CMH Wealth Management
Latest statistics and disclosures from CMH Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, AAPL, GOOGL, AMZN, VDC, and represent 24.45% of CMH Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: ACWX (+$11M), SMMD (+$9.5M), XLC (+$8.8M), JAVA, XLY, VCIT, VNQ, NOW, TCHP, TSLA.
- Started 8 new stock positions in XLC, JNK, VNQ, VCIT, SMMD, XLY, JAVA, ACWX.
- Reduced shares in these 10 stocks: , DIS, ICF, USIG, PYPL, AMZN, , CRM, TJX, HON.
- Sold out of its positions in DIS, META, ICF, USIG, PYPL, VCSH.
- CMH Wealth Management was a net buyer of stock by $30M.
- CMH Wealth Management has $312M in assets under management (AUM), dropping by 14.22%.
- Central Index Key (CIK): 0001657516
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Portfolio Holdings for CMH Wealth Management
CMH Wealth Management holds 48 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 6.3 | $20M | 81k | 239.82 | ||
| Apple (AAPL) | 5.1 | $16M | +2% | 123k | 129.93 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.9 | $15M | 174k | 88.23 | ||
| Amazon (AMZN) | 4.1 | $13M | -13% | 153k | 84.00 | |
| Vanguard World Fds Consum Stp Etf (VDC) | 4.0 | $13M | 66k | 191.57 | ||
| Boeing Company (BA) | 3.6 | $11M | 58k | 190.49 | ||
| Vanguard World Fds Financials Etf (VFH) | 3.5 | $11M | 131k | 82.73 | ||
| Ishares Tr Msci Acwi Ex Us (ACWX) | 3.4 | $11M | NEW | 230k | 45.50 | |
| T Rowe Price Etf Price Blue Chip (TCHP) | 3.3 | $10M | +22% | 497k | 20.62 | |
| Danaher Corporation (DHR) | 3.2 | $10M | 38k | 265.42 | ||
| Ishares Tr Rusel 2500 Etf (SMMD) | 3.1 | $9.5M | NEW | 179k | 53.14 | |
| Select Sector Spdr Tr Communication (XLC) | 2.8 | $8.8M | NEW | 182k | 47.99 | |
| Vanguard World Fds Energy Etf (VDE) | 2.6 | $8.0M | +2% | 66k | 121.28 | |
| Fiserv (FISV) | 2.2 | $6.9M | 68k | 101.07 | ||
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| TJX Companies (TJX) | 2.1 | $6.5M | -3% | 82k | 79.60 | |
| Servicenow (NOW) | 2.1 | $6.4M | +117% | 17k | 388.27 | |
| UnitedHealth (UNH) | 2.0 | $6.4M | 12k | 530.18 | ||
| Netflix (NFLX) | 2.0 | $6.3M | 21k | 294.88 | ||
| Honeywell International (HON) | 1.8 | $5.7M | -2% | 27k | 214.30 | |
| Target Corporation (TGT) | 1.8 | $5.6M | +3% | 38k | 149.04 | |
| Ishares Tr Ishares Semicdtr (SOXX) | 1.8 | $5.6M | 16k | 347.98 | ||
| The Trade Desk Com Cl A (TTD) | 1.8 | $5.6M | +3% | 124k | 44.83 | |
| BlackRock (BLK) | 1.7 | $5.4M | -2% | 7.7k | 708.63 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 1.7 | $5.4M | 40k | 135.85 | ||
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 1.6 | $5.1M | +13% | 112k | 45.02 | |
| salesforce (CRM) | 1.6 | $5.1M | -7% | 38k | 132.59 | |
| Eli Lilly & Co. (LLY) | 1.6 | $5.0M | 14k | 365.84 | ||
| J P Morgan Exchange Traded F Active Value Etf (JAVA) | 1.6 | $5.0M | NEW | 97k | 51.23 | |
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 1.6 | $5.0M | NEW | 39k | 129.16 | |
| Spdr Ser Tr S&p Biotech (XBI) | 1.6 | $5.0M | 60k | 83.00 | ||
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 1.5 | $4.7M | NEW | 60k | 77.51 | |
| Select Sector Spdr Tr Sbi Materials (XLB) | 1.4 | $4.4M | 57k | 77.68 | ||
| BioMarin Pharmaceutical (BMRN) | 1.4 | $4.3M | 42k | 103.49 | ||
| Ishares Tr U.s. Med Dvc Etf (IHI) | 1.3 | $4.2M | 80k | 52.57 | ||
| Select Sector Spdr Tr Sbi Int-inds (XLI) | 1.3 | $4.1M | 41k | 98.21 | ||
| Mastercard Incorporated Cl A (MA) | 1.2 | $3.9M | 11k | 347.73 | ||
| Palo Alto Networks (PANW) | 1.2 | $3.7M | +2% | 27k | 139.54 | |
| Bristol Myers Squibb (BMY) | 1.2 | $3.6M | 51k | 71.95 | ||
| Vanguard Index Fds Real Estate Etf (VNQ) | 1.2 | $3.6M | NEW | 44k | 82.48 | |
| Visa Com Cl A (V) | 1.2 | $3.6M | 17k | 207.76 | ||
| Tesla Motors (TSLA) | 1.2 | $3.6M | +27% | 29k | 123.18 | |
| Procter & Gamble Company (PG) | 1.2 | $3.6M | 24k | 151.56 | ||
| Raytheon Technologies Corp (RTX) | 1.1 | $3.3M | -3% | 33k | 100.92 | |
| Cummins (CMI) | 1.0 | $3.2M | 13k | 242.29 | ||
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.8 | $2.6M | +2% | 36k | 70.50 | |
| Illumina (ILMN) | 0.8 | $2.6M | 13k | 202.20 | ||
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.4 | $1.1M | 13k | 81.17 | ||
| Spdr Ser Tr Bloomberg High Y (JNK) | 0.1 | $450k | NEW | 5.0k | 90.00 | |
Past Filings by CMH Wealth Management
SEC 13F filings are viewable for CMH Wealth Management going back to 2016
- 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
- CMH Wealth Management 2020 Q2 filed July 23, 2020
- CMH Wealth Management 2020 Q1 filed April 16, 2020
- CMH Wealth Management 2019 Q4 filed Jan. 21, 2020
- CMH Wealth Management 2019 Q3 filed Oct. 11, 2019
- CMH Wealth Management 2019 Q2 filed July 15, 2019