Cfm Wealth Partners LLC Top Holdings and 13F Report (2024) → [URGENT] DO NOT Touch These AI Stocks! (From Weiss Ratings) (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%Retail/WholesaleIWFiShares 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%ConstructionIWDiShares 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%Oils/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%FinanceIVViShares Core S&P 500 ETF$595,126$83,065 ▲16.2%1,1320.1%ETFCRGYCrescent Energy$578,590$47,279 ▼-7.6%48,6210.1%Oils/EnergyDISWalt Disney$546,093$511,832 ▼-48.4%4,4630.1%Consumer DiscretionaryPBProsperity Bancshares$531,963$36,705 ▼-6.5%8,0870.1%FinanceVCSHVanguard Short-Term Corporate Bond ETF$524,3940.0%6,7830.1%ETFLOWLowe's Companies$513,5360.0%2,0160.1%Retail/WholesaleKMIKinder Morgan$504,6900.0%27,5190.1%Oils/EnergyJAZZJazz Pharmaceuticals$503,837$35,403 ▼-6.6%4,1840.1%MedicalTGTTarget$494,822$17,723 ▼-3.5%2,7920.1%Retail/WholesaleLMTLockheed Martin$493,989$2,274 ▼-0.5%1,0860.1%AerospaceIBMInternational Business Machines$459,641$136,918 ▼-23.0%2,4070.1%Computer and TechnologyCSCOCisco Systems$431,272$46,017 ▼-9.6%8,6410.1%Computer and TechnologyPAAPlains All American Pipeline$418,2060.0%23,8160.1%Oils/EnergyJNJJohnson & Johnson$410,536$859,515 ▼-67.7%2,5950.1%MedicalSMSM Energy$409,2190.0%8,2090.1%Oils/EnergyIYFiShares U.S. Financials ETF$394,2690.0%4,1220.1%ETFADPAutomatic Data Processing$385,848$12,487 ▲3.3%1,5450.1%Business ServicesIJRiShares Core S&P Small-Cap ETF$372,342$116,599 ▼-23.8%3,3690.1%ETFNADNuveen Quality Municipal Income Fund$366,7200.0%32,0000.1%Financial ServicesTAT&T$364,968$7,638 ▲2.1%20,7370.1%Computer and TechnologyIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$361,114$55,588 ▼-13.3%7,0420.1%ManufacturingAPOApollo Global Management$353,7680.0%3,1460.1%FinanceDVYiShares Select Dividend ETF$342,933$65,778 ▲23.7%2,7840.1%ETFEMREmerson Electric$325,289$15,879 ▲5.1%2,8680.1%Industrial ProductsDOWDOW$322,786$106,881 ▼-24.9%5,5720.1%Basic MaterialsBABoeing$322,486$101,127 ▼-23.9%1,6710.1%AerospaceDELLDell Technologies$320,7630.0%2,8110.1%Computer and TechnologyBXBlackstone$319,755$394 ▲0.1%2,4340.1%FinanceHDViShares Core High Dividend ETF$312,556$148,233 ▼-32.2%2,8360.1%ETFCCitigroup$309,813$12,648 ▼-3.9%4,8990.1%FinancePHParker-Hannifin$301,7940.0%5430.1%Industrial ProductsBACBank of America$298,9230.0%7,8830.1%FinanceEXASExact Sciences$279,624$498,475 ▼-64.1%4,0490.1%MedicalULTAUlta Beauty$278,6950.0%5330.1%Retail/WholesaleACNAccenture$276,2480.0%7970.1%Business ServicesALLYAlly Financial$275,235$1,177 ▲0.4%6,7810.1%FinanceDIASPDR Dow Jones Industrial Average ETF Trust$273,2610.0%6870.1%FinanceHONHoneywell International$264,362$10,263 ▲4.0%1,2880.1%Multi-Sector ConglomeratesFLOTiShares Floating Rate Bond ETF$247,6410.0%4,8500.0%ETFBLKBlackRock$246,775$9,171 ▼-3.6%2960.0%FinanceIYJiShares U.S. Industrials ETF$246,7690.0%1,9630.0%ETFBMYBristol-Myers Squibb$238,666$267,137 ▼-52.8%4,4010.0%MedicalFTNTFortinet$237,3770.0%3,4750.0%Computer and TechnologyDFSDiscover Financial Services$227,572$41,162 ▼-15.3%1,7360.0%FinanceSHELShell$225,724$8,782 ▼-3.7%3,3670.0%Oils/EnergyHSYHershey$223,2860.0%1,1480.0%Consumer StaplesNOBLProShares S&P 500 Aristocrats ETF$218,2340.0%2,1520.0%ETFTMOThermo Fisher Scientific$215,951$215,951 ▲New Holding3720.0%MedicalDPZDomino's Pizza$215,646$137,139 ▼-38.9%4340.0%Retail/WholesaleBCEBCE$206,327$27,286 ▲15.2%6,0720.0%UtilitiesGEGeneral Electric$204,844$204,844 ▲New Holding1,1670.0%TransportationESGEiShares ESG Aware MSCI EM ETF$203,404$203,404 ▲New Holding6,3110.0%ManufacturingFIPFTAI Infrastructure$92,800$3,479 ▼-3.6%14,7770.0%FinanceYUMYum! Brands$0$960,874 ▼-100.0%00.0%Retail/WholesaleSHOPShopify$0$947,264 ▼-100.0%00.0%Computer and TechnologyDINOHF Sinclair$0$641,945 ▼-100.0%00.0%Oils/EnergyKVUEKenvue$0$546,195 ▼-100.0%00.0%Consumer StaplesTENBTenable$0$487,315 ▼-100.0%00.0%Computer and TechnologyEOGEOG Resources$0$472,673 ▼-100.0%00.0%Oils/EnergyPXDPioneer Natural Resources$0$439,191 ▼-100.0%00.0%Oils/EnergyTWLOTwilio$0$332,083 ▼-100.0%00.0%Computer and TechnologyMDYSPDR S&P MidCap 400 ETF Trust$0$319,142 ▼-100.0%00.0%ETFTELTE Connectivity$0$291,538 ▼-100.0%00.0%Computer and TechnologyIWMiShares Russell 2000 ETF$0$204,523 ▼-100.0%00.0%Finance 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 Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. 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