Cfm Wealth Partners

Cfm Wealth Partners as of Dec. 31, 2022

Portfolio Holdings for Cfm Wealth Partners

Cfm Wealth Partners holds 153 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
Apple Incorporated Equity (AAPL) 11.9 $40M 305k 129.93
Exxon Mobil Corporation Equity (XOM) 5.4 $18M 165k 110.30
Williams Companies Incorporated Equity (WMB) 3.9 $13M 393k 32.90
Microsoft Corporation Equity (MSFT) 3.3 $11M 45k 239.82
Alphabet Incorporated Cap Stk Class A Equity (GOOGL) 3.0 $10M 115k 88.23
Philip Morris International Incorporated Equity (PM) 2.7 $9.0M 89k 101.21
Nvidia Corporation Equity (NVDA) 2.6 $8.8M 60k 146.14
Amazon Com Incorporated Equity (AMZN) 2.4 $8.1M 97k 84.00
First Finl Bankshares Incorporated Equity (FFIN) 2.2 $7.2M 210k 34.40
Visa Incorporated Com Class A Equity (V) 1.9 $6.4M 31k 207.76
Salesforce Incorporated Equity (CRM) 1.7 $5.6M 43k 132.59
Home Depot Incorporated Equity (HD) 1.7 $5.6M 18k 315.86
Oreilly Automotive Incorporated Equity (ORLY) 1.6 $5.4M 6.4k 844.03
Pepsico Incorporated Equity (PEP) 1.3 $4.5M 25k 180.66
Alphabet Incorporated Cap Stk Class C Equity (GOOG) 1.3 $4.4M 49k 88.73
Ishares Tr Rus Mid Cap Etf Equity (IWR) 1.3 $4.3M 63k 67.45
Mcdonalds Corporation Equity (MCD) 1.2 $4.0M 15k 263.53
Palo Alto Networks Incorporated Equity (PANW) 1.2 $3.9M 28k 139.54
Invesco Qqq Equity (QQQ) 1.2 $3.8M 14k 266.28
Ishares Tr Msci Usa Min Vol Equity (USMV) 1.1 $3.8M 53k 72.10
Altria Group Incorporated Equity (MO) 1.1 $3.7M 81k 45.71
Sherwin Williams Company Equity (SHW) 1.1 $3.7M 15k 237.33
Jpmorgan Chase & Company Equity (JPM) 1.0 $3.5M 26k 134.10
Spdr S&p 500 Etf Equity (SPY) 1.0 $3.5M 9.1k 382.43
Enterprise Products Partners REITs/Tangibles/LPs (EPD) 1.0 $3.4M 143k 24.12
Mastercard Incorporated Class A Equity (MA) 1.0 $3.4M 9.9k 347.73
Starbucks Corporation Equity (SBUX) 1.0 $3.4M 34k 99.20
Paypal Hldgs Incorporated Equity (PYPL) 1.0 $3.3M 47k 71.22
Advanced Micro Devices Incorporated Equity (AMD) 0.9 $3.1M 48k 64.77
Academy Sports & Outdoors Incorporated Equity (ASO) 0.9 $3.1M 59k 52.54
Mondelez International Incorporated Class A Equity (MDLZ) 0.9 $3.1M 47k 66.65
Ishares Tr Rus 1000 Val Etf Equity (IWD) 0.9 $3.0M 20k 151.65
Chevron Corporation Equity (CVX) 0.9 $3.0M 17k 179.49
Abbvie Incorporated Equity (ABBV) 0.9 $3.0M 19k 161.61
Ishares Tr Rus 1000 Grw Etf Equity (IWF) 0.9 $2.9M 14k 214.24
Phillips 66 Equity (PSX) 0.9 $2.8M 27k 104.08
Tjx Companies Incorporated Equity (TJX) 0.8 $2.8M 35k 79.60
Johnson & Johnson Equity (JNJ) 0.8 $2.7M 15k 176.65
Chipotle Mexican Grill Incorporated Equity (CMG) 0.8 $2.6M 1.9k 1387.49
Coca Cola Company Equity (KO) 0.8 $2.6M 41k 63.61
Costco Wholesale Corporation Equity (COST) 0.8 $2.5M 5.5k 456.50
Nike Incorporated Class B Equity (NKE) 0.8 $2.5M 21k 117.01
Vanguard Index Funds S&p 500 Etf Equity (VOO) 0.7 $2.4M 6.7k 351.34
Ishares Tr Rus 1000 Etf Equity (IWB) 0.7 $2.3M 11k 210.52
Pulmonx Corporation Equity (LUNG) 0.7 $2.2M 264k 8.43
Axcelis Technologies Incorporated Equity (ACLS) 0.6 $2.2M 27k 79.36
Merck & Company Incorporated Equity (MRK) 0.6 $2.1M 19k 110.95
Meta Platforms Incorporated Class A Equity (META) 0.6 $2.0M 16k 120.34
Walmart Incorporated Equity (WMT) 0.6 $2.0M 14k 141.79
Energy Transfer L P Com Ut Ltd Ptn REITs/Tangibles/LPs (ET) 0.6 $1.9M 159k 11.87
Sprout Social Incorporated Com Class A Equity (SPT) 0.6 $1.9M 33k 56.46
Lauder Estee Companies Incorporated Class A Equity (EL) 0.5 $1.8M 7.3k 248.11
Ishares Tr Msci Usa Qlt Fct Equity (QUAL) 0.5 $1.8M 16k 113.96
Ishares Tr Esg Aw Msci Eafe Equity (ESGD) 0.5 $1.7M 26k 65.74
Spdr S&p 600 Small Cap Etf Equity 0.5 $1.7M 20k 82.21
Berkshire Hathaway Incorporated Del Class B Equity (BRK.B) 0.5 $1.6M 5.3k 308.90
Cloudflare Incorporated Class A Equity (NET) 0.5 $1.6M 36k 45.21
Pfizer Incorporated Equity (PFE) 0.5 $1.6M 31k 51.24
Applied Matls Incorporated Equity (AMAT) 0.5 $1.6M 16k 97.38
Magellan Midstream Prtnrs Lp Com Unit Rp REITs/Tangibles/LPs 0.5 $1.6M 31k 50.21
Conocophillips Equity (COP) 0.5 $1.6M 13k 118.00
Lilly Eli & Company Equity (LLY) 0.4 $1.5M 4.0k 365.84
Bristol-myers Squibb Company Equity (BMY) 0.4 $1.4M 20k 71.95
Disney Walt Company Equity (DIS) 0.4 $1.4M 16k 86.88
Usa Compression Partners Lp Comunit Ltdpar REITs/Tangibles/LPs (USAC) 0.4 $1.3M 68k 19.53
Caterpillar Incorporated Equity (CAT) 0.4 $1.3M 5.5k 239.56
Unitedhealth Group Incorporated Equity (UNH) 0.4 $1.3M 2.4k 530.18
Netflix Incorporated Equity (NFLX) 0.4 $1.2M 4.2k 294.88
Block Incorporated Class A Equity (SQ) 0.4 $1.2M 19k 62.84
Abbott Labs Equity (ABT) 0.4 $1.2M 11k 109.79
Quanta Svcs Incorporated Equity (PWR) 0.3 $1.2M 8.1k 142.50
Procter And Gamble Company Equity (PG) 0.3 $1.1M 7.4k 151.56
Yum Brands Incorporated Equity (YUM) 0.3 $1.1M 8.7k 128.08
Union Pac Corporation Equity (UNP) 0.3 $1.1M 5.2k 207.07
Old Dominion Freight Line Incorporated Equity (ODFL) 0.3 $958k 3.4k 283.78
Ishares Tr Msci Usa Mmentm Equity (MTUM) 0.3 $929k 6.4k 145.93
Texas Instrs Incorporated Equity (TXN) 0.3 $894k 5.4k 165.22
Amgen Incorporated Equity (AMGN) 0.3 $840k 3.2k 262.64
Pioneer Nat Res Company Equity 0.2 $830k 3.6k 228.39
Tenable Hldgs Incorporated Equity (TENB) 0.2 $821k 22k 38.15
Verizon Communications Incorporated Equity (VZ) 0.2 $804k 20k 39.40
Crowdstrike Hldgs Incorporated Class A Equity (CRWD) 0.2 $794k 7.5k 105.29
Qualcomm Incorporated Equity (QCOM) 0.2 $790k 7.2k 109.94
Ishares Tr S&p 500 Grwt Etf Equity (IVW) 0.2 $760k 13k 58.50
Hess Midstream Lp Class A Equity (HESM) 0.2 $757k 25k 29.92
Ishares Tr Ishs 1-5yr Invs Equity (IGSB) 0.2 $704k 14k 49.82
Mplx Lp Com Unit Rep REITs/Tangibles/LPs (MPLX) 0.2 $703k 21k 32.84
Devon Energy Corporation Equity (DVN) 0.2 $699k 11k 61.51
Prosperity Bancshares Incorporated Equity (PB) 0.2 $683k 9.4k 72.68
Tesla Incorporated Equity (TSLA) 0.2 $676k 5.5k 123.18
Goldman Sachs Group Incorporated Equity (GS) 0.2 $662k 1.9k 343.38
Kkr & Company Incorporated Equity (KKR) 0.2 $659k 14k 46.42
Dominos Pizza Incorporated Equity (DPZ) 0.2 $649k 1.9k 346.40
Holly Energy Partners L P Com Ut Ltd Ptn REITs/Tangibles/LPs 0.2 $644k 36k 18.12
Boeing Company Equity (BA) 0.2 $634k 3.3k 190.49
Crescent Energy Company Class A Equity (CRGY) 0.2 $631k 53k 11.99
At&t Incorporated Equity (T) 0.2 $621k 34k 18.41
Raytheon Technologies Corporation Equity (RTX) 0.2 $611k 6.1k 100.92
Twilio Incorporated Class A Equity (TWLO) 0.2 $598k 12k 48.96
Targa Res Corporation Equity (TRGP) 0.2 $583k 7.9k 73.50
Diamondback Energy Incorporated Equity (FANG) 0.2 $580k 4.2k 136.78
Ishares Tr Us Hlthcare Etf Equity (IYH) 0.2 $571k 2.0k 283.71
Exact Sciences Corporation Equity (EXAS) 0.2 $567k 11k 49.51
Lockheed Martin Corporation Equity (LMT) 0.2 $537k 1.1k 486.49
Eog Res Incorporated Equity (EOG) 0.2 $515k 4.0k 129.52
Vanguard Short-term Corporate Bond Etf Equity (VCSH) 0.2 $510k 6.8k 75.19
Honeywell International Incorporated Equity (HON) 0.1 $499k 2.3k 214.30
Kinder Morgan Incorporated Del Equity (KMI) 0.1 $486k 27k 18.08
Ishares Tr Core S&p Mcp Etf Equity (IJH) 0.1 $485k 2.0k 241.89
Hca Healthcare Incorporated Equity (HCA) 0.1 $485k 2.0k 239.96
Csx Corporation Equity (CSX) 0.1 $466k 15k 30.98
Target Corporation Equity (TGT) 0.1 $465k 3.1k 149.04
Servicenow Incorporated Equity (NOW) 0.1 $459k 1.2k 388.27
Cisco Systems Incorporated Equity (CSCO) 0.1 $458k 9.6k 47.64
Intel Corporation Equity (INTC) 0.1 $452k 17k 26.43
Ishares Tr Core S&p Scp Etf Equity (IJR) 0.1 $449k 4.7k 94.64
Ishares Tr Core High Dv Etf Equity (HDV) 0.1 $448k 4.3k 104.24
Xcel Energy Incorporated Equity (XEL) 0.1 $442k 6.3k 70.11
International Business Machines Equity (IBM) 0.1 $440k 3.1k 140.89
Equitrans Midstream Corporation Equity (ETRN) 0.1 $433k 65k 6.70
Lowes Companies Incorporated Equity (LOW) 0.1 $431k 2.2k 199.24
Ishares Tr Core S&p500 Etf Equity (IVV) 0.1 $393k 1.0k 384.21
Nuveen Quality Muncp Income Closed End Funds (NAD) 0.1 $378k 32k 11.80
Sm Energy Company Equity (SM) 0.1 $356k 10k 34.83
Automatic Data Processing Incorporated Equity (ADP) 0.1 $350k 1.5k 238.86
Morgan Stanley Equity (MS) 0.1 $347k 4.1k 85.02
Dow Incorporated Equity (DOW) 0.1 $338k 6.7k 50.39
Blackrock Incorporated Equity 0.1 $328k 463.00 708.63
Bank Amer Corp Equity (BAC) 0.1 $328k 9.9k 33.12
Ishares Tr Msci Eafe Etf Equity (EFA) 0.1 $316k 4.8k 65.64
Adobe Systems Incorporated Equity (ADBE) 0.1 $314k 932.00 336.53
Ishares Tr U.s. Finls Etf Equity (IYF) 0.1 $311k 4.1k 75.47
Ftai Infrastructure Incorporated Equity (FIP) 0.1 $286k 97k 2.95
Discover Finl Svcs Equity (DFS) 0.1 $283k 2.9k 97.83
Spdr S&p Midcap 400 Etf Trust Equity (MDY) 0.1 $279k 629.00 442.79
Ulta Beauty Incorporated Equity (ULTA) 0.1 $273k 582.00 469.07
Ishares Tr Select Divid Etf Equity (DVY) 0.1 $272k 2.3k 120.60
Vanguard Russell 2000 Etf Equity (VTWO) 0.1 $269k 3.8k 70.37
Hershey Company Equity (HSY) 0.1 $266k 1.1k 231.57
Western Midstream Partners Lp Com Unit Lp Int REITs/Tangibles/LPs (WES) 0.1 $265k 9.9k 26.85
3m Company Equity (MMM) 0.1 $264k 2.2k 119.92
Plains All Amern Pipeline L P Unit Ltd Partn REITs/Tangibles/LPs (PAA) 0.1 $262k 22k 11.76
Emerson Elec Company Equity (EMR) 0.1 $258k 2.7k 96.06
Lam Research Corporation Equity 0.1 $255k 606.00 420.30
Ishares Tr Fltg Rate Nt Etf Equity (FLOT) 0.1 $244k 4.9k 50.33
Parker-hannifin Corporation Equity (PH) 0.1 $234k 803.00 291.00
Citigroup Incorporated Equity (C) 0.1 $231k 5.1k 45.23
Jamf Hldg Corporation Equity (JAMF) 0.1 $230k 11k 21.30
Spdr Dow Jones Industrial Average Etf Trust Equity (DIA) 0.1 $228k 687.00 331.33
Thermo Fisher Scientific Incorporated Equity (TMO) 0.1 $218k 396.00 550.37
Duke Energy Corporation Equity (DUK) 0.1 $214k 2.1k 102.99
Wec Energy Group Incorporated Equity (WEC) 0.1 $211k 2.2k 93.76
Ishares Incorporated Msci Gbl Min Vol Equity (ACWV) 0.1 $200k 2.1k 95.02