$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 - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| OKE | New | ONEOK INC NEW | $1,358,464 | – | 21,417 | +100.0% | 0.36% | – |
| New | KENVUE INC | $912,736 | – | 45,455 | +100.0% | 0.24% | – | |
| New | APOLLO GLOBAL MGMT INC | $282,385 | – | 3,146 | +100.0% | 0.07% | – | |
| VMW | New | VMWARE INC | $205,769 | – | 1,236 | +100.0% | 0.05% | – |
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.