CFM WEALTH PARTNERS LLC
CIK 1801097 · Holdings on Sep 30, 2023 · First reported Oct 11, 2023
Top ten holdings
Q3 2023- AAPL13.93%
- NVDA6.62%
- EXMOC5.13%
- GOOGL4.19%
- MSFT3.88%
- AMZN3.24%
- CRM2.22%
- PM2.16%
- V2.13%
- WMB1.99%
Share classes counted separately45.49%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | AAPLAPPLE INC View history and evidence | $53.17M | 13.93% | 310.57K shares | — | ↗▾ | |
| 02 | NVDANVIDIA CORP View history and evidence | $25.27M | 6.62% | 58.09K shares | — | ↗▾ | |
| 03 | EXMOCEXXON MOBIL CORP View history and evidence | $19.57M | 5.13% | 166.43K shares | — | ↗▾ | |
| 04 | GOOGLALPHABET INC-CL ACAP STK CL A View history and evidence | $16.01M | 4.19% | 122.32K shares | — | ↗▾ | |
| 05 | MSFTMICROSOFT CORP View history and evidence | $14.80M | 3.88% | 46.88K shares | — | ↗▾ | |
| 06 | AMZNAMAZON.COM INC View history and evidence | $12.38M | 3.24% | 97.36K shares | — | ↗▾ | |
| 07 | CRMSALESFORCE INC View history and evidence | $8.47M | 2.22% | 41.77K shares | — | ↗▾ | |
| 08 | PMPHILIP MORRIS INTERNATIONAL View history and evidence | $8.24M | 2.16% | 89.00K shares | — | ↗▾ | |
| 09 | VVISA INC-CLASS A SHARESCOM CL A View history and evidence | $8.14M | 2.13% | 35.40K shares | — | ↗▾ | |
| 10 | WMBWILLIAMS COS INC View history and evidence | $7.60M | 1.99% | 225.57K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 26
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| EPD ENTERPRISE PRODUCTS PARTNERS | Non-derivative | — | — | SEC filing ↗ | |
| FTAI FTAI AVIATION LTD | Non-derivative | — | — | SEC filing ↗ | |
| RY ROYAL BANK OF CANADA | Non-derivative | — | — | SEC filing ↗ |
3 / 26 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1801097 · Period 2023-09-30
Data loaded 2026-09-23 · First reported 2023-10-11
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 381762256
}Research all 141 reported holdings.
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