Cmh Wealth Management LLC Top Holdings and 13F Report (2024) About Cmh Wealth Management LLCInvestment ActivityCmh Wealth Management LLC has $425.12 million in total holdings as of September 30, 2024.Cmh Wealth Management LLC owns shares of 53 different stocks, but just 29 companies or ETFs make up 80% of its holdings.Approximately 4.11% of the portfolio was purchased this quarter.About 2.91% of the portfolio was sold this quarter.This quarter, Cmh Wealth Management LLC has purchased 49 new stocks and bought additional shares in 18 stocks.Cmh Wealth Management LLC sold shares of 25 stocks and completely divested from 0 stocks this quarter.Largest Holdings Microsoft $29,402,830Apple $24,735,746Amazon.com $23,979,181Alphabet $22,914,168iShares Russell 2500 ETF $17,454,834 Largest New Holdings this Quarter NVIDIA $5,204,008 HoldingInvesco Aerospace & Defense ETF $4,466,240 HoldingAir Products and Chemicals $213,480 HoldingJPMorgan Chase & Co. $205,378 Holding Largest Purchases this Quarter NVIDIA 42,849 shares (about $5.20M)Invesco Aerospace & Defense ETF 38,847 shares (about $4.47M)Snowflake 36,409 shares (about $4.18M)Tesla 5,540 shares (about $1.45M)Vanguard Intermediate-Term Corporate Bond ETF 3,879 shares (about $324.87K) Largest Sales this Quarter iShares Semiconductor ETF 15,560 shares (about $3.59M)Target 19,070 shares (about $2.97M)Boeing 18,733 shares (about $2.85M)Trade Desk 3,437 shares (about $376.87K)Eli Lilly and Company 367 shares (about $325.14K) 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$29,402,830$261,192 ▲0.9%68,3316.9%Computer and TechnologyAAPLApple$24,735,746$151,450 ▼-0.6%106,1625.8%Computer and TechnologyAMZNAmazon.com$23,979,181$167,883 ▲0.7%128,6925.6%Retail/WholesaleGOOGLAlphabet$22,914,168$17,746 ▲0.1%138,1625.4%Computer and TechnologySMMDiShares Russell 2500 ETF$17,454,834$128,145 ▼-0.7%257,7124.1%ETFVFHVanguard Financials ETF$15,040,981$78,317 ▼-0.5%136,1663.5%ETFVDEVanguard Energy ETF$14,023,608$180,705 ▲1.3%113,5363.3%ETFACWXiShares MSCI ACWI ex U.S. ETF$13,045,531$60,424 ▲0.5%227,9893.1%ManufacturingLLYEli Lilly and Company$11,800,721$325,140 ▼-2.7%13,3202.8%MedicalTSLATesla$11,407,330$1,449,430 ▲14.6%43,6012.7%Auto/Tires/TrucksDHRDanaher$11,176,347$39,517 ▲0.4%40,1612.6%Multi-Sector ConglomeratesNOWServiceNow$11,099,380$316,614 ▼-2.8%12,4102.6%Computer and TechnologyTJXTJX Companies$9,418,598$239,194 ▼-2.5%80,1312.2%Retail/WholesaleSNOWSnowflake$9,205,340$4,181,938 ▲83.2%80,1442.2%Computer and TechnologyCRMSalesforce$8,886,303$49,888 ▼-0.6%32,4192.1%Computer and TechnologyVDCVanguard Consumer Staples ETF$8,836,144$111,655 ▼-1.2%40,2022.1%ETFXLCCommunication Services Select Sector SPDR Fund$8,821,323$142,018 ▼-1.6%97,5812.1%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$8,749,195$324,866 ▲3.9%104,4682.1%ETFPANWPalo Alto Networks$8,563,799$145,949 ▲1.7%25,0552.0%Computer and TechnologyXLIIndustrial Select Sector SPDR Fund$7,922,022$35,214 ▲0.4%58,4911.9%ETFUNHUnitedHealth Group$7,819,511$178,327 ▼-2.2%13,3741.8%MedicalTTDTrade Desk$7,704,119$376,867 ▼-4.7%70,2611.8%Computer and TechnologyMAMastercard$7,695,873$102,217 ▼-1.3%15,5851.8%Business ServicesSNPSSynopsys$7,638,387$165,083 ▲2.2%15,0841.8%Computer and TechnologyTCHPT. Rowe Price Blue Chip Growth ETF$7,592,963$142,109 ▼-1.8%191,5481.8%ETFBLKBlackRock$7,570,444$139,578 ▼-1.8%7,9731.8%FinanceFIFiserv$7,253,190$175,338 ▼-2.4%40,3741.7%Business ServicesTGTTarget$7,136,051$2,972,251 ▼-29.4%45,7851.7%Retail/WholesaleVVisa$7,063,191$8,249 ▼-0.1%25,6891.7%Business ServicesADBEAdobe$6,771,527$55,920 ▲0.8%13,0781.6%Computer and TechnologyXLVHealth Care Select Sector SPDR Fund$6,760,554$46,052 ▼-0.7%43,8941.6%ETFSOXXiShares Semiconductor ETF$6,697,256$3,587,980 ▼-34.9%29,0441.6%ETFXBISPDR S&P Biotech ETF$6,365,586$140,691 ▼-2.2%64,4291.5%ETFHONHoneywell International$6,108,281$22,945 ▲0.4%29,5501.4%Multi-Sector ConglomeratesFBNDFidelity Total Bond ETF$6,041,374$226,609 ▲3.9%128,7941.4%ETFXLBMaterials Select Sector SPDR Fund$5,743,670$8,000 ▼-0.1%59,5941.4%ETFIHIiShares U.S. Medical Devices ETF$5,384,105$67,452 ▼-1.2%90,9171.3%ETFNVDANVIDIA$5,204,008$5,204,008 ▲New Holding42,8491.2%Computer and TechnologyBABoeing$4,986,152$2,848,165 ▼-36.4%32,7951.2%AerospaceVNQVanguard Real Estate ETF$4,643,967$18,074 ▲0.4%47,2771.1%ETFVONEVanguard Russell 1000$4,555,387$41,871 ▲0.9%17,5161.1%ETFPPAInvesco Aerospace & Defense ETF$4,466,240$4,466,240 ▲New Holding38,8471.1%ETFJAVAJPMorgan Active Value ETF$3,132,255$2,499 ▲0.1%48,8880.7%ETFBRK.BBerkshire Hathaway$1,068,7250.0%2,3220.3%FinancePGProcter & Gamble$599,6190.0%3,4620.1%Consumer StaplesJNJJohnson & Johnson$493,149$4,052 ▼-0.8%3,0430.1%MedicalMPCMarathon Petroleum$476,838$16,291 ▼-3.3%2,9270.1%Oils/EnergyABBVAbbVie$445,1200.0%2,2540.1%MedicalZBHZimmer Biomet$292,3300.0%2,7020.1%MedicalQQQInvesco QQQ$257,0810.0%5260.1%FinanceMCOMoody's$252,9570.0%5330.1%FinanceAPDAir Products and Chemicals$213,480$213,480 ▲New Holding7170.1%Basic MaterialsJPMJPMorgan Chase & Co.$205,378$205,378 ▲New Holding9740.0%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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