Filer Name: CFM WEALTH PARTNERS LLC
CIK: 1801097
Period: 2024-12-31
Filed At: 2025-01-24
Number of Holdings: 139
Portfolio Value: $0.59B

Cfm Wealth Partners Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
NVDA US NVIDIA CORP 576,735 $77M 13.06% 889.6% -
AAPL US APPLE INC 294,521 $74M 12.44% -2.2% -
GOOGL US ALPHABET INC-CL A 131,598 $25M 4.20% 3.7% -
AMZN US AMAZON.COM INC 102,849 $23M 3.81% 3.2% -
MSFT US MICROSOFT CORP 49,720 $21M 3.53% 3.0% -
META US META PLATFORMS INC-CLASS A 24,356 $14M 2.41% 34.6% -
CRM US SALESFORCE INC 41,806 $14M 2.36% -1.6% -
V US VISA INC-CLASS A SHARES 43,749 $14M 2.33% 13.9% -
XOM US EXXON MOBIL CORP 126,658 $14M 2.30% -19.4% -
PANW US PALO ALTO NETWORKS INC 68,975 $13M 2.12% 112.9% -
WMB US WILLIAMS COS INC 222,013 $12M 2.03% -0.8% -
PM US PHILIP MORRIS INTERNATIONAL 89,566 $11M 1.82% 0.5% -
COST US COSTCO WHOLESALE CORP 11,241 $10M 1.74% 20.3% -
ORLY US O'REILLY AUTOMOTIVE INC 8,538 $10M 1.71% 12.6% -
SPY US SPDR S&P 500 ETF TRUST 17,186 $10M 1.70% 42.1% -
LLY US ELI LILLY & CO 12,355 $10M 1.61% 57.6% -
QQQ US INVESCO QQQ TRUST SERIES 1 17,334 $9M 1.49% 9.7% -
GOOG US ALPHABET INC-CL C 45,450 $9M 1.46% -0.4% -
IWF US ISHARES RUSSELL 1000 GROWTH 19,232 $8M 1.30% 1.1% -
MA US MASTERCARD INC - A 14,690 $8M 1.30% 20.0% -
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