 Million 0.29% of portfolio
2,951
Q4 2024 Added 18.85%
$409B
$1.57 Million 0.27% of portfolio
9,391
Q4 2024 Added 11.47%
$220B
$1.33 Million 0.23% of portfolio
10,544
Q4 2024 Added 3.67%
$216B
$707,000 0.12% of portfolio
4,655
Q4 2024 Added 5.44%
$238B
$588,000 0.1% of portfolio
5,206
Q4 2024 Reduced 14.84%
$264B
$466,000 0.08% of portfolio
7,878
Q4 2024 Reduced 1.03%
$231B
$422,000 0.07% of portfolio
1,920
Q3 2024 Reduced 20.23%
$434B
$391,000 0.07% of portfolio
2,710
Q4 2024 Added 15.37%
$353B
$355,000 0.06% of portfolio
8,083
Q3 2024 Added 2.54%
$229B
$269,000 0.05% of portfolio
766
Q3 2024 Reduced 3.89%
$202B
$250,000 0.04% of portfolio
2,246
Q4 2024 Reduced 5.83%
$982B
$221,000 0.04% of portfolio
1,123
Q4 2024 New
$238B
$211,000 0.04% of portfolio
3,367
Q4 2024 Reduced 29.4%

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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