Cmh Wealth Management LLC Top Holdings and 13F Report (2025) About Cmh Wealth Management LLCInvestment ActivityCmh Wealth Management LLC has $399.13 million in total holdings as of March 31, 2025.Cmh Wealth Management LLC owns shares of 55 different stocks, but just 28 companies or ETFs make up 80% of its holdings.Approximately 4.28% of the portfolio was purchased this quarter.About 5.65% of the portfolio was sold this quarter.This quarter, Cmh Wealth Management LLC has purchased 54 new stocks and bought additional shares in 20 stocks.Cmh Wealth Management LLC sold shares of 28 stocks and completely divested from 1 stock this quarter.Largest Holdings Microsoft $25,141,745Apple $24,028,691Amazon.com $20,301,123Alphabet $18,068,911Vanguard Financials ETF $16,170,981 Largest New Holdings this Quarter 46438F101 - ISHARES BITCOIN TRUST ETF $336,236 Holding049560105 - Atmos Energy $208,683 Holding Largest Purchases this Quarter Trade Desk 147,247 shares (about $8.06M)Adobe 12,410 shares (about $4.76M)Target 14,719 shares (about $1.54M)Snowflake 2,385 shares (about $348.59K)ISHARES BITCOIN TRUST ETF 7,183 shares (about $336.24K) Largest Sales this Quarter Amazon.com 21,023 shares (about $4.00M)Alphabet 20,707 shares (about $3.20M)ServiceNow 3,607 shares (about $2.87M)Salesforce 5,520 shares (about $1.48M)Eli Lilly and Company 1,575 shares (about $1.30M) 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$25,141,745$732,010 ▼-2.8%66,9756.3%Computer and TechnologyAAPLApple$24,028,691$239,234 ▲1.0%108,1746.0%Computer and TechnologyAMZNAmazon.com$20,301,123$3,999,836 ▼-16.5%106,7025.1%Retail/WholesaleGOOGLAlphabet$18,068,911$3,202,131 ▼-15.1%116,8454.5%Computer and TechnologyVFHVanguard Financials ETF$16,170,981$299,989 ▼-1.8%135,3564.1%ETFSMMDiShares Russell 2500 ETF$16,161,400$29,019 ▼-0.2%258,4174.0%ETFVDEVanguard Energy ETF$15,099,152$58,629 ▲0.4%116,4073.8%ETFACWXiShares MSCI ACWI ex U.S. ETF$12,964,598$153,264 ▲1.2%233,8073.2%ManufacturingADBEAdobe$11,569,566$4,759,607 ▲69.9%30,1662.9%Computer and TechnologyTTDTrade Desk$11,143,619$8,057,356 ▲261.1%203,6482.8%Computer and TechnologyLLYEli Lilly and Company$10,156,215$1,300,808 ▼-11.4%12,2972.5%MedicalTJXTJX Companies$9,818,907$73,324 ▲0.8%80,6152.5%Retail/WholesaleBABoeing$9,497,077$82,205 ▼-0.9%55,6852.4%AerospaceVCITVanguard Intermediate-Term Corporate Bond ETF$9,235,119$181,344 ▲2.0%112,9542.3%ETFXLCCommunication Services Select Sector SPDR Fund$9,131,983$208,428 ▼-2.2%94,6812.3%ETFVDCVanguard Consumer Staples ETF$8,964,618$19,475 ▲0.2%40,9682.2%ETFVVisa$8,859,278$240,766 ▼-2.6%25,2792.2%Business ServicesFIFiserv$8,792,788$70,666 ▲0.8%39,8172.2%Business ServicesDHRDanaher$8,520,005$28,495 ▲0.3%41,5612.1%MedicalPANWPalo Alto Networks$8,504,356$89,927 ▼-1.0%49,8382.1%Computer and TechnologyTSLATesla$8,442,137$259,419 ▲3.2%32,5752.1%Auto/Tires/TrucksMAMastercard$8,384,592$147,444 ▼-1.7%15,2972.1%Business ServicesXLIIndustrial Select Sector SPDR Fund$7,864,724$17,826 ▼-0.2%60,0042.0%ETFSNOWSnowflake$7,575,327$348,592 ▲4.8%51,8291.9%Computer and TechnologyUNHUnitedHealth Group$7,254,985$125,700 ▲1.8%13,8521.8%MedicalBLACKROCK INC$7,196,088$97,487 ▼-1.3%7,6031.8%COMCRMSalesforce$6,955,086$1,481,347 ▼-17.6%25,9171.7%Computer and TechnologyNOWServiceNow$6,819,735$2,871,677 ▼-29.6%8,5661.7%Computer and TechnologyXLVHealth Care Select Sector SPDR Fund$6,617,903$12,557 ▼-0.2%45,3251.7%ETFHONHoneywell International$6,475,103$113,286 ▲1.8%30,5791.6%Multi-Sector ConglomeratesTGTTarget$6,409,791$1,536,075 ▲31.5%61,4201.6%Retail/WholesaleFBNDFidelity Total Bond ETF$6,406,110$65,736 ▲1.0%140,3311.6%ETFTCHPT. Rowe Price Blue Chip Growth ETF$6,366,325$104,633 ▼-1.6%167,1391.6%ETFSOXXiShares Semiconductor ETF$5,518,273$188 ▼0.0%29,3261.4%ETFXLBMaterials Select Sector SPDR Fund$5,291,983$43,850 ▲0.8%61,5491.3%ETFPPAInvesco Aerospace & Defense ETF$5,258,153$258,858 ▲5.2%45,1151.3%ETFNVDANVIDIA$4,739,024$62,860 ▲1.3%43,7261.2%Computer and TechnologyVNQVanguard Real Estate ETF$4,483,812$100,771 ▲2.3%49,5231.1%ETFVONEVanguard Russell 1000$3,914,267$67,273 ▼-1.7%15,4191.0%ETFIHIiShares U.S. Medical Devices ETF$3,721,488$55,676 ▼-1.5%61,8290.9%ETFXBISPDR S&P Biotech ETF$3,077,664$15,085 ▼-0.5%37,9490.8%ETFJAVAJPMorgan Active Value ETF$2,783,433$26,178 ▼-0.9%43,8060.7%ETFBRK.BBerkshire Hathaway$1,715,973$239,661 ▼-12.3%3,2220.4%FinancePGProcter & Gamble$522,1670.0%3,0640.1%Consumer StaplesJNJJohnson & Johnson$508,3000.0%3,0650.1%MedicalISHARES BITCOIN TRUST ETF$336,236$336,236 ▲New Holding7,1830.1%SHS BEN INTABBVAbbVie$336,071$135,350 ▼-28.7%1,6040.1%MedicalPGRProgressive$328,0090.0%1,1590.1%FinanceMPCMarathon Petroleum$324,743$96,155 ▼-22.8%2,2290.1%EnergyZBHZimmer Biomet$260,314$45,498 ▼-14.9%2,3000.1%MedicalMCOMoody's$248,2130.0%5330.1%FinanceJPMJPMorgan Chase & Co.$229,110$9,812 ▼-4.1%9340.1%FinanceQQQInvesco QQQ$213,828$32,824 ▼-13.3%4560.1%FinanceAPDAir Products and Chemicals$211,4580.0%7170.1%Basic MaterialsATOAtmos Energy$208,683$208,683 ▲New Holding1,3500.1%UtilitiesSNPSSynopsys$0$6,921,719 ▼-100.0%00.0%Computer and TechnologyShowing 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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