CFM WEALTH PARTNERS LLC Portfolio Holdings
Q3 2025•147 long positions•$688.8M portfolio value
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Holding152 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Semiconductors Technology | $106.3M 15.43% | +$12.1K Bought | 0.002% 569.5K shares | 569.5K → 569.5K +$12.1K | +0.01% | $4.54T Mega Cap | Q4 2019 Held for 5y 11m | |
Consumer Electronics Technology | $73.6M 10.68% | -$267.9K Sold | 0.002% 289.0K shares | 290.1K → 289.0K −$267.9K | -0.36% | $3.78T Mega Cap | Q4 2019 Held for 5y 11m | |
Internet Content & Information Communication Services | $33.0M 4.79% | +$291.2K Bought | 0.001% 135.6K shares | 134.4K → 135.6K +$291.2K | +0.89% | $2.95T Mega Cap | Q4 2019 Held for 5y 11m | |
Software - Infrastructure Technology | $26.6M 3.87% | +$508.1K Bought | 0.001% 51.4K shares | 50.4K → 51.4K +$508.1K | +1.94% | $3.85T Mega Cap | Q4 2019 Held for 5y 11m | |
Specialty Retail Consumer Cyclical | $24.2M 3.52% | +$457.6K Bought | 0.001% 110.3K shares | 108.2K → 110.3K +$457.6K | +1.93% | $2.34T Mega Cap | Q4 2019 Held for 5y 11m | |
Internet Content & Information Communication Services | $21.7M 3.15% | +$2.1M Bought | 0.001% 29.6K shares | 26.7K → 29.6K +$2.1M | +10.9% | $1.84T Mega Cap | Q4 2019 Held for 5y 11m | |
Financial - Credit Services Financial Services | $15.7M 2.28% | +$224.3K Bought | 0.002% 46.1K shares | 45.4K → 46.1K +$224.3K | +1.45% | $662.60B Mega Cap | Q4 2019 Held for 5y 11m | |
Software - Infrastructure Technology | $15.7M 2.28% | +$1.6M Bought | 0.011% 77.0K shares | 69.4K → 77.0K +$1.6M | +10.99% | $137.82B Large Cap | Q4 2019 Held for 5y 11m | |
Specialty Retail Consumer Cyclical | $15.1M 2.19% | +$264.6K Bought | 0.017% 140.0K shares | 137.6K → 140.0K +$264.6K | +1.78% | $91.5B Large Cap | Q4 2019 Held for 5y 11m | |
Tobacco Consumer Defensive | $14.5M 2.11% | — | 0.006% 89.6K shares | — | — | $252.48B Mega Cap | Q4 2019 Held for 5y 11m | |
Oil & Gas Midstream Energy | $14.3M 2.07% | +$193.8K Bought | 0.018% 225.1K shares | 222.0K → 225.1K +$193.8K | +1.38% | $77.4B Large Cap | Q4 2019 Held for 5y 11m | |
Discount Stores Consumer Defensive | $11.5M 1.67% | +$263.8K Bought | 0.003% 12.4K shares | 12.2K → 12.4K +$263.8K | +2.35% | $410.27B Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $11.3M 1.64% | +$34.6K Bought | — 17.0K shares | 16.9K → 17.0K +$34.6K | +0.31% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $11.1M 1.61% | +$264.8K Bought | — 18.4K shares | 18.0K → 18.4K +$264.8K | +2.45% | — — | Q4 2019 Held for 5y 11m | |
Internet Content & Information Communication Services | $10.9M 1.58% | -$267.4K Sold | 0.0% 44.6K shares | 45.7K → 44.6K −$267.4K | -2.4% | $2.95T Mega Cap | Q4 2019 Held for 5y 11m | |
Banks - Diversified Financial Services | $10.8M 1.57% | +$397.8K Bought | 0.001% 34.3K shares | 33.0K → 34.3K +$397.8K | +3.82% | $867.35B Mega Cap | Q4 2019 Held for 5y 11m | |
Oil & Gas Integrated Energy | $10.6M 1.53% | -$3.6M Sold | 0.002% 93.7K shares | 125.3K → 93.7K −$3.6M | -25.23% | $480.68B Mega Cap | Q4 2019 Held for 5y 11m | |
Financial - Credit Services Financial Services | $8.9M 1.3% | +$86.5K Bought | 0.002% 15.7K shares | 15.5K → 15.7K +$86.5K | +0.98% | $514.21B Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $8.9M 1.29% | -$465.1K Sold | — 19.0K shares | 20.0K → 19.0K −$465.1K | -4.96% | — — | Q4 2019 Held for 5y 11m | |
Entertainment Communication Services | $8.4M 1.22% | +$561.1K Bought | 0.002% 7.0K shares | 6.6K → 7.0K +$561.1K | +7.12% | $509.45B Mega Cap | Q4 2019 Held for 5y 11m | |
Software - Application Technology | $8.3M 1.21% | -$1.9M Sold | 0.004% 35.1K shares | 43.2K → 35.1K −$1.9M | -18.77% | $225.62B Mega Cap | Q4 2019 Held for 5y 11m | |
Home Improvement Consumer Cyclical | $8.2M 1.19% | +$222.9K Bought | 0.002% 20.2K shares | 19.7K → 20.2K +$222.9K | +2.8% | $403.32B Mega Cap | Q4 2019 Held for 5y 11m | |
Drug Manufacturers - General Healthcare | $8.1M 1.18% | -$524.2K Sold | 0.001% 10.6K shares | 11.3K → 10.6K −$524.2K | -6.07% | $684.00B Mega Cap | Q4 2019 Held for 5y 11m | |
Semiconductors Technology | $7.8M 1.13% | +$5.4M Bought | 0.0% 23.5K shares | 7.3K → 23.5K +$5.4M | +223.91% | $1.56T Mega Cap | Q1 2025 Held for 8 months | |
ETF ETF | $7.5M 1.09% | +$31.8K Bought | — 36.9K shares | 36.8K → 36.9K +$31.8K | +0.42% | — — | Q4 2019 Held for 5y 11m | |
Semiconductors Technology | $7.3M 1.06% | -$13.4K Sold | 0.003% 45.2K shares | 45.3K → 45.2K −$13.4K | -0.18% | $262.56B Mega Cap | Q4 2019 Held for 5y 11m | |
Software - Infrastructure Technology | $6.7M 0.97% | +$1.0M Bought | 0.005% 13.6K shares | 11.5K → 13.6K +$1.0M | +18.27% | $123.06B Large Cap | Q1 2021 Held for 4y 8m | |
Chemicals - Specialty Basic Materials | $6.4M 0.923% | +$176.9K Bought | 0.007% 18.4K shares | 17.9K → 18.4K +$176.9K | +2.86% | $86.3B Large Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $6.3M 0.921% | -$388.1K Sold | — 65.7K shares | 69.7K → 65.7K −$388.1K | -5.77% | — — | Q4 2019 Held for 5y 11m | |
Discount Stores Consumer Defensive | $5.9M 0.856% | +$502.2K Bought | 0.001% 57.2K shares | 52.3K → 57.2K +$502.2K | +9.32% | $821.68B Mega Cap | Q4 2019 Held for 5y 11m | |
Oil & Gas Midstream Energy | $5.9M 0.852% | -$8.6K Sold | 0.009% 187.7K shares | 187.9K → 187.7K −$8.6K | -0.15% | $67.7B Large Cap | Q3 2021 Held for 4y 2m | |
Software - Application Technology | $5.8M 0.848% | +$650.6K Bought | 0.003% 6.3K shares | 5.6K → 6.3K +$650.6K | +12.54% | $190.98B Large Cap | Q4 2019 Held for 5y 11m | |
Apparel - Retail Consumer Cyclical | $5.8M 0.844% | +$284.6K Bought | 0.004% 40.2K shares | 38.3K → 40.2K +$284.6K | +5.15% | $160.86B Large Cap | Q4 2019 Held for 5y 11m | |
Drug Manufacturers - General Healthcare | $5.7M 0.82% | +$322.8K Bought | 0.001% 24.4K shares | 23.0K → 24.4K +$322.8K | +6.06% | $409.03B Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $5.5M 0.804% | +$98.4K Bought | — 58.2K shares | 57.2K → 58.2K +$98.4K | +1.81% | — — | Q4 2019 Held for 5y 11m | |
Tobacco Consumer Defensive | $5.5M 0.792% | +$10.2K Bought | 0.005% 82.6K shares | 82.4K → 82.6K +$10.2K | +0.19% | $110.97B Large Cap | Q4 2019 Held for 5y 11m | |
Restaurants Consumer Cyclical | $5.4M 0.791% | -$487.1K Sold | 0.003% 17.9K shares | 19.5K → 17.9K −$487.1K | -8.21% | $216.86B Mega Cap | Q4 2019 Held for 5y 11m | |
Banks - Regional Financial Services | $5.4M 0.79% | — | 0.114% 161.8K shares | — | — | $4.8B Mid Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $5.1M 0.746% | +$105.9K Bought | — 8.4K shares | 8.2K → 8.4K +$105.9K | +2.1% | — — | Q4 2019 Held for 5y 11m | |
Insurance - Diversified Financial Services | $5.0M 0.726% | -$825.5K Sold | 0.0% 9.9K shares | 11.6K → 9.9K −$825.5K | -14.17% | $1.08T Mega Cap | Q4 2019 Held for 5y 11m | |
Asset Management Financial Services | $4.5M 0.648% | +$413.9K Bought | 0.004% 34.3K shares | 31.1K → 34.3K +$413.9K | +10.23% | $115.78B Large Cap | Q2 2021 Held for 4y 5m | |
Beverages - Non-Alcoholic Consumer Defensive | $4.2M 0.606% | -$399.8K Sold | 0.001% 63.0K shares | 69.0K → 63.0K −$399.8K | -8.74% | $285.42B Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $3.6M 0.521% | +$93.7K Bought | — 18.4K shares | 18.0K → 18.4K +$93.7K | +2.68% | — — | Q4 2019 Held for 5y 11m | |
Oil & Gas Integrated Energy | $3.2M 0.471% | -$89.4K Sold | 0.001% 20.9K shares | 21.5K → 20.9K −$89.4K | -2.68% | $312.88B Mega Cap | Q4 2019 Held for 5y 11m | |
Oil & Gas Midstream Energy | $3.2M 0.47% | — | 0.006% 188.9K shares | — | — | $58.9B Large Cap | Q3 2021 Held for 4y 2m | |
Financial - Capital Markets Financial Services | $3.2M 0.46% | +$490.6K Bought | 0.001% 4.0K shares | 3.4K → 4.0K +$490.6K | +18.34% | $241.07B Mega Cap | Q1 2022 Held for 3y 8m | |
Banks - Diversified Financial Services | $3.2M 0.458% | — | 0.002% 21.4K shares | — | — | $207.77B Mega Cap | Q1 2020 Held for 5y 8m | |
Semiconductors Technology | $3.0M 0.437% | — | 0.002% 14.7K shares | — | — | $163.10B Large Cap | Q4 2019 Held for 5y 11m | |
Food Confectioners Consumer Defensive | $2.9M 0.427% | — | 0.004% 47.1K shares | — | — | $80.8B Large Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $2.8M 0.405% | -$133.1K Sold | — 60.2K shares | 63.1K → 60.2K −$133.1K | -4.55% | — — | Q4 2022 Held for 2y 11m |
