Cfm Wealth Partners LLC Portfolio Holdings by Sector

Cfm Wealth Partners LLC

$568 Million
Q3 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Semiconductors \| Technology NVDA AMD QCOM TXN INTC 5 stocks	$83,684 14.73% of portfolio	3	2	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$69,844 12.29% of portfolio	-	1	-	-	0 Calls 0 Puts
ETFs \| ETFs SPY QQQ IWF IWD IWR USMV VOO SPSM 27 stocks	$64,272 11.31% of portfolio	16	4	2	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL META GOOG 3 stocks	$40,961 7.21% of portfolio	3	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT PANW ADBE CRWD 4 stocks	$35,208 6.2% of portfolio	3	1	-	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy WMB EPD ET MPLX OKE HESM WES ENB 11 stocks	$27,674 4.87% of portfolio	6	4	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM CVX SHEL 3 stocks	$21,977 3.87% of portfolio	3	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY ABBV MRK AMGN PFE JNJ BMY 7 stocks	$19,418 3.42% of portfolio	2	5	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V MA ALLY 3 stocks	$19,211 3.38% of portfolio	3	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$18,843 3.32% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Application \| Technology CRM NOW 2 stocks	$15,301 2.69% of portfolio	1	1	-	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive PM MO 2 stocks	$15,050 2.65% of portfolio	2	-	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST WMT TGT 3 stocks	$13,598 2.39% of portfolio	2	1	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical ORLY ASO 2 stocks	$12,778 2.25% of portfolio	1	1	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical MCD CMG SBUX 3 stocks	$12,306 2.17% of portfolio	1	2	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM RY BAC C 4 stocks	$9,493 1.67% of portfolio	2	2	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD LOW 2 stocks	$7,747 1.36% of portfolio	2	-	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services FFIN PB 2 stocks	$6,882 1.21% of portfolio	-	2	-	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials SHW 1 stocks	$6,400 1.13% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology AMAT ACLS LRCX 3 stocks	$6,299 1.11% of portfolio	-	2	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive KO PEP 2 stocks	$5,207 0.92% of portfolio	1	1	-	-	0 Calls 0 Puts
Asset Management \| Financial Services KKR NAD BLK APO BX 5 stocks	$4,750 0.84% of portfolio	3	2	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$4,602 0.81% of portfolio	1	-	-	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical TJX 1 stocks	$4,314 0.76% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy COP EQT FANG CRGY SM 5 stocks	$3,753 0.66% of portfolio	3	2	1	-	0 Calls 0 Puts
Confectioners \| Consumer Defensive MDLZ HSY 2 stocks	$3,657 0.64% of portfolio	-	1	-	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX DIS 2 stocks	$3,350 0.59% of portfolio	1	1	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare LUNG ABT 2 stocks	$2,884 0.51% of portfolio	-	1	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH 1 stocks	$2,570 0.45% of portfolio	1	-	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services GS MS 2 stocks	$2,289 0.4% of portfolio	2	-	-	-	0 Calls 0 Puts
Marine Shipping \| Industrials SBLK 1 stocks	$2,279 0.4% of portfolio	1	-	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials CAT 1 stocks	$2,166 0.38% of portfolio	-	1	-	-	0 Calls 0 Puts
Railroads \| Industrials UNP CSX 2 stocks	$1,926 0.34% of portfolio	1	1	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$1,880 0.33% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Equipment & Services \| Energy USAC 1 stocks	$1,738 0.31% of portfolio	1	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$1,458 0.26% of portfolio	1	-	-	-	0 Calls 0 Puts
Engineering & Construction \| Industrials PWR 1 stocks	$1,433 0.25% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Refining & Marketing \| Energy PSX 1 stocks	$1,403 0.25% of portfolio	-	1	-	-	0 Calls 0 Puts
Trucking \| Industrials ODFL 1 stocks	$1,340 0.24% of portfolio	-	-	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services VZ T BCE 3 stocks	$1,214 0.21% of portfolio	1	2	-	-	0 Calls 0 Puts
REIT—Retail \| Real Estate SPG 1 stocks	$1,064 0.19% of portfolio	1	-	-	-	0 Calls 0 Puts
Medical Care Facilities \| Healthcare HCA 1 stocks	$824 0.15% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials PH GE EMR 3 stocks	$760 0.13% of portfolio	-	2	-	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM ACN 2 stocks	$694 0.12% of portfolio	-	2	-	-	0 Calls 0 Puts
Footwear & Accessories \| Consumer Cyclical NKE 1 stocks	$638 0.11% of portfolio	-	1	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials LMT 1 stocks	$573 0.1% of portfolio	-	1	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs IYR 1 stocks	$470 0.08% of portfolio	-	1	-	-	0 Calls 0 Puts
Communication Equipment \| Technology CSCO 1 stocks	$423 0.07% of portfolio	-	1	-	-	0 Calls 0 Puts
Staffing & Employment Services \| Industrials ADP 1 stocks	$420 0.07% of portfolio	-	1	-	-	0 Calls 0 Puts
Computer Hardware \| Technology DELL 1 stocks	$331 0.06% of portfolio	-	1	-	-	0 Calls 0 Puts
Chemicals \| Basic Materials DOW 1 stocks	$327 0.06% of portfolio	1	-	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities WEC 1 stocks	$223 0.04% of portfolio	1	-	1	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare TMO 1 stocks	$200 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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