Cmh Wealth Management LLC Top Holdings and 13F Report (2025) About Cmh Wealth Management LLCInvestment ActivityCmh Wealth Management LLC has $436.60 million in total holdings as of December 31, 2024.Cmh Wealth Management LLC owns shares of 54 different stocks, but just 28 companies or ETFs make up 80% of its holdings.Approximately 5.57% of the portfolio was purchased this quarter.About 5.99% of the portfolio was sold this quarter.This quarter, Cmh Wealth Management LLC has purchased 53 new stocks and bought additional shares in 27 stocks.Cmh Wealth Management LLC sold shares of 20 stocks and completely divested from 1 stock this quarter.Largest Holdings Microsoft $29,051,888Amazon.com $28,021,588Apple $26,819,231Alphabet $26,038,594iShares Russell 2500 ETF $17,603,908 Largest New Holdings this Quarter BLACKROCK INC $7,899,498 HoldingProgressive $277,708 Holding Largest Purchases this Quarter BLACKROCK INC 7,706 shares (about $7.90M)Palo Alto Networks 25,310 shares (about $4.61M)Boeing 23,372 shares (about $4.14M)Adobe 4,678 shares (about $2.08M)Berkshire Hathaway 1,350 shares (about $611.93K) Largest Sales this Quarter Tesla 12,027 shares (about $4.86M)Snowflake 30,700 shares (about $4.74M)SPDR S&P Biotech ETF 26,294 shares (about $2.37M)iShares U.S. Medical Devices ETF 28,163 shares (about $1.64M)Trade Desk 13,860 shares (about $1.63M) 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$29,051,888$250,371 ▲0.9%68,9256.7%Computer and TechnologyAMZNAmazon.com$28,021,588$212,150 ▼-0.8%127,7256.4%Retail/WholesaleAAPLApple$26,819,231$234,143 ▲0.9%107,0976.1%Computer and TechnologyGOOGLAlphabet$26,038,594$115,473 ▼-0.4%137,5526.0%Computer and TechnologySMMDiShares Russell 2500 ETF$17,603,908$79,492 ▲0.5%258,8814.0%ETFVFHVanguard Financials ETF$16,277,957$200,837 ▲1.2%137,8673.7%ETFVDEVanguard Energy ETF$14,066,502$293,449 ▲2.1%115,9553.2%ETFNOWServiceNow$12,904,841$251,248 ▼-1.9%12,1733.0%Computer and TechnologyTSLATesla$12,750,845$4,856,984 ▼-27.6%31,5742.9%Auto/Tires/TrucksACWXiShares MSCI ACWI ex U.S. ETF$12,051,203$159,297 ▲1.3%231,0432.8%ManufacturingLLYEli Lilly and Company$10,709,184$426,144 ▲4.1%13,8722.5%MedicalCRMSalesforce$10,522,896$328,705 ▼-3.0%31,4372.4%Computer and TechnologyBABoeing$9,941,559$4,136,844 ▲71.3%56,1672.3%AerospaceTJXTJX Companies$9,666,371$14,256 ▼-0.1%80,0132.2%Retail/WholesaleDHRDanaher$9,519,506$289,800 ▲3.1%41,4222.2%Multi-Sector ConglomeratesXLCCommunication Services Select Sector SPDR Fund$9,375,275$71,543 ▼-0.8%96,8422.1%ETFPANWPalo Alto Networks$9,164,416$4,605,408 ▲101.0%50,3652.1%Computer and TechnologyVCITVanguard Intermediate-Term Corporate Bond ETF$8,888,779$503,132 ▲6.0%110,7362.0%ETFVDCVanguard Consumer Staples ETF$8,641,004$143,104 ▲1.7%40,8792.0%ETFVVisa$8,206,295$87,543 ▲1.1%25,9661.9%Business ServicesMAMastercard$8,196,589$10,005 ▼-0.1%15,5661.9%Business ServicesFIFiserv$8,113,474$180,153 ▼-2.2%39,4971.9%Business ServicesXLIIndustrial Select Sector SPDR Fund$7,924,047$217,272 ▲2.8%60,1401.8%ETFBLACKROCK INC$7,899,498$7,899,498 ▲New Holding7,7061.8%COMADBEAdobe$7,895,739$2,080,213 ▲35.8%17,7561.8%Computer and TechnologySNOWSnowflake$7,634,649$4,740,388 ▼-38.3%49,4441.7%Computer and TechnologyTCHPT. Rowe Price Blue Chip Growth ETF$7,153,900$912,187 ▼-11.3%169,8861.6%ETFSNPSSynopsys$6,921,719$399,451 ▼-5.5%14,2611.6%Computer and TechnologyUNHUnitedHealth Group$6,885,767$120,395 ▲1.8%13,6121.6%MedicalHONHoneywell International$6,786,640$111,590 ▲1.7%30,0441.6%Multi-Sector ConglomeratesTTDTrade Desk$6,628,810$1,628,966 ▼-19.7%56,4011.5%Computer and TechnologySOXXiShares Semiconductor ETF$6,319,676$60,984 ▲1.0%29,3271.4%ETFTGTTarget$6,313,042$123,825 ▲2.0%46,7011.4%Retail/WholesaleFBNDFidelity Total Bond ETF$6,264,776$455,432 ▲7.8%138,8911.4%ETFXLVHealth Care Select Sector SPDR Fund$6,247,192$208,694 ▲3.5%45,4111.4%ETFNVDANVIDIA$5,794,077$39,884 ▲0.7%43,1461.3%Computer and TechnologyXLBMaterials Select Sector SPDR Fund$5,135,822$121,582 ▲2.4%61,0391.2%ETFPPAInvesco Aerospace & Defense ETF$4,921,229$464,312 ▲10.4%42,8941.1%ETFVNQVanguard Real Estate ETF$4,312,363$100,928 ▲2.4%48,4101.0%ETFVONEVanguard Russell 1000$4,183,237$488,631 ▼-10.5%15,6841.0%ETFIHIiShares U.S. Medical Devices ETF$3,661,696$1,643,311 ▼-31.0%62,7540.8%ETFXBISPDR S&P Biotech ETF$3,434,439$2,368,038 ▼-40.8%38,1350.8%ETFJAVAJPMorgan Active Value ETF$2,799,000$295,611 ▼-9.6%44,2180.6%ETFBRK.BBerkshire Hathaway$1,664,445$611,928 ▲58.1%3,6720.4%FinancePGProcter & Gamble$513,680$66,725 ▼-11.5%3,0640.1%Consumer StaplesJNJJohnson & Johnson$443,261$3,182 ▲0.7%3,0650.1%MedicalMPCMarathon Petroleum$403,016$5,301 ▼-1.3%2,8890.1%Oils/EnergyABBVAbbVie$399,825$711 ▼-0.2%2,2500.1%MedicalZBHZimmer Biomet$286,0610.0%2,7020.1%MedicalPGRProgressive$277,708$277,708 ▲New Holding1,1590.1%FinanceQQQInvesco QQQ$268,9070.0%5260.1%FinanceMCOMoody's$252,3070.0%5330.1%FinanceJPMJPMorgan Chase & Co.$233,4780.0%9740.1%FinanceAPDAir Products and Chemicals$207,9590.0%7170.0%Basic MaterialsBLKBlackRock$0$7,570,444 ▼-100.0%00.0%FinanceShowing 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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