CMH Wealth Management LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
CW CMH Wealth Management LLC | Institutional Filer | ▲ 24.78% | $582.5M | 113 |
Current Portfolio Holdings
Showing all 113 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft Corporation | Technology | 75K | $27.6M | 4.74% |
| 2 | JPHY | J P MORGAN EXCHANGE TRADED F | — | 506K | $25.4M | 4.36% |
| 3 | GOOGL | Alphabet Inc. | Technology | 88K | $25.2M | 4.33% |
| 4 | AAPL | Apple Inc. | Technology | 89K | $22.6M | 3.87% |
| 5 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 103K | $21.4M | 3.68% |
| 6 | MFSI | MFS ACTIVE EXCHANGE TRADED F | — | 631K | $18.8M | 3.22% |
| 7 | TMSL | T ROWE PRICE ETF INC | — | 504K | $18.5M | 3.18% |
| 8 | VFH | VANGUARD WORLD FD | — | 145K | $17.6M | 3.01% |
| 9 | BA | The Boeing Company | Industrials | 69K | $13.7M | 2.35% |
| 10 | VDE | VANGUARD WORLD FD | — | 78K | $13.5M | 2.32% |
| 11 | ACWX | ISHARES TR | — | 194K | $13.3M | 2.28% |
| 12 | LLY | Eli Lilly and Company | Healthcare | 14K | $12.9M | 2.22% |
| 13 | XLC | Communication Services Select Sector SPDR Fund | — | 117K | $12.9M | 2.22% |
| 14 | GEV | GE Vernova Inc. | Utilities | 15K | $12.7M | 2.18% |
| 15 | TJX | The TJX Companies, Inc. | Consumer Cyclical | 68K | $10.9M | 1.88% |
Showing 1 to 15 of 113 holdings