$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 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| HD | Exit | HOME DEPOT INC | $0 | – | -1,000 | -100.0% | -0.11% | – |
| IGIB | Exit | ISHARES TRintrm tr crp etf | $0 | – | -7,211 | -100.0% | -0.20% | – |
| STT | Exit | STATE STR CORP | $0 | – | -18,504 | -100.0% | -0.83% | – |
| UTX | Exit | UNITED TECHNOLOGIES CORP | $0 | – | -11,968 | -100.0% | -0.88% | – |
| SLB | Exit | SCHLUMBERGER LTD | $0 | – | -27,645 | -100.0% | -0.89% | – |
| XLK | Exit | SELECT SECTOR SPDR TRtechnology | $0 | – | -29,437 | -100.0% | -1.17% | – |
| Exit | SELECT SECTOR SPDR TRsbi materials | $0 | – | -57,453 | -100.0% | -1.76% | – | |
| PGX | Exit | INVESCO EXCHNG TRADED FD TRpfd etf | $0 | – | -406,363 | -100.0% | -3.02% | – |
| IWV | Exit | ISHARES TRrussell 3000 etf | $0 | – | -42,960 | -100.0% | -3.88% | – |
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 | 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.