Cfm Wealth Partners LLC Top Holdings and 13F Report (2025) About Cfm Wealth Partners LLCInvestment ActivityCfm Wealth Partners LLC has $567.06 million in total holdings as of March 31, 2025.Cfm Wealth Partners LLC owns shares of 139 different stocks, but just 37 companies or ETFs make up 80% of its holdings.Approximately 2.08% of the portfolio was purchased this quarter.About 1.03% of the portfolio was sold this quarter.This quarter, Cfm Wealth Partners LLC has purchased 139 new stocks and bought additional shares in 65 stocks.Cfm Wealth Partners LLC sold shares of 35 stocks and completely divested from 5 stocks this quarter.Largest Holdings Apple $65,426,937NVIDIA $62,279,511Alphabet $20,516,679Amazon.com $20,041,988Microsoft $18,844,533 Largest New Holdings this Quarter 11135F101 - Broadcom $614,174 Holding512807306 - LAM RESEARCH CORP $418,025 Holding09290D101 - BLACKROCK INC $339,786 Holding369604301 - GE Aerospace $222,367 Holding94106L109 - Waste Management $216,925 Holding Largest Purchases this Quarter Meta Platforms 1,092 shares (about $629.39K)Broadcom 3,668 shares (about $614.17K)Costco Wholesale 647 shares (about $611.90K)O'Reilly Automotive 424 shares (about $607.41K)Enterprise Products Partners 14,774 shares (about $504.38K) Largest Sales this Quarter FTAI Aviation 17,147 shares (about $1.90M)Advanced Micro Devices 7,289 shares (about $748.87K)UnitedHealth Group 653 shares (about $341.98K)Merck & Co., Inc. 3,699 shares (about $332.02K)Academy Sports and Outdoors 5,454 shares (about $248.76K) 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 PortfolioSectorAAPLApple$65,426,937$4,887 ▲0.0%294,54311.5%Computer and TechnologyNVDANVIDIA$62,279,511$227,056 ▼-0.4%574,64011.0%Computer and TechnologyGOOGLAlphabet$20,516,679$166,392 ▲0.8%132,6743.6%Computer and TechnologyAMZNAmazon.com$20,041,988$473,938 ▲2.4%105,3403.5%Retail/WholesaleMSFTMicrosoft$18,844,533$180,187 ▲1.0%50,2003.3%Computer and TechnologyVVisa$15,593,585$261,441 ▲1.7%44,4952.7%Business ServicesXOMExxon Mobil$15,124,689$61,249 ▲0.4%127,1732.7%EnergyMETAMeta Platforms$14,667,431$629,395 ▲4.5%25,4482.6%Computer and TechnologyPMPhilip Morris International$14,227,129$10,317 ▲0.1%89,6312.5%Consumer StaplesWMBWilliams Companies$13,267,4970.0%222,0132.3%EnergyORLYO'Reilly Automotive$12,838,782$607,414 ▲5.0%8,9622.3%Retail/WholesalePANWPalo Alto Networks$11,789,518$19,624 ▲0.2%69,0902.1%Computer and TechnologyCRMSalesforce$11,401,897$182,755 ▲1.6%42,4872.0%Computer and TechnologyCOSTCostco Wholesale$11,242,991$611,896 ▲5.8%11,8882.0%Retail/WholesaleLLYEli Lilly and Company$10,498,690$294,842 ▲2.9%12,7121.9%MedicalSPYSPDR S&P 500 ETF Trust$9,592,792$20,697 ▼-0.2%17,1491.7%FinanceMAMastercard$8,436,192$384,236 ▲4.8%15,3911.5%Business ServicesQQQInvesco QQQ$8,096,882$31,418 ▼-0.4%17,2671.4%FinanceJPMJPMorgan Chase & Co.$8,053,714$342,195 ▲4.4%32,8321.4%FinanceGOOGAlphabet$7,146,861$46,244 ▲0.7%45,7461.3%Computer and TechnologyHDHome Depot$7,015,961$239,680 ▲3.5%19,1441.2%Retail/WholesaleIWFiShares Russell 1000 Growth ETF$6,836,156$108,327 ▼-1.6%18,9321.2%ETFIWDiShares Russell 1000 Value ETF$6,730,107$79,780 ▲1.2%35,7681.2%ETFEPDEnterprise Products Partners$6,648,202$504,383 ▲8.2%194,7341.2%EnergyMCDMcDonald's$6,054,945$153,685 ▲2.6%19,3841.1%Retail/WholesaleSHWSherwin-Williams$6,005,326$113,835 ▲1.9%17,1981.1%Basic MaterialsFFINFirst Financial Bankshares$5,973,963$2,945 ▼0.0%166,3131.1%FinanceBRK.BBerkshire Hathaway$5,895,661$460,682 ▲8.5%11,0701.0%FinanceIWRiShares Russell Mid-Cap ETF$5,853,834$936 ▲0.0%68,8121.0%ETFUSMViShares MSCI USA Min Vol Factor ETF$5,054,175$843 ▲0.0%53,9630.9%ETFAMDAdvanced Micro Devices$5,048,952$748,872 ▼-12.9%49,1430.9%Computer and TechnologyMOAltria Group$4,996,125$54,018 ▲1.1%83,2410.9%Consumer StaplesNFLXNetflix$4,924,691$155,733 ▲3.3%5,2810.9%Consumer DiscretionaryKOCoca-Cola$4,881,068$145,031 ▲3.1%68,1520.9%Consumer StaplesCMGChipotle Mexican Grill$4,746,251$4,569 ▼-0.1%94,5280.8%Retail/WholesaleABBVAbbVie$4,735,021$134,933 ▲2.9%22,5990.8%MedicalTJXTJX Companies$4,616,114$144,821 ▲3.2%37,8990.8%Retail/WholesaleWMTWalmart$4,423,001$243,703 ▲5.8%50,3820.8%Retail/WholesaleVOOVanguard S&P 500 ETF$4,190,202$9,250 ▲0.2%8,1540.7%ETFCVXChevron$3,829,195$133,495 ▲3.6%22,8900.7%EnergyNOWServiceNow$3,773,704$336,767 ▲9.8%4,7400.7%Computer and TechnologyETEnergy Transfer$3,590,658$235,461 ▲7.0%193,1500.6%EnergyCRWDCrowdStrike$3,398,519$425,212 ▲14.3%9,6390.6%Computer and TechnologyKKRKKR & Co. Inc.$3,261,887$218,037 ▲7.2%28,2150.6%FinanceMDLZMondelez International$3,194,9210.0%47,0880.6%Consumer StaplesQUALiShares MSCI USA Quality Factor ETF$2,749,575$91,766 ▲3.5%16,0900.5%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$2,591,358$13,288 ▼-0.5%63,5760.5%ETFRYRoyal Bank of Canada$2,412,3210.0%21,4010.4%FinanceMPLXMplx$2,294,724$265,192 ▲13.1%42,8760.4%EnergyUSACUSA Compression Partners$2,260,897$263,352 ▲13.2%83,7990.4%EnergyASOAcademy Sports and Outdoors$2,235,209$248,757 ▼-10.0%49,0070.4%Consumer DiscretionaryIWBiShares Russell 1000 ETF$2,203,313$14,724 ▲0.7%7,1830.4%ETFAMATApplied Materials$2,161,562$18,140 ▼-0.8%14,8950.4%Computer and TechnologyUNHUnitedHealth Group$2,101,661$341,985 ▼-14.0%4,0130.4%MedicalESGDiShares ESG Aware MSCI EAFE ETF$2,012,597$79,648 ▲4.1%24,6370.4%ManufacturingTSLATesla$1,906,122$11,403 ▼-0.6%7,3550.3%Auto/Tires/TrucksWESWestern Midstream Partners$1,840,906$405,668 ▲28.3%44,9440.3%EnergyOKEONEOK$1,804,8120.0%18,1900.3%EnergyGSThe Goldman Sachs Group$1,798,463$186,293 ▲11.6%3,2920.3%FinanceHESMHess Midstream$1,787,1750.0%42,2600.3%EnergyLUNGPulmonx$1,776,9820.0%264,0390.3%MedicalSBLKStar Bulk Carriers$1,752,072$100,860 ▲6.1%112,6010.3%TransportationPGProcter & Gamble$1,716,576$116,222 ▲7.3%10,0730.3%Consumer StaplesCATCaterpillar$1,600,519$183,369 ▼-10.3%4,8530.3%IndustrialsFTAIFTAI Aviation$1,452,605$1,903,831 ▼-56.7%13,0830.3%AerospaceTRGPTarga Resources$1,344,9530.0%6,7090.2%EnergyPSXPhillips 66$1,309,259$2,840 ▼-0.2%10,6030.2%EnergySPGSimon Property Group$1,301,085$91,179 ▲7.5%7,8340.2%FinanceMRKMerck & Co., Inc.$1,279,978$332,022 ▼-20.6%14,2600.2%MedicalMSMorgan Stanley$1,241,583$11,433 ▲0.9%10,6420.2%FinanceEQTEQT$1,182,6200.0%22,1340.2%EnergyUNPUnion Pacific$1,164,1910.0%4,9280.2%TransportationENBEnbridge$1,163,758$39,214 ▼-3.3%26,2640.2%EnergyPWRQuanta Services$1,148,385$8,388 ▲0.7%4,5180.2%ConstructionSBUXStarbucks$1,117,147$67,780 ▼-5.7%11,3890.2%Retail/WholesaleODFLOld Dominion Freight Line$1,116,7880.0%6,7500.2%TransportationCOPConocoPhillips$1,105,051$75,616 ▲7.3%10,5220.2%EnergyIVWiShares S&P 500 Growth ETF$1,097,197$2,414 ▼-0.2%11,8190.2%ETFQCOMQUALCOMM$1,021,627$461 ▲0.0%6,6510.2%Computer and TechnologyAMGNAmgen$990,503$6,543 ▲0.7%3,1790.2%MedicalTXNTexas Instruments$983,6780.0%5,4740.2%Computer and TechnologyFANGDiamondback Energy$963,4370.0%6,0260.2%EnergyEFAiShares MSCI EAFE ETF$878,2710.0%10,7460.2%FinanceVZVerizon Communications$764,588$26,626 ▲3.6%16,8560.1%Computer and TechnologyPEPPepsiCo$703,968$5,998 ▲0.9%4,6950.1%Consumer StaplesABTAbbott Laboratories$682,750$7,826 ▼-1.1%5,1470.1%MedicalIVViShares Core S&P 500 ETF$671,299$19,661 ▼-2.8%1,1950.1%ETFHCAHCA Healthcare$667,2570.0%1,9310.1%MedicalAVGOBroadcom$614,174$614,174 ▲New Holding3,6680.1%Computer and TechnologyIYHiShares U.S. Healthcare ETF$612,5530.0%10,0600.1%ETFCRGYCrescent Energy$591,3810.0%52,6140.1%EnergyNADNuveen Quality Municipal Income Fund$587,0710.0%50,9610.1%Financial ServicesPFEPfizer$577,575$92,010 ▼-13.7%22,7930.1%MedicalPBProsperity Bancshares$575,9560.0%8,0700.1%FinanceKMIKinder Morgan$542,114$86 ▼0.0%19,0020.1%EnergyLOWLowe's Companies$520,803$23,323 ▲4.7%2,2330.1%Retail/WholesaleCSCOCisco Systems$486,1510.0%7,8780.1%Computer and TechnologyIYRiShares U.S. Real Estate ETF$479,803$33,704 ▲7.6%5,0110.1%ETFIBMInternational Business Machines$477,4270.0%1,9200.1%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$472,187$1,167 ▲0.2%8,0920.1%ETFShowing 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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