CMH Wealth Management as of March 31, 2025
Portfolio Holdings for CMH Wealth Management
CMH Wealth Management holds 55 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 6.3 | $25M | 67k | 375.39 | |
| Apple (AAPL) | 6.0 | $24M | 108k | 222.13 | |
| Amazon (AMZN) | 5.1 | $20M | 107k | 190.26 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.5 | $18M | 117k | 154.64 | |
| Vanguard World Financials Etf (VFH) | 4.1 | $16M | 135k | 119.47 | |
| Ishares Tr Rusel 2500 Etf (SMMD) | 4.0 | $16M | 258k | 62.54 | |
| Vanguard World Energy Etf (VDE) | 3.8 | $15M | 116k | 129.71 | |
| Ishares Tr Msci Acwi Ex Us (ACWX) | 3.2 | $13M | 234k | 55.45 | |
| Adobe Systems Incorporated (ADBE) | 2.9 | $12M | 30k | 383.53 | |
| The Trade Desk Com Cl A (TTD) | 2.8 | $11M | 204k | 54.72 | |
| Eli Lilly & Co. (LLY) | 2.5 | $10M | 12k | 825.91 | |
| TJX Companies (TJX) | 2.5 | $9.8M | 81k | 121.80 | |
| Boeing Company (BA) | 2.4 | $9.5M | 56k | 170.55 | |
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 2.3 | $9.2M | 113k | 81.76 | |
| Select Sector Spdr Tr Communication (XLC) | 2.3 | $9.1M | 95k | 96.45 | |
| Vanguard World Consum Stp Etf (VDC) | 2.2 | $9.0M | 41k | 218.82 | |
| Visa Com Cl A (V) | 2.2 | $8.9M | 25k | 350.46 | |
| Fiserv (FI) | 2.2 | $8.8M | 40k | 220.83 | |
| Danaher Corporation (DHR) | 2.1 | $8.5M | 42k | 205.00 | |
| Palo Alto Networks (PANW) | 2.1 | $8.5M | 50k | 170.64 | |
| Tesla Motors (TSLA) | 2.1 | $8.4M | 33k | 259.16 | |
| Mastercard Incorporated Cl A (MA) | 2.1 | $8.4M | 15k | 548.12 | |
| Select Sector Spdr Tr Indl (XLI) | 2.0 | $7.9M | 60k | 131.07 | |
| Snowflake Cl A (SNOW) | 1.9 | $7.6M | 52k | 146.16 | |
| UnitedHealth (UNH) | 1.8 | $7.3M | 14k | 523.75 | |
| Blackrock (BLK) | 1.8 | $7.2M | 7.6k | 946.48 | |
| salesforce (CRM) | 1.7 | $7.0M | 26k | 268.36 | |
| Servicenow (NOW) | 1.7 | $6.8M | 8.6k | 796.14 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 1.7 | $6.6M | 45k | 146.01 | |
| Honeywell International (HON) | 1.6 | $6.5M | 31k | 211.75 | |
| Target Corporation (TGT) | 1.6 | $6.4M | 61k | 104.36 | |
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 1.6 | $6.4M | 140k | 45.65 | |
| T Rowe Price Etf Price Blue Chip (TCHP) | 1.6 | $6.4M | 167k | 38.09 | |
| Ishares Tr Ishares Semicdtr (SOXX) | 1.4 | $5.5M | 29k | 188.17 | |
| Select Sector Spdr Tr Sbi Materials (XLB) | 1.3 | $5.3M | 62k | 85.98 | |
| Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 1.3 | $5.3M | 45k | 116.55 | |
| NVIDIA Corporation (NVDA) | 1.2 | $4.7M | 44k | 108.38 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 1.1 | $4.5M | 50k | 90.54 | |
| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 1.0 | $3.9M | 15k | 253.86 | |
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.9 | $3.7M | 62k | 60.19 | |
| Spdr Ser Tr S&p Biotech (XBI) | 0.8 | $3.1M | 38k | 81.10 | |
| J P Morgan Exchange Traded F Active Value Etf (JAVA) | 0.7 | $2.8M | 44k | 63.54 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $1.7M | 3.2k | 532.58 | |
| Procter & Gamble Company (PG) | 0.1 | $522k | 3.1k | 170.42 | |
| Johnson & Johnson (JNJ) | 0.1 | $508k | 3.1k | 165.84 | |
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $336k | 7.2k | 46.81 | |
| Abbvie (ABBV) | 0.1 | $336k | 1.6k | 209.52 | |
| Progressive Corporation (PGR) | 0.1 | $328k | 1.2k | 283.01 | |
| Marathon Petroleum Corp (MPC) | 0.1 | $325k | 2.2k | 145.69 | |
| Zimmer Holdings (ZBH) | 0.1 | $260k | 2.3k | 113.18 | |
| Moody's Corporation (MCO) | 0.1 | $248k | 533.00 | 465.69 | |
| JPMorgan Chase & Co. (JPM) | 0.1 | $229k | 934.00 | 245.30 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $214k | 456.00 | 468.92 | |
| Air Products & Chemicals (APD) | 0.1 | $212k | 717.00 | 294.92 | |
| Atmos Energy Corporation (ATO) | 0.1 | $209k | 1.4k | 154.58 |
