Cfm Wealth Partners

Cfm Wealth Partners as of Dec. 31, 2024

Portfolio Holdings for Cfm Wealth Partners

Cfm Wealth Partners holds 139 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)
Portfolio Weight
Valued At
Change in Shares
Share Count
Share Price
NVIDIA Corporation (NVDA) 13.1 $77M 577k 134.29
Apple (AAPL) 12.4 $74M 295k 250.42
Alphabet Cap Stk Cl A (GOOGL) 4.2 $25M 132k 189.30
Amazon (AMZN) 3.8 $23M 103k 219.39
Microsoft Corporation (MSFT) 3.5 $21M 50k 421.50
Meta Platforms Cl A (META) 2.4 $14M 24k 585.52
salesforce (CRM) 2.4 $14M 42k 334.33
Visa Com Cl A (V) 2.3 $14M 44k 316.04
Exxon Mobil Corporation (XOM) 2.3 $14M 127k 107.57
Palo Alto Networks (PANW) 2.1 $13M 69k 181.96
Williams Companies (WMB) 2.0 $12M 222k 54.12
Philip Morris International (PM) 1.8 $11M 90k 120.35
Costco Wholesale Corporation (COST) 1.7 $10M 11k 916.30
O'reilly Automotive (ORLY) 1.7 $10M 8.5k 1185.80
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.7 $10M 17k 586.09
Eli Lilly & Co. (LLY) 1.6 $9.5M 12k 772.02
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.5 $8.9M 17k 511.23
Alphabet Cap Stk Cl C (GOOG) 1.5 $8.7M 46k 190.44
Mastercard Incorporated Cl A (MA) 1.3 $7.7M 15k 526.57
Ishares Tr Rus 1000 Grw Etf (IWF) 1.3 $7.7M 19k 401.58
JPMorgan Chase & Co. (JPM) 1.3 $7.5M 31k 239.71
Home Depot (HD) 1.2 $7.2M 19k 388.98
Advanced Micro Devices (AMD) 1.1 $6.8M 56k 120.79
Ishares Tr Rus 1000 Val Etf (IWD) 1.1 $6.5M 35k 185.13
Ishares Tr Rus Mid Cap Etf (IWR) 1.0 $6.1M 69k 88.40
First Financial Bankshares (FFIN) 1.0 $6.0M 166k 36.05
Sherwin-Williams Company (SHW) 1.0 $5.7M 17k 339.94
Chipotle Mexican Grill (CMG) 1.0 $5.7M 95k 60.30
Enterprise Products Partners (EPD) 1.0 $5.6M 180k 31.36
McDonald's Corporation (MCD) 0.9 $5.5M 19k 289.89
Ishares Tr Msci Usa Min Vol (USMV) 0.8 $4.8M 54k 88.79
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.8 $4.6M 10k 453.28
Servicenow (NOW) 0.8 $4.6M 4.3k 1060.12
Netflix (NFLX) 0.8 $4.6M 5.1k 891.32
TJX Companies (TJX) 0.7 $4.4M 37k 120.81
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.7 $4.4M 8.1k 538.83
Ftai Aviation SHS (FTAI) 0.7 $4.4M 30k 144.04
Altria (MO) 0.7 $4.3M 82k 52.29
Wal-Mart Stores (WMT) 0.7 $4.3M 48k 90.35
Coca-Cola Company (KO) 0.7 $4.1M 66k 62.26
Abbvie (ABBV) 0.7 $3.9M 22k 177.70
Kkr & Co (KKR) 0.7 $3.9M 26k 147.91
Energy Transfer Com Ut Ltd Ptn (ET) 0.6 $3.5M 181k 19.59
Chevron Corporation (CVX) 0.5 $3.2M 22k 144.84
Academy Sports & Outdoor (ASO) 0.5 $3.1M 55k 57.53
Tesla Motors (TSLA) 0.5 $3.0M 7.4k 403.84
Crowdstrike Hldgs Cl A (CRWD) 0.5 $2.9M 8.4k 342.16
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.5 $2.9M 64k 44.92
Mondelez Intl Cl A (MDLZ) 0.5 $2.8M 47k 59.73
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.5 $2.8M 16k 178.08
Rbc Cad (RY) 0.4 $2.6M 21k 120.51
Applied Materials (AMAT) 0.4 $2.4M 15k 162.63
UnitedHealth (UNH) 0.4 $2.4M 4.7k 505.81
Ishares Tr Rus 1000 Etf (IWB) 0.4 $2.3M 7.1k 322.16
Caterpillar (CAT) 0.3 $2.0M 5.4k 362.76
Oneok (OKE) 0.3 $1.8M 18k 100.40
MPLX Com Unit Rep Ltd (MPLX) 0.3 $1.8M 38k 47.86
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.3 $1.8M 24k 76.14
Pulmonx Corp (LUNG) 0.3 $1.8M 264k 6.79
Merck & Co (MRK) 0.3 $1.8M 18k 99.48
Usa Compression Partners Comunit Ltdpar (USAC) 0.3 $1.7M 74k 23.56
Goldman Sachs (GS) 0.3 $1.7M 3.0k 572.62
Star Bulk Carriers Corp. Shs Par (SBLK) 0.3 $1.6M 106k 14.95
Procter & Gamble Company (PG) 0.3 $1.6M 9.4k 167.65
Hess Midstream Cl A Shs (HESM) 0.3 $1.6M 42k 37.03
Quanta Services (PWR) 0.2 $1.4M 4.5k 316.05
Western Midstream Partners L Com Unit Lp Int (WES) 0.2 $1.3M 35k 38.43
Morgan Stanley Com New (MS) 0.2 $1.3M 11k 125.72
Simon Property (SPG) 0.2 $1.3M 7.3k 172.22
Phillips 66 (PSX) 0.2 $1.2M 11k 113.93
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $1.2M 12k 101.53
Targa Res Corp (TRGP) 0.2 $1.2M 6.7k 178.50
Old Dominion Freight Line (ODFL) 0.2 $1.2M 6.8k 176.40
Enbridge (ENB) 0.2 $1.2M 27k 42.43
Union Pacific Corporation (UNP) 0.2 $1.1M 4.9k 228.04
Starbucks Corporation (SBUX) 0.2 $1.1M 12k 91.25
Texas Instruments Incorporated (TXN) 0.2 $1.0M 5.5k 187.51
Qualcomm (QCOM) 0.2 $1.0M 6.6k 153.61
EQT Corporation (EQT) 0.2 $1.0M 22k 46.11
Diamondback Energy (FANG) 0.2 $987k 6.0k 163.83
ConocoPhillips (COP) 0.2 $972k 9.8k 99.17
Amgen (AMGN) 0.1 $823k 3.2k 260.66
Ishares Tr Msci Eafe Etf (EFA) 0.1 $813k 11k 75.61
Crescent Energy Company Cl A Com (CRGY) 0.1 $769k 53k 14.61
Ishares Tr Core S&p500 Etf (IVV) 0.1 $724k 1.2k 588.63
Pepsi (PEP) 0.1 $708k 4.7k 152.06
Pfizer (PFE) 0.1 $701k 26k 26.53
Verizon Communications (VZ) 0.1 $651k 16k 39.99
Prosperity Bancshares (PB) 0.1 $608k 8.1k 75.35
Nuveen Div. Advantage Muni. Fund (NAD) 0.1 $594k 51k 11.66
Abbott Laboratories (ABT) 0.1 $589k 5.2k 113.11
Ishares Tr Us Hlthcare Etf (IYH) 0.1 $586k 10k 58.27
Hca Holdings (HCA) 0.1 $580k 1.9k 300.15
Lowe's Companies (LOW) 0.1 $526k 2.1k 246.80
Kinder Morgan (KMI) 0.1 $521k 19k 27.40
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $503k 8.1k 62.31
Lockheed Martin Corporation (LMT) 0.1 $491k 1.0k 485.94
Cisco Systems (CSCO) 0.1 $466k 7.9k 59.20
Ishares Tr U.s. Finls Etf (IYF) 0.1 $456k 4.1k 110.58
Automatic Data Processing (ADP) 0.1 $438k 1.5k 292.73
Ishares Tr U.s. Real Es Etf (IYR) 0.1 $434k 4.7k 93.06
International Business Machines (IBM) 0.1 $422k 1.9k 219.83
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $409k 3.6k 115.22
Target Corporation (TGT) 0.1 $402k 3.0k 135.18
Johnson & Johnson (JNJ) 0.1 $392k 2.7k 144.62
Apollo Global Mgmt (APO) 0.1 $365k 2.2k 165.18
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.1 $364k 7.0k 51.70
Bank of America Corporation (BAC) 0.1 $355k 8.1k 43.95
Ishares Tr Select Divid Etf (DVY) 0.1 $354k 2.7k 131.29
Parker-Hannifin Corporation (PH) 0.1 $345k 543.00 636.03
Nike CL B (NKE) 0.1 $329k 4.3k 75.67
Plains All Amern Pipeline L Unit Ltd Partn (PAA) 0.1 $325k 19k 17.08
Dell Technologies CL C (DELL) 0.1 $323k 2.8k 115.24
Ishares Tr Core High Dv Etf (HDV) 0.1 $318k 2.8k 112.26
At&t (T) 0.1 $313k 14k 22.77
Citigroup Com New (C) 0.1 $306k 4.3k 70.39
CSX Corporation (CSX) 0.0 $290k 9.0k 32.27
Accenture Plc Ireland Shs Class A (ACN) 0.0 $270k 766.00 351.79
Spdr Index Shs Fds Euro Stoxx 50 (FEZ) 0.0 $268k 5.6k 48.15
Ishares Tr Russell 2000 Etf (IWM) 0.0 $265k 1.2k 220.96
Intel Corporation (INTC) 0.0 $263k 13k 20.05
Ishares Tr Us Industrials (IYJ) 0.0 $262k 2.0k 133.52
Walt Disney Company (DIS) 0.0 $250k 2.2k 111.35
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.0 $247k 4.9k 50.88
Ally Financial (ALLY) 0.0 $244k 6.8k 36.01
SM Energy (SM) 0.0 $243k 6.3k 38.76
Ishares Esg Awr Msci Em (ESGE) 0.0 $230k 6.9k 33.39
Dow (DOW) 0.0 $229k 5.7k 40.13
Emerson Electric (EMR) 0.0 $228k 1.8k 123.93
Bristol Myers Squibb (BMY) 0.0 $227k 4.0k 56.56
Blackstone Group Inc Com Cl A (BX) 0.0 $225k 1.3k 172.42
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $222k 1.1k 197.49
Fortinet (FTNT) 0.0 $217k 2.3k 94.48
Honeywell International (HON) 0.0 $217k 960.00 225.89
Raymond James Financial (RJF) 0.0 $215k 1.4k 155.33
Wec Energy Group (WEC) 0.0 $215k 2.3k 94.04
Proshares Tr S&p 500 Dv Arist (NOBL) 0.0 $214k 2.2k 99.55
Shell Spon Ads (SHEL) 0.0 $211k 3.4k 62.65
Ftai Infrastructure Common Stock (FIP) 0.0 $113k 16k 7.26