CFM WEALTH PARTNERS LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
CW CFM WEALTH PARTNERS LLC | Institutional Filer | ▼ 3.69% | $667.2M | 143 |
Current Portfolio Holdings
Showing all 143 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corporation | Technology | 542K | $94.6M | 14.18% |
| 2 | AAPL | Apple Inc. | Technology | 275K | $69.9M | 10.48% |
| 3 | GOOGL | Alphabet Inc. | Technology | 134K | $38.5M | 5.77% |
| 4 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 107K | $22.3M | 3.34% |
| 5 | MSFT | Microsoft Corporation | Technology | 51K | $18.7M | 2.81% |
| 6 | META | Meta Platforms, Inc. | Technology | 32K | $18.6M | 2.79% |
| 7 | WMB | The Williams Companies, Inc. | Energy | 226K | $16.5M | 2.47% |
| 8 | PM | Philip Morris International Inc. | Consumer Defensive | 93K | $15.4M | 2.31% |
| 9 | XOM | Exxon Mobil Corporation | Energy | 82K | $13.9M | 2.08% |
| 10 | ORLY | O'Reilly Automotive, Inc. | Consumer Cyclical | 143K | $13.2M | 1.98% |
| 11 | V | Visa Inc. | Financial Services | 43K | $13.1M | 1.97% |
| 12 | COST | Costco Wholesale Corporation | Consumer Defensive | 12K | $12.4M | 1.86% |
| 13 | GOOG | Alphabet Inc. | Technology | 43K | $12.4M | 1.86% |
| 14 | QQQ | Invesco QQQ Trust | — | 21K | $12.2M | 1.83% |
| 15 | SPY | SPDR S&P 500 ETF Trust | — | 17K | $11.3M | 1.70% |
Showing 1 to 15 of 143 holdings