Cfm Wealth Partners
Latest statistics and disclosures from Cfm Wealth Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, AAPL, GOOGL, AMZN, MSFT, and represent 37.04% of Cfm Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: PANW (+$6.4M), META, CRWD, NFLX, JPM, AMZN, COST, WMT, HD, ORLY.
- Started 4 new stock positions in TSM, RJF, FTNT, HON.
- Reduced shares in these 10 stocks: XOM, ACLS, , AAPL, NVDA, AMD, Lam Research Corporation, IWB, CSX, .
- Sold out of its positions in ADBE, ACLS, BCE, BlackRock, GE, HSY, Lam Research Corporation, TMO.
- Cfm Wealth Partners was a net buyer of stock by $3.3M.
- Cfm Wealth Partners has $593M in assets under management (AUM), dropping by 3.55%.
- Central Index Key (CIK): 0001801097
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Portfolio Holdings for Cfm Wealth Partners
Cfm Wealth Partners holds 139 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 13.1 | $77M | 577k | 134.29 |
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| Apple (AAPL) | 12.4 | $74M | 295k | 250.42 |
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| Alphabet Cap Stk Cl A (GOOGL) | 4.2 | $25M | 132k | 189.30 |
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| Amazon (AMZN) | 3.8 | $23M | 103k | 219.39 |
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| Microsoft Corporation (MSFT) | 3.5 | $21M | 50k | 421.50 |
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| Meta Platforms Cl A (META) | 2.4 | $14M | +20% | 24k | 585.52 |
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| salesforce (CRM) | 2.4 | $14M | 42k | 334.33 |
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| Visa Com Cl A (V) | 2.3 | $14M | +2% | 44k | 316.04 |
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| Exxon Mobil Corporation (XOM) | 2.3 | $14M | -19% | 127k | 107.57 |
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| Palo Alto Networks (PANW) | 2.1 | $13M | +102% | 69k | 181.96 |
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| Williams Companies (WMB) | 2.0 | $12M | 222k | 54.12 |
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| Philip Morris International (PM) | 1.8 | $11M | 90k | 120.35 |
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| Costco Wholesale Corporation (COST) | 1.7 | $10M | +3% | 11k | 916.30 |
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| O'reilly Automotive (ORLY) | 1.7 | $10M | +3% | 8.5k | 1185.80 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.7 | $10M | +2% | 17k | 586.09 |
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| Eli Lilly & Co. (LLY) | 1.6 | $9.5M | 12k | 772.02 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.5 | $8.9M | 17k | 511.23 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.5 | $8.7M | 46k | 190.44 |
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| Mastercard Incorporated Cl A (MA) | 1.3 | $7.7M | 15k | 526.57 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 1.3 | $7.7M | 19k | 401.58 |
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| JPMorgan Chase & Co. (JPM) | 1.3 | $7.5M | +5% | 31k | 239.71 |
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| Home Depot (HD) | 1.2 | $7.2M | +4% | 19k | 388.98 |
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| Advanced Micro Devices (AMD) | 1.1 | $6.8M | -9% | 56k | 120.79 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 1.1 | $6.5M | 35k | 185.13 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 1.0 | $6.1M | 69k | 88.40 |
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| First Financial Bankshares (FFIN) | 1.0 | $6.0M | -2% | 166k | 36.05 |
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| Sherwin-Williams Company (SHW) | 1.0 | $5.7M | 17k | 339.94 |
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| Chipotle Mexican Grill (CMG) | 1.0 | $5.7M | 95k | 60.30 |
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| Enterprise Products Partners (EPD) | 1.0 | $5.6M | 180k | 31.36 |
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| McDonald's Corporation (MCD) | 0.9 | $5.5M | +2% | 19k | 289.89 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.8 | $4.8M | +3% | 54k | 88.79 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.8 | $4.6M | +2% | 10k | 453.28 |
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| Servicenow (NOW) | 0.8 | $4.6M | 4.3k | 1060.12 |
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| Netflix (NFLX) | 0.8 | $4.6M | +16% | 5.1k | 891.32 |
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| TJX Companies (TJX) | 0.7 | $4.4M | 37k | 120.81 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.7 | $4.4M | +2% | 8.1k | 538.83 |
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| Ftai Aviation SHS (FTAI) | 0.7 | $4.4M | -2% | 30k | 144.04 |
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| Altria (MO) | 0.7 | $4.3M | 82k | 52.29 |
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| Wal-Mart Stores (WMT) | 0.7 | $4.3M | +8% | 48k | 90.35 |
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| Coca-Cola Company (KO) | 0.7 | $4.1M | +6% | 66k | 62.26 |
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| Abbvie (ABBV) | 0.7 | $3.9M | +3% | 22k | 177.70 |
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| Kkr & Co (KKR) | 0.7 | $3.9M | +2% | 26k | 147.91 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.6 | $3.5M | -3% | 181k | 19.59 |
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| Chevron Corporation (CVX) | 0.5 | $3.2M | +2% | 22k | 144.84 |
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| Academy Sports & Outdoor (ASO) | 0.5 | $3.1M | 55k | 57.53 |
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| Tesla Motors (TSLA) | 0.5 | $3.0M | +2% | 7.4k | 403.84 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.5 | $2.9M | +253% | 8.4k | 342.16 |
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| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.5 | $2.9M | 64k | 44.92 |
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| Mondelez Intl Cl A (MDLZ) | 0.5 | $2.8M | 47k | 59.73 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.5 | $2.8M | +9% | 16k | 178.08 |
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| Rbc Cad (RY) | 0.4 | $2.6M | 21k | 120.51 |
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| Applied Materials (AMAT) | 0.4 | $2.4M | 15k | 162.63 |
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| UnitedHealth (UNH) | 0.4 | $2.4M | +6% | 4.7k | 505.81 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.4 | $2.3M | -15% | 7.1k | 322.16 |
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| Caterpillar (CAT) | 0.3 | $2.0M | -2% | 5.4k | 362.76 |
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| Oneok (OKE) | 0.3 | $1.8M | 18k | 100.40 |
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| MPLX Com Unit Rep Ltd (MPLX) | 0.3 | $1.8M | 38k | 47.86 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.3 | $1.8M | +2% | 24k | 76.14 |
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| Pulmonx Corp (LUNG) | 0.3 | $1.8M | 264k | 6.79 |
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| Merck & Co (MRK) | 0.3 | $1.8M | -3% | 18k | 99.48 |
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| Usa Compression Partners Comunit Ltdpar (USAC) | 0.3 | $1.7M | -2% | 74k | 23.56 |
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| Goldman Sachs (GS) | 0.3 | $1.7M | +18% | 3.0k | 572.62 |
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| Star Bulk Carriers Corp. Shs Par (SBLK) | 0.3 | $1.6M | +10% | 106k | 14.95 |
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| Procter & Gamble Company (PG) | 0.3 | $1.6M | +11% | 9.4k | 167.65 |
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| Hess Midstream Cl A Shs (HESM) | 0.3 | $1.6M | 42k | 37.03 |
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| Quanta Services (PWR) | 0.2 | $1.4M | -6% | 4.5k | 316.05 |
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| Western Midstream Partners L Com Unit Lp Int (WES) | 0.2 | $1.3M | 35k | 38.43 |
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| Morgan Stanley Com New (MS) | 0.2 | $1.3M | +3% | 11k | 125.72 |
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| Simon Property (SPG) | 0.2 | $1.3M | +15% | 7.3k | 172.22 |
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| Phillips 66 (PSX) | 0.2 | $1.2M | 11k | 113.93 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $1.2M | +6% | 12k | 101.53 |
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| Targa Res Corp (TRGP) | 0.2 | $1.2M | -2% | 6.7k | 178.50 |
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| Old Dominion Freight Line (ODFL) | 0.2 | $1.2M | 6.8k | 176.40 |
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| Enbridge (ENB) | 0.2 | $1.2M | 27k | 42.43 |
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| Union Pacific Corporation (UNP) | 0.2 | $1.1M | 4.9k | 228.04 |
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| Starbucks Corporation (SBUX) | 0.2 | $1.1M | -3% | 12k | 91.25 |
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| Texas Instruments Incorporated (TXN) | 0.2 | $1.0M | 5.5k | 187.51 |
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| Qualcomm (QCOM) | 0.2 | $1.0M | 6.6k | 153.61 |
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| EQT Corporation (EQT) | 0.2 | $1.0M | -9% | 22k | 46.11 |
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| Diamondback Energy (FANG) | 0.2 | $987k | +17% | 6.0k | 163.83 |
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| ConocoPhillips (COP) | 0.2 | $972k | -10% | 9.8k | 99.17 |
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| Amgen (AMGN) | 0.1 | $823k | 3.2k | 260.66 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $813k | +2% | 11k | 75.61 |
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| Crescent Energy Company Cl A Com (CRGY) | 0.1 | $769k | 53k | 14.61 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $724k | +8% | 1.2k | 588.63 |
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| Pepsi (PEP) | 0.1 | $708k | +5% | 4.7k | 152.06 |
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| Pfizer (PFE) | 0.1 | $701k | +9% | 26k | 26.53 |
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| Verizon Communications (VZ) | 0.1 | $651k | +3% | 16k | 39.99 |
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| Prosperity Bancshares (PB) | 0.1 | $608k | 8.1k | 75.35 |
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| Nuveen Div. Advantage Muni. Fund (NAD) | 0.1 | $594k | 51k | 11.66 |
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| Abbott Laboratories (ABT) | 0.1 | $589k | -14% | 5.2k | 113.11 |
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| Ishares Tr Us Hlthcare Etf (IYH) | 0.1 | $586k | 10k | 58.27 |
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| Hca Holdings (HCA) | 0.1 | $580k | -4% | 1.9k | 300.15 |
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| Lowe's Companies (LOW) | 0.1 | $526k | 2.1k | 246.80 |
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| Kinder Morgan (KMI) | 0.1 | $521k | -15% | 19k | 27.40 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $503k | -18% | 8.1k | 62.31 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $491k | +3% | 1.0k | 485.94 |
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| Cisco Systems (CSCO) | 0.1 | $466k | 7.9k | 59.20 |
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| Ishares Tr U.s. Finls Etf (IYF) | 0.1 | $456k | 4.1k | 110.58 |
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| Automatic Data Processing (ADP) | 0.1 | $438k | 1.5k | 292.73 |
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| Ishares Tr U.s. Real Es Etf (IYR) | 0.1 | $434k | 4.7k | 93.06 |
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| International Business Machines (IBM) | 0.1 | $422k | 1.9k | 219.83 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $409k | 3.6k | 115.22 |
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| Target Corporation (TGT) | 0.1 | $402k | +5% | 3.0k | 135.18 |
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| Johnson & Johnson (JNJ) | 0.1 | $392k | +15% | 2.7k | 144.62 |
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| Apollo Global Mgmt (APO) | 0.1 | $365k | 2.2k | 165.18 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $364k | 7.0k | 51.70 |
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| Bank of America Corporation (BAC) | 0.1 | $355k | 8.1k | 43.95 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $354k | 2.7k | 131.29 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $345k | 543.00 | 636.03 |
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| Nike CL B (NKE) | 0.1 | $329k | -39% | 4.3k | 75.67 |
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| Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 0.1 | $325k | -20% | 19k | 17.08 |
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| Dell Technologies CL C (DELL) | 0.1 | $323k | 2.8k | 115.24 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $318k | 2.8k | 112.26 |
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| At&t (T) | 0.1 | $313k | 14k | 22.77 |
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| Citigroup Com New (C) | 0.1 | $306k | +7% | 4.3k | 70.39 |
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| CSX Corporation (CSX) | 0.0 | $290k | -56% | 9.0k | 32.27 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $270k | 766.00 | 351.79 |
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| Spdr Index Shs Fds Euro Stoxx 50 (FEZ) | 0.0 | $268k | 5.6k | 48.15 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $265k | 1.2k | 220.96 |
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| Intel Corporation (INTC) | 0.0 | $263k | +3% | 13k | 20.05 |
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| Ishares Tr Us Industrials (IYJ) | 0.0 | $262k | 2.0k | 133.52 |
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| Walt Disney Company (DIS) | 0.0 | $250k | -5% | 2.2k | 111.35 |
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| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.0 | $247k | 4.9k | 50.88 |
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| Ally Financial (ALLY) | 0.0 | $244k | 6.8k | 36.01 |
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| SM Energy (SM) | 0.0 | $243k | 6.3k | 38.76 |
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| Ishares Esg Awr Msci Em (ESGE) | 0.0 | $230k | 6.9k | 33.39 |
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| Dow (DOW) | 0.0 | $229k | -4% | 5.7k | 40.13 |
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| Emerson Electric (EMR) | 0.0 | $228k | -3% | 1.8k | 123.93 |
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| Bristol Myers Squibb (BMY) | 0.0 | $227k | 4.0k | 56.56 |
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| Blackstone Group Inc Com Cl A (BX) | 0.0 | $225k | 1.3k | 172.42 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $222k | NEW | 1.1k | 197.49 |
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| Fortinet (FTNT) | 0.0 | $217k | NEW | 2.3k | 94.48 |
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| Honeywell International (HON) | 0.0 | $217k | NEW | 960.00 | 225.89 |
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| Raymond James Financial (RJF) | 0.0 | $215k | NEW | 1.4k | 155.33 |
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| Wec Energy Group (WEC) | 0.0 | $215k | 2.3k | 94.04 |
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| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.0 | $214k | 2.2k | 99.55 |
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| Shell Spon Ads (SHEL) | 0.0 | $211k | -29% | 3.4k | 62.65 |
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| Ftai Infrastructure Common Stock (FIP) | 0.0 | $113k | +5% | 16k | 7.26 |
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Past Filings by Cfm Wealth Partners
SEC 13F filings are viewable for Cfm Wealth Partners going back to 2019
- Cfm Wealth Partners 2024 Q4 filed Jan. 24, 2025
- Cfm Wealth Partners 2024 Q3 restated filed Oct. 23, 2024
- Cfm Wealth Partners 2024 Q3 filed Oct. 15, 2024
- Cfm Wealth Partners 2024 Q2 filed July 18, 2024
- Cfm Wealth Partners 2024 Q1 filed April 15, 2024
- Cfm Wealth Partners 2023 Q4 filed Jan. 12, 2024
- Cfm Wealth Partners 2023 Q3 filed Oct. 11, 2023
- Cfm Wealth Partners 2023 Q2 filed July 14, 2023
- Cfm Wealth Partners 2023 Q1 filed April 12, 2023
- Cfm Wealth Partners 2022 Q4 filed Jan. 20, 2023
- Cfm Wealth Partners 2022 Q4 restated filed Jan. 20, 2023
- Cfm Wealth Partners 2022 Q3 filed Oct. 17, 2022
- Cfm Wealth Partners 2022 Q2 filed July 12, 2022
- Cfm Wealth Partners 2022 Q1 filed April 14, 2022
- Cfm Wealth Partners 2021 Q4 filed Jan. 21, 2022
- Cfm Wealth Partners 2021 Q3 filed Oct. 25, 2021