CMH Wealth Management
Latest statistics and disclosures from CMH Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, AMZN, GOOGL, AAPL, SMMD, and represent 27.44% of CMH Wealth Management's stock portfolio.
- Added to shares of these 8 stocks: SOXX (+$6.4M), SNPS, ADBE, BMY, VCIT, FBND, QQQ, JAVA.
- Started 2 new stock positions in QQQ, SNPS.
- Reduced shares in these 10 stocks: NOW (-$5.9M), AMZN (-$5.8M), PANW (-$5.1M), CRM, GOOGL, BA, MSFT, LLY, TGT, AAPL.
- Sold out of its positions in SPY, VO.
- CMH Wealth Management was a net seller of stock by $-35M.
- CMH Wealth Management has $394M in assets under management (AUM), dropping by -4.60%.
- Central Index Key (CIK): 0001657516
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Portfolio Holdings for CMH Wealth Management
CMH Wealth Management holds 44 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 7.1 | $28M | -4% | 66k | 420.72 |
|
| Amazon (AMZN) | 5.9 | $23M | -19% | 129k | 180.38 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 5.3 | $21M | -18% | 139k | 150.93 |
|
| Apple (AAPL) | 4.7 | $19M | -5% | 109k | 171.48 |
|
| Ishares Tr Rusel 2500 Etf (SMMD) | 4.4 | $17M | -5% | 261k | 65.61 |
|
| Vanguard World Energy Etf (VDE) | 3.7 | $15M | -3% | 110k | 131.70 |
|
| Vanguard World Financials Etf (VFH) | 3.5 | $14M | -6% | 136k | 102.39 |
|
| Ishares Tr Msci Acwi Ex Us (ACWX) | 3.1 | $12M | -4% | 227k | 53.39 |
|
| Vanguard World Consum Stp Etf (VDC) | 2.9 | $11M | -7% | 56k | 204.14 |
|
| Target Corporation (TGT) | 2.8 | $11M | -9% | 63k | 177.21 |
|
| Eli Lilly & Co. (LLY) | 2.7 | $11M | -11% | 14k | 777.96 |
|
| Ishares Tr Ishares Semicdtr (SOXX) | 2.6 | $10M | +173% | 45k | 225.92 |
|
| Danaher Corporation (DHR) | 2.5 | $10M | -6% | 40k | 249.99 |
|
| Servicenow (NOW) | 2.4 | $9.6M | -38% | 13k | 762.40 |
|
| salesforce (CRM) | 2.4 | $9.6M | -33% | 32k | 301.58 |
|
| Boeing Company (BA) | 2.2 | $8.8M | -30% | 46k | 192.99 |
|
| TJX Companies (TJX) | 2.1 | $8.3M | -7% | 82k | 101.42 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 2.1 | $8.3M | +6% | 103k | 80.51 |
|
| Select Sector Spdr Tr Communication (XLC) | 2.1 | $8.1M | -5% | 99k | 81.66 |
|
| Mastercard Incorporated Cl A (MA) | 1.9 | $7.5M | -7% | 16k | 481.57 |
|
| Visa Com Cl A (V) | 1.9 | $7.4M | -5% | 26k | 279.08 |
|
| Palo Alto Networks (PANW) | 1.8 | $7.1M | -41% | 25k | 284.13 |
|
| T Rowe Price Etf Price Blue Chip (TCHP) | 1.8 | $7.1M | -9% | 201k | 35.30 |
|
| Tesla Motors (TSLA) | 1.8 | $7.0M | -2% | 40k | 175.79 |
|
| BlackRock (BLK) | 1.7 | $6.8M | -7% | 8.1k | 833.70 |
|
| Snowflake Cl A (SNOW) | 1.7 | $6.7M | -4% | 42k | 161.60 |
|
| Fiserv (FI) | 1.7 | $6.7M | -11% | 42k | 159.82 |
|
| UnitedHealth (UNH) | 1.7 | $6.6M | -7% | 13k | 494.70 |
|
| The Trade Desk Com Cl A (TTD) | 1.7 | $6.5M | -5% | 75k | 87.42 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 1.6 | $6.4M | -3% | 43k | 147.73 |
|
| Adobe Systems Incorporated (ADBE) | 1.6 | $6.2M | +62% | 12k | 504.60 |
|
| Spdr Ser Tr S&p Biotech (XBI) | 1.6 | $6.2M | -11% | 66k | 94.89 |
|
| Honeywell International (HON) | 1.5 | $5.8M | -5% | 29k | 205.25 |
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 1.5 | $5.7M | +6% | 126k | 45.48 |
|
| Select Sector Spdr Tr Sbi Materials (XLB) | 1.4 | $5.6M | -3% | 61k | 92.89 |
|
| Ishares Tr U.s. Med Dvc Etf (IHI) | 1.3 | $5.3M | -9% | 90k | 58.59 |
|
| Select Sector Spdr Tr Indl (XLI) | 1.2 | $4.8M | -7% | 38k | 125.96 |
|
| Synopsys (SNPS) | 1.1 | $4.4M | NEW | 7.7k | 571.50 |
|
| Bristol Myers Squibb (BMY) | 1.1 | $4.2M | +26% | 77k | 54.23 |
|
| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 1.1 | $4.2M | 17k | 238.32 |
|
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 1.0 | $4.0M | -4% | 47k | 86.48 |
|
| Cummins (CMI) | 0.9 | $3.7M | -11% | 13k | 294.65 |
|
| J P Morgan Exchange Traded F Active Value Etf (JAVA) | 0.7 | $2.9M | +2% | 49k | 59.89 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $239k | NEW | 538.00 | 444.58 |
|
Past Filings by CMH Wealth Management
SEC 13F filings are viewable for CMH Wealth Management going back to 2016
- 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
- CMH Wealth Management 2020 Q4 filed Feb. 1, 2021
- CMH Wealth Management 2020 Q3 filed Oct. 20, 2020