$128 Million is the total value of CMH Wealth Management LLC's 48 reported holdings in Q1 2017. The portfolio turnover from Q4 2016 to Q1 2017 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| JPM | Exit | JPMORGAN CHASE & CO | $0 | – | -3,300 | -100.0% | -0.24% | – |
| IWM | Exit | ISHARES TRrussell 2000 etf | $0 | – | -2,135 | -100.0% | -0.25% | – |
| BSCN | Exit | CLAYMORE EXCHANGE TRD FD TR2024 corp bond | $0 | – | -21,670 | -100.0% | -0.39% | – |
| COP | Exit | CONOCOPHILLIPS | $0 | – | -20,935 | -100.0% | -0.92% | – |
| TSN | Exit | TYSON FOODS INCcl a | $0 | – | -18,365 | -100.0% | -1.00% | – |
| BMY | Exit | BRISTOL MYERS SQUIBB CO | $0 | – | -22,360 | -100.0% | -1.10% | – |
| JNPR | Exit | JUNIPER NETWORKS INC | $0 | – | -57,785 | -100.0% | -1.39% | – |
| PYPL | Exit | PAYPAL HLDGS INC | $0 | – | -42,905 | -100.0% | -1.56% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-04-17
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| AMAZON COM INC | 28 | Q3 2023 | 7.7% |
| APPLE INC | 28 | Q3 2023 | 7.5% |
| ALPHABET INC | 28 | Q3 2023 | 6.7% |
| VANGUARD WORLD FDS | 28 | Q3 2023 | 5.3% |
| SELECT SECTOR SPDR TR | 28 | Q3 2023 | 3.8% |
| SELECT SECTOR SPDR TR | 28 | Q3 2023 | 3.2% |
| SALESFORCE INC | 28 | Q3 2023 | 2.7% |
| BLACKROCK INC | 28 | Q3 2023 | 1.8% |
| VISA INC | 28 | Q3 2023 | 2.1% |
| LILLY ELI & CO | 28 | Q3 2023 | 3.1% |
View CMH Wealth Management LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-12 |
| 13F-HR | 2024-01-19 |
| 13F-HR | 2023-10-13 |
| 13F-HR | 2023-07-17 |
| 13F-HR | 2023-04-10 |
| 13F-HR | 2023-01-12 |
| 13F-HR | 2022-10-24 |
| 13F-HR | 2022-07-15 |
| 13F-HR | 2022-04-13 |
| 13F-HR | 2022-01-18 |
View CMH Wealth Management LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.