Cfm Wealth Partners LLC Top Holdings and 13F Report (2025) About Cfm Wealth Partners LLCInvestment ActivityCfm Wealth Partners LLC has $592.89 million in total holdings as of December 31, 2024.Cfm Wealth Partners LLC owns shares of 139 different stocks, but just 37 companies or ETFs make up 80% of its holdings.Approximately 3.12% of the portfolio was purchased this quarter.About 2.57% of the portfolio was sold this quarter.This quarter, Cfm Wealth Partners LLC has purchased 143 new stocks and bought additional shares in 59 stocks.Cfm Wealth Partners LLC sold shares of 44 stocks and completely divested from 8 stocks this quarter.Largest Holdings NVIDIA $77,449,778Apple $73,753,935Alphabet $24,911,574Amazon.com $22,564,042Microsoft $20,956,906 Largest New Holdings this Quarter Taiwan Semiconductor Manufacturing $221,781 HoldingFortinet $217,021 HoldingHoneywell International $216,854 HoldingRaymond James $215,443 Holding Largest Purchases this Quarter Palo Alto Networks 34,930 shares (about $6.36M)Meta Platforms 4,153 shares (about $2.43M)CrowdStrike 6,047 shares (about $2.07M)Netflix 713 shares (about $635.51K)JPMorgan Chase & Co. 1,776 shares (about $425.73K) Largest Sales this Quarter Exxon Mobil 30,959 shares (about $3.33M)Apple 5,370 shares (about $1.34M)NVIDIA 8,019 shares (about $1.08M)Advanced Micro Devices 5,632 shares (about $680.29K)iShares Russell 1000 ETF 1,323 shares (about $426.22K) 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$77,449,778$1,076,872 ▼-1.4%576,73513.1%Computer and TechnologyAAPLApple$73,753,935$1,344,755 ▼-1.8%294,52112.4%Computer and TechnologyGOOGLAlphabet$24,911,574$74,584 ▲0.3%131,5984.2%Computer and TechnologyAMZNAmazon.com$22,564,042$377,351 ▲1.7%102,8493.8%Retail/WholesaleMSFTMicrosoft$20,956,906$38,356 ▼-0.2%49,7203.5%Computer and TechnologyMETAMeta Platforms$14,260,841$2,431,650 ▲20.6%24,3562.4%Computer and TechnologyCRMSalesforce$13,976,881$66,531 ▼-0.5%41,8062.4%Computer and TechnologyVVisa$13,826,414$281,591 ▲2.1%43,7492.3%Business ServicesXOMExxon Mobil$13,624,649$3,330,271 ▼-19.6%126,6582.3%Oils/EnergyPANWPalo Alto Networks$12,550,691$6,355,863 ▲102.6%68,9752.1%Computer and TechnologyWMBWilliams Companies$12,015,344$88,919 ▼-0.7%222,0132.0%Oils/EnergyPMPhilip Morris International$10,779,2680.0%89,5661.8%Consumer StaplesCOSTCostco Wholesale$10,300,120$376,599 ▲3.8%11,2411.7%Retail/WholesaleORLYO'Reilly Automotive$10,124,360$304,751 ▲3.1%8,5381.7%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$10,072,534$203,959 ▲2.1%17,1861.7%FinanceLLYEli Lilly and Company$9,538,353$118,892 ▲1.3%12,3551.6%MedicalQQQInvesco QQQ$8,861,705$63,904 ▲0.7%17,3341.5%FinanceGOOGAlphabet$8,655,483$43,230 ▼-0.5%45,4501.5%Computer and TechnologyMAMastercard$7,735,349$70,561 ▲0.9%14,6901.3%Business ServicesIWFiShares Russell 1000 Growth ETF$7,723,187$121,277 ▲1.6%19,2321.3%ETFJPMJPMorgan Chase & Co.$7,535,876$425,731 ▲6.0%31,4371.3%FinanceHDHome Depot$7,192,263$309,240 ▲4.5%18,4901.2%Retail/WholesaleAMDAdvanced Micro Devices$6,816,421$680,289 ▼-9.1%56,4321.1%Computer and TechnologyIWDiShares Russell 1000 Value ETF$6,543,235$46,468 ▲0.7%35,3441.1%ETFIWRiShares Russell Mid-Cap ETF$6,081,987$68,952 ▼-1.1%68,8011.0%ETFFFINFirst Financial Bankshares$5,998,540$142,722 ▼-2.3%166,3951.0%FinanceSHWSherwin-Williams$5,735,407$31,954 ▲0.6%16,8721.0%Basic MaterialsCMGChipotle Mexican Grill$5,705,526$5,668 ▲0.1%94,6191.0%Retail/WholesaleEPDEnterprise Products Partners$5,643,530$32,175 ▼-0.6%179,9601.0%Oils/EnergyMCDMcDonald's$5,476,574$110,737 ▲2.1%18,8920.9%Retail/WholesaleUSMViShares MSCI USA Min Vol Factor ETF$4,790,576$154,051 ▲3.3%53,9540.8%ETFBRK.BBerkshire Hathaway$4,625,722$93,376 ▲2.1%10,2050.8%FinanceNOWServiceNow$4,576,538$66,788 ▲1.5%4,3170.8%Computer and TechnologyNFLXNetflix$4,558,210$635,511 ▲16.2%5,1140.8%Consumer DiscretionaryTJXTJX Companies$4,434,923$362 ▲0.0%36,7100.7%Retail/WholesaleVOOVanguard S&P 500 ETF$4,383,900$99,683 ▲2.3%8,1360.7%ETFFTAIFTAI Aviation$4,354,266$121,136 ▼-2.7%30,2300.7%AerospaceMOAltria Group$4,305,611$24,576 ▲0.6%82,3410.7%Consumer StaplesWMTWalmart$4,301,191$321,013 ▲8.1%47,6060.7%Retail/WholesaleKOCoca-Cola$4,117,086$255,018 ▲6.6%66,1270.7%Consumer StaplesABBVAbbVie$3,901,334$133,628 ▲3.5%21,9550.7%MedicalKKRKKR & Co. Inc.$3,894,305$103,980 ▲2.7%26,3290.7%FinanceETEnergy Transfer$3,535,682$111,408 ▼-3.1%180,4840.6%Oils/EnergyCVXChevron$3,199,824$63,151 ▲2.0%22,0920.5%Oils/EnergyASOAcademy Sports and Outdoors$3,133,141$60,464 ▼-1.9%54,4610.5%Consumer DiscretionaryTSLATesla$2,988,012$85,210 ▲2.9%7,3990.5%Auto/Tires/TrucksCRWDCrowdStrike$2,885,435$2,069,041 ▲253.4%8,4330.5%Computer and TechnologySPSMSPDR Portfolio S&P 600 Small Cap ETF$2,870,478$27,626 ▲1.0%63,9020.5%ETFMDLZMondelez International$2,812,566$25,146 ▲0.9%47,0880.5%Consumer StaplesQUALiShares MSCI USA Quality Factor ETF$2,769,727$251,097 ▲10.0%15,5530.5%ETFRYRoyal Bank of Canada$2,579,0350.0%21,4010.4%FinanceAMATApplied Materials$2,442,7030.0%15,0200.4%Computer and TechnologyUNHUnitedHealth Group$2,360,089$136,568 ▲6.1%4,6660.4%MedicalIWBiShares Russell 1000 ETF$2,298,612$426,218 ▼-15.6%7,1350.4%ETFCATCaterpillar$1,962,169$47,522 ▼-2.4%5,4090.3%Industrial ProductsOKEONEOK$1,826,2760.0%18,1900.3%Oils/EnergyMPLXMplx$1,814,8990.0%37,9210.3%Oils/EnergyESGDiShares ESG Aware MSCI EAFE ETF$1,801,625$36,395 ▲2.1%23,6620.3%ManufacturingLUNGPulmonx$1,792,8250.0%264,0390.3%MedicalMRKMerck & Co., Inc.$1,786,561$65,955 ▼-3.6%17,9590.3%MedicalUSACUSA Compression Partners$1,744,335$41,418 ▼-2.3%74,0380.3%Oils/EnergyGSThe Goldman Sachs Group$1,689,802$267,986 ▲18.8%2,9510.3%FinanceSBLKStar Bulk Carriers$1,586,479$147,930 ▲10.3%106,1190.3%TransportationPGProcter & Gamble$1,574,401$161,950 ▲11.5%9,3910.3%Consumer StaplesHESMHess Midstream$1,564,8880.0%42,2600.3%Oils/EnergyPWRQuanta Services$1,417,484$103,348 ▼-6.8%4,4850.2%ConstructionWESWestern Midstream Partners$1,346,5870.0%35,0400.2%Oils/EnergyMSMorgan Stanley$1,325,592$46,894 ▲3.7%10,5440.2%FinanceSPGSimon Property Group$1,254,611$169,463 ▲15.6%7,2850.2%FinancePSXPhillips 66$1,210,638$6,152 ▼-0.5%10,6260.2%Oils/EnergyIVWiShares S&P 500 Growth ETF$1,202,631$74,219 ▲6.6%11,8450.2%ETFTRGPTarga Resources$1,197,556$36,414 ▼-3.0%6,7090.2%Oils/EnergyODFLOld Dominion Freight Line$1,190,7000.0%6,7500.2%TransportationENBEnbridge$1,151,932$2,291 ▼-0.2%27,1490.2%Oils/EnergyUNPUnion Pacific$1,123,7810.0%4,9280.2%TransportationSBUXStarbucks$1,102,298$44,074 ▼-3.8%12,0800.2%Retail/WholesaleTXNTexas Instruments$1,026,430$5,813 ▼-0.6%5,4740.2%Computer and TechnologyQCOMQUALCOMM$1,021,190$614 ▲0.1%6,6480.2%Computer and TechnologyEQTEQT$1,020,599$108,543 ▼-9.6%22,1340.2%Oils/EnergyFANGDiamondback Energy$987,240$148,594 ▲17.7%6,0260.2%Oils/EnergyCOPConocoPhillips$972,018$110,966 ▼-10.2%9,8020.2%Oils/EnergyAMGNAmgen$823,149$3,910 ▼-0.5%3,1580.1%MedicalEFAiShares MSCI EAFE ETF$812,505$19,129 ▲2.4%10,7460.1%FinanceCRGYCrescent Energy$768,6910.0%52,6140.1%Oils/EnergyIVViShares Core S&P 500 ETF$724,019$57,097 ▲8.6%1,2300.1%ETFPEPPepsiCo$707,839$36,494 ▲5.4%4,6550.1%Consumer StaplesPFEPfizer$701,029$59,374 ▲9.3%26,4240.1%MedicalVZVerizon Communications$650,597$21,555 ▲3.4%16,2690.1%Computer and TechnologyPBProsperity Bancshares$608,0740.0%8,0700.1%FinanceNADNuveen Quality Municipal Income Fund$594,2050.0%50,9610.1%Financial ServicesABTAbbott Laboratories$588,851$102,591 ▼-14.8%5,2060.1%MedicalIYHiShares U.S. Healthcare ETF$586,1960.0%10,0600.1%ETFHCAHCA Healthcare$579,590$29,115 ▼-4.8%1,9310.1%MedicalLOWLowe's Companies$526,4240.0%2,1330.1%Retail/WholesaleKMIKinder Morgan$520,724$92,856 ▼-15.1%19,0050.1%Oils/EnergyIJHiShares Core S&P Mid-Cap ETF$502,986$115,777 ▼-18.7%8,0720.1%ETFLMTLockheed Martin$491,285$14,578 ▲3.1%1,0110.1%AerospaceCSCOCisco Systems$466,378$4,854 ▼-1.0%7,8780.1%Computer and TechnologyIYFiShares U.S. Financials ETF$455,8110.0%4,1220.1%ETFADPAutomatic Data Processing$437,631$7,318 ▼-1.6%1,4950.1%Business ServicesShowing largest 100 holdings. 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