Cfm Wealth Partners LLC Top Holdings and 13F Report (2024) → Forget AI, Imperium Is Expected to Grow 320,00% in 3 Years (From Banyan Hill Publishing) (Ad) About Cfm Wealth Partners LLCInvestment ActivityCfm Wealth Partners LLC has $498.35 million in total holdings as of March 31, 2024.Cfm Wealth Partners LLC owns shares of 153 different stocks, but just 43 companies or ETFs make up 80% of its holdings.Approximately 4.92% of the portfolio was purchased this quarter.About 3.82% of the portfolio was sold this quarter.This quarter, Cfm Wealth Partners LLC has purchased 160 new stocks and bought additional shares in 60 stocks.Cfm Wealth Partners LLC sold shares of 61 stocks and completely divested from 11 stocks this quarter.Largest Holdings NVIDIA $52,726,356Apple $51,658,973Microsoft $20,366,757Alphabet $19,157,092Exxon Mobil $18,264,021 Largest New Holdings this Quarter Simon Property Group $595,133 HoldingThermo Fisher Scientific $215,951 HoldingGeneral Electric $204,844 HoldingiShares ESG Aware MSCI EM ETF $203,404 Holding Largest Purchases this Quarter Eli Lilly and Company 3,285 shares (about $2.56M)Walmart 30,405 shares (about $1.83M)ServiceNow 2,006 shares (about $1.53M)Palo Alto Networks 5,038 shares (about $1.43M)Costco Wholesale 1,536 shares (about $1.13M) Largest Sales this Quarter FTAI Aviation 37,549 shares (about $2.53M)PepsiCo 11,407 shares (about $2.00M)Apple 5,125 shares (about $878.83K)Johnson & Johnson 5,433 shares (about $859.52K)Starbucks 7,636 shares (about $697.85K) 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$52,726,356$437,323 ▲0.8%58,35410.6%Computer and TechnologyAAPLApple$51,658,973$878,834 ▼-1.7%301,25410.4%Computer and TechnologyMSFTMicrosoft$20,366,757$565,872 ▲2.9%48,4094.1%Computer and TechnologyGOOGLAlphabet$19,157,092$327,367 ▲1.7%126,9273.8%Computer and TechnologyXOMExxon Mobil$18,264,021$121,122 ▼-0.7%157,1233.7%Oils/EnergyAMZNAmazon.com$18,015,813$395,213 ▲2.2%99,8773.6%Retail/WholesaleCRMSalesforce$12,821,233$302,385 ▲2.4%42,5702.6%Computer and TechnologyVVisa$10,729,748$596,950 ▲5.9%38,4472.2%Business ServicesAMDAdvanced Micro Devices$10,616,061$1,057,671 ▲11.1%58,8182.1%Computer and TechnologyPANWPalo Alto Networks$9,204,675$1,431,447 ▲18.4%32,3961.8%Computer and TechnologyMETAMeta Platforms$8,783,657$531,710 ▲6.4%18,0891.8%Computer and TechnologyWMBWilliams Companies$8,719,732$130,627 ▼-1.5%223,7551.7%Oils/EnergyORLYO'Reilly Automotive$8,561,426$599,435 ▲7.5%7,5841.7%Retail/WholesalePMPhilip Morris International$8,162,517$30,784 ▲0.4%89,0911.6%Consumer StaplesQQQInvesco QQQ$7,018,315$498,612 ▲7.6%15,8071.4%FinanceGOOGAlphabet$6,964,372$125,310 ▼-1.8%45,7401.4%Computer and TechnologyCOSTCostco Wholesale$6,845,695$1,125,320 ▲19.7%9,3441.4%Consumer DefensiveIWFiShares Russell 1000 Growth ETF$6,414,062$1,348 ▼0.0%19,0301.3%ETFHDHome Depot$6,375,048$491,392 ▲8.4%16,6191.3%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$6,326,019$829,590 ▲15.1%12,0941.3%FinanceFFINFirst Financial Bankshares$6,264,8400.0%190,9431.3%FinanceLLYEli Lilly and Company$6,099,206$2,555,598 ▲72.1%7,8401.2%MedicalMAMastercard$5,897,306$345,286 ▲6.2%12,2461.2%Business ServicesSHWSherwin-Williams$5,768,109$16,672 ▼-0.3%16,6071.2%Basic MaterialsIWDiShares Russell 1000 Value ETF$5,706,357$33,672 ▼-0.6%31,8601.1%ETFJPMJPMorgan Chase & Co.$5,644,254$156,034 ▲2.8%28,1791.1%FinanceCMGChipotle Mexican Grill$5,461,821$37,788 ▲0.7%1,8791.1%Retail/WholesaleMCDMcDonald's$5,361,461$218,507 ▲4.2%19,0161.1%Retail/WholesaleIWRiShares Russell Mid-Cap ETF$4,929,098$263,706 ▼-5.1%58,6171.0%ETFEPDEnterprise Products Partners$4,676,081$535,685 ▲12.9%160,2500.9%Oils/EnergyUSMViShares MSCI USA Min Vol Factor ETF$4,296,346$44,130 ▼-1.0%51,4040.9%ETFASOAcademy Sports and Outdoors$3,763,734$12,630 ▼-0.3%55,7260.8%Consumer DiscretionaryVOOVanguard S&P 500 ETF$3,753,786$86,526 ▲2.4%7,8090.8%ETFTJXTJX Companies$3,707,002$2,637 ▼-0.1%36,5510.7%Retail/WholesaleABBVAbbVie$3,690,074$174,998 ▲5.0%20,2640.7%MedicalPSXPhillips 66$3,621,480$554,713 ▼-13.3%22,1710.7%Oils/EnergyFTAIFTAI Aviation$3,544,292$2,527,051 ▼-41.6%52,6640.7%AerospaceMOAltria Group$3,486,547$85,975 ▼-2.4%79,9300.7%Consumer StaplesKOCoca-Cola$3,405,462$509,874 ▲17.6%55,6630.7%Consumer StaplesNETCloudflare$3,312,651$105,448 ▼-3.1%34,2110.7%Computer and TechnologyMDLZMondelez International$3,268,720$50,330 ▲1.6%46,6960.7%Consumer StaplesAMATApplied Materials$3,197,184$89,916 ▼-2.7%15,5030.6%Computer and TechnologyCVXChevron$2,989,015$133,921 ▲4.7%18,9490.6%Oils/EnergyBRK.BBerkshire Hathaway$2,987,374$248,948 ▲9.1%7,1040.6%FinanceACLSAxcelis Technologies$2,928,850$27,434 ▼-0.9%26,2630.6%Computer and TechnologyETEnergy Transfer$2,927,699$383,387 ▲15.1%186,1220.6%Oils/EnergyWMTWalmart$2,670,766$1,829,469 ▲217.5%44,3870.5%Retail/WholesaleIWBiShares Russell 1000 ETF$2,625,970$386,824 ▼-12.8%9,1170.5%ETFNFLXNetflix$2,623,058$47,979 ▲1.9%4,3190.5%Consumer DiscretionaryNOWServiceNow$2,618,844$1,529,374 ▲140.4%3,4350.5%Computer and TechnologyMRKMerck & Co., Inc.$2,519,057$25,730 ▼-1.0%19,0910.5%MedicalLUNGPulmonx$2,447,6420.0%264,0390.5%MedicalCRWDCrowdStrike$2,383,266$156,448 ▲7.0%7,4340.5%Computer and TechnologySBUXStarbucks$2,287,400$697,854 ▼-23.4%25,0290.5%Retail/WholesaleRYRoyal Bank of Canada$2,193,7360.0%21,7460.4%FinanceSPSMSPDR Portfolio S&P 600 Small Cap ETF$2,185,098$8,092 ▲0.4%50,7690.4%ETFQUALiShares MSCI USA Quality Factor ETF$2,136,386$215,956 ▼-9.2%12,9990.4%ETFCATCaterpillar$2,047,611$36,643 ▼-1.8%5,5880.4%Industrial ProductsSBLKStar Bulk Carriers$1,985,2920.0%83,1710.4%TransportationESGDiShares ESG Aware MSCI EAFE ETF$1,871,732$28,128 ▲1.5%23,4230.4%ManufacturingUSACUSA Compression Partners$1,802,7050.0%67,5930.4%Oils/EnergyKKRKKR & Co. Inc.$1,724,746$400,811 ▲30.3%17,1480.3%FinanceOKEONEOK$1,565,239$151,441 ▼-8.8%19,5240.3%Oils/EnergyCOPConocoPhillips$1,488,226$5,600 ▲0.4%11,6930.3%EnergyODFLOld Dominion Freight Line$1,480,342$740,171 ▲100.0%6,7500.3%TransportationUNHUnitedHealth Group$1,409,895$137,527 ▲10.8%2,8500.3%MedicalPWRQuanta Services$1,395,905$114,052 ▼-7.6%5,3730.3%ConstructionADBEAdobe$1,377,558$938,556 ▲213.8%2,7300.3%Computer and TechnologyTSLATesla$1,356,571$45,881 ▼-3.3%7,7170.3%Auto/Tires/TrucksHESMHess Midstream$1,274,016$328,530 ▲34.7%35,2620.3%Oils/EnergyMPLXMplx$1,269,741$350,891 ▲38.2%30,5520.3%Oils/EnergyQCOMQUALCOMM$1,223,0230.0%7,2240.2%Computer and TechnologyUNPUnion Pacific$1,213,419$43,776 ▼-3.5%4,9340.2%TransportationPGProcter & Gamble$1,164,630$69,443 ▲6.3%7,1780.2%Consumer StaplesNKENIKE$1,003,901$269,442 ▼-21.2%10,6820.2%Consumer DiscretionaryTXNTexas Instruments$935,5080.0%5,3700.2%Computer and TechnologyAMGNAmgen$914,373$45,776 ▼-4.8%3,2160.2%MedicalABTAbbott Laboratories$909,053$7,388 ▼-0.8%7,9980.2%MedicalIVWiShares S&P 500 Growth ETF$885,016$24,994 ▼-2.7%10,4810.2%ETFETRNEquitrans Midstream$872,939$5,795 ▼-0.7%69,8910.2%Oils/EnergyFANGDiamondback Energy$827,756$4,756 ▼-0.6%4,1770.2%Oils/EnergyTRGPTarga Resources$820,775$25,310 ▼-3.0%7,3290.2%Oils/EnergyEFAiShares MSCI EAFE ETF$812,576$92,478 ▼-10.2%10,1750.2%FinancePEPPepsiCo$806,621$1,996,339 ▼-71.2%4,6090.2%Consumer StaplesGSThe Goldman Sachs Group$756,019$32,580 ▲4.5%1,8100.2%FinanceSPTSprout Social$728,641$570,230 ▼-43.9%12,2030.1%Computer and TechnologyWESWestern Midstream Partners$723,798$372,635 ▲106.1%20,3600.1%Oils/EnergyPFEPfizer$714,174$225,025 ▼-24.0%25,7360.1%MedicalHCAHCA Healthcare$704,0820.0%2,1110.1%MedicalSQBlock$703,536$38,568 ▼-5.2%8,3180.1%Business ServicesMSMorgan Stanley$698,667$60,639 ▲9.5%7,4200.1%FinanceIYRiShares U.S. Real Estate ETF$683,959$155,077 ▼-18.5%7,6080.1%ETFINTCIntel$659,635$4,859 ▲0.7%14,9340.1%Computer and TechnologyCSXCSX$654,916$32,066 ▲5.1%17,6670.1%TransportationLRCXLam Research$637,3500.0%6560.1%Computer and TechnologyVZVerizon Communications$630,953$43,680 ▲7.4%15,0370.1%Computer and TechnologyIYHiShares U.S. Healthcare ETF$622,714$498,171 ▲400.0%10,0600.1%ETFIJHiShares Core S&P Mid-Cap ETF$601,022$479,299 ▲393.8%9,8950.1%ETFENBEnbridge$598,200$319,397 ▲114.6%16,5340.1%Oils/EnergySPGSimon Property Group$595,133$595,133 ▲New Holding3,8030.1%FinanceShowing largest 100 holdings. 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