Cmh Wealth Management LLC Top Holdings and 13F Report (2025) About Cmh Wealth Management LLCInvestment ActivityCmh Wealth Management LLC has $429.64 million in total holdings as of June 30, 2025.Cmh Wealth Management LLC owns shares of 54 different stocks, but just 31 companies or ETFs make up 80% of its holdings.Approximately 9.69% of the portfolio was purchased this quarter.About 10.52% of the portfolio was sold this quarter.This quarter, Cmh Wealth Management LLC has purchased 55 new stocks and bought additional shares in 10 stocks.Cmh Wealth Management LLC sold shares of 36 stocks and completely divested from 6 stocks this quarter.Largest Holdings Microsoft $27,178,980Amazon.com $23,084,874Alphabet $20,404,791Apple $20,229,763Vanguard Financials ETF $17,056,673 Largest New Holdings this Quarter 87283Q826 - T. Rowe Price Small-Mid Cap ETF $16,043,169 Holding36828A101 - GE VERNOVA INC $7,752,577 Holding871607107 - Synopsys $5,497,981 Holding55286W405 - MFS ACTIVE EXCHANGE TRADED F $3,922,146 Holding81369Y407 - Consumer Discretionary Select Sector SPDR Fund $280,356 Holding Largest Purchases this Quarter T. Rowe Price Small-Mid Cap ETF 489,121 shares (about $16.04M)GE VERNOVA INC 14,651 shares (about $7.75M)Synopsys 10,724 shares (about $5.50M)MFS ACTIVE EXCHANGE TRADED F 137,861 shares (about $3.92M)UnitedHealth Group 11,987 shares (about $3.74M) Largest Sales this Quarter iShares Russell 2500 ETF 131,230 shares (about $8.89M)Microsoft 12,334 shares (about $6.14M)Trade Desk 73,209 shares (about $5.27M)Adobe 11,203 shares (about $4.33M)iShares MSCI ACWI ex U.S. ETF 42,035 shares (about $2.56M) Sector Allocation Over TimeMap of 500 Largest Holdings ofCmh Wealth Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$27,178,980$6,135,055 ▼-18.4%54,6416.3%Computer and TechnologyAMZNAmazon.com$23,084,874$324,478 ▼-1.4%105,2235.4%Retail/WholesaleGOOGLAlphabet$20,404,791$186,804 ▼-0.9%115,7854.7%Computer and TechnologyAAPLApple$20,229,763$1,964,298 ▼-8.9%98,6004.7%Computer and TechnologyVFHVanguard Financials ETF$17,056,673$174,146 ▼-1.0%133,9884.0%ETFTMSLT. Rowe Price Small-Mid Cap ETF$16,043,169$16,043,169 ▲New Holding489,1213.7%ETFACWXiShares MSCI ACWI ex U.S. ETF$11,686,586$2,561,613 ▼-18.0%191,7722.7%ManufacturingBABoeing$11,626,820$40,858 ▼-0.4%55,4902.7%AerospaceSNOWSnowflake$11,521,246$76,529 ▼-0.7%51,4872.7%Computer and TechnologyVDEVanguard Energy ETF$11,364,882$2,501,520 ▼-18.0%95,4072.6%ETFXLCCommunication Services Select Sector SPDR Fund$10,296,025$20,295 ▲0.2%94,8682.4%ETFFIFiserv$9,990,643$3,125,794 ▲45.5%57,9472.3%Business ServicesPANWPalo Alto Networks$9,805,326$393,523 ▼-3.9%47,9152.3%Computer and TechnologyLLYEli Lilly and Company$9,714,503$128,622 ▲1.3%12,4622.3%MedicalTSLATesla$9,707,372$640,403 ▼-6.2%30,5592.3%Auto/Tires/TrucksTJXTJX Companies$9,638,148$316,999 ▼-3.2%78,0482.2%Retail/WholesaleVCITVanguard Intermediate-Term Corporate Bond ETF$9,555,038$188,892 ▲2.0%115,2322.2%ETFTTDTrade Desk$9,390,304$5,270,316 ▼-35.9%130,4392.2%Computer and TechnologyNOWServiceNow$8,930,931$124,398 ▲1.4%8,6872.1%Computer and TechnologyXLIIndustrial Select Sector SPDR Fund$8,656,622$195,169 ▼-2.2%58,6812.0%ETFVDCVanguard Consumer Staples ETF$8,648,748$323,244 ▼-3.6%39,4922.0%ETFSMMDiShares Russell 2500 ETF$8,620,735$8,894,770 ▼-50.8%127,1872.0%ETFUNHUnitedHealth Group$8,060,993$3,739,584 ▲86.5%25,8391.9%MedicalGE VERNOVA INC$7,752,577$7,752,577 ▲New Holding14,6511.8%COMBLACKROCK INC$7,620,703$356,745 ▼-4.5%7,2631.8%COMDHRDanaher$7,610,209$612,964 ▼-7.5%38,4631.8%MedicalCRMSalesforce$7,488,464$410,473 ▲5.8%27,4201.7%Computer and TechnologyADBEAdobe$7,336,406$4,334,217 ▼-37.1%18,9631.7%Computer and TechnologyTCHPT. Rowe Price Blue Chip Growth ETF$7,139,315$440,439 ▼-5.8%157,4271.7%ETFVVisa$7,010,463$1,964,847 ▼-21.9%19,7451.6%Business ServicesMAMastercard$6,997,839$1,598,157 ▼-18.6%12,4531.6%Business ServicesHONHoneywell International$6,912,112$209,126 ▼-2.9%29,6811.6%Multi-Sector ConglomeratesSOXXiShares Semiconductor ETF$6,901,534$98,583 ▼-1.4%28,9131.6%ETFNVDANVIDIA$6,881,845$26,860 ▼-0.4%43,5561.6%Computer and TechnologyFBNDFidelity Total Bond ETF$6,740,547$295,893 ▲4.6%146,7741.6%ETFPPAInvesco Aerospace & Defense ETF$6,382,285$10,060 ▼-0.2%45,0441.5%ETFXLVHealth Care Select Sector SPDR Fund$6,210,045$100,688 ▲1.6%46,0721.4%ETFTGTTarget$5,980,065$79,019 ▼-1.3%60,6191.4%Retail/WholesaleSNPSSynopsys$5,497,981$5,497,981 ▲New Holding10,7241.3%Computer and TechnologyXLBMaterials Select Sector SPDR Fund$5,355,357$49,261 ▼-0.9%60,9881.2%ETFVNQVanguard Real Estate ETF$4,207,195$203,324 ▼-4.6%47,2401.0%ETFVONEVanguard Russell 1000 ETF$4,196,049$134,532 ▼-3.1%14,9401.0%ETFMFS ACTIVE EXCHANGE TRADED F$3,922,146$3,922,146 ▲New Holding137,8610.9%INTERNATINL ETFIHIiShares U.S. Medical Devices ETF$3,707,662$165,307 ▼-4.3%59,1900.9%ETFJAVAJPMorgan Active Value ETF$2,816,173$53,121 ▼-1.9%42,9950.7%ETFBRK.BBerkshire Hathaway$1,320,323$244,828 ▼-15.6%2,7180.3%FinancePGProcter & Gamble$456,293$31,864 ▼-6.5%2,8640.1%Consumer StaplesJNJJohnson & Johnson$427,242$40,937 ▼-8.7%2,7970.1%MedicalABBVAbbVie$301,819$4,084 ▲1.4%1,6260.1%MedicalXLYConsumer Discretionary Select Sector SPDR Fund$280,356$280,356 ▲New Holding1,2900.1%FinanceMCOMoody's$267,3480.0%5330.1%FinanceJPMJPMorgan Chase & Co.$256,281$14,496 ▼-5.4%8840.1%FinanceQQQInvesco QQQ$251,8180.0%4560.1%FinanceAPDAir Products and Chemicals$202,2380.0%7170.0%Basic MaterialsXBISPDR S&P Biotech ETF$0$3,077,664 ▼-100.0%00.0%ETFISHARES BITCOIN TRUST ETF$0$336,236 ▼-100.0%00.0%SHS BEN INTPGRProgressive$0$328,009 ▼-100.0%00.0%FinanceMPCMarathon Petroleum$0$324,743 ▼-100.0%00.0%EnergyZBHZimmer Biomet$0$260,314 ▼-100.0%00.0%MedicalATOAtmos Energy$0$208,683 ▼-100.0%00.0%UtilitiesShowing 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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