CMG Global Holdings as of March 31, 2026
Portfolio Holdings for CMG Global Holdings
CMG Global Holdings holds 96 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 7.7 | $16M | 357k | 45.62 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 6.9 | $15M | 198k | 73.64 | |
| Boeing Company (BA) | 5.3 | $11M | 56k | 199.03 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 5.0 | $10M | 18k | 577.18 | |
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 4.9 | $10M | 16k | 650.34 | |
| Apple (AAPL) | 4.3 | $8.9M | 35k | 253.79 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 4.0 | $8.4M | 44k | 191.92 | |
| Ishares Tr Russell 2000 Etf (IWM) | 3.5 | $7.3M | 30k | 248.00 | |
| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 3.3 | $6.9M | 11k | 616.74 | |
| Ge Aerospace Com New (GE) | 3.2 | $6.8M | 24k | 283.77 | |
| Cisco Systems (CSCO) | 2.8 | $5.8M | 75k | 77.59 | |
| Spdr Gold Tr Gold Shs (GLD) | 2.4 | $4.9M | 12k | 430.29 | |
| Amazon (AMZN) | 2.3 | $4.9M | 24k | 208.27 | |
| Ge Vernova (GEV) | 2.1 | $4.5M | 5.1k | 872.90 | |
| Select Sector Spdr Tr State Street Ene (XLE) | 1.7 | $3.5M | 58k | 61.26 | |
| Ishares Tr Select Divid Etf (DVY) | 1.7 | $3.5M | 23k | 151.41 | |
| United Parcel Svcs CL B (UPS) | 1.5 | $3.2M | 32k | 98.38 | |
| Ishares Tr Msci Eafe Etf (EFA) | 1.5 | $3.1M | 32k | 97.13 | |
| Exxon Mobil Corporation (XOM) | 1.5 | $3.1M | 18k | 169.66 | |
| Eli Lilly & Co. (LLY) | 1.4 | $2.9M | 3.1k | 919.88 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.4 | $2.9M | 6.0k | 479.20 | |
| Select Sector Spdr Tr State Street Ind (XLI) | 1.4 | $2.8M | 18k | 161.73 | |
| Select Sector Spdr Tr State Street Hea (XLV) | 1.3 | $2.8M | 19k | 146.61 | |
| Vanguard World Inf Tech Etf (VGT) | 1.3 | $2.8M | 4.0k | 697.67 | |
| Select Sector Spdr Tr State Street Fin (XLF) | 1.2 | $2.6M | 53k | 49.37 | |
| Select Sector Spdr Tr State Street Con (XLP) | 1.2 | $2.6M | 32k | 81.98 | |
| Sofi Technologies (SOFI) | 1.2 | $2.6M | 162k | 15.88 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.2 | $2.5M | 7.9k | 320.79 | |
| Wal-Mart Stores (WMT) | 1.2 | $2.5M | 20k | 124.28 | |
| Altria (MO) | 1.0 | $2.1M | 31k | 65.99 | |
| Microsoft Corporation (MSFT) | 1.0 | $2.0M | 5.5k | 370.19 | |
| Caterpillar (CAT) | 0.9 | $1.9M | 2.7k | 708.51 | |
| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.8 | $1.8M | 30k | 59.03 | |
| Texas Instruments Incorporated (TXN) | 0.8 | $1.8M | 9.1k | 194.14 | |
| Enterprise Products Partners (EPD) | 0.7 | $1.6M | 41k | 37.84 | |
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.7 | $1.4M | 37k | 38.42 | |
| Bank of America Corporation (BAC) | 0.7 | $1.4M | 28k | 48.75 | |
| Oracle Corporation (ORCL) | 0.6 | $1.4M | 9.3k | 147.11 | |
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.6 | $1.4M | 12k | 108.99 | |
| Procter & Gamble Company (PG) | 0.6 | $1.3M | 9.1k | 144.44 | |
| T Rowe Price Etf Cap Appreciation (TCAF) | 0.6 | $1.2M | 35k | 35.59 | |
| NVIDIA Corporation (NVDA) | 0.6 | $1.2M | 7.0k | 174.40 | |
| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.5 | $1.1M | 22k | 52.76 | |
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.5 | $1.1M | 16k | 71.18 | |
| Ishares Tr Pfd And Incm Sec (PFF) | 0.5 | $1.0M | 34k | 30.32 | |
| Home Depot (HD) | 0.5 | $950k | 2.9k | 328.92 | |
| Select Sector Spdr Tr State Street Uti (XLU) | 0.4 | $879k | 19k | 45.89 | |
| Philip Morris International (PM) | 0.4 | $851k | 5.1k | 165.33 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $824k | 2.9k | 287.53 | |
| Costco Wholesale Corporation (COST) | 0.4 | $765k | 768.00 | 996.56 | |
| Sterling Construction Company (STRL) | 0.3 | $696k | 1.7k | 407.27 | |
| JPMorgan Chase & Co. (JPM) | 0.3 | $670k | 2.3k | 294.11 | |
| Waste Management (WM) | 0.3 | $669k | 2.9k | 229.79 | |
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.3 | $626k | 6.8k | 91.77 | |
| Charles Schwab Corporation (SCHW) | 0.3 | $623k | 6.6k | 93.98 | |
| Target Corporation (TGT) | 0.3 | $615k | 5.1k | 121.20 | |
| Johnson & Johnson (JNJ) | 0.3 | $576k | 2.4k | 244.44 | |
| Pfizer (PFE) | 0.3 | $549k | 20k | 28.08 | |
| British Amern Tob Sponsored Adr (BTI) | 0.3 | $525k | 9.0k | 58.47 | |
| Duke Energy Corp Com New (DUK) | 0.2 | $519k | 4.0k | 130.94 | |
| Norfolk Southern (NSC) | 0.2 | $476k | 1.7k | 287.00 | |
| Southern Company (SO) | 0.2 | $473k | 4.9k | 96.52 | |
| Chevron Corporation (CVX) | 0.2 | $466k | 2.3k | 206.87 | |
| Starbucks Corporation (SBUX) | 0.2 | $424k | 4.7k | 89.59 | |
| Abbvie (ABBV) | 0.2 | $409k | 1.9k | 217.49 | |
| At&t (T) | 0.2 | $409k | 14k | 28.99 | |
| Lockheed Martin Corporation (LMT) | 0.2 | $404k | 669.00 | 604.39 | |
| Atmos Energy Corporation (ATO) | 0.2 | $402k | 2.2k | 184.72 | |
| Sprouts Fmrs Mkt (SFM) | 0.2 | $386k | 5.0k | 77.13 | |
| Vanguard World Health Car Etf (VHT) | 0.2 | $382k | 1.4k | 272.28 | |
| Merck & Co (MRK) | 0.2 | $374k | 3.1k | 120.29 | |
| Verizon Communications (VZ) | 0.2 | $370k | 7.4k | 50.20 | |
| Wells Fargo & Company (WFC) | 0.2 | $364k | 4.6k | 79.61 | |
| McDonald's Corporation (MCD) | 0.2 | $363k | 1.2k | 310.79 | |
| Pepsi (PEP) | 0.2 | $357k | 2.3k | 155.29 | |
| Intel Corporation (INTC) | 0.2 | $323k | 7.3k | 44.13 | |
| Adobe Systems Incorporated (ADBE) | 0.2 | $317k | 1.3k | 243.08 | |
| Palantir Technologies Cl A (PLTR) | 0.1 | $304k | 2.1k | 146.28 | |
| Eaton Corp SHS (ETN) | 0.1 | $291k | 813.00 | 357.67 | |
| Walt Disney Company (DIS) | 0.1 | $284k | 2.9k | 96.38 | |
| Meta Platforms Cl A (META) | 0.1 | $280k | 489.00 | 571.60 | |
| Broadcom (AVGO) | 0.1 | $269k | 868.00 | 309.47 | |
| Coca-Cola Company (KO) | 0.1 | $263k | 3.5k | 76.05 | |
| Mondelez Intl Cl A (MDLZ) | 0.1 | $251k | 4.4k | 57.64 | |
| BP Sponsored Adr (BP) | 0.1 | $241k | 5.1k | 47.00 | |
| American Electric Power Company (AEP) | 0.1 | $237k | 1.8k | 131.08 | |
| Bristol Myers Squibb (BMY) | 0.1 | $235k | 3.9k | 60.65 | |
| Phillips 66 (PSX) | 0.1 | $233k | 1.3k | 182.18 | |
| Kimberly-Clark Corporation (KMB) | 0.1 | $231k | 2.4k | 96.47 | |
| Shell Spon Ads (SHEL) | 0.1 | $224k | 2.4k | 93.00 | |
| ConocoPhillips (COP) | 0.1 | $214k | 1.6k | 132.00 | |
| Qualcomm (QCOM) | 0.1 | $214k | 1.7k | 128.78 | |
| Deere & Company (DE) | 0.1 | $210k | 372.00 | 563.51 | |
| Tidal Trust I Fundstrat Granny (GRNY) | 0.1 | $207k | 8.7k | 23.87 | |
| SYSCO Corporation (SYY) | 0.1 | $207k | 2.9k | 71.33 | |
| Travelers Companies (TRV) | 0.1 | $202k | 692.00 | 291.68 |