$382 Million is the total value of CFM WEALTH PARTNERS LLC's 141 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 18.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Buy | APPLE INC | $53,172,408 | -9.3% | 310,568 | +2.7% | 13.93% | -2.2% |
| NVDA | Sell | NVIDIA CORPORATION | $25,267,246 | +1.6% | 58,087 | -1.2% | 6.62% | +9.6% |
| XOM | Buy | EXXON MOBIL CORP | $19,569,310 | +10.7% | 166,434 | +1.0% | 5.13% | +19.4% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $16,006,795 | +16.3% | 122,320 | +6.4% | 4.19% | +25.5% |
| MSFT | Buy | MICROSOFT CORP | $14,802,341 | -3.0% | 46,880 | +4.6% | 3.88% | +4.6% |
| AMZN | Buy | AMAZON COM INC | $12,376,149 | -0.4% | 97,358 | +2.1% | 3.24% | +7.4% |
| CRM | Sell | SALESFORCE INC | $8,470,323 | -4.1% | 41,771 | -0.1% | 2.22% | +3.4% |
| PM | Buy | PHILIP MORRIS INTL INC | $8,239,435 | -4.8% | 88,998 | +0.4% | 2.16% | +2.7% |
| V | Buy | VISA INC | $8,143,239 | +6.9% | 35,404 | +10.4% | 2.13% | +15.4% |
| WMB | WILLIAMS COS INC | $7,599,386 | +3.2% | 225,568 | 0.0% | 1.99% | +11.4% | |
| PANW | Sell | PALO ALTO NETWORKS INC | $6,444,287 | -8.8% | 27,488 | -0.6% | 1.69% | -1.6% |
| ORLY | Buy | OREILLY AUTOMOTIVE INC | $6,278,405 | +1.5% | 6,908 | +6.7% | 1.64% | +9.6% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $6,156,208 | +9.1% | 46,691 | +0.1% | 1.61% | +17.7% |
| AMD | Buy | ADVANCED MICRO DEVICES INC | $5,434,140 | -0.6% | 52,851 | +10.1% | 1.42% | +7.2% |
| HD | Buy | HOME DEPOT INC | $5,369,383 | -2.4% | 17,770 | +0.4% | 1.41% | +5.3% |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $5,255,872 | -3.4% | 14,670 | -0.4% | 1.38% | +4.2% |
| FB | Buy | META PLATFORMS INCcl a | $5,162,711 | +9.1% | 17,197 | +4.3% | 1.35% | +17.7% |
| MCD | Buy | MCDONALDS CORP | $4,764,152 | +1.7% | 18,084 | +15.3% | 1.25% | +9.8% |
| FFIN | Sell | FIRST FINL BANKSHARES INC | $4,741,325 | -16.9% | 188,747 | -5.8% | 1.24% | -10.4% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $4,394,205 | +11.8% | 11,099 | +11.0% | 1.15% | +20.5% |
| ACLS | Buy | AXCELIS TECHNOLOGIES INC | $4,333,054 | -10.9% | 26,575 | +0.2% | 1.14% | -3.8% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $4,323,533 | -1.3% | 10,114 | +2.4% | 1.13% | +6.5% |
| IWR | Buy | ISHARES TRrus mid cap etf | $4,276,368 | -3.1% | 61,753 | +2.2% | 1.12% | +4.6% |
| COST | Buy | COSTCO WHSL CORP NEW | $4,267,143 | +23.0% | 7,553 | +17.2% | 1.12% | +32.8% |
| SHW | Buy | SHERWIN WILLIAMS CO | $4,242,247 | +3.2% | 16,633 | +7.4% | 1.11% | +11.3% |
| PEP | Buy | PEPSICO INC | $4,206,179 | -8.3% | 24,824 | +0.3% | 1.10% | -1.0% |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $4,158,754 | +21.8% | 15,635 | +26.0% | 1.09% | +31.4% |
| JPM | Buy | JPMORGAN CHASE & CO | $3,938,743 | +3.0% | 27,160 | +3.3% | 1.03% | +11.1% |
| IWD | Buy | ISHARES TRrus 1000 val etf | $3,828,900 | +30.7% | 25,220 | +35.9% | 1.00% | +41.1% |
| USMV | Buy | ISHARES TRmsci usa min vol | $3,800,240 | +1.5% | 52,504 | +4.2% | 1.00% | +9.5% |
| MO | Buy | ALTRIA GROUP INC | $3,432,878 | -6.3% | 81,638 | +0.9% | 0.90% | +1.0% |
| CMG | Buy | CHIPOTLE MEXICAN GRILL INC | $3,427,354 | -13.2% | 1,871 | +1.4% | 0.90% | -6.3% |
| MDLZ | Sell | MONDELEZ INTL INCcl a | $3,232,652 | -5.1% | 46,580 | -0.3% | 0.85% | +2.4% |
| TJX | Buy | TJX COS INC NEW | $3,155,240 | +6.7% | 35,500 | +1.8% | 0.83% | +15.0% |
| PSX | Sell | PHILLIPS 66 | $3,071,321 | +17.5% | 25,562 | -6.7% | 0.80% | +26.8% |
| SBUX | Sell | STARBUCKS CORP | $3,033,176 | -9.6% | 33,233 | -1.8% | 0.80% | -2.3% |
| CVX | Buy | CHEVRON CORP NEW | $2,932,302 | +12.9% | 17,390 | +5.3% | 0.77% | +21.7% |
| VOO | Buy | VANGUARD INDEX FDS | $2,904,016 | -2.5% | 7,395 | +1.1% | 0.76% | +5.3% |
| ABBV | Buy | ABBVIE INC | $2,861,952 | +13.1% | 19,200 | +2.3% | 0.75% | +22.1% |
| LUNG | PULMONX CORP | $2,727,523 | -21.2% | 264,039 | 0.0% | 0.71% | -15.0% | |
| ASO | Buy | ACADEMY SPORTS & OUTDOORS IN | $2,643,008 | -11.0% | 55,913 | +1.7% | 0.69% | -4.0% |
| KO | Buy | COCA COLA CO | $2,604,525 | +3.3% | 46,526 | +11.1% | 0.68% | +11.4% |
| IWB | Sell | ISHARES TRrus 1000 etf | $2,403,834 | -5.9% | 10,233 | -2.4% | 0.63% | +1.6% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $2,273,447 | +11.0% | 6,490 | +8.1% | 0.60% | +19.9% |
| WMT | WALMART INC | $2,236,141 | +1.7% | 13,982 | 0.0% | 0.59% | +9.7% | |
| AMAT | APPLIED MATLS INC | $2,224,061 | -4.2% | 16,064 | 0.0% | 0.58% | +3.4% | |
| NET | Sell | CLOUDFLARE INC | $2,201,231 | -4.7% | 34,918 | -1.1% | 0.58% | +2.9% |
| LLY | Buy | ELI LILLY & CO | $2,129,183 | +15.1% | 3,964 | +0.5% | 0.56% | +24.3% |
| TSLA | Buy | TESLA INC | $2,045,799 | +35.4% | 8,176 | +41.7% | 0.54% | +46.0% |
| MRK | Buy | MERCK & CO INC | $2,005,466 | -10.4% | 19,480 | +0.5% | 0.52% | -3.3% |
| QUAL | Sell | ISHARES TRmsci usa qlt fct | $1,911,087 | -4.5% | 14,501 | -2.3% | 0.50% | +3.1% |
| SPSM | Buy | SPDR SER TRportfolio s&p600 | $1,862,528 | +1.2% | 50,475 | +6.6% | 0.49% | +9.2% |
| NFLX | Buy | NETFLIX INC | $1,605,933 | -11.8% | 4,253 | +2.9% | 0.42% | -4.8% |
| ESGD | ISHARES TResg aw msci eafe | $1,594,898 | -5.2% | 23,071 | 0.0% | 0.42% | +2.2% | |
| CAT | CATERPILLAR INC | $1,552,824 | +11.0% | 5,688 | 0.0% | 0.41% | +19.7% | |
| COP | Sell | CONOCOPHILLIPS | $1,520,751 | +15.5% | 12,694 | -0.1% | 0.40% | +24.4% |
| JNJ | Sell | JOHNSON & JOHNSON | $1,492,552 | -42.1% | 9,583 | -38.5% | 0.39% | -37.5% |
| PWR | Sell | QUANTA SVCS INC | $1,450,167 | -9.2% | 7,752 | -4.6% | 0.38% | -2.1% |
| NKE | Sell | NIKE INCcl b | $1,397,295 | -37.3% | 14,613 | -27.7% | 0.37% | -32.3% |
| ODFL | OLD DOMINION FREIGHT LINE IN | $1,380,848 | +10.7% | 3,375 | 0.0% | 0.36% | +19.5% | |
| OKE | New | ONEOK INC NEW | $1,358,464 | – | 21,417 | +100.0% | 0.36% | – |
| UNH | Buy | UNITEDHEALTH GROUP INC | $1,280,138 | +9.9% | 2,539 | +4.8% | 0.34% | +18.4% |
| CRWD | Sell | CROWDSTRIKE HLDGS INCcl a | $1,165,132 | +8.8% | 6,961 | -4.5% | 0.30% | +17.3% |
| SPT | Sell | SPROUT SOCIAL INC | $1,093,569 | -21.0% | 21,924 | -26.9% | 0.29% | -14.9% |
| PFE | Buy | PFIZER INC | $1,046,845 | -5.6% | 31,560 | +4.4% | 0.27% | +1.9% |
| UNP | Sell | UNION PAC CORP | $1,040,957 | -2.1% | 5,112 | -1.7% | 0.27% | +5.8% |
| PG | Buy | PROCTER AND GAMBLE CO | $1,014,602 | -3.6% | 6,956 | +0.3% | 0.27% | +3.9% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $941,699 | -25.4% | 16,225 | -17.8% | 0.25% | -19.5% |
| PXD | Buy | PIONEER NAT RES CO | $911,314 | +22.9% | 3,970 | +10.9% | 0.24% | +32.8% |
| New | KENVUE INC | $912,736 | – | 45,455 | +100.0% | 0.24% | – | |
| DIS | Sell | DISNEY WALT CO | $899,736 | -26.7% | 11,101 | -19.2% | 0.24% | -20.8% |
| AMGN | AMGEN INC | $864,332 | +21.1% | 3,216 | 0.0% | 0.23% | +30.6% | |
| TXN | TEXAS INSTRS INC | $853,884 | -11.7% | 5,370 | 0.0% | 0.22% | -4.7% | |
| YUM | Sell | YUM BRANDS INC | $811,485 | -28.1% | 6,495 | -20.3% | 0.21% | -22.3% |
| KKR | Buy | KKR & CO INC | $804,927 | +10.8% | 13,067 | +0.7% | 0.21% | +19.9% |
| QCOM | QUALCOMM INC | $802,297 | -6.7% | 7,224 | 0.0% | 0.21% | +0.5% | |
| NOW | Buy | SERVICENOW INC | $803,226 | +25.5% | 1,437 | +26.2% | 0.21% | +35.5% |
| ABT | Sell | ABBOTT LABS | $800,756 | -31.5% | 8,268 | -22.8% | 0.21% | -26.1% |
| EFA | Buy | ISHARES TRmsci eafe etf | $781,070 | +125.3% | 11,333 | +137.0% | 0.20% | +144.0% |
| EXAS | EXACT SCIENCES CORP | $780,641 | -27.3% | 11,443 | 0.0% | 0.20% | -21.8% | |
| HESM | Buy | HESS MIDSTREAM LP | $762,303 | -1.8% | 26,169 | +3.4% | 0.20% | +6.4% |
| IVW | Sell | ISHARES TRs&p 500 grwt etf | $720,120 | -7.9% | 10,525 | -5.1% | 0.19% | -0.5% |
| IGSB | ISHARES TR | $703,899 | -0.7% | 14,126 | 0.0% | 0.18% | +7.0% | |
| CRESCENT ENERGY COMPANY | $664,788 | +21.3% | 52,594 | 0.0% | 0.17% | +30.8% | ||
| ETRN | EQUITRANS MIDSTREAM CORP | $659,226 | -2.0% | 70,355 | 0.0% | 0.17% | +6.1% | |
| FANG | Buy | DIAMONDBACK ENERGY INC | $651,890 | +18.3% | 4,209 | +0.3% | 0.17% | +27.6% |
| TRGP | Sell | TARGA RES CORP | $649,243 | +8.4% | 7,574 | -3.8% | 0.17% | +17.2% |
| DVN | Buy | DEVON ENERGY CORP NEW | $593,110 | +10.7% | 12,434 | +12.1% | 0.16% | +19.2% |
| INTC | INTEL CORP | $564,463 | +6.3% | 15,878 | 0.0% | 0.15% | +14.7% | |
| GS | GOLDMAN SACHS GROUP INC | $565,277 | +0.3% | 1,747 | 0.0% | 0.15% | +8.0% | |
| IYH | ISHARES TRus hlthcare etf | $543,381 | -3.6% | 2,012 | 0.0% | 0.14% | +3.6% | |
| CSCO | Buy | CISCO SYS INC | $538,191 | +8.0% | 10,011 | +3.9% | 0.14% | +16.5% |
| CSX | Buy | CSX CORP | $517,646 | +1.2% | 16,834 | +12.2% | 0.14% | +9.7% |
| HCA | Buy | HCA HEALTHCARE INC | $519,264 | -15.3% | 2,111 | +4.6% | 0.14% | -8.7% |
| MS | Buy | MORGAN STANLEY | $513,868 | +31.3% | 6,292 | +37.3% | 0.14% | +42.1% |
| VCSH | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $509,742 | -0.7% | 6,783 | 0.0% | 0.13% | +7.2% | |
| TENB | Sell | TENABLE HLDGS INC | $507,987 | -3.9% | 11,339 | -6.6% | 0.13% | +3.9% |
| EOG | EOG RES INC | $503,998 | +10.8% | 3,976 | 0.0% | 0.13% | +20.0% | |
| IJH | ISHARES TRcore s&p mcp etf | $499,697 | -4.6% | 2,004 | 0.0% | 0.13% | +3.1% | |
| BA | Sell | BOEING CO | $491,468 | -24.1% | 2,564 | -16.4% | 0.13% | -17.8% |
| PB | Sell | PROSPERITY BANCSHARES INC | $494,058 | -5.6% | 9,052 | -2.3% | 0.13% | +1.6% |
| LMT | LOCKHEED MARTIN CORP | $446,175 | -11.2% | 1,091 | 0.0% | 0.12% | -4.1% | |
| IBM | INTERNATIONAL BUSINESS MACHS | $438,297 | +4.9% | 3,124 | 0.0% | 0.12% | +13.9% | |
| ADBE | ADOBE INC | $436,984 | +4.3% | 857 | 0.0% | 0.11% | +11.8% | |
| LOW | Buy | LOWES COS INC | $434,178 | -5.8% | 2,089 | +2.3% | 0.11% | +1.8% |
| HON | Sell | HONEYWELL INTL INC | $426,380 | -14.6% | 2,308 | -4.1% | 0.11% | -7.4% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $418,265 | -4.9% | 974 | -1.3% | 0.11% | +2.8% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $416,760 | -48.4% | 12,859 | -40.8% | 0.11% | -44.4% |
| IJR | ISHARES TRcore s&p scp etf | $417,316 | -5.3% | 4,424 | 0.0% | 0.11% | +1.9% | |
| LRCX | LAM RESEARCH CORP | $411,161 | -2.5% | 656 | 0.0% | 0.11% | +5.9% | |
| HDV | ISHARES TRcore high dv etf | $413,459 | -1.9% | 4,181 | 0.0% | 0.11% | +5.9% | |
| DOW | Buy | DOW INC | $410,366 | +4.3% | 7,959 | +7.8% | 0.11% | +11.5% |
| KMI | Sell | KINDER MORGAN INC DEL | $405,241 | -5.4% | 24,442 | -1.7% | 0.11% | +1.9% |
| SQ | Sell | BLOCK INCcl a | $396,038 | -69.6% | 8,948 | -54.3% | 0.10% | -67.2% |
| TGT | Sell | TARGET CORP | $363,112 | -18.6% | 3,284 | -3.0% | 0.10% | -12.0% |
| ADP | AUTOMATIC DATA PROCESSING IN | $359,667 | +9.5% | 1,495 | 0.0% | 0.09% | +17.5% | |
| T | Sell | AT&T INC | $352,047 | -18.7% | 23,439 | -13.6% | 0.09% | -12.4% |
| PYPL | Sell | PAYPAL HLDGS INC | $328,311 | -89.0% | 5,616 | -87.4% | 0.09% | -88.1% |
| SM | SM ENERGY CO | $325,487 | +25.4% | 8,209 | 0.0% | 0.08% | +34.9% | |
| NAD | NUVEEN QUALITY MUNCP INCOME | $324,480 | -10.0% | 32,000 | 0.0% | 0.08% | -3.4% | |
| IYF | ISHARES TRu.s. finls etf | $308,161 | +0.2% | 4,122 | 0.0% | 0.08% | +8.0% | |
| MDY | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $287,227 | -4.6% | 629 | 0.0% | 0.08% | +2.7% | |
| New | APOLLO GLOBAL MGMT INC | $282,385 | – | 3,146 | +100.0% | 0.07% | – | |
| DPZ | Sell | DOMINOS PIZZA INC | $268,941 | -53.9% | 710 | -59.0% | 0.07% | -50.7% |
| TWLO | Sell | TWILIO INCcl a | $264,321 | -65.5% | 4,516 | -62.5% | 0.07% | -62.9% |
| EMR | EMERSON ELEC CO | $263,443 | +6.8% | 2,728 | 0.0% | 0.07% | +15.0% | |
| BX | BLACKSTONE INC | $261,957 | +15.2% | 2,445 | 0.0% | 0.07% | +25.5% | |
| FLOT | ISHARES TRfltg rate nt etf | $246,816 | +0.1% | 4,850 | 0.0% | 0.06% | +8.3% | |
| DVY | ISHARES TRselect divid etf | $242,190 | -5.0% | 2,250 | 0.0% | 0.06% | +1.6% | |
| BAC | Sell | BANK AMERICA CORP | $235,003 | -6.5% | 8,583 | -2.0% | 0.06% | +1.6% |
| HSY | HERSHEY CO | $229,692 | -19.9% | 1,148 | 0.0% | 0.06% | -14.3% | |
| DIA | SPDR DOW JONES INDL AVERAGEut ser 1 | $230,111 | -2.6% | 687 | 0.0% | 0.06% | +5.3% | |
| DFS | DISCOVER FINL SVCS | $229,570 | -25.9% | 2,650 | 0.0% | 0.06% | -20.0% | |
| C | Sell | CITIGROUP INC | $221,691 | -13.6% | 5,390 | -3.3% | 0.06% | -6.5% |
| ULTA | ULTA BEAUTY INC | $213,306 | -15.1% | 534 | 0.0% | 0.06% | -8.2% | |
| BLK | BLACKROCK INC | $211,402 | -6.5% | 327 | 0.0% | 0.06% | 0.0% | |
| PH | Sell | PARKER-HANNIFIN CORP | $211,509 | -18.0% | 543 | -17.9% | 0.06% | -12.7% |
| VMW | New | VMWARE INC | $205,769 | – | 1,236 | +100.0% | 0.05% | – |
| FTNT | Buy | FORTINET INC | $203,913 | -6.8% | 3,475 | +20.1% | 0.05% | 0.0% |
| KTF | DWS MUN INCOME TR | $93,917 | -10.6% | 12,197 | 0.0% | 0.02% | 0.0% | |
| Sell | FTAI INFRASTRUCTURE INC | $49,306 | -87.3% | 15,312 | -85.4% | 0.01% | -86.2% | |
| WEC | Exit | WEC ENERGY GROUP INC | $0 | – | -2,290 | -100.0% | -0.05% | – |
| NOBL | Exit | PROSHARES TRs&p 500 dv arist | $0 | – | -2,152 | -100.0% | -0.05% | – |
| MMM | Exit | 3M CO | $0 | – | -2,065 | -100.0% | -0.05% | – |
| IYJ | Exit | ISHARES TRus industrials | $0 | – | -1,963 | -100.0% | -0.05% | – |
| Exit | SHELL PLCspon ads | $0 | – | -3,498 | -100.0% | -0.05% | – | |
| VTWO | Exit | VANGUARD SCOTTSDALE FDSvng rus2000idx | $0 | – | -3,200 | -100.0% | -0.06% | – |
| ACN | Exit | ACCENTURE PLC IRELAND | $0 | – | -797 | -100.0% | -0.06% | – |
| WES | Exit | WESTERN MIDSTREAM PARTNERS L | $0 | – | -9,878 | -100.0% | -0.06% | – |
| ENB | Exit | ENBRIDGE INC | $0 | – | -7,706 | -100.0% | -0.07% | – |
| MDT | Exit | MEDTRONIC PLC | $0 | – | -3,297 | -100.0% | -0.07% | – |
| TEL | Exit | TE CONNECTIVITY LTD | $0 | – | -2,075 | -100.0% | -0.07% | – |
| PAA | Exit | PLAINS ALL AMERN PIPELINE Lunit ltd partn | $0 | – | -23,780 | -100.0% | -0.08% | – |
| XEL | Exit | XCEL ENERGY INC | $0 | – | -6,300 | -100.0% | -0.10% | – |
| JAZZ | Exit | JAZZ PHARMACEUTICALS PLC | $0 | – | -4,585 | -100.0% | -0.14% | – |
| RTX | Exit | RAYTHEON TECHNOLOGIES CORP | $0 | – | -5,859 | -100.0% | -0.14% | – |
| HEP | Exit | HOLLY ENERGY PARTNERS L P | $0 | – | -35,521 | -100.0% | -0.16% | – |
| MPLX | Exit | MPLX LP | $0 | – | -21,391 | -100.0% | -0.18% | – |
| SHOP | Exit | SHOPIFY INCcl a | $0 | – | -13,074 | -100.0% | -0.20% | – |
| EL | Exit | LAUDER ESTEE COS INCcl a | $0 | – | -6,561 | -100.0% | -0.31% | – |
| USAC | Exit | USA COMPRESSION PARTNERS LP | $0 | – | -67,593 | -100.0% | -0.32% | – |
| SBLK | Exit | STAR BULK CARRIERS CORP. | $0 | – | -84,219 | -100.0% | -0.36% | – |
| MMP | Exit | MAGELLAN MIDSTREAM PRTNRS LP | $0 | – | -31,223 | -100.0% | -0.47% | – |
| ET | Exit | ENERGY TRANSFER L P | $0 | – | -161,749 | -100.0% | -0.50% | – |
| RY | Exit | ROYAL BK CDA | $0 | – | -21,746 | -100.0% | -0.50% | – |
| Exit | FTAI AVIATION LTD | $0 | – | -95,998 | -100.0% | -0.74% | – | |
| EPD | Exit | ENTERPRISE PRODS PARTNERS L | $0 | – | -140,903 | -100.0% | -0.90% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-11
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INCORPORATED | 16 | Q3 2023 | 14.5% |
| EXXON MOBIL CORPORATION | 16 | Q3 2023 | 5.4% |
| MICROSOFT CORPORATION | 16 | Q3 2023 | 3.9% |
| ALPHABET INCORPORATED CAP STK CLASS A | 16 | Q3 2023 | 4.2% |
| WILLIAMS COS INC | 16 | Q3 2023 | 4.0% |
| NVIDIA CORPORATION | 16 | Q3 2023 | 6.6% |
| SALESFORCE INCORPORATED | 16 | Q3 2023 | 3.5% |
| PHILIP MORRIS INTL INC | 16 | Q3 2023 | 2.9% |
| META PLATFORMS INCORPORATED CLASS A | 16 | Q3 2023 | 3.4% |
| VISA INCORPORATED COM CLASS A | 16 | Q3 2023 | 2.3% |
View CFM WEALTH PARTNERS LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-15 |
| 13F-HR | 2024-01-12 |
| 13F-HR | 2023-10-11 |
| 13F-HR | 2023-07-14 |
| 13F-HR | 2023-04-12 |
| 13F-HR | 2023-01-20 |
| 13F-HR/A | 2023-01-20 |
| 13F-HR | 2022-10-17 |
| 13F-HR | 2022-07-12 |
| 13F-HR | 2022-04-14 |
View CFM WEALTH PARTNERS 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.