CMG Global Holdings as of Dec. 31, 2024
Portfolio Holdings for CMG Global Holdings
CMG Global Holdings holds 91 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 |
|---|---|---|---|---|---|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 9.3 | $17M | 376k | 44.99 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 9.3 | $17M | 233k | 72.01 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 4.6 | $8.3M | 14k | 606.46 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 4.0 | $7.3M | 14k | 531.52 | |
| Apple (AAPL) | 3.9 | $7.1M | 32k | 223.83 | |
| United Parcel Service CL B (UPS) | 3.1 | $5.6M | 42k | 132.55 | |
| Ge Aerospace Com New (GE) | 2.9 | $5.3M | 28k | 188.36 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 2.9 | $5.3M | 8.8k | 598.56 | |
| Amazon (AMZN) | 2.8 | $5.0M | 21k | 235.01 | |
| Ishares Tr Russell 2000 Etf (IWM) | 2.8 | $5.0M | 22k | 228.29 | |
| Boeing Company (BA) | 2.7 | $4.8M | 28k | 174.80 | |
| Cisco Systems (CSCO) | 2.3 | $4.1M | 67k | 61.63 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.1 | $3.7M | 8.1k | 460.51 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 2.0 | $3.7M | 12k | 300.60 | |
| T Rowe Price Etf Cap Appreciation (TCAF) | 1.9 | $3.4M | 98k | 34.43 | |
| Microsoft Corporation (MSFT) | 1.7 | $3.2M | 7.1k | 446.20 | |
| Ge Vernova (GEV) | 1.7 | $3.1M | 7.4k | 427.10 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 1.7 | $3.1M | 17k | 181.49 | |
| Spdr Gold Tr Gold Shs (GLD) | 1.7 | $3.0M | 12k | 254.43 | |
| Eli Lilly & Co. (LLY) | 1.6 | $2.9M | 3.8k | 754.03 | |
| Wal-Mart Stores (WMT) | 1.4 | $2.5M | 27k | 93.23 | |
| Exxon Mobil Corporation (XOM) | 1.4 | $2.5M | 22k | 109.53 | |
| Fidelity Wise Origin Bitcoin SHS (FBTC) | 1.4 | $2.4M | 27k | 91.17 | |
| Ishares Tr Msci Eafe Etf (EFA) | 1.3 | $2.4M | 31k | 78.15 | |
| Ishares Tr Select Divid Etf (DVY) | 1.3 | $2.4M | 18k | 134.01 | |
| Bank of America Corporation (BAC) | 1.2 | $2.2M | 48k | 45.79 | |
| Oracle Corporation (ORCL) | 1.0 | $1.9M | 10k | 184.23 | |
| Select Sector Spdr Tr Energy (XLE) | 1.0 | $1.9M | 20k | 91.78 | |
| Texas Instruments Incorporated (TXN) | 1.0 | $1.8M | 9.3k | 197.05 | |
| Altria (MO) | 1.0 | $1.8M | 35k | 50.81 | |
| Select Sector Spdr Tr Financial (XLF) | 1.0 | $1.7M | 34k | 50.41 | |
| Select Sector Spdr Tr Indl (XLI) | 0.9 | $1.7M | 12k | 140.25 | |
| Enterprise Products Partners (EPD) | 0.9 | $1.6M | 49k | 33.80 | |
| Procter & Gamble Company (PG) | 0.9 | $1.6M | 9.8k | 164.74 | |
| NVIDIA Corporation (NVDA) | 0.9 | $1.6M | 11k | 147.07 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.9 | $1.5M | 11k | 142.18 | |
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.8 | $1.4M | 19k | 77.22 | |
| Sofi Technologies (SOFI) | 0.8 | $1.4M | 79k | 17.59 | |
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.8 | $1.4M | 13k | 107.06 | |
| Verizon Communications (VZ) | 0.7 | $1.3M | 34k | 38.95 | |
| Ishares Tr Pfd And Incm Sec (PFF) | 0.7 | $1.3M | 41k | 31.99 | |
| Caterpillar (CAT) | 0.7 | $1.2M | 3.0k | 397.60 | |
| Home Depot (HD) | 0.6 | $1.1M | 2.8k | 410.10 | |
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.6 | $1.1M | 19k | 59.38 | |
| JPMorgan Chase & Co. (JPM) | 0.6 | $1.1M | 4.1k | 262.83 | |
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.6 | $1.1M | 12k | 87.33 | |
| Charles Schwab Corporation (SCHW) | 0.6 | $1.0M | 13k | 80.60 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $853k | 4.3k | 198.38 | |
| Target Corporation (TGT) | 0.5 | $833k | 6.1k | 135.77 | |
| Chevron Corporation (CVX) | 0.5 | $824k | 5.3k | 156.40 | |
| Costco Wholesale Corporation (COST) | 0.5 | $816k | 864.00 | 944.34 | |
| Sprouts Fmrs Mkt (SFM) | 0.4 | $731k | 5.0k | 146.25 | |
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.4 | $683k | 8.7k | 78.32 | |
| Abbvie (ABBV) | 0.4 | $659k | 3.9k | 169.20 | |
| Philip Morris International (PM) | 0.4 | $643k | 5.2k | 122.89 | |
| Waste Management (WM) | 0.3 | $629k | 3.0k | 211.44 | |
| Adobe Systems Incorporated (ADBE) | 0.3 | $591k | 1.4k | 437.32 | |
| Meta Platforms Cl A (META) | 0.3 | $480k | 770.00 | 623.24 | |
| Pfizer (PFE) | 0.3 | $475k | 18k | 26.01 | |
| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.3 | $463k | 5.6k | 82.70 | |
| Ford Motor Company (F) | 0.2 | $447k | 45k | 10.03 | |
| Duke Energy Corp Com New (DUK) | 0.2 | $438k | 4.0k | 108.82 | |
| Norfolk Southern (NSC) | 0.2 | $430k | 1.7k | 251.85 | |
| Merck & Co (MRK) | 0.2 | $420k | 4.4k | 95.68 | |
| Vanguard World Health Car Etf (VHT) | 0.2 | $412k | 1.6k | 262.80 | |
| Southern Company (SO) | 0.2 | $405k | 4.9k | 82.52 | |
| Lockheed Martin Corporation (LMT) | 0.2 | $402k | 805.00 | 499.34 | |
| McDonald's Corporation (MCD) | 0.2 | $390k | 1.4k | 281.35 | |
| Starbucks Corporation (SBUX) | 0.2 | $376k | 3.9k | 97.73 | |
| Netflix (NFLX) | 0.2 | $365k | 383.00 | 953.99 | |
| Pepsi (PEP) | 0.2 | $363k | 2.5k | 148.09 | |
| Bristol Myers Squibb (BMY) | 0.2 | $341k | 6.0k | 57.09 | |
| At&t (T) | 0.2 | $341k | 15k | 22.32 | |
| Johnson & Johnson (JNJ) | 0.2 | $340k | 2.3k | 145.27 | |
| British Amern Tob Sponsored Adr (BTI) | 0.2 | $324k | 8.9k | 36.57 | |
| Qualcomm (QCOM) | 0.2 | $315k | 1.9k | 170.24 | |
| Atmos Energy Corporation (ATO) | 0.2 | $308k | 2.2k | 141.69 | |
| Kimberly-Clark Corporation (KMB) | 0.2 | $308k | 2.4k | 126.12 | |
| Walt Disney Company (DIS) | 0.2 | $305k | 2.8k | 108.81 | |
| Eaton Corp SHS (ETN) | 0.2 | $304k | 820.00 | 371.23 | |
| Wells Fargo & Company (WFC) | 0.2 | $287k | 3.7k | 77.55 | |
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.2 | $278k | 7.4k | 37.53 | |
| Deere & Company (DE) | 0.1 | $252k | 548.00 | 459.64 | |
| Mondelez Intl Cl A (MDLZ) | 0.1 | $246k | 4.4k | 56.31 | |
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $244k | 12k | 20.92 | |
| Coca-Cola Company (KO) | 0.1 | $227k | 3.7k | 61.78 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $220k | 1.1k | 199.99 | |
| Abbott Laboratories (ABT) | 0.1 | $213k | 1.8k | 117.78 | |
| SYSCO Corporation (SYY) | 0.1 | $213k | 2.9k | 73.42 | |
| Palantir Technologies Cl A (PLTR) | 0.1 | $200k | 2.6k | 76.87 | |
| BlackRock Corporate High Yield Fund VI (HYT) | 0.1 | $130k | 13k | 9.78 |