CMH Wealth Management LLC - Q3 2019 holdings

$177 Million is the total value of CMH Wealth Management LLC's 51 reported holdings in Q3 2019. The portfolio turnover from Q2 2019 to Q3 2019 was 7.1% .

 Value Shares↓ Weighting
AAPL SellAPPLE INC$5,797,000
-6.1%
25,883
-17.0%
3.28%
-9.4%
XLI SellSELECT SECTOR SPDR TRsbi int-inds$4,411,000
-0.2%
56,825
-0.5%
2.50%
-3.7%
NOC SellNORTHROP GRUMMAN CORP$3,909,000
+14.6%
10,429
-1.2%
2.21%
+10.6%
VFH SellVANGUARD WORLD FDSfinancials etf$3,907,000
-9.2%
55,815
-10.5%
2.21%
-12.4%
MPC SellMARATHON PETE CORP$3,425,000
-28.2%
56,385
-33.9%
1.94%
-30.7%
V SellVISA INC$3,365,000
-4.4%
19,565
-3.5%
1.90%
-7.7%
JPM SellJPMORGAN CHASE & CO$3,046,000
+4.9%
25,878
-0.4%
1.72%
+1.2%
MCHP SellMICROCHIP TECHNOLOGY INC$2,499,000
+7.0%
26,900
-0.1%
1.42%
+3.3%
MCD SellMCDONALDS CORP$2,411,000
+1.2%
11,229
-2.1%
1.36%
-2.4%
CMI SellCUMMINS INC$2,241,000
-5.1%
13,775
-0.0%
1.27%
-8.4%
UNH SellUNITEDHEALTH GROUP INC$2,003,000
-49.8%
9,215
-43.7%
1.13%
-51.6%
XLU SellSELECT SECTOR SPDR TRsbi int-utils$1,572,000
-6.0%
24,275
-13.5%
0.89%
-9.3%
ABBV SellABBVIE INC$1,315,000
-7.5%
17,361
-11.2%
0.74%
-10.7%
CAT ExitCATERPILLAR INC DEL$0-16,806
-100.0%
-1.34%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2019-10-11
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
AMAZON COM INC28Q3 20237.7%
APPLE INC28Q3 20237.5%
ALPHABET INC28Q3 20236.7%
VANGUARD WORLD FDS28Q3 20235.3%
SELECT SECTOR SPDR TR28Q3 20233.8%
SELECT SECTOR SPDR TR28Q3 20233.2%
SALESFORCE INC28Q3 20232.7%
BLACKROCK INC28Q3 20231.8%
VISA INC28Q3 20232.1%
LILLY ELI & CO28Q3 20233.1%

View CMH Wealth Management LLC's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-04-12
13F-HR2024-01-19
13F-HR2023-10-13
13F-HR2023-07-17
13F-HR2023-04-10
13F-HR2023-01-12
13F-HR2022-10-24
13F-HR2022-07-15
13F-HR2022-04-13
13F-HR2022-01-18

View CMH Wealth Management LLC's complete filings history.

Compare quarters

Export CMH Wealth Management LLC's holdings