$166 Million is the total value of CMH Wealth Management LLC's 59 reported holdings in Q4 2018. The portfolio turnover from Q3 2018 to Q4 2018 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPY | New | SPDR S&P 500 ETF TRtr unit | $6,760,000 | – | 27,050 | +100.0% | 4.08% | – |
| BSCK | New | INVESCO EXCH TRD SLF IDX FD | $6,151,000 | – | 291,921 | +100.0% | 3.71% | – |
| NFLX | New | NETFLIX INC | $3,082,000 | – | 11,515 | +100.0% | 1.86% | – |
| DHR | New | DANAHER CORP DEL | $2,335,000 | – | 22,640 | +100.0% | 1.41% | – |
| XLB | New | SELECT SECTOR SPDR TRsbi materials | $2,140,000 | – | 42,353 | +100.0% | 1.29% | – |
| JNK | New | SPDR SERIES TRUSTbloomberg brclys | $1,881,000 | – | 56,000 | +100.0% | 1.14% | – |
| SQ | New | SQUARE INCcl a | $1,465,000 | – | 26,125 | +100.0% | 0.88% | – |
| NVDA | New | NVIDIA CORP | $1,318,000 | – | 9,875 | +100.0% | 0.80% | – |
| XLE | New | SELECT SECTOR SPDR TRenergy | $509,000 | – | 8,880 | +100.0% | 0.31% | – |
| SHW | New | SHERWIN WILLIAMS CO | $35,000 | – | 90 | +100.0% | 0.02% | – |
| PFE | New | PFIZER INC | $14,000 | – | 310 | +100.0% | 0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-01-16
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| AMAZON COM INC | 31 | Q2 2024 | 7.7% |
| APPLE INC | 31 | Q2 2024 | 7.5% |
| ALPHABET INC | 31 | Q2 2024 | 6.7% |
| VANGUARD WORLD FDS | 31 | Q2 2024 | 5.3% |
| SELECT SECTOR SPDR TR | 31 | Q2 2024 | 3.8% |
| SELECT SECTOR SPDR TR | 31 | Q2 2024 | 3.2% |
| SALESFORCE INC | 31 | Q2 2024 | 3.1% |
| BLACKROCK INC | 31 | Q2 2024 | 1.8% |
| LILLY ELI & CO | 31 | Q2 2024 | 3.1% |
| VISA INC | 31 | Q2 2024 | 2.1% |
View CMH Wealth Management LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-01 |
| 13F-HR | 2024-07-11 |
| 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 |
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.