CMH Wealth Management as of June 30, 2025
Portfolio Holdings for CMH Wealth Management
CMH Wealth Management holds 54 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 6.3 | $27M | 55k | 497.41 | |
| Amazon (AMZN) | 5.4 | $23M | 105k | 219.39 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.7 | $20M | 116k | 176.23 | |
| Apple (AAPL) | 4.7 | $20M | 99k | 205.17 | |
| Vanguard World Financials Etf (VFH) | 4.0 | $17M | 134k | 127.30 | |
| T Rowe Price Etf Small Mid Cap (TMSL) | 3.7 | $16M | 489k | 32.80 | |
| Ishares Tr Msci Acwi Ex Us (ACWX) | 2.7 | $12M | 192k | 60.94 | |
| Boeing Company (BA) | 2.7 | $12M | 56k | 209.53 | |
| Snowflake Cl A (SNOW) | 2.7 | $12M | 52k | 223.77 | |
| Vanguard World Energy Etf (VDE) | 2.6 | $11M | 95k | 119.12 | |
| Select Sector Spdr Tr Communication (XLC) | 2.4 | $10M | 95k | 108.53 | |
| Fiserv (FI) | 2.3 | $10M | 58k | 172.41 | |
| Palo Alto Networks (PANW) | 2.3 | $9.8M | 48k | 204.64 | |
| Eli Lilly & Co. (LLY) | 2.3 | $9.7M | 13k | 779.53 | |
| Tesla Motors (TSLA) | 2.3 | $9.7M | 31k | 317.66 | |
| TJX Companies (TJX) | 2.2 | $9.6M | 78k | 123.49 | |
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 2.2 | $9.6M | 115k | 82.92 | |
| The Trade Desk Com Cl A (TTD) | 2.2 | $9.4M | 130k | 71.99 | |
| Servicenow (NOW) | 2.1 | $8.9M | 8.7k | 1028.08 | |
| Select Sector Spdr Tr Indl (XLI) | 2.0 | $8.7M | 59k | 147.52 | |
| Vanguard World Consum Stp Etf (VDC) | 2.0 | $8.6M | 40k | 219.00 | |
| Ishares Tr Rusel 2500 Etf (SMMD) | 2.0 | $8.6M | 127k | 67.78 | |
| UnitedHealth (UNH) | 1.9 | $8.1M | 26k | 311.97 | |
| Ge Vernova (GEV) | 1.8 | $7.8M | 15k | 529.15 | |
| Blackrock (BLK) | 1.8 | $7.6M | 7.3k | 1049.25 | |
| Danaher Corporation (DHR) | 1.8 | $7.6M | 39k | 197.86 | |
| salesforce (CRM) | 1.7 | $7.5M | 27k | 273.10 | |
| Adobe Systems Incorporated (ADBE) | 1.7 | $7.3M | 19k | 386.88 | |
| T Rowe Price Etf Price Blue Chip (TCHP) | 1.7 | $7.1M | 157k | 45.35 | |
| Visa Com Cl A (V) | 1.6 | $7.0M | 20k | 355.05 | |
| Mastercard Incorporated Cl A (MA) | 1.6 | $7.0M | 13k | 561.94 | |
| Honeywell International (HON) | 1.6 | $6.9M | 30k | 232.88 | |
| Ishares Tr Ishares Semicdtr (SOXX) | 1.6 | $6.9M | 29k | 238.70 | |
| NVIDIA Corporation (NVDA) | 1.6 | $6.9M | 44k | 158.00 | |
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 1.6 | $6.7M | 147k | 45.92 | |
| Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 1.5 | $6.4M | 45k | 141.69 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 1.4 | $6.2M | 46k | 134.79 | |
| Target Corporation (TGT) | 1.4 | $6.0M | 61k | 98.65 | |
| Synopsys (SNPS) | 1.3 | $5.5M | 11k | 512.68 | |
| Select Sector Spdr Tr Sbi Materials (XLB) | 1.2 | $5.4M | 61k | 87.81 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 1.0 | $4.2M | 47k | 89.06 | |
| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 1.0 | $4.2M | 15k | 280.86 | |
| Mfs Active Exchange Traded F Internatinl Etf (MFSI) | 0.9 | $3.9M | 138k | 28.45 | |
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.9 | $3.7M | 59k | 62.64 | |
| J P Morgan Exchange Traded F Active Value Etf (JAVA) | 0.7 | $2.8M | 43k | 65.50 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $1.3M | 2.7k | 485.77 | |
| Procter & Gamble Company (PG) | 0.1 | $456k | 2.9k | 159.32 | |
| Johnson & Johnson (JNJ) | 0.1 | $427k | 2.8k | 152.75 | |
| Abbvie (ABBV) | 0.1 | $302k | 1.6k | 185.62 | |
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $280k | 1.3k | 217.33 | |
| Moody's Corporation (MCO) | 0.1 | $267k | 533.00 | 501.59 | |
| JPMorgan Chase & Co. (JPM) | 0.1 | $256k | 884.00 | 289.91 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $252k | 456.00 | 552.23 | |
| Air Products & Chemicals (APD) | 0.0 | $202k | 717.00 | 282.06 |
