Cmh Wealth Management LLC Top Holdings and 13F Report (2024) → Claim Your Complimentary Bitcoin Reward (From Crypto Swap Profits) (Ad) About Cmh Wealth Management LLCInvestment ActivityCmh Wealth Management LLC has $393.61 million in total holdings as of March 31, 2024.Cmh Wealth Management LLC owns shares of 44 different stocks, but just 28 companies or ETFs make up 80% of its holdings.Approximately 3.86% of the portfolio was purchased this quarter.About 12.69% of the portfolio was sold this quarter.This quarter, Cmh Wealth Management LLC has purchased 44 new stocks and bought additional shares in 6 stocks.Cmh Wealth Management LLC sold shares of 36 stocks and completely divested from 2 stocks this quarter.Largest Holdings Microsoft $27,855,872Amazon.com $23,332,695Alphabet $21,019,267Apple $18,663,198iShares Russell 2500 ETF $17,151,701 Largest New Holdings this Quarter Synopsys $4,421,696 HoldingInvesco QQQ $239,186 Holding Largest Purchases this Quarter iShares Semiconductor ETF 28,286 shares (about $6.39M)Synopsys 7,737 shares (about $4.42M)Adobe 4,736 shares (about $2.39M)Bristol-Myers Squibb 16,168 shares (about $876.79K)Vanguard Intermediate-Term Corporate Bond ETF 5,895 shares (about $474.61K) Largest Sales this Quarter ServiceNow 7,740 shares (about $5.90M)Amazon.com 32,031 shares (about $5.78M)Palo Alto Networks 17,844 shares (about $5.07M)Salesforce 16,183 shares (about $4.88M)Alphabet 31,260 shares (about $4.72M) 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$27,855,872$1,429,607 ▼-4.9%66,2107.1%Computer and TechnologyAMZNAmazon.com$23,332,695$5,777,752 ▼-19.8%129,3535.9%Retail/WholesaleGOOGLAlphabet$21,019,267$4,718,072 ▼-18.3%139,2655.3%Computer and TechnologyAAPLApple$18,663,198$1,054,088 ▼-5.3%108,8364.7%Computer and TechnologySMMDiShares Russell 2500 ETF$17,151,701$1,006,457 ▼-5.5%261,4194.4%ETFVDEVanguard Energy ETF$14,483,971$457,921 ▼-3.1%109,9773.7%ETFVFHVanguard Financials ETF$13,876,200$968,097 ▼-6.5%135,5233.5%ETFACWXiShares MSCI ACWI ex U.S. ETF$12,113,711$599,730 ▼-4.7%226,8913.1%ManufacturingVDCVanguard Consumer Staples ETF$11,410,202$883,314 ▼-7.2%55,8942.9%ETFTGTTarget$11,145,446$1,144,954 ▼-9.3%62,8942.8%Retail/WholesaleLLYEli Lilly and Company$10,568,587$1,383,213 ▼-11.6%13,5852.7%MedicalSOXXiShares Semiconductor ETF$10,073,321$6,390,373 ▲173.5%44,5882.6%ETFDHRDanaher$10,030,557$681,470 ▼-6.4%40,1242.5%Multi-Sector ConglomeratesNOWServiceNow$9,617,676$5,900,976 ▼-38.0%12,6152.4%Computer and TechnologyCRMSalesforce$9,609,593$4,880,493 ▼-33.7%31,8642.4%Computer and TechnologyBABoeing$8,846,662$3,913,837 ▼-30.7%45,8402.2%AerospaceTJXTJX Companies$8,299,503$645,944 ▼-7.2%81,8332.1%Retail/WholesaleVCITVanguard Intermediate-Term Corporate Bond ETF$8,272,967$474,607 ▲6.1%102,7572.1%ETFXLCCommunication Services Select Sector SPDR Fund$8,105,735$499,678 ▼-5.8%99,2622.1%ETFMAMastercard$7,521,642$593,776 ▼-7.3%15,6191.9%Business ServicesVVisa$7,366,875$451,272 ▼-5.8%26,3971.9%Business ServicesPANWPalo Alto Networks$7,104,955$5,070,016 ▼-41.6%25,0061.8%Computer and TechnologyTCHPT. Rowe Price Blue Chip Growth ETF$7,097,277$711,577 ▼-9.1%201,0561.8%ETFTSLATesla$7,040,214$205,499 ▼-2.8%40,0491.8%Auto/Tires/TrucksBLKBlackRock$6,782,150$577,754 ▼-7.9%8,1351.7%FinanceSNOWSnowflake$6,701,067$309,141 ▼-4.4%41,4671.7%Computer and TechnologyFIFiserv$6,672,485$839,215 ▼-11.2%41,7501.7%Business ServicesUNHUnitedHealth Group$6,621,065$530,318 ▼-7.4%13,3841.7%MedicalTTDTrade Desk$6,520,658$410,262 ▼-5.9%74,5901.7%Computer and TechnologyXLVHealth Care Select Sector SPDR Fund$6,372,334$256,459 ▼-3.9%43,1351.6%ETFADBEAdobe$6,236,352$2,389,786 ▲62.1%12,3591.6%Computer and TechnologyXBISPDR S&P Biotech ETF$6,220,799$785,499 ▼-11.2%65,5581.6%ETFHONHoneywell International$5,841,621$337,431 ▼-5.5%28,4611.5%Multi-Sector ConglomeratesFBNDFidelity Total Bond ETF$5,709,094$325,022 ▲6.0%125,5391.5%ETFXLBMaterials Select Sector SPDR Fund$5,617,523$212,161 ▼-3.6%60,4751.4%ETFIHIiShares U.S. Medical Devices ETF$5,297,357$563,753 ▼-9.6%90,4141.3%ETFXLIIndustrial Select Sector SPDR Fund$4,770,358$396,900 ▼-7.7%37,8721.2%ETFSNPSSynopsys$4,421,696$4,421,696 ▲New Holding7,7371.1%Computer and TechnologyBMYBristol-Myers Squibb$4,154,344$876,791 ▲26.8%76,6061.1%MedicalVONEVanguard Russell 1000$4,151,535$84,127 ▼-2.0%17,4201.1%ETFVNQVanguard Real Estate ETF$4,036,541$178,149 ▼-4.2%46,6761.0%ETFCMICummins$3,717,600$472,029 ▼-11.3%12,6170.9%Auto/Tires/TrucksJAVAJPMorgan Active Value ETF$2,913,948$70,011 ▲2.5%48,6550.7%ETFQQQInvesco QQQ$239,186$239,186 ▲New Holding5380.1%FinanceSPYSPDR S&P 500 ETF Trust$0$770,478 ▼-100.0%00.0%FinanceVOVanguard Mid-Cap ETF$0$249,856 ▼-100.0%00.0%ETFShowing largest 100 holdings. 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