Cfm Wealth Partners LLC Top Holdings and 13F Report (2024) About Cfm Wealth Partners LLCInvestment ActivityCfm Wealth Partners LLC has $572.56 million in total holdings as of September 30, 2024.Cfm Wealth Partners LLC owns shares of 143 different stocks, but just 38 companies or ETFs make up 80% of its holdings.Approximately 2.82% of the portfolio was purchased this quarter.About 1.89% of the portfolio was sold this quarter.This quarter, Cfm Wealth Partners LLC has purchased 146 new stocks and bought additional shares in 64 stocks.Cfm Wealth Partners LLC sold shares of 49 stocks and completely divested from 8 stocks this quarter.Largest Holdings NVIDIA $71,012,504Apple $69,874,668Alphabet $21,760,209Microsoft $21,433,706Amazon.com $18,843,367 Largest New Holdings this Quarter EQT $897,240 HoldingWEC Energy Group $223,715 HoldingGeneral Electric $209,512 HoldingBristol-Myers Squibb $207,374 HoldingThermo Fisher Scientific $200,360 Holding Largest Purchases this Quarter Eli Lilly and Company 2,798 shares (about $2.48M)Berkshire Hathaway 2,693 shares (about $1.24M)Meta Platforms 1,756 shares (about $1.01M)EQT 24,488 shares (about $897.24K)Costco Wholesale 772 shares (about $684.40K) Largest Sales this Quarter Phillips 66 11,497 shares (about $1.51M)CrowdStrike 5,048 shares (about $1.42M)Starbucks 8,668 shares (about $845.03K)ConocoPhillips 2,775 shares (about $292.16K)McDonald's 857 shares (about $260.96K) 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$71,012,504$155,565 ▼-0.2%584,75412.4%Computer and TechnologyAAPLApple$69,874,668$36,115 ▲0.1%299,89112.2%Computer and TechnologyGOOGLAlphabet$21,760,209$511,482 ▲2.4%131,2043.8%Computer and TechnologyMSFTMicrosoft$21,433,706$14,630 ▲0.1%49,8113.7%Computer and TechnologyAMZNAmazon.com$18,843,367$203,472 ▼-1.1%101,1293.3%Retail/WholesaleXOMExxon Mobil$18,475,845$40,324 ▲0.2%157,6173.2%Oils/EnergyVVisa$11,783,816$372,283 ▲3.3%42,8582.1%Business ServicesPANWPalo Alto Networks$11,636,581$447,074 ▲4.0%34,0452.0%Computer and TechnologyMETAMeta Platforms$11,565,112$1,005,214 ▲9.5%20,2032.0%Computer and TechnologyCRMSalesforce$11,497,154$147,256 ▼-1.3%42,0052.0%Computer and TechnologyPMPhilip Morris International$10,873,312$21,245 ▲0.2%89,5661.9%Consumer StaplesLLYEli Lilly and Company$10,809,486$2,478,890 ▲29.8%12,2011.9%MedicalWMBWilliams Companies$10,209,896$54,141 ▼-0.5%223,6561.8%Oils/EnergyAMDAdvanced Micro Devices$10,183,461$250,714 ▲2.5%62,0641.8%Computer and TechnologySPYSPDR S&P 500 ETF Trust$9,661,200$442,953 ▲4.8%16,8381.7%FinanceCOSTCostco Wholesale$9,601,156$684,404 ▲7.7%10,8301.7%Retail/WholesaleORLYO'Reilly Automotive$9,536,400$472,156 ▲5.2%8,2811.7%Retail/WholesaleQQQInvesco QQQ$8,399,192$284,057 ▲3.5%17,2091.5%FinanceGOOGAlphabet$7,636,774$10,700 ▼-0.1%45,6771.3%Computer and TechnologyMAMastercard$7,187,753$606,880 ▲9.2%14,5561.3%Business ServicesHDHome Depot$7,169,886$374,398 ▲5.5%17,6951.3%Retail/WholesaleIWFiShares Russell 1000 Growth ETF$7,105,943$195,573 ▼-2.7%18,9301.2%ETFIWDiShares Russell 1000 Value ETF$6,660,586$83,891 ▲1.3%35,0931.2%ETFSHWSherwin-Williams$6,403,609$95,417 ▲1.5%16,7781.1%Basic MaterialsFFINFirst Financial Bankshares$6,304,802$162,659 ▼-2.5%170,3541.1%FinanceJPMJPMorgan Chase & Co.$6,254,260$181,760 ▲3.0%29,6611.1%FinanceIWRiShares Russell Mid-Cap ETF$6,132,843$208,891 ▲3.5%69,5811.1%ETFMCDMcDonald's$5,636,452$260,964 ▼-4.4%18,5101.0%Retail/WholesaleCMGChipotle Mexican Grill$5,446,530$6,742 ▼-0.1%94,5251.0%Retail/WholesaleEPDEnterprise Products Partners$5,268,4880.0%180,9860.9%Oils/EnergyUSMViShares MSCI USA Min Vol Factor ETF$4,768,117$92,862 ▲2.0%52,2190.8%ETFBRK.BBerkshire Hathaway$4,602,140$1,239,480 ▲36.9%9,9990.8%FinanceKOCoca-Cola$4,457,548$261,570 ▲6.2%62,0310.8%Consumer StaplesTJXTJX Companies$4,314,504$14,340 ▲0.3%36,7070.8%Retail/WholesaleVOOVanguard S&P 500 ETF$4,195,504$95,508 ▲2.3%7,9510.7%ETFABBVAbbVie$4,187,105$15,403 ▲0.4%21,2030.7%MedicalMOAltria Group$4,178,696$43,741 ▲1.1%81,8710.7%Consumer StaplesFTAIFTAI Aviation$4,129,339$399 ▲0.0%31,0710.7%AerospaceNOWServiceNow$3,804,735$348,812 ▲10.1%4,2540.7%Computer and TechnologyWMTWalmart$3,557,270$143,815 ▼-3.9%44,0530.6%Retail/WholesaleMDLZMondelez International$3,437,958$37,572 ▲1.1%46,6670.6%Consumer StaplesKKRKKR & Co. Inc.$3,346,295$518,541 ▲18.3%25,6260.6%FinanceASOAcademy Sports and Outdoors$3,239,680$49,431 ▼-1.5%55,5120.6%Consumer DiscretionaryCVXChevron$3,189,249$187,473 ▲6.2%21,6560.6%Oils/EnergyNFLXNetflix$3,121,497$26,952 ▲0.9%4,4010.5%Consumer DiscretionaryAMATApplied Materials$3,034,791$1,616 ▼-0.1%15,0200.5%Computer and TechnologyETEnergy Transfer$2,988,0450.0%186,1710.5%Oils/EnergySPSMSPDR Portfolio S&P 600 Small Cap ETF$2,880,191$150,137 ▲5.5%63,2870.5%ETFACLSAxcelis Technologies$2,730,399$3,775 ▼-0.1%26,0410.5%Computer and TechnologyRYRoyal Bank of Canada$2,669,347$43,032 ▼-1.6%21,4010.5%FinanceIWBiShares Russell 1000 ETF$2,659,111$80,169 ▼-2.9%8,4580.5%ETFUNHUnitedHealth Group$2,570,479$582,977 ▲29.3%4,3960.4%MedicalQUALiShares MSCI USA Quality Factor ETF$2,535,801$219,281 ▲9.5%14,1430.4%ETFSBLKStar Bulk Carriers$2,279,547$161,732 ▲7.6%96,2240.4%TransportationLUNGPulmonx$2,188,8830.0%264,0390.4%MedicalCATCaterpillar$2,166,805$20,338 ▲0.9%5,5400.4%Industrial ProductsMRKMerck & Co., Inc.$2,114,714$96,980 ▼-4.4%18,6220.4%MedicalESGDiShares ESG Aware MSCI EAFE ETF$1,951,397$842 ▲0.0%23,1840.3%ManufacturingTSLATesla$1,880,596$180,786 ▼-8.8%7,1880.3%Auto/Tires/TrucksUSACUSA Compression Partners$1,737,2440.0%75,7960.3%Oils/EnergyMPLXMplx$1,685,9680.0%37,9210.3%Oils/EnergyOKEONEOK$1,657,655$121,567 ▼-6.8%18,1900.3%Oils/EnergyHESMHess Midstream$1,490,5100.0%42,2600.3%Oils/EnergyADBEAdobe$1,473,602$12,945 ▼-0.9%2,8460.3%Computer and TechnologyPGProcter & Gamble$1,459,210$237,111 ▲19.4%8,4250.3%Consumer StaplesPWRQuanta Services$1,434,698$167,262 ▼-10.4%4,8120.3%ConstructionPSXPhillips 66$1,403,885$1,511,280 ▼-51.8%10,6800.2%Oils/EnergyODFLOld Dominion Freight Line$1,340,8200.0%6,7500.2%TransportationWESWestern Midstream Partners$1,340,6300.0%35,0400.2%Oils/EnergyGSThe Goldman Sachs Group$1,229,358$328,258 ▲36.4%2,4830.2%FinanceSBUXStarbucks$1,224,741$845,025 ▼-40.8%12,5630.2%Retail/WholesaleUNPUnion Pacific$1,214,653$1,479 ▼-0.1%4,9280.2%TransportationCOPConocoPhillips$1,149,800$292,161 ▼-20.3%10,9210.2%Oils/EnergyTXNTexas Instruments$1,137,168$27,887 ▲2.5%5,5050.2%Computer and TechnologyQCOMQUALCOMM$1,129,863$98,974 ▼-8.1%6,6440.2%Computer and TechnologyENBEnbridge$1,104,714$6,579 ▼-0.6%27,2030.2%Oils/EnergySPGSimon Property Group$1,065,006$303,901 ▲39.9%6,3010.2%FinanceIVWiShares S&P 500 Growth ETF$1,064,136$30,735 ▲3.0%11,1140.2%ETFMSMorgan Stanley$1,060,225$208,793 ▲24.5%10,1710.2%FinanceTRGPTarga Resources$1,023,1930.0%6,9130.2%Oils/EnergyAMGNAmgen$1,022,399$13,855 ▼-1.3%3,1730.2%MedicalEQTEQT$897,240$897,240 ▲New Holding24,4880.2%Oils/EnergyFANGDiamondback Energy$882,516$162,401 ▲22.6%5,1190.2%Oils/EnergyEFAiShares MSCI EAFE ETF$877,530$40,477 ▲4.8%10,4930.2%FinanceHCAHCA Healthcare$824,240$73,157 ▼-8.2%2,0280.1%MedicalPEPPepsiCo$750,771$13,264 ▲1.8%4,4150.1%Consumer StaplesCSXCSX$713,493$52,313 ▲7.9%20,6630.1%TransportationVZVerizon Communications$706,434$22,949 ▼-3.1%15,7300.1%Computer and TechnologyPFEPfizer$699,943$46,622 ▼-6.2%24,1860.1%MedicalABTAbbott Laboratories$696,943$199,631 ▼-22.3%6,1130.1%MedicalCRWDCrowdStrike$669,201$1,415,812 ▼-67.9%2,3860.1%Computer and TechnologyIYHiShares U.S. Healthcare ETF$653,9000.0%10,0600.1%ETFIVViShares Core S&P 500 ETF$653,529$577 ▲0.1%1,1330.1%ETFNKENIKE$639,309$80,356 ▼-11.2%7,2320.1%Consumer DiscretionaryNADNuveen Quality Municipal Income Fund$630,897$234,737 ▲59.3%50,9610.1%Financial ServicesIJHiShares Core S&P Mid-Cap ETF$618,846$2,181 ▲0.4%9,9300.1%ETFPBProsperity Bancshares$581,6050.0%8,0700.1%FinanceLOWLowe's Companies$577,723$31,689 ▲5.8%2,1330.1%Retail/WholesaleCRGYCrescent Energy$576,1230.0%52,6140.1%Oils/EnergyLMTLockheed Martin$573,453$11,691 ▲2.1%9810.1%AerospaceShowing 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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