$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 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TMO | Exit | THERMO FISHER SCIENTIFIC INC | $0 | – | -379 | -100.0% | -0.06% | – |
| JNK | Exit | SPDR SERIES TRUSTbloomberg brclys | $0 | – | -8,332 | -100.0% | -0.47% | – |
| CVX | Exit | CHEVRON CORP NEW | $0 | – | -18,690 | -100.0% | -1.16% | – |
| BAC | Exit | BANK AMER CORP | $0 | – | -68,046 | -100.0% | -1.23% | – |
| EOG | Exit | EOG RES INC | $0 | – | -29,865 | -100.0% | -1.28% | – |
| STZ | Exit | CONSTELLATION BRANDS INCcl a | $0 | – | -15,655 | -100.0% | -1.53% | – |
| VNQ | Exit | VANGUARD INDEX FDSreal estate etf | $0 | – | -33,962 | -100.0% | -1.62% | – |
| MPC | Exit | MARATHON PETE CORP | $0 | – | -54,600 | -100.0% | -1.69% | – |
| JPM | Exit | JPMORGAN CHASE & CO | $0 | – | -25,320 | -100.0% | -1.81% | – |
| BRKB | Exit | BERKSHIRE HATHAWAY INC DELcl b new | $0 | – | -16,235 | -100.0% | -1.89% | – |
| SQ | Exit | SQUARE INCcl a | $0 | – | -78,090 | -100.0% | -2.51% | – |
| SPYG | Exit | SPDR SERIES TRUSTprtflo s&p500 gw | $0 | – | -122,675 | -100.0% | -2.64% | – |
| SPY | Exit | SPDR S&P 500 ETF TRtr unit | $0 | – | -27,200 | -100.0% | -4.50% | – |
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 | 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.