CMG Global Holdings as of June 30, 2024
Portfolio Holdings for CMG Global Holdings
CMG Global Holdings holds 92 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 9.5 | $14M | 198k | 72.05 | |
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 6.0 | $9.1M | 202k | 44.93 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 4.8 | $7.2M | 13k | 544.22 | |
| Apple (AAPL) | 4.4 | $6.7M | 32k | 210.62 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 4.3 | $6.5M | 14k | 479.11 | |
| United Parcel Service CL B (UPS) | 3.6 | $5.4M | 40k | 136.85 | |
| Ge Aerospace Com New (GE) | 3.1 | $4.7M | 29k | 158.97 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 2.9 | $4.4M | 8.3k | 535.08 | |
| Amazon (AMZN) | 2.9 | $4.4M | 23k | 193.25 | |
| Ishares Tr Russell 2000 Etf (IWM) | 2.7 | $4.1M | 20k | 202.89 | |
| Eli Lilly & Co. (LLY) | 2.5 | $3.7M | 4.1k | 905.44 | |
| Schwab Charles Family Amt Tax Free Mny (SCTXX) | 2.4 | $3.6M | 3.6M | 1.00 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 2.1 | $3.2M | 12k | 267.51 | |
| Chevron Corporation (CVX) | 2.1 | $3.2M | 21k | 156.42 | |
| Microsoft Corporation (MSFT) | 2.0 | $3.1M | 6.9k | 446.92 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.0 | $3.0M | 7.5k | 406.80 | |
| T Rowe Price Etf Cap Appreciation (TCAF) | 1.8 | $2.7M | 86k | 31.41 | |
| Exxon Mobil Corporation (XOM) | 1.8 | $2.7M | 23k | 115.12 | |
| Spdr Gold Tr Gold Shs (GLD) | 1.7 | $2.5M | 12k | 215.01 | |
| Boeing Company (BA) | 1.7 | $2.5M | 14k | 182.01 | |
| Ishares Tr Select Divid Etf (DVY) | 1.4 | $2.1M | 17k | 120.98 | |
| Cisco Systems (CSCO) | 1.4 | $2.1M | 43k | 47.51 | |
| Bank of America Corporation (BAC) | 1.4 | $2.0M | 52k | 39.77 | |
| Wal-Mart Stores (WMT) | 1.2 | $1.9M | 28k | 67.71 | |
| Verizon Communications (VZ) | 1.2 | $1.8M | 45k | 41.24 | |
| Texas Instruments Incorporated (TXN) | 1.2 | $1.8M | 9.3k | 194.53 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 1.1 | $1.6M | 9.9k | 164.28 | |
| Procter & Gamble Company (PG) | 1.1 | $1.6M | 9.8k | 164.92 | |
| Altria (MO) | 1.0 | $1.6M | 34k | 45.55 | |
| Enterprise Products Partners (EPD) | 0.9 | $1.4M | 49k | 28.98 | |
| Select Sector Spdr Tr Indl (XLI) | 0.9 | $1.4M | 12k | 121.87 | |
| Select Sector Spdr Tr Financial (XLF) | 0.9 | $1.4M | 34k | 41.11 | |
| Oracle Corporation (ORCL) | 0.9 | $1.4M | 10k | 141.20 | |
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.9 | $1.4M | 13k | 107.12 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.9 | $1.3M | 9.2k | 145.75 | |
| Ishares Tr Tips Bd Etf (TIP) | 0.9 | $1.3M | 13k | 106.78 | |
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.9 | $1.3M | 17k | 76.58 | |
| Ishares Tr Pfd And Incm Sec (PFF) | 0.8 | $1.3M | 40k | 31.55 | |
| NVIDIA Corporation (NVDA) | 0.8 | $1.3M | 10k | 123.55 | |
| Ge Vernova (GEV) | 0.8 | $1.2M | 7.2k | 171.51 | |
| Charles Schwab Corporation (SCHW) | 0.8 | $1.2M | 16k | 73.69 | |
| Caterpillar (CAT) | 0.7 | $989k | 3.0k | 333.07 | |
| Home Depot (HD) | 0.6 | $959k | 2.8k | 344.24 | |
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.6 | $900k | 12k | 77.92 | |
| Target Corporation (TGT) | 0.6 | $883k | 6.0k | 148.04 | |
| JPMorgan Chase & Co. (JPM) | 0.6 | $837k | 4.1k | 202.26 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $816k | 4.5k | 182.14 | |
| Costco Wholesale Corporation (COST) | 0.5 | $793k | 933.00 | 849.54 | |
| Adobe Systems Incorporated (ADBE) | 0.5 | $725k | 1.3k | 555.54 | |
| Abbvie (ABBV) | 0.4 | $658k | 3.8k | 171.52 | |
| Waste Management (WM) | 0.4 | $635k | 3.0k | 213.34 | |
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.4 | $589k | 8.6k | 68.14 | |
| Ford Motor Company (F) | 0.4 | $582k | 46k | 12.54 | |
| Merck & Co (MRK) | 0.3 | $508k | 4.1k | 123.80 | |
| Philip Morris International (PM) | 0.3 | $498k | 4.9k | 101.34 | |
| Sterling Construction Company (STRL) | 0.3 | $450k | 3.8k | 118.34 | |
| Pepsi (PEP) | 0.3 | $435k | 2.6k | 164.93 | |
| Pfizer (PFE) | 0.3 | $432k | 16k | 27.98 | |
| Sprouts Fmrs Mkt (SFM) | 0.3 | $418k | 5.0k | 83.66 | |
| Vanguard World Health Car Etf (VHT) | 0.3 | $416k | 1.6k | 265.95 | |
| Duke Energy Corp Com New (DUK) | 0.3 | $416k | 4.1k | 100.23 | |
| McDonald's Corporation (MCD) | 0.3 | $404k | 1.6k | 254.84 | |
| Meta Platforms Cl A (META) | 0.3 | $386k | 765.00 | 504.23 | |
| Southern Company (SO) | 0.3 | $380k | 4.9k | 77.57 | |
| Lockheed Martin Corporation (LMT) | 0.2 | $376k | 805.00 | 467.10 | |
| Qualcomm (QCOM) | 0.2 | $369k | 1.9k | 199.18 | |
| Johnson & Johnson (JNJ) | 0.2 | $367k | 2.5k | 146.16 | |
| Norfolk Southern (NSC) | 0.2 | $367k | 1.7k | 214.69 | |
| Kimberly-Clark Corporation (KMB) | 0.2 | $319k | 2.3k | 138.20 | |
| Netflix (NFLX) | 0.2 | $316k | 468.00 | 674.88 | |
| Wells Fargo & Company (WFC) | 0.2 | $310k | 5.2k | 59.39 | |
| At&t (T) | 0.2 | $308k | 16k | 19.11 | |
| Starbucks Corporation (SBUX) | 0.2 | $300k | 3.9k | 77.85 | |
| Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC) | 0.2 | $298k | 5.6k | 53.24 | |
| Mondelez Intl Cl A (MDLZ) | 0.2 | $285k | 4.4k | 65.44 | |
| Intel Corporation (INTC) | 0.2 | $282k | 9.1k | 30.97 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $280k | 1.5k | 183.46 | |
| Walt Disney Company (DIS) | 0.2 | $278k | 2.8k | 99.29 | |
| Micron Technology (MU) | 0.2 | $269k | 2.0k | 131.52 | |
| Eaton Corp SHS (ETN) | 0.2 | $257k | 820.00 | 313.55 | |
| Atmos Energy Corporation (ATO) | 0.2 | $254k | 2.2k | 116.65 | |
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.2 | $251k | 7.4k | 33.93 | |
| Coca-Cola Company (KO) | 0.2 | $235k | 3.7k | 63.65 | |
| First Solar (FSLR) | 0.1 | $226k | 1.0k | 225.46 | |
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $213k | 13k | 16.22 | |
| SYSCO Corporation (SYY) | 0.1 | $207k | 2.9k | 71.39 | |
| Phillips 66 (PSX) | 0.1 | $206k | 1.5k | 141.17 | |
| ConocoPhillips (COP) | 0.1 | $204k | 1.8k | 114.38 | |
| Shell Spon Ads (SHEL) | 0.1 | $203k | 2.8k | 72.18 | |
| BP Sponsored Adr (BP) | 0.1 | $201k | 5.6k | 36.10 | |
| BlackRock Corporate High Yield Fund VI (HYT) | 0.1 | $123k | 13k | 9.69 | |
| Sirius Xm Holdings | 0.0 | $53k | 19k | 2.83 |