CMH Wealth Management
Latest statistics and disclosures from CMH Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, GOOGL, AMZN, AAPL, SMMD, and represent 29.25% of CMH Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: SNPS, XLI, BA, BRK.B, MSFT, PG, MPC, JNJ, ABBV, ADBE.
- Started 7 new stock positions in BRK.B, JNJ, PG, MPC, MCO, ZBH, ABBV.
- Reduced shares in these 10 stocks: BMY, CMI, VDC, AAPL, TSLA, AMZN, TCHP, GOOGL, V, VCIT.
- Sold out of its positions in BMY, CMI.
- CMH Wealth Management was a net buyer of stock by $804k.
- CMH Wealth Management has $406M in assets under management (AUM), dropping by 3.23%.
- Central Index Key (CIK): 0001657516
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Portfolio Holdings for CMH Wealth Management
CMH Wealth Management holds 49 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 7.4 | $30M | +2% | 68k | 446.95 |
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| Alphabet Cap Stk Cl A (GOOGL) | 6.2 | $25M | 138k | 182.15 |
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| Amazon (AMZN) | 6.1 | $25M | 128k | 193.25 |
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| Apple (AAPL) | 5.5 | $23M | 107k | 210.62 |
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| Ishares Tr Rusel 2500 Etf (SMMD) | 4.0 | $16M | 260k | 62.60 |
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| Vanguard World Energy Etf (VDE) | 3.5 | $14M | 112k | 128.51 |
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| Vanguard World Financials Etf (VFH) | 3.4 | $14M | 137k | 100.34 |
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| Eli Lilly & Co. (LLY) | 3.0 | $12M | 14k | 905.38 |
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| Ishares Tr Msci Acwi Ex Us (ACWX) | 3.0 | $12M | 227k | 53.13 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 2.7 | $11M | 45k | 246.63 |
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| Servicenow (NOW) | 2.5 | $10M | 13k | 786.67 |
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| Danaher Corporation (DHR) | 2.5 | $10M | 40k | 250.12 |
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| Target Corporation (TGT) | 2.4 | $9.6M | +3% | 65k | 148.04 |
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| Boeing Company (BA) | 2.3 | $9.4M | +12% | 52k | 182.01 |
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| TJX Companies (TJX) | 2.2 | $9.0M | 82k | 110.10 |
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| Synopsys (SNPS) | 2.2 | $8.8M | +90% | 15k | 595.06 |
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| Select Sector Spdr Tr Communication (XLC) | 2.1 | $8.5M | 99k | 85.66 |
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| salesforce (CRM) | 2.1 | $8.4M | +2% | 33k | 257.10 |
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| Palo Alto Networks (PANW) | 2.1 | $8.3M | 25k | 339.01 |
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| Vanguard World Consum Stp Etf (VDC) | 2.0 | $8.3M | -27% | 41k | 204.56 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 2.0 | $8.0M | -2% | 101k | 79.93 |
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| T Rowe Price Etf Price Blue Chip (TCHP) | 1.9 | $7.6M | -2% | 195k | 38.72 |
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| Tesla Motors (TSLA) | 1.9 | $7.5M | -4% | 38k | 197.88 |
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| Adobe Systems Incorporated (ADBE) | 1.8 | $7.2M | +4% | 13k | 555.54 |
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| The Trade Desk Com Cl A (TTD) | 1.8 | $7.2M | 74k | 97.67 |
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| Select Sector Spdr Tr Indl (XLI) | 1.7 | $7.1M | +53% | 58k | 121.87 |
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| Mastercard Incorporated Cl A (MA) | 1.7 | $7.0M | 16k | 441.16 |
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| UnitedHealth (UNH) | 1.7 | $7.0M | +2% | 14k | 509.26 |
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| Visa Com Cl A (V) | 1.7 | $6.8M | -2% | 26k | 262.47 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 1.6 | $6.4M | +2% | 44k | 145.75 |
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| BlackRock (BLK) | 1.6 | $6.4M | 8.1k | 787.32 |
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| Honeywell International (HON) | 1.5 | $6.3M | +3% | 29k | 213.54 |
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| Fiserv (FI) | 1.5 | $6.2M | 41k | 149.04 |
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| Spdr Ser Tr S&p Biotech (XBI) | 1.5 | $6.1M | 66k | 92.71 |
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| Snowflake Cl A (SNOW) | 1.5 | $5.9M | +5% | 44k | 135.09 |
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| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 1.4 | $5.6M | 124k | 45.11 |
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| Select Sector Spdr Tr Sbi Materials (XLB) | 1.3 | $5.3M | 60k | 88.31 |
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| Ishares Tr U.s. Med Dvc Etf (IHI) | 1.3 | $5.2M | 92k | 56.04 |
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| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 1.1 | $4.3M | 17k | 246.89 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 1.0 | $4.0M | 47k | 84.79 |
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| J P Morgan Exchange Traded F Active Value Etf (JAVA) | 0.7 | $2.9M | 49k | 59.26 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $945k | NEW | 2.3k | 406.80 |
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| Procter & Gamble Company (PG) | 0.1 | $571k | NEW | 3.5k | 164.92 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $525k | NEW | 3.0k | 173.48 |
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| Johnson & Johnson (JNJ) | 0.1 | $448k | NEW | 3.1k | 146.16 |
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| Abbvie (ABBV) | 0.1 | $387k | NEW | 2.3k | 171.52 |
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| Zimmer Holdings (ZBH) | 0.1 | $294k | NEW | 2.7k | 108.77 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $252k | -2% | 526.00 | 479.87 |
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| Moody's Corporation (MCO) | 0.1 | $224k | NEW | 533.00 | 420.93 |
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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 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
- CMH Wealth Management 2020 Q4 filed Feb. 1, 2021