CFM WEALTH PARTNERS LLC 13F Portfolio
CFM WEALTH PARTNERS LLC runs CFM WEALTH PARTNERS LLC and currently holds 149 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $783.29M. Their top holdings are NVDA, AAPL, GOOGL, AMD, AMZN. The top five represent 37.0% of reported portfolio weight. CFM WEALTH PARTNERS LLC ranks #370 out of 1000 investors tracked by Alpha Score. In the most recent quarter, CFM WEALTH PARTNERS LLC initiated 5 new positions. They added to 23 existing positions. They trimmed 47 positions. Their current best-performing preview position is INTC with returns of +216.41%.
Portfolio Value
$783.29M
Alpha Score
66.0
#370 of 1000
Holdings
149
CFM WEALTH PARTNERS LLC Current 13F Holdings
Reported holdings from CFM WEALTH PARTNERS LLC's latest SEC 13F filing, ranked by portfolio weight.
149 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 NVDA NVIDIA CORPORATION | 13.61% | $11.95 | $229.28 | +1,818.66% | Trimmed -1.81% |
 AAPL APPLE INC | 10.02% | $76.14 | $336.68 | +342.19% | Trimmed -1.57% |
 GOOGL ALPHABET INC | 6.09% | $88.36 | $351.66 | +297.99% | Trimmed -0.30% |
 AMD ADVANCED MICRO DEVICES INC | 4.08% | $107.27 | $608.10 | +466.89% | Added +3.51% |
 AMZN AMAZON COM INC | 3.23% | $139.60 | $262.43 | +87.99% | Trimmed -0.56% |
 PANW PALO ALTO NETWORKS INC | 3.02% | $76.34 | $418.78 | +448.57% | Trimmed -0.75% |
 MSFT MICROSOFT CORP | 2.35% | $206.43 | $535.07 | +159.20% | Trimmed -2.63% |
 META META PLATFORMS INC | 2.29% | $405.56 | $718.67 | +77.20% | Trimmed -2.18% |
 WMB WILLIAMS COS INC | 2.15% | $24.48 | $72.67 | +196.85% | Trimmed -0.10% |
 PM PHILIP MORRIS INTL INC | 2.07% | $87.53 | $201.19 | +129.85% | Trimmed -3.74% |
Showing 1-10 of 149