CMH Wealth Management as of June 30, 2022
Portfolio Holdings for CMH Wealth Management
CMH Wealth Management holds 47 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 7.7 | $21M | 202k | 106.21 | |
| Microsoft Corporation (MSFT) | 7.4 | $20M | 79k | 256.83 | |
| Alphabet Cap Stk Cl A (GOOGL) | 6.5 | $18M | 8.3k | 2179.23 | |
| Apple (AAPL) | 6.4 | $18M | 129k | 136.72 | |
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 5.5 | $15M | 327k | 46.53 | |
| Vanguard World Fds Consum Stp Etf (VDC) | 4.2 | $12M | 63k | 185.35 | |
| Vanguard World Fds Financials Etf (VFH) | 3.5 | $9.7M | 126k | 77.19 | |
| Danaher Corporation (DHR) | 3.3 | $9.2M | 36k | 253.52 | |
| The Trade Desk Com Cl A (TTD) | 3.3 | $9.1M | 217k | 41.89 | |
| Vanguard World Fds Energy Etf (VDE) | 2.3 | $6.5M | 65k | 99.47 | |
| salesforce (CRM) | 2.3 | $6.5M | 39k | 165.05 | |
| UnitedHealth (UNH) | 2.1 | $5.9M | 12k | 513.62 | |
| Fiserv (FI) | 2.1 | $5.8M | 65k | 88.97 | |
| Ishares Tr Ishares Semicdtr (SOXX) | 1.9 | $5.3M | 15k | 349.62 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 1.8 | $5.1M | 40k | 128.24 | |
| Tesla Motors (TSLA) | 1.8 | $5.0M | 7.4k | 673.44 | |
| BlackRock (BLK) | 1.7 | $4.7M | 7.7k | 609.02 | |
| TJX Companies (TJX) | 1.7 | $4.7M | 84k | 55.86 | |
| Honeywell International (HON) | 1.7 | $4.6M | 27k | 173.81 | |
| Spdr Ser Tr S&p Biotech (XBI) | 1.6 | $4.5M | 60k | 74.27 | |
| Meta Platforms Cl A (META) | 1.6 | $4.4M | 27k | 161.25 | |
| Eli Lilly & Co. (LLY) | 1.6 | $4.4M | 14k | 324.21 | |
| Palo Alto Networks (PANW) | 1.5 | $4.2M | 8.6k | 493.99 | |
| Boeing Company (BA) | 1.5 | $4.2M | 31k | 136.72 | |
| Ishares Tr Cohen Steer Reit (ICF) | 1.5 | $4.0M | 66k | 60.77 | |
| Select Sector Spdr Tr Sbi Materials (XLB) | 1.4 | $4.0M | 54k | 73.60 | |
| Ishares Tr U.s. Med Dvc Etf (IHI) | 1.4 | $3.8M | 76k | 50.44 | |
| Bristol Myers Squibb (BMY) | 1.4 | $3.8M | 49k | 77.00 | |
| Ishares Tr Usd Inv Grde Etf (USIG) | 1.3 | $3.7M | 73k | 50.97 | |
| Walt Disney Company (DIS) | 1.3 | $3.7M | 39k | 94.41 | |
| BioMarin Pharmaceutical (BMRN) | 1.3 | $3.6M | 43k | 82.87 | |
| Select Sector Spdr Tr Sbi Int-inds (XLI) | 1.3 | $3.6M | 41k | 87.34 | |
| Blackstone Group Inc Com Cl A (BX) | 1.3 | $3.5M | 39k | 91.23 | |
| Netflix (NFLX) | 1.3 | $3.5M | 20k | 174.85 | |
| Servicenow (NOW) | 1.2 | $3.4M | 7.2k | 475.46 | |
| Mastercard Incorporated Cl A (MA) | 1.2 | $3.4M | 11k | 315.47 | |
| Visa Com Cl A (V) | 1.2 | $3.4M | 17k | 196.88 | |
| Procter & Gamble Company (PG) | 1.2 | $3.2M | 23k | 143.78 | |
| Raytheon Technologies Corp (RTX) | 1.2 | $3.2M | 34k | 96.12 | |
| Target Corporation (TGT) | 1.0 | $2.9M | 20k | 141.24 | |
| Lowe's Companies (LOW) | 1.0 | $2.8M | 16k | 174.66 | |
| Paypal Holdings (PYPL) | 0.9 | $2.5M | 36k | 69.84 | |
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.9 | $2.5M | 36k | 70.12 | |
| Cummins (CMI) | 0.9 | $2.5M | 13k | 193.53 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.4 | $1.1M | 14k | 76.25 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $235k | 860.00 | 273.26 | |
| Johnson & Johnson (JNJ) | 0.1 | $204k | 1.2k | 177.39 |
