Cfm Wealth Partners

Cfm Wealth Partners as of Dec. 31, 2021

Portfolio Holdings for Cfm Wealth Partners

Cfm Wealth Partners holds 179 positions in its portfolio as reported in the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple Incorporated Common (AAPL) 13.0 $58M 321k 182.01
Nvidia Corporation Common (NVDA) 4.0 $18M 59k 301.20
Amazon Com Incorporated Common (AMZN) 3.9 $18M 5.1k 3408.04
Alphabet Incorporated Cap Stk Class A Common (GOOGL) 3.8 $17M 5.9k 2899.83
Microsoft Corporation Common (MSFT) 3.7 $17M 50k 334.75
Salesforce Com Incorporated Common (CRM) 2.6 $12M 45k 255.45
First Finl Bankshares Incorporated Common (FFIN) 2.5 $11M 215k 51.14
Williams Cos Common (WMB) 2.4 $11M 413k 26.50
Exxon Mobil Corporation Common (XOM) 2.3 $10M 164k 63.54
Paypal Hldgs Incorporated Common (PYPL) 2.2 $9.8M 50k 194.93
Meta Platforms Incorporated Class A Common (META) 2.1 $9.3M 28k 338.52
Philip Morris International Incorporated Common (PM) 1.9 $8.4M 88k 95.73
Home Depot Incorporated Common (HD) 1.7 $7.7M 19k 408.63
Alphabet Incorporated Cap Stk Class C Common (GOOG) 1.7 $7.7M 2.6k 2901.55
Advanced Micro Devices Incorporated Common (AMD) 1.7 $7.6M 50k 150.23
Visa Incorporated Com Class A Common (V) 1.5 $6.8M 31k 221.44
Ishares Tr Rus Mid Cap Etf Exchange Traded Funds (IWR) 1.3 $5.7M 69k 82.67
Sherwin Williams Company Common (SHW) 1.3 $5.7M 17k 339.12
Invesco Qqq Exchange Traded Funds (QQQ) 1.2 $5.5M 14k 401.67
Starbucks Corporation Common (SBUX) 1.2 $5.5M 47k 116.67
Palo Alto Networks Incorporated Common (PANW) 1.1 $5.1M 9.3k 544.21
Oreilly Automotive Incorporated Common (ORLY) 1.1 $4.9M 7.0k 696.00
Ishares Tr Msci Usa Min Vol Exchange Traded Funds (USMV) 1.1 $4.8M 55k 88.67
Cloudflare Incorporated Class A Common (NET) 1.0 $4.6M 37k 126.16
Altria Group Incorporated Common (MO) 0.9 $4.0M 83k 47.97
Mastercard Incorporated Class A Common (MA) 0.9 $3.9M 10k 370.99
Shopify Incorporated Class A Ordinary Shares (SHOP) 0.9 $3.9M 2.8k 1365.44
Twilio Incorporated Class A Common (TWLO) 0.9 $3.8M 13k 289.41
Pepsico Incorporated Common (PEP) 0.8 $3.8M 22k 172.97
Mcdonalds Corporation Common (MCD) 0.8 $3.8M 14k 268.56
Ishares Tr Rus 1000 Grw Etf Exchange Traded Funds (IWF) 0.8 $3.7M 12k 307.79
Netflix Incorporated Common (NFLX) 0.8 $3.7M 6.2k 597.38
Chipotle Mexican Grill Incorporated Common (CMG) 0.8 $3.5M 2.1k 1690.75
Block Incorporated Class A Common (SQ) 0.7 $3.3M 20k 164.02
Enterprise Products Partners Master Limited Partnership (EPD) 0.7 $3.3M 147k 22.64
Jpmorgan Chase & Company Common (JPM) 0.7 $3.3M 21k 161.71
Sprout Social Incorporated Com Class A Common (SPT) 0.7 $3.3M 38k 87.06
Spdr S&p 500 Etf Exchange Traded Funds (SPY) 0.7 $3.2M 6.6k 477.69
Academy Sports & Outdoors Incorporated Common (ASO) 0.7 $3.1M 69k 44.21
Nike Incorporated Class B Common (NKE) 0.7 $3.0M 18k 164.65
Mondelez International Incorporated Class A Common (MDLZ) 0.7 $3.0M 46k 65.97
Vanguard Index Funds S&p 500 Etf Exchange Traded Funds (VOO) 0.7 $3.0M 6.9k 439.27
Disney Walt Company Common (DIS) 0.7 $3.0M 19k 156.77
Tjx Companies Incorporated Common (TJX) 0.7 $2.9M 39k 75.55
Ishares Tr Rus 1000 Etf Exchange Traded Funds (IWB) 0.6 $2.9M 11k 266.14
Kkr & Company Incorporated Common (KKR) 0.6 $2.8M 37k 73.52
Applied Matls Incorporated Common (AMAT) 0.6 $2.7M 17k 159.96
Costco Wholesale Corporation Common (COST) 0.6 $2.7M 4.8k 566.61
Fortress Trans Infrst Invs Llc Com Rep Ltd Liab Master Limited Partnership 0.6 $2.7M 97k 27.68
Lauder Estee Companies Incorporated Class A Common (EL) 0.6 $2.5M 6.7k 370.30
Ishares Tr Msci Usa Qlt Fct Exchange Traded Funds (QUAL) 0.5 $2.3M 16k 145.14
Royal Bk Cda Ordinary Shares (RY) 0.5 $2.3M 22k 105.26
Axcelis Technologies Incorporated Common (ACLS) 0.5 $2.2M 28k 76.77
Abbvie Incorporated Common (ABBV) 0.5 $2.1M 16k 135.44
Walmart Incorporated Common (WMT) 0.5 $2.0M 14k 144.63
Ishares Tr Rus 1000 Val Etf Exchange Traded Funds (IWD) 0.4 $1.9M 12k 168.53
Spdr S&p 600 Small Cap Etf Exchange Traded Funds 0.4 $1.9M 19k 100.40
Tesla Incorporated Common (TSLA) 0.4 $1.8M 1.5k 1199.48
Tenable Hldgs Incorporated Common (TENB) 0.4 $1.8M 33k 53.68
Chevron Corporation Common (CVX) 0.4 $1.8M 15k 119.29
Johnson & Johnson Common (JNJ) 0.4 $1.7M 10k 171.56
Pfizer Incorporated Common (PFE) 0.4 $1.7M 30k 56.64
Ishares Tr Msci Usa Mmentm Exchange Traded Funds (MTUM) 0.4 $1.7M 9.2k 182.18
Crowdstrike Hldgs Incorporated Class A Common (CRWD) 0.4 $1.7M 8.3k 198.32
Jamf Hldg Corporation Common (JAMF) 0.4 $1.6M 40k 39.36
Coca Cola Company Common (KO) 0.3 $1.5M 26k 59.30
Magellan Midstream Prtnrs Lp Com Unit Rp Master Limited Partnership 0.3 $1.5M 32k 46.70
Usa Compression Partners Lp Comunit Ltdpar Master Limited Partnership (USAC) 0.3 $1.5M 89k 16.99
Energy Transfer L P Com Ut Ltd Ptn Master Limited Partnership (ET) 0.3 $1.4M 159k 8.71
Qualcomm Incorporated Common (QCOM) 0.3 $1.4M 7.3k 186.22
General Mtrs Company Common (GM) 0.3 $1.3M 22k 61.15
Phillips 66 Common (PSX) 0.3 $1.3M 17k 75.71
Conocophillips Common (COP) 0.3 $1.3M 17k 73.75
Union Pac Corporation Common (UNP) 0.3 $1.3M 5.1k 247.58
Yum Brands Incorporated Common (YUM) 0.3 $1.2M 9.1k 136.55
Ishares Tr Core S&p500 Etf Exchange Traded Funds (IVV) 0.3 $1.2M 2.5k 479.84
Old Dominion Freight Line Incorporated Common (ODFL) 0.3 $1.2M 3.4k 346.37
Caterpillar Incorporated Common (CAT) 0.2 $1.1M 5.3k 207.05
Dominos Pizza Incorporated Common (DPZ) 0.2 $1.1M 2.0k 553.35
At&t Incorporated Common (T) 0.2 $1.1M 42k 25.42
Abbott Labs Common (ABT) 0.2 $1.1M 7.7k 139.09
Merck & Company Incorporated Common (MRK) 0.2 $1.0M 14k 76.85
Texas Instrs Incorporated Common (TXN) 0.2 $1.0M 5.4k 190.54
Quanta Svcs Incorporated Common (PWR) 0.2 $1.0M 9.1k 112.31
Boeing Company Common (BA) 0.2 $1.0M 4.8k 207.94
Verizon Communications Incorporated Common (VZ) 0.2 $933k 18k 52.42
Intel Corporation Common (INTC) 0.2 $929k 18k 53.21
Exact Sciences Corporation Common (EXAS) 0.2 $910k 11k 81.56
Phillips 66 Partners Lp Com Unit Rep Int Master Limited Partnership 0.2 $827k 22k 37.99
Lilly Eli & Company Common (LLY) 0.2 $762k 2.8k 271.75
Ishares Tr Ishs 1-5yr Invs Exchange Traded Funds (IGSB) 0.2 $760k 14k 53.78
Bristol-myers Squibb Company Common (BMY) 0.2 $750k 12k 61.88
Amgen Incorporated Common (AMGN) 0.2 $735k 3.2k 226.78
Jazz Pharmaceuticals Plc Shs Usd Ordinary Shares (JAZZ) 0.2 $718k 5.5k 131.09
Target Corporation Common (TGT) 0.2 $718k 3.1k 231.99
Lowes Companies Incorporated Common (LOW) 0.2 $718k 2.8k 255.33
Vanguard Short-term Corporate Bond Etf Exchange Traded Funds (VCSH) 0.2 $708k 8.7k 81.15
Hess Midstream Lp Class A Master Limited Partnership (HESM) 0.2 $707k 25k 27.95
Crescent Energy Company Class A Common (CRGY) 0.2 $707k 53k 13.44
Prosperity Bancshares Incorporated Common (PB) 0.2 $701k 9.7k 72.62
Equitrans Midstream Corporation Common (ETRN) 0.2 $700k 68k 10.35
Unitedhealth Group Incorporated Common (UNH) 0.2 $691k 1.4k 502.55
Cisco Systems Incorporated Common (CSCO) 0.1 $648k 10k 63.11
Hca Healthcare Incorporated Common (HCA) 0.1 $644k 2.5k 254.14
Mplx Lp Com Unit Rep Master Limited Partnership (MPLX) 0.1 $640k 21k 29.92
Holly Energy Partners L P Com Ut Ltd Ptn Master Limited Partnership 0.1 $621k 36k 17.48
Cyrusone Incorporated Reit REITs 0.1 $599k 6.7k 89.62
Ishares Tr Us Hlthcare Etf Exchange Traded Funds (IYH) 0.1 $599k 2.0k 297.71
Sm Energy Company Common (SM) 0.1 $576k 18k 31.64
Nuveen Quality Muncp Income Equity (NAD) 0.1 $513k 32k 16.03
Procter And Gamble Company Common (PG) 0.1 $495k 3.0k 162.88
Globant S A Ordinary Shares (GLOB) 0.1 $488k 1.6k 302.73
International Business Machines Common (IBM) 0.1 $487k 3.6k 135.92
Yum China Hldgs Incorporated Common (YUMC) 0.1 $471k 9.5k 49.49
Kinder Morgan Incorporated Del Common (KMI) 0.1 $455k 28k 16.35
Bk Of America Corporation Common (BAC) 0.1 $454k 9.8k 46.18
Ishares Tr Core S&p Scp Etf Exchange Traded Funds (IJR) 0.1 $453k 3.9k 115.89
Targa Res Corporation Common (TRGP) 0.1 $450k 8.5k 53.25
Honeywell International Incorporated Common (HON) 0.1 $449k 2.2k 206.72
Servicenow Incorporated Common (NOW) 0.1 $446k 708.00 629.94
Lam Research Corporation Common (LRCX) 0.1 $428k 590.00 725.42
Xcel Energy Incorporated Common (XEL) 0.1 $428k 6.3k 67.94
West Pharmaceutical Svsc Incorporated Common (WST) 0.1 $424k 951.00 445.85
3m Company Common (MMM) 0.1 $422k 2.4k 177.53
Accenture Plc Ireland Shs Class A Ordinary Shares (ACN) 0.1 $410k 1.0k 407.55
Tyler Technologies Incorporated Common (TYL) 0.1 $410k 782.00 524.30
Dow Incorporated Common (DOW) 0.1 $396k 7.0k 56.93
Berkshire Hathaway Incorporated Del Class B Common (BRK.B) 0.1 $388k 1.3k 301.01
Lockheed Martin Corporation Common (LMT) 0.1 $385k 1.1k 354.51
Automatic Data Processing Incorporated Common (ADP) 0.1 $371k 1.5k 244.08
Medtronic Ordinary Shares (MDT) 0.1 $369k 3.5k 106.03
Ishares Tr U.s. Finls Etf Exchange Traded Funds (IYF) 0.1 $361k 4.1k 87.58
Danaher Corporation Common (DHR) 0.1 $353k 1.1k 316.03
Vanguard Russell 2000 Etf Exchange Traded Funds (VTWO) 0.1 $347k 3.8k 90.84
Thermo Fisher Scientific Incorporated Common (TMO) 0.1 $345k 535.00 644.86
Blackstone Incorporated Common (BX) 0.1 $344k 2.7k 126.70
Discover Finl Svcs Common (DFS) 0.1 $344k 2.9k 118.78
Ishares Tr Core High Dv Etf Exchange Traded Funds (HDV) 0.1 $336k 3.3k 101.08
Te Connectivity Ordinary Shares (TEL) 0.1 $334k 2.1k 160.96
Ishares Tr Msci Eafe Etf Exchange Traded Funds (EFA) 0.1 $326k 4.1k 79.11
Ally Finl Incorporated Common (ALLY) 0.1 $323k 6.7k 48.53
Paycom Software Incorporated Common (PAYC) 0.1 $320k 791.00 404.55
Fastenal Company Common (FAST) 0.1 $318k 5.1k 61.95
V F Corporation Common (VFC) 0.1 $315k 4.3k 73.60
Ishares Tr Msci Emg Mkt Etf Exchange Traded Funds (EEM) 0.1 $310k 6.3k 49.25
Ihs Markit Ordinary Shares 0.1 $303k 2.3k 130.10
Citigroup Incorporated Common (C) 0.1 $299k 4.7k 63.11
Enbridge Incorporated Ordinary Shares (ENB) 0.1 $299k 7.7k 38.80
Invesco S&p 500 Low Volatility Etf Exchange Traded Funds (SPLV) 0.1 $293k 4.3k 67.93
Heico Corporation Common (HEI) 0.1 $293k 2.0k 143.07
Verisk Analytics Incorporated Common (VRSK) 0.1 $279k 1.3k 220.90
Idexx Labs Incorporated Common (IDXX) 0.1 $278k 442.00 628.96
Ulta Beauty Incorporated Common (ULTA) 0.1 $272k 659.00 412.75
Analog Devices Incorporated Common (ADI) 0.1 $265k 1.5k 177.02
Repligen Corporation Common (RGEN) 0.1 $258k 1.0k 258.00
Ishares Tr Intl Sel Div Etf Exchange Traded Funds (IDV) 0.1 $256k 8.1k 31.43
Parker-hannifin Corporation Common (PH) 0.1 $254k 803.00 316.31
Spdr Dow Jones Industrial Average Etf Trust Exchange Traded Funds (DIA) 0.1 $251k 687.00 365.36
United Parcel Service Incorporated Class B Common (UPS) 0.1 $246k 1.2k 213.54
Ishares Tr Fltg Rate Nt Etf Exchange Traded Funds (FLOT) 0.1 $246k 4.9k 50.72
Nextera Energy Incorporated Common (NEE) 0.1 $240k 2.6k 91.60
Ishares Tr U.s. Real Es Etf Exchange Traded Funds (IYR) 0.1 $240k 2.1k 115.27
Duke Energy Corporation Common (DUK) 0.1 $237k 2.3k 103.58
Ishares Tr Russell 2000 Etf Exchange Traded Funds (IWM) 0.1 $236k 1.0k 224.98
Ecolab Incorporated Common (ECL) 0.1 $231k 1.0k 230.08
Ishares Incorporated Msci Gbl Min Vol Exchange Traded Funds (ACWV) 0.1 $227k 2.1k 107.69
Ishares Tr Ishs 5-10yr Invt Exchange Traded Funds (IGIB) 0.1 $226k 3.8k 58.88
Western Midstream Partners Lp Com Unit Lp Int Master Limited Partnership (WES) 0.0 $223k 9.9k 22.58
Hershey Company Common (HSY) 0.0 $222k 1.1k 193.38
Ishares Tr Us Industrials Exchange Traded Funds (IYJ) 0.0 $221k 2.0k 112.58
Plains All Amern Pipeline L P Unit Ltd Partn Master Limited Partnership (PAA) 0.0 $219k 22k 9.82
Amplify Blackswan Growth & Treasury Core Etf Exchange Traded Funds (SWAN) 0.0 $219k 6.4k 34.23
Welltower Incorporated Reit REITs (WELL) 0.0 $216k 2.5k 85.54
Raytheon Technologies Corporation Common (RTX) 0.0 $216k 2.5k 87.06
Wec Energy Group Incorporated Common (WEC) 0.0 $216k 2.2k 96.21
Cvs Health Corporation Common (CVS) 0.0 $213k 2.0k 104.31
Proshares S&p 500 Dividend Aristocrats Etf Exchange Traded Funds (NOBL) 0.0 $210k 2.2k 97.58
Dws Mun Income Tr Equity (KTF) 0.0 $144k 12k 11.81
Wheels Up Experience Incorporated Com Class A Common 0.0 $106k 23k 4.60