Cfm Wealth Partners as of March 31, 2025
Portfolio Holdings for Cfm Wealth Partners
Cfm Wealth Partners holds 139 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 11.5 | $65M | 295k | 222.13 | |
| NVIDIA Corporation (NVDA) | 11.0 | $62M | 575k | 108.38 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.6 | $21M | 133k | 154.64 | |
| Amazon (AMZN) | 3.5 | $20M | 105k | 190.26 | |
| Microsoft Corporation (MSFT) | 3.3 | $19M | 50k | 375.39 | |
| Visa Com Cl A (V) | 2.7 | $16M | 45k | 350.46 | |
| Exxon Mobil Corporation (XOM) | 2.7 | $15M | 127k | 118.93 | |
| Meta Platforms Cl A (META) | 2.6 | $15M | 25k | 576.37 | |
| Philip Morris International (PM) | 2.5 | $14M | 90k | 158.73 | |
| Williams Companies (WMB) | 2.3 | $13M | 222k | 59.76 | |
| O'reilly Automotive (ORLY) | 2.3 | $13M | 9.0k | 1432.58 | |
| Palo Alto Networks (PANW) | 2.1 | $12M | 69k | 170.64 | |
| salesforce (CRM) | 2.0 | $11M | 43k | 268.36 | |
| Costco Wholesale Corporation (COST) | 2.0 | $11M | 12k | 945.74 | |
| Eli Lilly & Co. (LLY) | 1.9 | $11M | 13k | 825.89 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.7 | $9.6M | 17k | 559.38 | |
| Mastercard Incorporated Cl A (MA) | 1.5 | $8.4M | 15k | 548.12 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.4 | $8.1M | 17k | 468.92 | |
| JPMorgan Chase & Co. (JPM) | 1.4 | $8.1M | 33k | 245.30 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.3 | $7.1M | 46k | 156.23 | |
| Home Depot (HD) | 1.2 | $7.0M | 19k | 366.48 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 1.2 | $6.8M | 19k | 361.09 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 1.2 | $6.7M | 36k | 188.16 | |
| Enterprise Products Partners (EPD) | 1.2 | $6.6M | 195k | 34.14 | |
| McDonald's Corporation (MCD) | 1.1 | $6.1M | 19k | 312.37 | |
| Sherwin-Williams Company (SHW) | 1.1 | $6.0M | 17k | 349.19 | |
| First Financial Bankshares (FFIN) | 1.1 | $6.0M | 166k | 35.92 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.0 | $5.9M | 11k | 532.58 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 1.0 | $5.9M | 69k | 85.07 | |
| Ishares Tr Msci Usa Min Vol (USMV) | 0.9 | $5.1M | 54k | 93.66 | |
| Advanced Micro Devices (AMD) | 0.9 | $5.0M | 49k | 102.74 | |
| Altria (MO) | 0.9 | $5.0M | 83k | 60.02 | |
| Netflix (NFLX) | 0.9 | $4.9M | 5.3k | 932.53 | |
| Coca-Cola Company (KO) | 0.9 | $4.9M | 68k | 71.62 | |
| Chipotle Mexican Grill (CMG) | 0.8 | $4.7M | 95k | 50.21 | |
| Abbvie (ABBV) | 0.8 | $4.7M | 23k | 209.52 | |
| TJX Companies (TJX) | 0.8 | $4.6M | 38k | 121.80 | |
| Wal-Mart Stores (WMT) | 0.8 | $4.4M | 50k | 87.79 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.7 | $4.2M | 8.2k | 513.88 | |
| Chevron Corporation (CVX) | 0.7 | $3.8M | 23k | 167.29 | |
| Servicenow (NOW) | 0.7 | $3.8M | 4.7k | 796.14 | |
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.6 | $3.6M | 193k | 18.59 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.6 | $3.4M | 9.6k | 352.58 | |
| Kkr & Co (KKR) | 0.6 | $3.3M | 28k | 115.61 | |
| Mondelez Intl Cl A (MDLZ) | 0.6 | $3.2M | 47k | 67.85 | |
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.5 | $2.7M | 16k | 170.89 | |
| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.5 | $2.6M | 64k | 40.76 | |
| Rbc Cad (RY) | 0.4 | $2.4M | 21k | 112.72 | |
| MPLX Com Unit Rep Ltd (MPLX) | 0.4 | $2.3M | 43k | 53.52 | |
| Usa Compression Partners Comunit Ltdpar (USAC) | 0.4 | $2.3M | 84k | 26.98 | |
| Academy Sports & Outdoor (ASO) | 0.4 | $2.2M | 49k | 45.61 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.4 | $2.2M | 7.2k | 306.74 | |
| Applied Materials (AMAT) | 0.4 | $2.2M | 15k | 145.12 | |
| UnitedHealth (UNH) | 0.4 | $2.1M | 4.0k | 523.71 | |
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.4 | $2.0M | 25k | 81.69 | |
| Tesla Motors (TSLA) | 0.3 | $1.9M | 7.4k | 259.16 | |
| Western Midstream Partners L Com Unit Lp Int (WES) | 0.3 | $1.8M | 45k | 40.96 | |
| Oneok (OKE) | 0.3 | $1.8M | 18k | 99.22 | |
| Goldman Sachs (GS) | 0.3 | $1.8M | 3.3k | 546.31 | |
| Hess Midstream Cl A Shs (HESM) | 0.3 | $1.8M | 42k | 42.29 | |
| Pulmonx Corp (LUNG) | 0.3 | $1.8M | 264k | 6.73 | |
| Star Bulk Carriers Corp. Shs Par (SBLK) | 0.3 | $1.8M | 113k | 15.56 | |
| Procter & Gamble Company (PG) | 0.3 | $1.7M | 10k | 170.41 | |
| Caterpillar (CAT) | 0.3 | $1.6M | 4.9k | 329.80 | |
| Ftai Aviation SHS (FTAI) | 0.3 | $1.5M | 13k | 111.03 | |
| Targa Res Corp (TRGP) | 0.2 | $1.3M | 6.7k | 200.47 | |
| Phillips 66 (PSX) | 0.2 | $1.3M | 11k | 123.48 | |
| Simon Property (SPG) | 0.2 | $1.3M | 7.8k | 166.08 | |
| Merck & Co (MRK) | 0.2 | $1.3M | 14k | 89.76 | |
| Morgan Stanley Com New (MS) | 0.2 | $1.2M | 11k | 116.67 | |
| EQT Corporation (EQT) | 0.2 | $1.2M | 22k | 53.43 | |
| Union Pacific Corporation (UNP) | 0.2 | $1.2M | 4.9k | 236.24 | |
| Enbridge (ENB) | 0.2 | $1.2M | 26k | 44.31 | |
| Quanta Services (PWR) | 0.2 | $1.1M | 4.5k | 254.18 | |
| Starbucks Corporation (SBUX) | 0.2 | $1.1M | 11k | 98.09 | |
| Old Dominion Freight Line (ODFL) | 0.2 | $1.1M | 6.8k | 165.45 | |
| ConocoPhillips (COP) | 0.2 | $1.1M | 11k | 105.02 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $1.1M | 12k | 92.83 | |
| Qualcomm (QCOM) | 0.2 | $1.0M | 6.7k | 153.60 | |
| Amgen (AMGN) | 0.2 | $991k | 3.2k | 311.58 | |
| Texas Instruments Incorporated (TXN) | 0.2 | $984k | 5.5k | 179.70 | |
| Diamondback Energy (FANG) | 0.2 | $963k | 6.0k | 159.88 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $878k | 11k | 81.73 | |
| Verizon Communications (VZ) | 0.1 | $765k | 17k | 45.36 | |
| Pepsi (PEP) | 0.1 | $704k | 4.7k | 149.94 | |
| Abbott Laboratories (ABT) | 0.1 | $683k | 5.1k | 132.65 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $671k | 1.2k | 561.76 | |
| Hca Holdings (HCA) | 0.1 | $667k | 1.9k | 345.55 | |
| Broadcom (AVGO) | 0.1 | $614k | 3.7k | 167.44 | |
| Ishares Tr Us Hlthcare Etf (IYH) | 0.1 | $613k | 10k | 60.89 | |
| Crescent Energy Company Cl A Com (CRGY) | 0.1 | $591k | 53k | 11.24 | |
| Nuveen Div. Advantage Muni. Fund (NAD) | 0.1 | $587k | 51k | 11.52 | |
| Pfizer (PFE) | 0.1 | $578k | 23k | 25.34 | |
| Prosperity Bancshares (PB) | 0.1 | $576k | 8.1k | 71.37 | |
| Kinder Morgan (KMI) | 0.1 | $542k | 19k | 28.53 | |
| Lowe's Companies (LOW) | 0.1 | $521k | 2.2k | 233.23 | |
| Cisco Systems (CSCO) | 0.1 | $486k | 7.9k | 61.71 | |
| Ishares Tr U.s. Real Es Etf (IYR) | 0.1 | $480k | 5.0k | 95.75 | |
| International Business Machines (IBM) | 0.1 | $477k | 1.9k | 248.66 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $472k | 8.1k | 58.35 | |
| Ishares Tr U.s. Finls Etf (IYF) | 0.1 | $465k | 4.1k | 112.85 | |
| Automatic Data Processing (ADP) | 0.1 | $448k | 1.5k | 305.53 | |
| Lockheed Martin Corporation (LMT) | 0.1 | $438k | 981.00 | 446.71 | |
| Johnson & Johnson (JNJ) | 0.1 | $430k | 2.6k | 165.84 | |
| Lam Research Corp Com New (LRCX) | 0.1 | $418k | 5.8k | 72.70 | |
| At&t (T) | 0.1 | $388k | 14k | 28.28 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $387k | 3.7k | 104.57 | |
| Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 0.1 | $381k | 19k | 20.00 | |
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $369k | 7.0k | 52.37 | |
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $362k | 2.7k | 134.29 | |
| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $358k | 3.0k | 121.12 | |
| Blackrock (BLK) | 0.1 | $340k | 359.00 | 946.48 | |
| Parker-Hannifin Corporation (PH) | 0.1 | $330k | 543.00 | 607.85 | |
| Target Corporation (TGT) | 0.1 | $324k | 3.1k | 104.36 | |
| Bank of America Corporation (BAC) | 0.1 | $318k | 7.6k | 41.73 | |
| Apollo Global Mgmt (APO) | 0.1 | $303k | 2.2k | 136.92 | |
| Dell Technologies CL C (DELL) | 0.0 | $283k | 3.1k | 91.15 | |
| Intel Corporation (INTC) | 0.0 | $275k | 12k | 22.71 | |
| Citigroup Com New (C) | 0.0 | $274k | 3.9k | 70.99 | |
| Ishares Esg Awr Msci Em (ESGE) | 0.0 | $263k | 7.5k | 34.95 | |
| Ishares Tr Us Industrials (IYJ) | 0.0 | $256k | 2.0k | 130.18 | |
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.0 | $248k | 4.9k | 51.05 | |
| Ally Financial (ALLY) | 0.0 | $247k | 6.8k | 36.47 | |
| Shell Spon Ads (SHEL) | 0.0 | $247k | 3.4k | 73.28 | |
| Spdr Index Shs Fds Euro Stoxx 50 (FEZ) | 0.0 | $246k | 4.5k | 54.41 | |
| Wec Energy Group (WEC) | 0.0 | $245k | 2.2k | 108.98 | |
| Bristol Myers Squibb (BMY) | 0.0 | $244k | 4.0k | 60.99 | |
| Walt Disney Company (DIS) | 0.0 | $241k | 2.4k | 98.70 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $239k | 1.2k | 199.49 | |
| Nike CL B (NKE) | 0.0 | $237k | 3.7k | 63.48 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $233k | 745.00 | 312.04 | |
| Ge Aerospace Com New (GE) | 0.0 | $222k | 1.1k | 200.15 | |
| Fortinet (FTNT) | 0.0 | $221k | 2.3k | 96.26 | |
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.0 | $220k | 2.2k | 102.18 | |
| Waste Management (WM) | 0.0 | $217k | 937.00 | 231.51 | |
| Emerson Electric (EMR) | 0.0 | $211k | 1.9k | 109.64 | |
| CSX Corporation (CSX) | 0.0 | $210k | 7.1k | 29.43 | |
| Honeywell International (HON) | 0.0 | $203k | 960.00 | 211.75 | |
| Ftai Infrastructure Common Stock (FIP) | 0.0 | $57k | 13k | 4.53 |
