Cfm Wealth Partners LLC Portfolio Holdings by Sector

Cfm Wealth Partners LLC

$589 Million
Q4 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Semiconductors \| Technology NVDA AMD TXN QCOM INTC TSM 6 stocks	$86,834 14.76% of portfolio	3	3	1	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$73,753 12.53% of portfolio	-	1	-	-	0 Calls 0 Puts
ETFs \| ETFs SPY QQQ IWF IWD IWR USMV VOO SPSM 27 stocks	$65,400 11.11% of portfolio	13	4	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL META GOOG 3 stocks	$47,932 8.14% of portfolio	2	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT PANW CRWD FTNT 4 stocks	$36,608 6.22% of portfolio	3	1	1	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy WMB EPD ET OKE MPLX HESM WES TRGP 11 stocks	$30,936 5.26% of portfolio	-	7	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$22,564 3.83% of portfolio	1	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V MA ALLY 3 stocks	$21,804 3.71% of portfolio	2	1	-	-	0 Calls 0 Puts
Software—Application \| Technology CRM NOW 2 stocks	$18,552 3.15% of portfolio	1	1	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY ABBV MRK AMGN PFE JNJ BMY 7 stocks	$17,366 2.95% of portfolio	4	2	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM CVX SHEL 3 stocks	$17,034 2.89% of portfolio	1	2	-	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive PM MO 2 stocks	$15,084 2.56% of portfolio	1	-	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST WMT TGT 3 stocks	$15,001 2.55% of portfolio	3	-	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical ORLY ASO 2 stocks	$13,257 2.25% of portfolio	1	1	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical CMG MCD SBUX 3 stocks	$12,281 2.09% of portfolio	2	1	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM RY BAC C 4 stocks	$10,774 1.83% of portfolio	2	-	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD LOW 2 stocks	$7,718 1.31% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services FFIN PB 2 stocks	$6,606 1.12% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials SHW 1 stocks	$5,735 0.97% of portfolio	1	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services KKR NAD APO BX 4 stocks	$5,077 0.86% of portfolio	2	-	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive KO PEP 2 stocks	$4,824 0.82% of portfolio	2	-	-	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX DIS 2 stocks	$4,808 0.82% of portfolio	1	1	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$4,625 0.79% of portfolio	1	-	-	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical TJX 1 stocks	$4,434 0.75% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy EQT FANG COP CRGY SM 5 stocks	$3,990 0.68% of portfolio	1	2	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services GS MS RJF 3 stocks	$3,229 0.55% of portfolio	3	-	1	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$2,988 0.51% of portfolio	1	-	-	-	0 Calls 0 Puts
Confectioners \| Consumer Defensive MDLZ 1 stocks	$2,812 0.48% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology AMAT 1 stocks	$2,442 0.41% of portfolio	-	-	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare LUNG ABT 2 stocks	$2,380 0.4% of portfolio	-	1	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH 1 stocks	$2,360 0.4% of portfolio	1	-	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials CAT 1 stocks	$1,962 0.33% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Equipment & Services \| Energy USAC 1 stocks	$1,744 0.3% of portfolio	-	1	-	-	0 Calls 0 Puts
Marine Shipping \| Industrials SBLK 1 stocks	$1,586 0.27% of portfolio	1	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$1,574 0.27% of portfolio	1	-	-	-	0 Calls 0 Puts
Engineering & Construction \| Industrials PWR 1 stocks	$1,417 0.24% of portfolio	-	1	-	-	0 Calls 0 Puts
Railroads \| Industrials UNP CSX 2 stocks	$1,413 0.24% of portfolio	-	1	-	-	0 Calls 0 Puts
REIT—Retail \| Real Estate SPG 1 stocks	$1,254 0.21% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas Refining & Marketing \| Energy PSX 1 stocks	$1,210 0.21% of portfolio	-	1	-	-	0 Calls 0 Puts
Trucking \| Industrials ODFL 1 stocks	$1,190 0.2% of portfolio	-	-	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services VZ T 2 stocks	$962 0.16% of portfolio	1	1	-	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM ACN 2 stocks	$691 0.12% of portfolio	-	-	-	-	0 Calls 0 Puts
Medical Care Facilities \| Healthcare HCA 1 stocks	$579 0.1% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials PH EMR 2 stocks	$573 0.1% of portfolio	-	1	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials LMT 1 stocks	$491 0.08% of portfolio	1	-	-	-	0 Calls 0 Puts
Communication Equipment \| Technology CSCO 1 stocks	$466 0.08% of portfolio	-	1	-	-	0 Calls 0 Puts
Staffing & Employment Services \| Industrials ADP 1 stocks	$437 0.07% of portfolio	-	1	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs IYR 1 stocks	$433 0.07% of portfolio	1	-	-	-	0 Calls 0 Puts
Footwear & Accessories \| Consumer Cyclical NKE 1 stocks	$329 0.06% of portfolio	-	1	-	-	0 Calls 0 Puts
Computer Hardware \| Technology DELL 1 stocks	$322 0.05% of portfolio	-	-	-	-	0 Calls 0 Puts
Chemicals \| Basic Materials DOW 1 stocks	$229 0.04% of portfolio	-	1	-	-	0 Calls 0 Puts
Conglomerates \| Industrials HON 1 stocks	$216 0.04% of portfolio	1	-	1	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities WEC 1 stocks	$215 0.04% of portfolio	-	1	-	-	0 Calls 0 Puts

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Cfm Wealth Partners LLC Portfolio Holdings by Sector

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