Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2013 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
APPLE INCORPORATED | 19 | Q2 2024 | 14.5% |
NVIDIA CORPORATION | 19 | Q2 2024 | 13.3% |
EXXON MOBIL CORPORATION | 19 | Q2 2024 | 5.4% |
MICROSOFT CORPORATION | 19 | Q2 2024 | 4.1% |
ALPHABET INCORPORATED CAP STK CLASS A | 19 | Q2 2024 | 4.3% |
WILLIAMS COS INC | 19 | Q2 2024 | 4.0% |
SALESFORCE INCORPORATED | 19 | Q2 2024 | 3.5% |
PHILIP MORRIS INTL INC | 19 | Q2 2024 | 2.9% |
VISA INCORPORATED COM CLASS A | 19 | Q2 2024 | 2.3% |
META PLATFORMS INCORPORATED CLASS A | 19 | Q2 2024 | 3.4% |
View CFM WEALTH PARTNERS LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-08-05 |
13F-HR | 2024-07-18 |
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 |
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.