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, BA, and represent 27.60% of CMH Wealth Management's stock portfolio.
  • Added to shares of these 10 stocks: SMMD, VCIT, DHR, IHI, SPY, BMY, GOOGL, TSLA, VDE, VDC.
  • Started 2 new stock positions in SPY, VO.
  • Reduced shares in these 10 stocks: TGT, FBND, PANW, , NOW, TTD, XLC, MSFT, ARWR, TJX.
  • Sold out of its positions in ARWR, XOM.
  • CMH Wealth Management was a net buyer of stock by $8.1M.
  • CMH Wealth Management has $413M in assets under management (AUM), dropping by 15.33%.
  • 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 December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 6.3 $26M 70k 376.04
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Amazon (AMZN) 5.9 $25M 161k 151.94
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Alphabet Cap Stk Cl A (GOOGL) 5.8 $24M +2% 171k 139.69
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Apple (AAPL) 5.4 $22M 115k 192.53
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Boeing Company (BA) 4.2 $17M 66k 260.66
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Ishares Tr Rusel 2500 Etf (SMMD) 4.1 $17M +39% 277k 61.57
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Servicenow (NOW) 3.5 $14M -3% 20k 706.49
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Vanguard World Fds Financials Etf (VFH) 3.2 $13M 145k 92.26
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Vanguard World Fds Energy Etf (VDE) 3.2 $13M +2% 114k 117.28
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salesforce (CRM) 3.1 $13M 48k 263.14
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Palo Alto Networks (PANW) 3.1 $13M -6% 43k 294.88
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Ishares Tr Msci Acwi Ex Us (ACWX) 2.9 $12M 238k 51.04
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Vanguard World Fds Consum Stp Etf (VDC) 2.8 $12M +2% 60k 190.96
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Tesla Motors (TSLA) 2.5 $10M +5% 41k 248.48
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Danaher Corporation (DHR) 2.4 $9.9M +26% 43k 231.34
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Target Corporation (TGT) 2.4 $9.9M -23% 69k 142.42
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Ishares Tr Ishares Semicdtr (SOXX) 2.3 $9.4M 16k 576.10
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Eli Lilly & Co. (LLY) 2.2 $9.0M 15k 582.92
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Snowflake Cl A (SNOW) 2.1 $8.6M 43k 199.00
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TJX Companies (TJX) 2.0 $8.3M -2% 88k 93.81
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 1.9 $7.9M +56% 97k 81.28
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Select Sector Spdr Tr Communication (XLC) 1.9 $7.7M -4% 105k 72.66
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UnitedHealth (UNH) 1.8 $7.6M +3% 15k 526.47
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Visa Com Cl A (V) 1.8 $7.3M 28k 260.35
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Mastercard Incorporated Cl A (MA) 1.7 $7.2M 17k 426.51
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BlackRock (BLK) 1.7 $7.2M +3% 8.8k 811.80
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T Rowe Price Etf Price Blue Chip (TCHP) 1.7 $6.8M -2% 221k 30.95
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Spdr Ser Tr S&p Biotech (XBI) 1.6 $6.6M +3% 74k 89.29
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Honeywell International (HON) 1.5 $6.3M 30k 209.71
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Fiserv (FI) 1.5 $6.2M 47k 132.84
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Select Sector Spdr Tr Sbi Healthcare (XLV) 1.5 $6.1M +2% 45k 136.38
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The Trade Desk Com Cl A (TTD) 1.4 $5.7M -6% 79k 71.96
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Fidelity Merrimack Str Tr Total Bd Etf (FBND) 1.3 $5.5M -30% 118k 46.04
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Ishares Tr U.s. Med Dvc Etf (IHI) 1.3 $5.4M +51% 100k 53.97
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Select Sector Spdr Tr Sbi Materials (XLB) 1.3 $5.4M 63k 85.54
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Select Sector Spdr Tr Indl (XLI) 1.1 $4.7M 41k 113.99
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Adobe Systems Incorporated (ADBE) 1.1 $4.5M 7.6k 596.60
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Vanguard Index Fds Real Estate Etf (VNQ) 1.0 $4.3M +3% 49k 88.36
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Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.9 $3.9M +5% 18k 216.94
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Cummins (CMI) 0.8 $3.4M +2% 14k 239.57
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Bristol Myers Squibb (BMY) 0.8 $3.1M +31% 60k 51.31
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J P Morgan Exchange Traded F Active Value Etf (JAVA) 0.6 $2.6M +4% 48k 55.62
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $771k NEW 1.6k 475.31
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Vanguard Index Fds Mid Cap Etf (VO) 0.1 $250k NEW 1.1k 232.64
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Past Filings by CMH Wealth Management

SEC 13F filings are viewable for CMH Wealth Management going back to 2016

View all past filings