Cfm Wealth Partners LLC Top Holdings and 13F Report (2025) About Cfm Wealth Partners LLCInvestment ActivityCfm Wealth Partners LLC has $628.34 million in total holdings as of June 30, 2025.Cfm Wealth Partners LLC owns shares of 141 different stocks, but just 35 companies or ETFs make up 80% of its holdings.Approximately 3.86% of the portfolio was purchased this quarter.About 1.61% of the portfolio was sold this quarter.This quarter, Cfm Wealth Partners LLC has purchased 139 new stocks and bought additional shares in 45 stocks.Cfm Wealth Partners LLC sold shares of 49 stocks and completely divested from 3 stocks this quarter.Largest Holdings NVIDIA $89,968,521Apple $59,513,843Microsoft $25,090,132Amazon.com $23,739,095Alphabet $23,686,938 Largest New Holdings this Quarter 874039100 - Taiwan Semiconductor Manufacturing $296,022 Holding69608A108 - PALANTIR TECHNOLOGIES INC $233,789 Holding68389X105 - Oracle $233,715 Holding922908769 - Vanguard Total Stock Market ETF $219,913 Holding464286525 - iShares MSCI Global Min Vol Factor ETF $202,518 Holding Largest Purchases this Quarter O'Reilly Automotive 128,599 shares (about $11.59M)Netflix 1,288 shares (about $1.72M)Broadcom 3,589 shares (about $989.36K)CrowdStrike 1,881 shares (about $958.01K)ServiceNow 899 shares (about $924.24K) Largest Sales this Quarter Eli Lilly and Company 1,402 shares (about $1.09M)Apple 4,472 shares (about $917.52K)NVIDIA 5,183 shares (about $818.86K)Diamondback Energy 4,570 shares (about $627.92K)Advanced Micro Devices 3,831 shares (about $543.62K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCfm Wealth Partners LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$89,968,521$818,862 ▼-0.9%569,45714.3%Computer and TechnologyAAPLApple$59,513,843$917,520 ▼-1.5%290,0719.5%Computer and TechnologyMSFTMicrosoft$25,090,132$120,372 ▲0.5%50,4424.0%Computer and TechnologyAMZNAmazon.com$23,739,095$628,552 ▲2.7%108,2053.8%Retail/WholesaleGOOGLAlphabet$23,686,938$305,760 ▲1.3%134,4093.8%Computer and TechnologyMETAMeta Platforms$19,688,171$904,915 ▲4.8%26,6743.1%Computer and TechnologyPMPhilip Morris International$16,324,4940.0%89,6312.6%Consumer StaplesVVisa$16,133,574$335,524 ▲2.1%45,4402.6%Business ServicesPANWPalo Alto Networks$14,204,881$66,303 ▲0.5%69,4142.3%Computer and TechnologyWMBWilliams Companies$13,944,6370.0%222,0132.2%EnergyXOMExxon Mobil$13,504,428$204,820 ▼-1.5%125,2732.1%EnergyORLYO'Reilly Automotive$12,398,373$11,590,628 ▲1,434.9%137,5612.0%Retail/WholesaleCOSTCostco Wholesale$12,028,499$260,349 ▲2.2%12,1511.9%Retail/WholesaleCRMSalesforce$11,775,086$189,248 ▲1.6%43,1811.9%Computer and TechnologySPYSPDR S&P 500 ETF Trust$10,471,770$123,568 ▼-1.2%16,9491.7%FinanceQQQInvesco QQQ$9,917,208$392,209 ▲4.1%17,9781.6%FinanceJPMJPMorgan Chase & Co.$9,578,118$59,722 ▲0.6%33,0381.5%FinanceLLYEli Lilly and Company$8,816,473$1,092,900 ▼-11.0%11,3101.4%MedicalNFLXNetflix$8,796,745$1,724,799 ▲24.4%6,5691.4%Consumer DiscretionaryMAMastercard$8,729,881$80,921 ▲0.9%15,5351.4%Business ServicesIWFiShares Russell 1000 Growth ETF$8,494,997$456,848 ▲5.7%20,0081.4%ETFGOOGAlphabet$8,114,990$177 ▲0.0%45,7471.3%Computer and TechnologyHDHome Depot$7,213,562$194,684 ▲2.8%19,6751.1%Retail/WholesaleIWDiShares Russell 1000 Value ETF$7,139,895$192,676 ▲2.8%36,7601.1%ETFAMDAdvanced Micro Devices$6,429,773$543,619 ▼-7.8%45,3121.0%Computer and TechnologyIWRiShares Russell Mid-Cap ETF$6,412,705$84,061 ▲1.3%69,7261.0%ETFSHWSherwin-Williams$6,132,207$226,966 ▲3.8%17,8591.0%Basic MaterialsCRWDCrowdStrike$5,867,251$958,012 ▲19.5%11,5200.9%Computer and TechnologyEPDEnterprise Products Partners$5,828,221$210,496 ▼-3.5%187,9460.9%EnergyFFINFirst Financial Bankshares$5,820,557$163,385 ▼-2.7%161,7720.9%FinanceNOWServiceNow$5,797,343$924,244 ▲19.0%5,6390.9%Computer and TechnologyMCDMcDonald's$5,706,044$42,657 ▲0.8%19,5300.9%Retail/WholesaleBRK.BBerkshire Hathaway$5,628,617$251,143 ▲4.7%11,5870.9%FinanceUSMViShares MSCI USA Min Vol Factor ETF$5,370,303$304,796 ▲6.0%57,2100.9%ETFCMGChipotle Mexican Grill$5,181,634$126,113 ▼-2.4%92,2820.8%Retail/WholesaleWMTWalmart$5,114,975$188,618 ▲3.8%52,3110.8%Retail/WholesaleKOCocaCola$4,881,252$59,501 ▲1.2%68,9930.8%Consumer StaplesMOAltria Group$4,833,223$47,197 ▼-1.0%82,4360.8%Consumer StaplesTJXTJX Companies$4,724,785$44,580 ▲1.0%38,2600.8%Retail/WholesaleVOOVanguard S&P 500 ETF$4,669,531$38,056 ▲0.8%8,2210.7%ETFABBVAbbVie$4,271,911$77,033 ▲1.8%23,0140.7%MedicalKKRKKR & Co. Inc.$4,142,874$389,384 ▲10.4%31,1420.7%FinanceETEnergy Transfer$3,423,996$77,814 ▼-2.2%188,8580.5%EnergyQUALiShares MSCI USA Quality Factor ETF$3,284,423$342,794 ▲11.7%17,9650.5%ETFMDLZMondelez International$3,175,6150.0%47,0880.5%Consumer StaplesCVXChevron$3,073,597$204,047 ▼-6.2%21,4650.5%EnergyRYRoyal Bank Of Canada$2,815,3020.0%21,4010.4%FinanceAMATApplied Materials$2,694,058$32,770 ▼-1.2%14,7160.4%Computer and TechnologySPSMSPDR Portfolio S&P 600 Small Cap ETF$2,687,719$20,618 ▼-0.8%63,0920.4%ETFIWBiShares Russell 1000 ETF$2,425,888$13,243 ▼-0.5%7,1440.4%ETFGSThe Goldman Sachs Group$2,377,512$47,423 ▲2.0%3,3590.4%FinanceMPLXMplx$2,208,5430.0%42,8760.4%EnergyTSLATesla$2,206,466$129,923 ▼-5.6%6,9460.4%Auto/Tires/TrucksUSACUSA Compression Partners$2,037,1540.0%83,7990.3%EnergyESGDiShares ESG Aware MSCI EAFE ETF$2,016,015$182,098 ▼-8.3%22,5960.3%ManufacturingASOAcademy Sports and Outdoors$2,004,844$191,159 ▼-8.7%44,7410.3%Consumer DiscretionaryAVGOBroadcom$2,000,501$989,362 ▲97.8%7,2570.3%Computer and TechnologySBLKStar Bulk Carriers$1,942,3670.0%112,6010.3%TransportationCATCaterpillar$1,883,9830.0%4,8530.3%IndustrialsWESWestern Midstream Partners$1,739,3330.0%44,9440.3%EnergyPWRQuanta Services$1,708,1650.0%4,5180.3%ConstructionPGProcter & Gamble$1,676,732$71,855 ▲4.5%10,5240.3%Consumer StaplesHESMHess Midstream Partners$1,627,4330.0%42,2600.3%EnergyMSMorgan Stanley$1,618,302$119,306 ▲8.0%11,4890.3%FinanceFTAI AVIATION LTD$1,471,362$33,707 ▼-2.2%12,7900.2%SHSOKEONEOK$1,471,136$13,714 ▼-0.9%18,0220.2%EnergySPGSimon Property Group$1,400,786$141,461 ▲11.2%8,7140.2%FinanceEQTEQT$1,285,898$4,957 ▼-0.4%22,0490.2%EnergyIVWiShares S&P 500 Growth ETF$1,277,023$24,221 ▼-1.9%11,5990.2%ETFPSXPhillips 66$1,265,860$954 ▲0.1%10,6110.2%EnergyENBEnbridge$1,190,2840.0%26,2640.2%EnergyTRGPTarga Resources$1,167,9030.0%6,7090.2%EnergyEFAiShares MSCI EAFE ETF$1,149,019$188,434 ▲19.6%12,8540.2%FinanceTXNTexas Instruments$1,136,5120.0%5,4740.2%Computer and TechnologyUNPUnion Pacific$1,133,8340.0%4,9280.2%TransportationODFLOld Dominion Freight Line$1,095,5250.0%6,7500.2%TransportationCOPConocoPhillips$937,115$7,089 ▼-0.8%10,4430.1%EnergySBUXStarbucks$888,444$155,130 ▼-14.9%9,6960.1%Retail/WholesaleAMGNAmgen$861,747$25,970 ▼-2.9%3,0860.1%MedicalMRKMerck & Co., Inc.$827,855$300,966 ▼-26.7%10,4580.1%MedicalHCAHCA Healthcare$739,7660.0%1,9310.1%MedicalIVViShares Core S&P 500 ETF$721,169$21,120 ▼-2.8%1,1610.1%ETFABTAbbott Laboratories$700,0430.0%5,1470.1%MedicalLUNGPulmonx$683,8610.0%264,0390.1%MedicalVZVerizon Communications$680,940$48,419 ▼-6.6%15,7370.1%Computer and TechnologyQCOMQUALCOMM$640,111$419,202 ▼-39.6%4,0190.1%Computer and TechnologyPEPPepsiCo$611,345$8,583 ▼-1.4%4,6300.1%Consumer StaplesNADNuveen Quality Municipal Income Fund$575,3500.0%50,9610.1%Financial ServicesIYHiShares U.S. Healthcare ETF$568,1890.0%10,0600.1%ETFPBProsperity Bancshares$566,8370.0%8,0700.1%FinanceIBMInternational Business Machines$565,9780.0%1,9200.1%Computer and TechnologyKMIKinder Morgan$558,6450.0%19,0020.1%EnergyCSCOCisco Systems$546,5760.0%7,8780.1%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$503,305$1,426 ▲0.3%8,1150.1%ETFIYFiShares U.S. Financials ETF$498,7210.0%4,1220.1%ETFLOWLowe's Companies$495,4360.0%2,2330.1%Retail/WholesaleIYRiShares U.S. Real Estate ETF$489,961$15,068 ▲3.2%5,1700.1%ETFLMTLockheed Martin$454,3400.0%9810.1%AerospaceCRGYCrescent Energy$452,4800.0%52,6140.1%EnergyADPAutomatic Data Processing$451,8060.0%1,4650.1%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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