Cmh Wealth Management LLC Portfolio Holdings

Cmh Wealth Management LLC

  • $387 Million
  • Q1 2025

Cmh Wealth Management LLC has filed its 13F form on April 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $387 Million distributed in 55 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $25.1M, Apple Inc. with a value of $24M, Amazon Com Inc with a value of $20.3M, Alphabet Inc. with a value of $18M, and Ishares Tr Russell 2500 ETF with a value of $16.2M.

Examining the 13F form we can see an decrease of $38.4M in the current position value, from $425M to 387M.

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

Portfolio value $387 Million
ETFs: $142 Million
Technology: $111 Million
Consumer Cyclical: $38.6 Million
Healthcare: $27 Million
Financial Services: $19.7 Million
Communication Services: $18 Million
Industrials: $16 Million
Consumer Defensive: $6.93 Million
Other: $743,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.89T
$25.1 Million 6.5% of portfolio
66,975
Q1 2025 Reduced 2.83%
$3.25T
$24 Million 6.21% of portfolio
108,174
Q1 2025 Added 1.01%
$1.86T
$20.3 Million 5.24% of portfolio
106,702
Q1 2025 Reduced 16.46%
$931B
$18 Million 4.66% of portfolio
116,845
Q1 2025 Reduced 15.05%
$0
$16.2 Million 4.18% of portfolio
258,417
Q1 2025 Reduced 0.18%
$0
$16 Million 4.13% of portfolio
135,356
Q1 2025 Reduced 1.82%
$0
$14.9 Million 3.86% of portfolio
116,407
Q1 2025 Added 0.39%
$0
$13.1 Million 3.37% of portfolio
233,807
Q1 2025 Added 1.2%
$163B
$11.6 Million 2.99% of portfolio
30,166
Q1 2025 Added 69.89%
$21.6B
$11.1 Million 2.88% of portfolio
203,648
Q1 2025 Added 261.07%
$717B
$10.2 Million 2.62% of portfolio
12,297
Q1 2025 Reduced 11.35%
$152B
$9.82 Million 2.54% of portfolio
80,615
Q1 2025 Added 0.75%
$94.9B
$9.5 Million 2.45% of portfolio
55,685
Q1 2025 Reduced 0.86%
$0
$9.22 Million 2.38% of portfolio
112,954
Q1 2025 Added 2.0%
$0
$9.06 Million 2.34% of portfolio
94,681
Q1 2025 Reduced 2.23%
$548B
$8.86 Million 2.29% of portfolio
25,279
Q1 2025 Reduced 2.65%
$50.9B
$8.5 Million 2.2% of portfolio
49,838
Q1 2025 Reduced 1.05%
$140B
$8.52 Million 2.2% of portfolio
41,561
Q1 2025 Added 0.34%
$797B
$8.44 Million 2.18% of portfolio
32,575
Q1 2025 Added 3.17%
$489B
$8.38 Million 2.17% of portfolio
15,297
Q1 2025 Reduced 1.73%
$0
$7.81 Million 2.02% of portfolio
60,004
Q1 2025 Reduced 0.23%
$46.3B
$7.58 Million 1.96% of portfolio
51,829
Q1 2025 Added 4.82%
$549B
$7.25 Million 1.87% of portfolio
13,852
Q1 2025 Added 1.76%
$255B
$6.96 Million 1.8% of portfolio
25,917
Q1 2025 Reduced 17.56%
$162B
$6.82 Million 1.76% of portfolio
8,566
Q1 2025 Reduced 29.63%
$0
$6.55 Million 1.69% of portfolio
45,325
Q1 2025 Reduced 0.19%
$135B
$6.48 Million 1.67% of portfolio
30,579
Q1 2025 Added 1.78%
$43.6B
$6.41 Million 1.66% of portfolio
61,420
Q1 2025 Added 31.52%
$0
$6.39 Million 1.65% of portfolio
140,331
Q1 2025 Added 1.04%
$0
$6.36 Million 1.64% of portfolio
167,139
Q1 2025 Reduced 1.62%
$0
$5.53 Million 1.43% of portfolio
29,326
Q1 2025 Reduced -0.0%
$0
$5.26 Million 1.36% of portfolio
45,115
Q1 2025 Added 5.18%
$0
$5.23 Million 1.35% of portfolio
61,549
Q1 2025 Added 0.84%
$79.5B
$4.99 Million 1.29% of portfolio
39,817
Q1 2025 Added 0.81%
$276B
$4.74 Million 1.22% of portfolio
43,726
Q1 2025 Added 1.34%
$0
$4.44 Million 1.15% of portfolio
49,523
Q1 2025 Added 2.3%
$0
$3.89 Million 1.01% of portfolio
15,419
Q1 2025 Reduced 1.69%
$0
$3.67 Million 0.95% of portfolio
61,829
Q1 2025 Reduced 1.47%
$0
$3.2 Million 0.83% of portfolio
37,949
Q1 2025 Reduced 0.49%
$0
$2.76 Million 0.71% of portfolio
43,806
Q1 2025 Reduced 0.93%
$687B
$1.69 Million 0.44% of portfolio
3,222
Q1 2025 Reduced 12.25%
$401B
$522,000 0.13% of portfolio
3,064
Q4 2024 Reduced 11.5%
$404B
$508,000 0.13% of portfolio
3,065
Q4 2024 Added 0.72%
$317B
$336,000 0.09% of portfolio
1,604
Q1 2025 Reduced 28.71%
$163B
$328,000 0.08% of portfolio
1,159
Q4 2024 New
$62.3B
$324,000 0.08% of portfolio
2,229
Q1 2025 Reduced 22.85%
$21.4B
$260,000 0.07% of portfolio
2,300
Q1 2025 Reduced 14.88%
$0
$213,000 0.06% of portfolio
456
Q1 2025 Reduced 13.31%
$688B
$229,000 0.06% of portfolio
934
Q1 2025 Reduced 4.11%

Summary

  • Portfolio
  • No. of Stocks 55
  • Current Value $387 Million
  • Prior Value $425 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
Track This Portfolio

Track Cmh Wealth Management LLC Portfolio

Follow Cmh Wealth Management 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 Cmh Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cmh Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email