CMH Wealth Management as of Dec. 31, 2024
Portfolio Holdings for CMH Wealth Management
CMH Wealth Management holds 54 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 |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 6.7 | $29M | 69k | 421.50 | |
| Amazon (AMZN) | 6.4 | $28M | 128k | 219.39 | |
| Apple (AAPL) | 6.1 | $27M | 107k | 250.42 | |
| Alphabet Cap Stk Cl A (GOOGL) | 6.0 | $26M | 138k | 189.30 | |
| Ishares Tr Rusel 2500 Etf (SMMD) | 4.0 | $18M | 259k | 68.00 | |
| Vanguard World Financials Etf (VFH) | 3.7 | $16M | 138k | 118.07 | |
| Vanguard World Energy Etf (VDE) | 3.2 | $14M | 116k | 121.31 | |
| Servicenow (NOW) | 3.0 | $13M | 12k | 1060.12 | |
| Tesla Motors (TSLA) | 2.9 | $13M | 32k | 403.84 | |
| Ishares Tr Msci Acwi Ex Us (ACWX) | 2.8 | $12M | 231k | 52.16 | |
| Eli Lilly & Co. (LLY) | 2.5 | $11M | 14k | 772.00 | |
| salesforce (CRM) | 2.4 | $11M | 31k | 334.73 | |
| Boeing Company (BA) | 2.3 | $9.9M | 56k | 177.00 | |
| TJX Companies (TJX) | 2.2 | $9.7M | 80k | 120.81 | |
| Danaher Corporation (DHR) | 2.2 | $9.5M | 41k | 229.82 | |
| Select Sector Spdr Tr Communication (XLC) | 2.1 | $9.4M | 97k | 96.81 | |
| Palo Alto Networks (PANW) | 2.1 | $9.2M | 50k | 181.96 | |
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 2.0 | $8.9M | 111k | 80.27 | |
| Vanguard World Consum Stp Etf (VDC) | 2.0 | $8.6M | 41k | 211.38 | |
| Visa Com Cl A (V) | 1.9 | $8.2M | 26k | 316.04 | |
| Mastercard Incorporated Cl A (MA) | 1.9 | $8.2M | 16k | 526.57 | |
| Fiserv (FI) | 1.9 | $8.1M | 40k | 205.42 | |
| Select Sector Spdr Tr Indl (XLI) | 1.8 | $7.9M | 60k | 131.76 | |
| Blackrock (BLK) | 1.8 | $7.9M | 7.7k | 1025.11 | |
| Adobe Systems Incorporated (ADBE) | 1.8 | $7.9M | 18k | 444.68 | |
| Snowflake Cl A (SNOW) | 1.7 | $7.6M | 49k | 154.41 | |
| T Rowe Price Etf Price Blue Chip (TCHP) | 1.6 | $7.2M | 170k | 42.11 | |
| Synopsys (SNPS) | 1.6 | $6.9M | 14k | 485.36 | |
| UnitedHealth (UNH) | 1.6 | $6.9M | 14k | 505.86 | |
| Honeywell International (HON) | 1.6 | $6.8M | 30k | 225.89 | |
| The Trade Desk Com Cl A (TTD) | 1.5 | $6.6M | 56k | 117.53 | |
| Ishares Tr Ishares Semicdtr (SOXX) | 1.4 | $6.3M | 29k | 215.49 | |
| Target Corporation (TGT) | 1.4 | $6.3M | 47k | 135.18 | |
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 1.4 | $6.3M | 139k | 45.11 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 1.4 | $6.2M | 45k | 137.57 | |
| NVIDIA Corporation (NVDA) | 1.3 | $5.8M | 43k | 134.29 | |
| Select Sector Spdr Tr Sbi Materials (XLB) | 1.2 | $5.1M | 61k | 84.14 | |
| Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 1.1 | $4.9M | 43k | 114.73 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 1.0 | $4.3M | 48k | 89.08 | |
| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 1.0 | $4.2M | 16k | 266.72 | |
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.8 | $3.7M | 63k | 58.35 | |
| Spdr Ser Tr S&p Biotech (XBI) | 0.8 | $3.4M | 38k | 90.06 | |
| J P Morgan Exchange Traded F Active Value Etf (JAVA) | 0.6 | $2.8M | 44k | 63.30 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $1.7M | 3.7k | 453.28 | |
| Procter & Gamble Company (PG) | 0.1 | $514k | 3.1k | 167.65 | |
| Johnson & Johnson (JNJ) | 0.1 | $443k | 3.1k | 144.62 | |
| Marathon Petroleum Corp (MPC) | 0.1 | $403k | 2.9k | 139.50 | |
| Abbvie (ABBV) | 0.1 | $400k | 2.3k | 177.70 | |
| Zimmer Holdings (ZBH) | 0.1 | $286k | 2.7k | 105.87 | |
| Progressive Corporation (PGR) | 0.1 | $278k | 1.2k | 239.61 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $269k | 526.00 | 511.23 | |
| Moody's Corporation (MCO) | 0.1 | $252k | 533.00 | 473.37 | |
| JPMorgan Chase & Co. (JPM) | 0.1 | $234k | 974.00 | 239.71 | |
| Air Products & Chemicals (APD) | 0.0 | $208k | 717.00 | 290.04 |
