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 $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.57B
$5.71 Million 0.97% of portfolio
94,619
Q4 2024 Added 0.1%
$1.52B
$1.59 Million 0.27% of portfolio
106,119
Q4 2024 Added 10.28%
$1.82B
$1.56 Million 0.27% of portfolio
42,260
Q3 2024 Added 19.85%
$772M
$768,000 0.13% of portfolio
52,614
Q3 2024 Added 8.21%
$706M
$111,000 0.02% of portfolio
15,545
Q4 2024 Added 5.02%

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
Track This Portfolio

Track Cfm Wealth Partners LLC Portfolio

Follow Cfm Wealth Partners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cfm Wealth Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cfm Wealth Partners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email