$171 Million is the total value of CMH Wealth Management LLC's 47 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BA | New | BOEING CO | $4,191,000 | – | 28,101 | +100.0% | 2.45% | – |
| VDE | New | VANGUARD WORLD FDSenergy etf | $3,949,000 | – | 103,332 | +100.0% | 2.31% | – |
| PANW | New | PALO ALTO NETWORKS INC | $3,635,000 | – | 22,173 | +100.0% | 2.12% | – |
| XBI | New | SPDR SER TRs&p biotech | $3,527,000 | – | 45,548 | +100.0% | 2.06% | – |
| SOXX | New | ISHARES TRphlx semicnd etf | $3,113,000 | – | 15,168 | +100.0% | 1.82% | – |
| SBUX | New | STARBUCKS CORP | $2,731,000 | – | 41,545 | +100.0% | 1.60% | – |
| TTD | New | THE TRADE DESK INC | $2,387,000 | – | 12,368 | +100.0% | 1.40% | – |
| LOW | New | LOWES COS INC | $2,228,000 | – | 25,893 | +100.0% | 1.30% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-04-16
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.