CMH Wealth Management
Latest statistics and disclosures from CMH Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, AAPL, AMZN, GOOGL, SMMD, and represent 27.87% of CMH Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: NVDA (+$5.2M), PPA, SNOW, TSLA, VCIT, MSFT, FBND, APD, JPM, VDE.
- Started 4 new stock positions in APD, NVDA, PPA, JPM.
- Reduced shares in these 10 stocks: SOXX, TGT, BA, TTD, LLY, NOW, TJX, UNH, FI, AAPL.
- CMH Wealth Management was a net buyer of stock by $5.1M.
- CMH Wealth Management has $425M in assets under management (AUM), dropping by 4.63%.
- Central Index Key (CIK): 0001657516
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Portfolio Holdings for CMH Wealth Management
CMH Wealth Management holds 53 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 6.9 | $29M | 68k | 430.30 |
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| Apple (AAPL) | 5.8 | $25M | 106k | 233.00 |
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| Amazon (AMZN) | 5.6 | $24M | 129k | 186.33 |
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| Alphabet Cap Stk Cl A (GOOGL) | 5.4 | $23M | 138k | 165.85 |
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| Ishares Tr Rusel 2500 Etf (SMMD) | 4.1 | $18M | 258k | 67.73 |
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| Vanguard World Financials Etf (VFH) | 3.5 | $15M | 136k | 110.46 |
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| Vanguard World Energy Etf (VDE) | 3.3 | $14M | 114k | 123.52 |
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| Ishares Tr Msci Acwi Ex Us (ACWX) | 3.1 | $13M | 228k | 57.22 |
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| Eli Lilly & Co. (LLY) | 2.8 | $12M | -2% | 13k | 885.94 |
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| Tesla Motors (TSLA) | 2.7 | $11M | +14% | 44k | 261.63 |
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| Danaher Corporation (DHR) | 2.6 | $11M | 40k | 278.29 |
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| Servicenow (NOW) | 2.6 | $11M | -2% | 12k | 894.39 |
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| TJX Companies (TJX) | 2.2 | $9.4M | -2% | 80k | 117.54 |
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| Snowflake Cl A (SNOW) | 2.2 | $9.2M | +83% | 80k | 114.86 |
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| salesforce (CRM) | 2.1 | $8.9M | 32k | 274.11 |
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| Vanguard World Consum Stp Etf (VDC) | 2.1 | $8.8M | 40k | 219.79 |
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| Select Sector Spdr Tr Communication (XLC) | 2.1 | $8.8M | 98k | 90.40 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 2.1 | $8.7M | +3% | 105k | 83.75 |
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| Palo Alto Networks (PANW) | 2.0 | $8.6M | 25k | 341.80 |
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| Select Sector Spdr Tr Indl (XLI) | 1.9 | $7.9M | 59k | 135.44 |
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| UnitedHealth (UNH) | 1.8 | $7.8M | -2% | 13k | 584.68 |
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| The Trade Desk Com Cl A (TTD) | 1.8 | $7.7M | -4% | 70k | 109.65 |
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| Mastercard Incorporated Cl A (MA) | 1.8 | $7.7M | 16k | 493.80 |
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| Synopsys (SNPS) | 1.8 | $7.6M | +2% | 15k | 506.39 |
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| T Rowe Price Etf Price Blue Chip (TCHP) | 1.8 | $7.6M | 192k | 39.64 |
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| BlackRock (BLK) | 1.8 | $7.6M | 8.0k | 949.51 |
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| Fiserv (FI) | 1.7 | $7.3M | -2% | 40k | 179.65 |
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| Target Corporation (TGT) | 1.7 | $7.1M | -29% | 46k | 155.86 |
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| Visa Com Cl A (V) | 1.7 | $7.1M | 26k | 274.95 |
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| Adobe Systems Incorporated (ADBE) | 1.6 | $6.8M | 13k | 517.78 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 1.6 | $6.8M | 44k | 154.02 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 1.6 | $6.7M | -34% | 29k | 230.59 |
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| Spdr Ser Tr S&p Biotech (XBI) | 1.5 | $6.4M | -2% | 64k | 98.80 |
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| Honeywell International (HON) | 1.4 | $6.1M | 30k | 206.71 |
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| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 1.4 | $6.0M | +3% | 129k | 46.91 |
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| Select Sector Spdr Tr Sbi Materials (XLB) | 1.4 | $5.7M | 60k | 96.38 |
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| Ishares Tr U.s. Med Dvc Etf (IHI) | 1.3 | $5.4M | 91k | 59.22 |
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| NVIDIA Corporation (NVDA) | 1.2 | $5.2M | NEW | 43k | 121.45 |
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| Boeing Company (BA) | 1.2 | $5.0M | -36% | 33k | 152.04 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 1.1 | $4.6M | 47k | 98.23 |
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| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 1.1 | $4.6M | 18k | 260.07 |
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| Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 1.1 | $4.5M | NEW | 39k | 114.97 |
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| J P Morgan Exchange Traded F Active Value Etf (JAVA) | 0.7 | $3.1M | 49k | 64.07 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $1.1M | 2.3k | 460.26 |
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| Procter & Gamble Company (PG) | 0.1 | $600k | 3.5k | 173.20 |
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| Johnson & Johnson (JNJ) | 0.1 | $493k | 3.0k | 162.06 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $477k | -3% | 2.9k | 162.91 |
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| Abbvie (ABBV) | 0.1 | $445k | 2.3k | 197.48 |
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| Zimmer Holdings (ZBH) | 0.1 | $292k | 2.7k | 108.19 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $257k | 526.00 | 488.75 |
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| Moody's Corporation (MCO) | 0.1 | $253k | 533.00 | 474.59 |
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| Air Products & Chemicals (APD) | 0.1 | $214k | NEW | 717.00 | 297.74 |
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| JPMorgan Chase & Co. (JPM) | 0.0 | $205k | NEW | 974.00 | 210.86 |
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Past Filings by CMH Wealth Management
SEC 13F filings are viewable for CMH Wealth Management going back to 2016
- CMH Wealth Management 2024 Q3 filed Oct. 15, 2024
- CMH Wealth Management 2024 Q2 filed July 11, 2024
- CMH Wealth Management 2024 Q1 filed April 12, 2024
- CMH Wealth Management 2023 Q4 filed Jan. 19, 2024
- CMH Wealth Management 2023 Q3 filed Oct. 13, 2023
- CMH Wealth Management 2023 Q2 filed July 17, 2023
- CMH Wealth Management 2023 Q1 filed April 10, 2023
- CMH Wealth Management 2022 Q4 filed Jan. 12, 2023
- CMH Wealth Management 2022 Q3 filed Oct. 24, 2022
- CMH Wealth Management 2022 Q2 filed July 15, 2022
- CMH Wealth Management 2022 Q1 filed April 13, 2022
- CMH Wealth Management 2021 Q4 filed Jan. 18, 2022
- CMH Wealth Management 2021 Q3 restated filed Oct. 28, 2021
- CMH Wealth Management 2021 Q3 filed Oct. 18, 2021
- CMH Wealth Management 2021 Q2 filed July 19, 2021
- CMH Wealth Management 2021 Q1 filed April 19, 2021