Cfm Wealth Partners

Latest statistics and disclosures from Cfm Wealth Partners's latest quarterly 13F-HR filing:

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Positions held by Cfm Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Cfm Wealth Partners

Cfm Wealth Partners holds 160 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 13.3 $59M 306k 192.53
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NVIDIA Corporation (NVDA) 6.5 $29M 58k 495.22
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Microsoft Corporation (MSFT) 4.0 $18M 47k 376.04
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Alphabet Cap Stk Cl A (GOOGL) 3.9 $17M 125k 139.69
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Exxon Mobil Corporation (XOM) 3.6 $16M -4% 158k 99.98
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Amazon (AMZN) 3.4 $15M 98k 151.94
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salesforce (CRM) 2.5 $11M 42k 263.14
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Visa Com Cl A (V) 2.1 $9.5M +2% 36k 260.35
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Philip Morris International (PM) 1.9 $8.4M 89k 94.08
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Palo Alto Networks (PANW) 1.8 $8.1M 27k 294.88
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Williams Companies (WMB) 1.8 $7.9M 227k 34.83
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Advanced Micro Devices (AMD) 1.8 $7.8M 53k 147.41
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O'reilly Automotive (ORLY) 1.5 $6.7M +2% 7.1k 950.08
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Alphabet Cap Stk Cl C (GOOG) 1.5 $6.6M 47k 140.93
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Meta Platforms Cl A (META) 1.4 $6.0M 17k 353.96
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Invesco Qqq Tr Unit Ser 1 (QQQ) 1.4 $6.0M 15k 409.53
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First Financial Bankshares (FFIN) 1.3 $5.8M 191k 30.30
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Ishares Tr Rus 1000 Grw Etf (IWF) 1.3 $5.8M +21% 19k 303.17
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McDonald's Corporation (MCD) 1.2 $5.4M 18k 296.50
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Home Depot (HD) 1.2 $5.3M -13% 15k 346.55
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Ishares Tr Rus 1000 Val Etf (IWD) 1.2 $5.3M +27% 32k 165.25
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Sherwin-Williams Company (SHW) 1.2 $5.2M 17k 311.90
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Costco Wholesale Corporation (COST) 1.2 $5.2M +3% 7.8k 660.08
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.1 $5.0M +3% 11k 475.31
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Mastercard Incorporated Cl A (MA) 1.1 $4.9M +3% 12k 426.51
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Ishares Tr Rus Mid Cap Etf (IWR) 1.1 $4.8M 62k 77.73
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JPMorgan Chase & Co. (JPM) 1.1 $4.7M 27k 170.10
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Chipotle Mexican Grill (CMG) 1.0 $4.3M 1.9k 2286.96
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Ftai Aviation SHS (FTAI) 0.9 $4.2M NEW 90k 46.40
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Ishares Tr Msci Usa Min Vol (USMV) 0.9 $4.1M 52k 78.03
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Enterprise Products Partners (EPD) 0.8 $3.7M NEW 142k 26.35
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Academy Sports & Outdoor (ASO) 0.8 $3.7M 56k 66.00
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Axcelis Technologies Com New (ACLS) 0.8 $3.4M 27k 129.69
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TJX Companies (TJX) 0.8 $3.4M +3% 37k 93.81
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Phillips 66 (PSX) 0.8 $3.4M 26k 133.14
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Pulmonx Corp (LUNG) 0.8 $3.4M 264k 12.75
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.8 $3.3M +3% 7.6k 436.80
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Mondelez Intl Cl A (MDLZ) 0.8 $3.3M 46k 72.43
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Altria (MO) 0.7 $3.3M 82k 40.34
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Starbucks Corporation (SBUX) 0.7 $3.1M 33k 96.01
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Abbvie (ABBV) 0.7 $3.0M 19k 154.97
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Cloudflare Cl A Com (NET) 0.7 $2.9M 35k 83.26
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Coca-Cola Company (KO) 0.6 $2.8M 47k 58.93
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Ishares Tr Rus 1000 Etf (IWB) 0.6 $2.7M +2% 11k 262.26
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Pepsi (PEP) 0.6 $2.7M -35% 16k 169.84
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Chevron Corporation (CVX) 0.6 $2.7M +4% 18k 149.16
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Eli Lilly & Co. (LLY) 0.6 $2.7M +14% 4.6k 582.92
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Applied Materials (AMAT) 0.6 $2.6M 16k 162.07
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $2.3M 6.5k 356.66
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Energy Transfer Com Ut Ltd Ptn (ET) 0.5 $2.2M NEW 162k 13.80
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Wal-Mart Stores (WMT) 0.5 $2.2M 14k 157.65
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Rbc Cad (RY) 0.5 $2.2M NEW 22k 101.13
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Spdr Ser Tr Portfolio S&p600 (SPSM) 0.5 $2.1M 51k 42.18
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Ishares Tr Msci Usa Qlt Fct (QUAL) 0.5 $2.1M 14k 147.14
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Merck & Co (MRK) 0.5 $2.1M 19k 109.02
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Netflix (NFLX) 0.5 $2.1M 4.2k 486.88
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Tesla Motors (TSLA) 0.4 $2.0M -2% 8.0k 248.48
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Crowdstrike Hldgs Cl A (CRWD) 0.4 $1.8M 6.9k 255.32
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Star Bulk Carriers Corp. Shs Par (SBLK) 0.4 $1.8M NEW 83k 21.26
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Ishares Tr Esg Aw Msci Eafe (ESGD) 0.4 $1.7M 23k 75.54
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Caterpillar (CAT) 0.4 $1.7M 5.7k 295.67
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Usa Compression Partners Comunit Ltdpar (USAC) 0.3 $1.5M NEW 68k 22.83
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Oneok (OKE) 0.3 $1.5M 21k 70.22
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Nike CL B (NKE) 0.3 $1.5M -7% 14k 108.57
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Old Dominion Freight Line (ODFL) 0.3 $1.4M 3.4k 405.33
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UnitedHealth (UNH) 0.3 $1.4M 2.6k 526.47
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ConocoPhillips (COP) 0.3 $1.4M -8% 12k 116.07
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Sprout Social Com Cl A (SPT) 0.3 $1.3M 22k 61.44
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Johnson & Johnson (JNJ) 0.3 $1.3M -16% 8.0k 156.74
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Union Pacific Corporation (UNP) 0.3 $1.3M 5.1k 245.62
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Quanta Services (PWR) 0.3 $1.3M -25% 5.8k 215.80
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Kkr & Co (KKR) 0.2 $1.1M 13k 82.85
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Qualcomm (QCOM) 0.2 $1.0M 7.2k 144.63
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Servicenow (NOW) 0.2 $1.0M 1.4k 706.49
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Procter & Gamble Company (PG) 0.2 $989k -2% 6.8k 146.54
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Pfizer (PFE) 0.2 $974k +7% 34k 28.79
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Amgen (AMGN) 0.2 $973k +5% 3.4k 288.02
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Yum! Brands (YUM) 0.2 $961k +13% 7.4k 130.66
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Shopify Cl A (SHOP) 0.2 $947k NEW 12k 77.90
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Texas Instruments Incorporated (TXN) 0.2 $915k 5.4k 170.46
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Abbott Laboratories (ABT) 0.2 $888k -2% 8.1k 110.07
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Ishares Tr Msci Eafe Etf (EFA) 0.2 $854k 11k 75.35
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Ishares Tr U.s. Real Es Etf (IYR) 0.2 $853k NEW 9.3k 91.41
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EXACT Sciences Corporation (EXAS) 0.2 $834k 11k 73.98
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Hess Midstream Cl A Shs (HESM) 0.2 $828k 26k 31.63
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MPLX Com Unit Rep Ltd (MPLX) 0.2 $812k NEW 22k 36.72
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $809k +2% 11k 75.10
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Walt Disney Company (DIS) 0.2 $781k -22% 8.6k 90.29
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Intel Corporation (INTC) 0.2 $745k -6% 15k 50.25
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Equitrans Midstream Corp (ETRN) 0.2 $716k 70k 10.18
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Crescent Energy Company Cl A Com (CRGY) 0.2 $695k 53k 13.21
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Block Cl A (SQ) 0.2 $679k 8.8k 77.35
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Goldman Sachs (GS) 0.2 $668k 1.7k 385.77
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Targa Res Corp (TRGP) 0.1 $656k 7.6k 86.87
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Diamondback Energy (FANG) 0.1 $652k 4.2k 155.08
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Hf Sinclair Corp (DINO) 0.1 $642k NEW 12k 55.57
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Morgan Stanley Com New (MS) 0.1 $632k +7% 6.8k 93.25
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Prosperity Bancshares (PB) 0.1 $586k -4% 8.6k 67.73
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CSX Corporation (CSX) 0.1 $583k 17k 34.67
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Ishares Tr Us Hlthcare Etf (IYH) 0.1 $576k 2.0k 286.24
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Boeing Company (BA) 0.1 $572k -14% 2.2k 260.66
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Hca Holdings (HCA) 0.1 $571k 2.1k 270.68
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Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $555k 2.0k 277.15
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Jazz Pharmaceuticals Shs Usd (JAZZ) 0.1 $551k NEW 4.5k 123.00
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Kenvue (KVUE) 0.1 $546k -44% 25k 21.53
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Verizon Communications (VZ) 0.1 $528k +8% 14k 37.70
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $525k 6.8k 77.37
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Adobe Systems Incorporated (ADBE) 0.1 $519k 870.00 596.60
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Lam Research Corporation (LRCX) 0.1 $514k 656.00 783.26
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International Business Machines (IBM) 0.1 $511k 3.1k 163.55
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Lockheed Martin Corporation (LMT) 0.1 $495k 1.1k 453.24
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Tenable Hldgs (TENB) 0.1 $487k -6% 11k 46.06
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Kinder Morgan (KMI) 0.1 $485k +12% 28k 17.64
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Cisco Systems (CSCO) 0.1 $483k -4% 9.6k 50.52
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Ishares Tr Core S&p Scp Etf (IJR) 0.1 $479k 4.4k 108.25
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Bristol Myers Squibb (BMY) 0.1 $479k -42% 9.3k 51.31
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EOG Resources (EOG) 0.1 $473k 3.9k 120.95
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Ishares Tr Core S&p500 Etf (IVV) 0.1 $465k 974.00 477.63
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Lowe's Companies (LOW) 0.1 $449k -3% 2.0k 222.55
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Pioneer Natural Resources (PXD) 0.1 $439k -50% 2.0k 224.88
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Ishares Tr Core High Dv Etf (HDV) 0.1 $426k 4.2k 101.99
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Ishares Tr Ishs 1-5yr Invs (IGSB) 0.1 $417k -42% 8.1k 51.27
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Target Corporation (TGT) 0.1 $412k -11% 2.9k 142.43
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Dow (DOW) 0.1 $407k -6% 7.4k 54.84
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Nuveen Div. Advantage Muni. Fund (NAD) 0.1 $366k 32k 11.45
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Plains All Amern Pipeline L Unit Ltd Partn (PAA) 0.1 $361k NEW 24k 15.15
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Ishares Tr U.s. Finls Etf (IYF) 0.1 $352k 4.1k 85.41
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Automatic Data Processing (ADP) 0.1 $348k 1.5k 232.97
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At&t (T) 0.1 $341k -13% 20k 16.78
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Twilio Cl A (TWLO) 0.1 $332k -3% 4.4k 75.87
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $319k 629.00 507.38
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Blackstone Group Inc Com Cl A (BX) 0.1 $318k 2.4k 130.92
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SM Energy (SM) 0.1 $318k 8.2k 38.72
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Apollo Global Mgmt (APO) 0.1 $293k 3.1k 93.19
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Domino's Pizza (DPZ) 0.1 $293k 710.00 412.23
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Te Connectivity SHS (TEL) 0.1 $292k NEW 2.1k 140.50
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Western Midstream Partners L Com Unit Lp Int (WES) 0.1 $289k NEW 9.9k 29.26
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Accenture Plc Ireland Shs Class A (ACN) 0.1 $280k NEW 797.00 350.91
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Enbridge (ENB) 0.1 $278k NEW 7.7k 36.02
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Emerson Electric (EMR) 0.1 $266k 2.7k 97.33
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Bank of America Corporation (BAC) 0.1 $265k -8% 7.9k 33.67
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Ishares Tr Select Divid Etf (DVY) 0.1 $264k 2.3k 117.22
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Citigroup Com New (C) 0.1 $262k -5% 5.1k 51.44
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Ulta Salon, Cosmetics & Fragrance (ULTA) 0.1 $261k 533.00 489.99
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Honeywell International (HON) 0.1 $260k -46% 1.2k 209.71
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $259k 687.00 376.87
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Parker-Hannifin Corporation (PH) 0.1 $250k 543.00 460.70
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BlackRock (BLK) 0.1 $249k -6% 307.00 811.80
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Ishares Tr Fltg Rate Nt Etf (FLOT) 0.1 $246k 4.9k 50.62
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Ally Financial (ALLY) 0.1 $236k NEW 6.8k 34.92
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Discover Financial Services (DFS) 0.1 $230k -22% 2.1k 112.40
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Shell Spon Ads (SHEL) 0.1 $230k NEW 3.5k 65.80
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Ishares Tr Us Industrials (IYJ) 0.1 $225k NEW 2.0k 114.36
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Dell Technologies CL C (DELL) 0.0 $215k NEW 2.8k 76.50
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Hershey Company (HSY) 0.0 $214k 1.1k 186.44
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Bce Com New (BCE) 0.0 $208k NEW 5.3k 39.38
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Proshares Tr S&p 500 Dv Arist (NOBL) 0.0 $205k NEW 2.2k 95.20
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Ishares Tr Russell 2000 Etf (IWM) 0.0 $205k NEW 1.0k 200.71
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Fortinet (FTNT) 0.0 $203k 3.5k 58.53
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Ftai Infrastructure Common Stock (FIP) 0.0 $60k 15k 3.89
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Past Filings by Cfm Wealth Partners

SEC 13F filings are viewable for Cfm Wealth Partners going back to 2019

View all past filings