CMG Global Holdings as of Sept. 30, 2025
Portfolio Holdings for CMG Global Holdings
CMG Global Holdings holds 94 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 7.3 | $15M | 320k | 46.57 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 6.9 | $14M | 188k | 74.70 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 4.9 | $10M | 17k | 602.23 | |
| Boeing Company (BA) | 4.8 | $9.9M | 46k | 214.00 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 4.7 | $9.7M | 15k | 665.18 | |
| Apple (AAPL) | 4.0 | $8.2M | 33k | 249.34 | |
| Ishares Tr Russell 2000 Etf (IWM) | 3.6 | $7.4M | 30k | 250.33 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 3.3 | $6.7M | 36k | 188.85 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 3.2 | $6.6M | 11k | 594.92 | |
| Sofi Technologies (SOFI) | 3.1 | $6.4M | 229k | 28.03 | |
| Ge Aerospace Com New (GE) | 2.9 | $6.0M | 20k | 300.12 | |
| Spdr Gold Tr Gold Shs (GLD) | 2.2 | $4.6M | 12k | 387.39 | |
| Cisco Systems (CSCO) | 2.2 | $4.4M | 64k | 69.52 | |
| Vanguard World Inf Tech Etf (VGT) | 1.9 | $3.9M | 5.2k | 752.75 | |
| Fidelity Wise Origin Bitcoin SHS (FBTC) | 1.9 | $3.8M | 39k | 97.03 | |
| Amazon (AMZN) | 1.8 | $3.7M | 17k | 215.57 | |
| Ge Vernova (GEV) | 1.7 | $3.4M | 5.5k | 615.95 | |
| Microsoft Corporation (MSFT) | 1.6 | $3.4M | 6.6k | 513.41 | |
| Ishares Tr Select Divid Etf (DVY) | 1.6 | $3.2M | 23k | 141.44 | |
| Ishares Tr Msci Eafe Etf (EFA) | 1.5 | $3.0M | 32k | 93.85 | |
| Eli Lilly & Co. (LLY) | 1.5 | $3.0M | 3.6k | 826.56 | |
| Oracle Corporation (ORCL) | 1.5 | $3.0M | 9.8k | 303.62 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 1.3 | $2.7M | 19k | 142.56 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.3 | $2.7M | 8.1k | 328.38 | |
| Select Sector Spdr Tr Energy (XLE) | 1.2 | $2.5M | 29k | 86.32 | |
| Select Sector Spdr Tr Financial (XLF) | 1.2 | $2.5M | 47k | 53.24 | |
| Select Sector Spdr Tr Indl (XLI) | 1.2 | $2.4M | 16k | 152.60 | |
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 1.2 | $2.4M | 30k | 79.23 | |
| Wal-Mart Stores (WMT) | 1.1 | $2.3M | 21k | 109.03 | |
| United Parcel Service CL B (UPS) | 1.1 | $2.3M | 27k | 84.09 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.0 | $2.1M | 4.2k | 496.39 | |
| Altria (MO) | 1.0 | $2.0M | 31k | 64.87 | |
| T Rowe Price Etf Cap Appreciation (TCAF) | 1.0 | $2.0M | 52k | 38.08 | |
| NVIDIA Corporation (NVDA) | 0.9 | $1.9M | 11k | 179.83 | |
| Exxon Mobil Corporation (XOM) | 0.9 | $1.9M | 17k | 111.61 | |
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.9 | $1.9M | 30k | 63.17 | |
| Texas Instruments Incorporated (TXN) | 0.8 | $1.6M | 9.2k | 175.27 | |
| Bank of America Corporation (BAC) | 0.7 | $1.5M | 29k | 52.28 | |
| Caterpillar (CAT) | 0.7 | $1.5M | 2.8k | 534.08 | |
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.7 | $1.4M | 13k | 112.10 | |
| Procter & Gamble Company (PG) | 0.7 | $1.4M | 9.2k | 147.42 | |
| Sterling Construction Company (STRL) | 0.6 | $1.3M | 3.6k | 365.39 | |
| Enterprise Products Partners (EPD) | 0.6 | $1.3M | 41k | 30.50 | |
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.6 | $1.3M | 17k | 73.22 | |
| Ishares Tr Pfd And Incm Sec (PFF) | 0.6 | $1.2M | 40k | 31.52 | |
| Home Depot (HD) | 0.5 | $1.1M | 2.9k | 388.25 | |
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.4 | $899k | 9.7k | 92.90 | |
| Philip Morris International (PM) | 0.4 | $807k | 5.1k | 157.74 | |
| Costco Wholesale Corporation (COST) | 0.4 | $749k | 784.00 | 954.75 | |
| JPMorgan Chase & Co. (JPM) | 0.3 | $702k | 2.3k | 305.67 | |
| Charles Schwab Corporation (SCHW) | 0.3 | $672k | 7.1k | 94.33 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $627k | 2.5k | 250.98 | |
| Waste Management (WM) | 0.3 | $622k | 2.9k | 213.69 | |
| Broadcom (AVGO) | 0.3 | $618k | 1.8k | 351.34 | |
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.3 | $603k | 7.4k | 81.47 | |
| Meta Platforms Cl A (META) | 0.3 | $587k | 819.00 | 717.16 | |
| Sprouts Fmrs Mkt (SFM) | 0.3 | $571k | 5.0k | 114.12 | |
| Duke Energy Corp Com New (DUK) | 0.2 | $510k | 4.0k | 128.67 | |
| Pfizer (PFE) | 0.2 | $497k | 20k | 24.39 | |
| Norfolk Southern (NSC) | 0.2 | $484k | 1.7k | 289.70 | |
| Target Corporation (TGT) | 0.2 | $474k | 5.2k | 90.91 | |
| Southern Company (SO) | 0.2 | $460k | 4.6k | 99.72 | |
| Johnson & Johnson (JNJ) | 0.2 | $456k | 2.4k | 191.17 | |
| British Amern Tob Sponsored Adr (BTI) | 0.2 | $449k | 8.9k | 50.75 | |
| Abbvie (ABBV) | 0.2 | $435k | 1.9k | 226.22 | |
| Adobe Systems Incorporated (ADBE) | 0.2 | $432k | 1.3k | 330.63 | |
| Atmos Energy Corporation (ATO) | 0.2 | $390k | 2.2k | 179.19 | |
| Palantir Technologies Cl A (PLTR) | 0.2 | $377k | 2.1k | 179.62 | |
| Vanguard World Health Car Etf (VHT) | 0.2 | $373k | 1.4k | 266.46 | |
| At&t (T) | 0.2 | $371k | 14k | 26.07 | |
| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.2 | $366k | 4.2k | 87.23 | |
| Lockheed Martin Corporation (LMT) | 0.2 | $364k | 729.00 | 499.41 | |
| McDonald's Corporation (MCD) | 0.2 | $358k | 1.2k | 305.25 | |
| Pepsi (PEP) | 0.2 | $347k | 2.3k | 151.16 | |
| Walt Disney Company (DIS) | 0.2 | $324k | 2.9k | 111.71 | |
| Chevron Corporation (CVX) | 0.2 | $319k | 2.1k | 152.08 | |
| Starbucks Corporation (SBUX) | 0.2 | $319k | 3.9k | 82.86 | |
| Eaton Corp SHS (ETN) | 0.2 | $313k | 820.00 | 381.72 | |
| Verizon Communications (VZ) | 0.2 | $313k | 7.7k | 40.38 | |
| Kimberly-Clark Corporation (KMB) | 0.1 | $288k | 2.4k | 119.92 | |
| Wells Fargo & Company (WFC) | 0.1 | $287k | 3.3k | 86.45 | |
| Qualcomm (QCOM) | 0.1 | $285k | 1.7k | 162.97 | |
| Intel Corporation (INTC) | 0.1 | $276k | 7.4k | 37.15 | |
| Merck & Co (MRK) | 0.1 | $274k | 3.3k | 84.11 | |
| Mondelez Intl Cl A (MDLZ) | 0.1 | $269k | 4.4k | 61.66 | |
| Netflix (NFLX) | 0.1 | $259k | 215.00 | 1203.29 | |
| First Solar (FSLR) | 0.1 | $244k | 1.0k | 244.40 | |
| Abbott Laboratories (ABT) | 0.1 | $235k | 1.8k | 129.45 | |
| Coca-Cola Company (KO) | 0.1 | $232k | 3.5k | 67.08 | |
| SYSCO Corporation (SYY) | 0.1 | $232k | 2.9k | 80.09 | |
| Deere & Company (DE) | 0.1 | $223k | 497.00 | 448.49 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $221k | 877.00 | 251.84 | |
| American Electric Power Company (AEP) | 0.1 | $217k | 1.8k | 118.53 | |
| International Business Machines (IBM) | 0.1 | $207k | 738.00 | 280.87 |