$371 Million is the total value of CFM WEALTH PARTNERS LLC's 155 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AMZN | New | AMAZON COM INCcall | $9,776,708 | – | 94,653 | +100.0% | 2.64% | – |
| New | FTAI AVIATION LTD | $2,715,755 | – | 97,130 | +100.0% | 0.73% | – | |
| RY | New | ROYAL BK CDA SUSTAINABL | $2,078,483 | – | 21,746 | +100.0% | 0.56% | – |
| SBLK | New | STAR BULK CARRIERS CORP. | $1,778,271 | – | 84,198 | +100.0% | 0.48% | – |
| JAZZ | New | JAZZ PHARMACEUTICALS PLC | $769,988 | – | 5,262 | +100.0% | 0.21% | – |
| SHOP | New | SHOPIFY INCcl a | $626,768 | – | 13,074 | +100.0% | 0.17% | – |
| ENB | New | ENBRIDGE INC | $293,984 | – | 7,706 | +100.0% | 0.08% | – |
| TEL | New | TE CONNECTIVITY LTD | $272,136 | – | 2,075 | +100.0% | 0.07% | – |
| MDT | New | MEDTRONIC PLC | $261,934 | – | 3,249 | +100.0% | 0.07% | – |
| ACN | New | ACCENTURE PLC IRELAND | $221,789 | – | 776 | +100.0% | 0.06% | – |
| BX | New | BLACKSTONE INC | $214,769 | – | 2,445 | +100.0% | 0.06% | – |
| ESGE | New | ISHARES INCesg awr msci em | $200,622 | – | 6,373 | +100.0% | 0.05% | – |
| New | SHELL PLCspon ads | $201,275 | – | 3,498 | +100.0% | 0.05% | – | |
| KTF | New | DWS MUN INCOME TR | $108,553 | – | 12,197 | +100.0% | 0.03% | – |
| UP | New | WHEELS UP EXPERIENCE INC | $14,566 | – | 23,019 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-04-12
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.