Cmh Wealth Management LLC Top Holdings and 13F Report (2025) About Cmh Wealth Management LLCInvestment ActivityCmh Wealth Management LLC has $469.24 million in total holdings as of September 30, 2025.Cmh Wealth Management LLC owns shares of 55 different stocks, but just 30 companies or ETFs make up 80% of its holdings.Approximately 12.77% of the portfolio was purchased this quarter.About 9.20% of the portfolio was sold this quarter.This quarter, Cmh Wealth Management LLC has purchased 54 new stocks and bought additional shares in 19 stocks.Cmh Wealth Management LLC sold shares of 29 stocks and completely divested from 4 stocks this quarter.Largest Holdings Microsoft $27,586,535Alphabet $26,506,409J P MORGAN EXCHANGE TRADED F $24,476,798Amazon.com $22,690,584Apple $19,708,362 Largest New Holdings this Quarter 46654Q633 - J P MORGAN EXCHANGE TRADED F $24,476,798 Holding92537N108 - Vertiv $5,780,654 Holding931142103 - Walmart $5,030,565 Holding98138H101 - Workday $4,384,657 Holding68389X105 - Oracle $493,296 Holding Largest Purchases this Quarter J P MORGAN EXCHANGE TRADED F 479,750 shares (about $24.48M)Vertiv 38,318 shares (about $5.78M)Walmart 48,812 shares (about $5.03M)Adobe 13,083 shares (about $4.62M)Workday 18,214 shares (about $4.38M) Largest Sales this Quarter Tesla 13,717 shares (about $6.10M)Apple 21,200 shares (about $5.40M)Industrial Select Sector SPDR Fund 29,092 shares (about $4.49M)Alphabet 6,750 shares (about $1.64M)TJX Companies 9,331 shares (about $1.35M) 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$27,586,535$714,771 ▼-2.5%53,2615.9%Computer and TechnologyGOOGLAlphabet$26,506,409$1,640,925 ▼-5.8%109,0355.6%Computer and TechnologyJ P MORGAN EXCHANGE TRADED F$24,476,798$24,476,798 ▲New Holding479,7505.2%ACTIVE HIGH YIELAMZNAmazon.com$22,690,584$413,231 ▼-1.8%103,3414.8%Retail/WholesaleAAPLApple$19,708,362$5,398,156 ▼-21.5%77,4004.2%Computer and TechnologyTMSLT. Rowe Price Small-Mid Cap ETF$17,349,010$146,624 ▲0.9%493,2903.7%ETFVFHVanguard Financials ETF$17,318,168$266,417 ▼-1.5%131,9583.7%ETFACWXiShares MSCI ACWI ex U.S. ETF$12,460,077$7,021 ▼-0.1%191,6642.7%ManufacturingBABoeing$12,071,804$95,397 ▲0.8%55,9322.6%AerospaceVDEVanguard Energy ETF$12,034,482$26,556 ▲0.2%95,6182.6%ETFSNOWSnowflake$11,404,034$208,859 ▼-1.8%50,5612.4%Computer and TechnologyADBEAdobe$11,304,227$4,615,028 ▲69.0%32,0462.4%Computer and TechnologyLLYEli Lilly and Company$11,274,088$1,765,582 ▲18.6%14,7762.4%MedicalFIFiserv$11,175,073$3,704,009 ▲49.6%86,6762.4%Business ServicesXLCCommunication Services Select Sector SPDR Fund$10,912,176$317,350 ▼-2.8%92,1872.3%ETFNOWServiceNow$10,670,647$2,676,174 ▲33.5%11,5952.3%Computer and TechnologyXLVHealth Care Select Sector SPDR Fund$10,040,281$3,628,440 ▲56.6%72,1442.1%ETFTJXTJX Companies$9,932,356$1,348,703 ▼-12.0%68,7172.1%Retail/WholesaleVCITVanguard Intermediate-Term Corporate Bond ETF$9,827,497$135,333 ▲1.4%116,8412.1%ETFPANWPalo Alto Networks$9,812,856$56,403 ▲0.6%48,1922.1%Computer and TechnologySMMDiShares Russell 2500 ETF$9,325,813$51,685 ▼-0.6%126,4862.0%ETFGE VERNOVA INC$9,045,794$36,894 ▲0.4%14,7111.9%COMVDCVanguard Consumer Staples ETF$8,423,955$16,671 ▼-0.2%39,4141.8%ETFBLACKROCK INC$8,312,654$155,061 ▼-1.8%7,1301.8%COMNVDANVIDIA$8,138,306$11,195 ▲0.1%43,6161.7%Computer and TechnologySOXXiShares Semiconductor ETF$7,687,337$151,556 ▼-1.9%28,3541.6%ETFDHRDanaher$7,621,614$16,283 ▼-0.2%38,3811.6%MedicalSNPSSynopsys$7,548,374$2,257,259 ▲42.7%15,2991.6%Computer and TechnologyTSLATesla$7,489,975$6,100,225 ▼-44.9%16,8421.6%Auto/Tires/TrucksTCHPT. Rowe Price Blue Chip Growth ETF$7,404,636$290,396 ▼-3.8%151,4861.6%ETFMAMastercard$7,153,924$70,532 ▲1.0%12,5771.5%Business ServicesPPAInvesco Aerospace & Defense ETF$7,000,536$1,555 ▼0.0%45,0341.5%ETFFBNDFidelity Total Bond ETF$6,833,489$22,275 ▲0.3%147,2541.5%ETFVVisa$6,820,432$79,883 ▲1.2%19,9791.5%Business ServicesTTDTrade Desk$6,628,113$235,297 ▲3.7%135,2401.4%Computer and TechnologyCRMSalesforce$6,435,303$74,548 ▼-1.1%27,1061.4%Computer and TechnologyVRTVertiv$5,780,654$5,780,654 ▲New Holding38,3181.2%Computer and TechnologyXLBMaterials Select Sector SPDR Fund$5,395,931$69,814 ▼-1.3%60,2091.1%ETFWMTWalmart$5,030,565$5,030,565 ▲New Holding48,8121.1%Retail/WholesaleXLIIndustrial Select Sector SPDR Fund$4,563,512$4,486,860 ▼-49.6%29,5891.0%ETFVONEVanguard Russell 1000 ETF$4,452,104$65,005 ▼-1.4%14,7250.9%ETFWDAYWorkday$4,384,657$4,384,657 ▲New Holding18,2140.9%Computer and TechnologyVNQVanguard Real Estate ETF$4,296,558$22,124 ▼-0.5%46,9980.9%ETFMFS ACTIVE EXCHANGE TRADED F$4,233,023$160,609 ▲3.9%143,2980.9%INTERNATINL ETFIHIiShares U.S. Medical Devices ETF$3,477,070$79,065 ▼-2.2%57,8740.7%ETFJAVAJPMorgan Active Value ETF$3,004,450$39,514 ▲1.3%43,5680.6%ETFBRK.BBerkshire Hathaway$1,321,201$45,247 ▼-3.3%2,6280.3%FinanceJNJJohnson & Johnson$514,912$3,708 ▼-0.7%2,7770.1%MedicalORCLOracle$493,296$493,296 ▲New Holding1,7540.1%Computer and TechnologyPGProcter & Gamble$438,364$1,690 ▼-0.4%2,8530.1%Consumer StaplesABBVAbbVie$375,790$695 ▼-0.2%1,6230.1%MedicalQQQInvesco QQQ$274,0860.0%4560.1%FinanceXLYConsumer Discretionary Select Sector SPDR Fund$267,678$41,458 ▼-13.4%1,1170.1%FinanceMCOMoody's$253,9640.0%5330.1%FinanceJPMJPMorgan Chase & Co.$253,291$25,550 ▼-9.2%8030.1%FinanceUNHUnitedHealth Group$0$8,060,993 ▼-100.0%00.0%MedicalHONHoneywell International$0$6,912,112 ▼-100.0%00.0%Multi-Sector ConglomeratesTGTTarget$0$5,980,065 ▼-100.0%00.0%Retail/WholesaleAPDAir Products and Chemicals$0$202,238 ▼-100.0%00.0%Basic MaterialsShowing 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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
