CMH Wealth Management LLC
CIK 1657516 · Holdings on Dec 31, 2024 · First reported Jan 16, 2025
Top ten holdings
Q4 2024- MSFT6.65%
- AMZN6.42%
- AAPL6.14%
- GOOGL5.96%
- SMMD4.03%
- VFH3.73%
- VDE3.22%
- NOW2.96%
- TSLA2.92%
- ACWX2.76%
Share classes counted separately44.79%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- BAWeight increased · +1.11 pp1.17% → 2.28%Shares +23.37K (+71.27%)
- AMZNWeight increased · +0.78 pp5.64% → 6.42%Shares -967 (-0.75%)
- GOOGLWeight increased · +0.57 pp5.39% → 5.96%Shares -610 (-0.44%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | MSFTMICROSOFT CORP View history and evidence | $29.05M | 6.65% | 68.92K shares | 6.92% → 6.65%-0.27 pp +594 (+0.87%) | Added | ↗▾ |
| 02 | AMZNAMAZON.COM INC View history and evidence | $28.02M | 6.42% | 127.72K shares | 5.64% → 6.42%+0.78 pp -967 (-0.75%) | Reduced | ↗▾ |
| 03 | AAPLAPPLE INC View history and evidence | $26.82M | 6.14% | 107.10K shares | 5.82% → 6.14%+0.32 pp +935 (+0.88%) | Added | ↗▾ |
| 04 | GOOGLALPHABET INC-CL ACAP STK CL A View history and evidence | $26.04M | 5.96% | 137.55K shares | 5.39% → 5.96%+0.57 pp -610 (-0.44%) | Reduced | ↗▾ |
| 05 | SMMDISHARES RUSSELL 2500 ETFRUSEL 2500 ETF View history and evidence | $17.60M | 4.03% | 258.88K shares | 4.11% → 4.03%-0.08 pp +1.17K (+0.45%) | Added | ↗▾ |
| 06 | VFHVANGUARD FINANCIALS ETFFINANCIALS ETF View history and evidence | $16.28M | 3.73% | 137.87K shares | 3.54% → 3.73%+0.19 pp +1.70K (+1.25%) | Added | ↗▾ |
| 07 | VDEVANGUARD ENERGY ETFENERGY ETF View history and evidence | $14.07M | 3.22% | 115.95K shares | 3.30% → 3.22%-0.08 pp +2.42K (+2.13%) | Added | ↗▾ |
| 08 | NOWSERVICENOW INC View history and evidence | $12.90M | 2.96% | 12.17K shares | 2.61% → 2.96%+0.35 pp -237 (-1.91%) | Reduced | ↗▾ |
| 09 | TSLATESLA INC View history and evidence | $12.75M | 2.92% | 31.57K shares | 2.68% → 2.92%+0.24 pp -12.03K (-27.58%) | Reduced | ↗▾ |
| 10 | ACWXISHARES MSCI ACWI EX US ETFMSCI ACWI EX US View history and evidence | $12.05M | 2.76% | 231.04K shares | 3.07% → 2.76%-0.31 pp +3.05K (+1.34%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1657516 · Period 2024-12-31
Data loaded 2026-09-23 · First reported 2025-01-16
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 436599870
}Research all 54 reported holdings.
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