$165 Million is the total value of CMH Wealth Management LLC's 52 reported holdings in Q1 2019. The portfolio turnover from Q4 2018 to Q1 2019 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FBND | New | FIDELITYtotal bd etf | $16,413,000 | – | 328,520 | +100.0% | 9.94% | – |
| STZ | New | CONSTELLATION BRANDS INCcl a | $2,730,000 | – | 15,570 | +100.0% | 1.65% | – |
| MA | New | MASTERCARD INCcl a | $2,337,000 | – | 9,925 | +100.0% | 1.42% | – |
| SLB | New | SCHLUMBERGER LTD | $2,040,000 | – | 46,825 | +100.0% | 1.24% | – |
| MPC | New | MARATHON PETE CORP | $1,755,000 | – | 29,315 | +100.0% | 1.06% | – |
| BSCP | New | INVESCO EXCH TRD SLF IDX F | $1,160,000 | – | 56,440 | +100.0% | 0.70% | – |
| CARG | New | CARGURUS INC | $401,000 | – | 10,000 | +100.0% | 0.24% | – |
| TMO | New | THERMO FISHER SCIENTIFIC I | $241,000 | – | 879 | +100.0% | 0.15% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-04-15
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.