The Analysis of CFM WEALTH PARTNERS LLC's Holdings

Currently, CFM WEALTH PARTNERS LLC holds 144 types of securities in its portfolio with a total value $692.8M. In the most recent quarter, they have increased their positions in NFLX (+66.4K shares, valued at $6.2M), NOW (+25.7K shares, valued at $3.9M), N/A (+3.3K shares, valued at $1.1M); decreased their positions in NVDA (-23.3K shares, valued at $4.3M), AAPL (-11.1K shares, valued at $3.0M), XOM (-11.5K shares, valued at $1.4M); initiated new positions in BMY (+4.0K shares, valued at $215.8K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION546.3K shares-4.09%2025-12-312026-01-27

AAPL APPLE INC277.9K shares-3.85%2025-12-312026-01-27

ALPHABET INC ALPHABET INC132.1K shares-2.60%2025-12-312026-01-27

MSFT MICROSOFT CORP51.2K shares-0.50%2025-12-312026-01-27

AMZN AMAZON COM INC106.7K shares-3.22%2025-12-312026-01-27

META META PLATFORMS INC30.8K shares4.21%2025-12-312026-01-27

V VISA INC45.1K shares-2.06%2025-12-312026-01-27

PM PHILIP MORRIS INTL INC89.6K shares0.00%2025-12-312026-01-27

Sponsored

ALPHABET INC ALPHABET INC43.9K shares-1.74%2025-12-312026-01-27

WMB WILLIAMS COS INC226.9K shares0.79%2025-12-312026-01-27

PANW PALO ALTO NETWORKS INC73.4K shares-4.68%2025-12-312026-01-27

ORLY OREILLY AUTOMOTIVE INC144.1K shares2.90%2025-12-312026-01-27

INVESCO QQQ TR INVESCO QQQ TR18.9K shares2.57%2025-12-312026-01-27

SPY SPDR S&P 500 ETF TR17.0K shares-0.16%2025-12-312026-01-27

JPM JPMORGAN CHASE & CO.35.6K shares3.73%2025-12-312026-01-27

COST COSTCO WHSL CORP NEW12.6K shares1.30%2025-12-312026-01-27

Sponsored

LLY ELI LILLY & CO9.9K shares-6.66%2025-12-312026-01-27

XOM EXXON MOBIL CORP82.2K shares-12.24%2025-12-312026-01-27

AMD ADVANCED MICRO DEVICES INC45.1K shares-0.22%2025-12-312026-01-27

BROADCOM INC BROADCOM INC26.8K shares13.95%2025-12-312026-01-27

MA MASTERCARD INCORPORATED16.2K shares2.98%2025-12-312026-01-27

IWF ISHARES TR18.0K shares-5.36%2025-12-312026-01-27

CRM SALESFORCE INC32.0K shares-8.89%2025-12-312026-01-27

IWD ISHARES TR36.5K shares-1.14%2025-12-312026-01-27

Sponsored

NFLX NETFLIX INC73.4K shares943.03%2025-12-312026-01-27

CRWD CROWDSTRIKE HLDGS INC14.3K shares4.80%2025-12-312026-01-27

HD HOME DEPOT INC19.0K shares-6.18%2025-12-312026-01-27

TJX TJX COS INC NEW41.2K shares2.34%2025-12-312026-01-27

WMT WALMART INC56.7K shares-0.86%2025-12-312026-01-27

IWR ISHARES TR63.6K shares-3.27%2025-12-312026-01-27

SHW SHERWIN WILLIAMS CO18.5K shares0.79%2025-12-312026-01-27

ABBV ABBVIE INC26.0K shares6.70%2025-12-312026-01-27

Sponsored

EPD ENTERPRISE PRODS PARTNERS L183.7K shares-2.13%2025-12-312026-01-27

USMV ISHARES TR58.8K shares0.88%2025-12-312026-01-27

VANGUARD INDEX FDS VANGUARD INDEX FDS8.5K shares0.95%2025-12-312026-01-27

NOW SERVICENOW INC32.1K shares405.36%2025-12-312026-01-27

MCD MCDONALDS CORP16.0K shares-10.71%2025-12-312026-01-27

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL9.7K shares-2.45%2025-12-312026-01-27

MO ALTRIA GROUP INC83.0K shares0.52%2025-12-312026-01-27

KKR & CO INC KKR & CO INC36.0K shares4.91%2025-12-312026-01-27

Sponsored

FFIN FIRST FINL BANKSHARES INC142.7K shares-11.82%2025-12-312026-01-27

KO COCA COLA CO58.5K shares-7.02%2025-12-312026-01-27

GS GOLDMAN SACHS GROUP INC4.5K shares14.44%2025-12-312026-01-27

QUAL ISHARES TR19.4K shares5.42%2025-12-312026-01-27

AMAT APPLIED MATLS INC14.6K shares-0.80%2025-12-312026-01-27

RY ROYAL BK CDA21.4K shares0.00%2025-12-312026-01-27

ET ENERGY TRANSFER L P188.9K shares0.00%2025-12-312026-01-27

SPSM SPDR SERIES TRUST60.2K shares-0.07%2025-12-312026-01-27

Sponsored

CAT CATERPILLAR INC4.9K shares0.89%2025-12-312026-01-27

IWB ISHARES TR7.3K shares0.72%2025-12-312026-01-27

MS MORGAN STANLEY14.9K shares16.04%2025-12-312026-01-27

CVX CHEVRON CORP NEW17.3K shares-17.15%2025-12-312026-01-27

MDLZ MONDELEZ INTL INC47.1K shares0.00%2025-12-312026-01-27

MPLX MPLX LP46.7K shares0.00%2025-12-312026-01-27

ESGD ISHARES TR23.5K shares-2.18%2025-12-312026-01-27

SBLK STAR BULK CARRIERS CORP.112.6K shares0.00%2025-12-312026-01-27

Sponsored

TSLA TESLA INC4.8K shares3.14%2025-12-312026-01-27

USAC USA COMPRESSION PARTNERS LP92.1K shares0.00%2025-12-312026-01-27

WES WESTERN MIDSTREAM PARTNERS L49.9K shares0.00%2025-12-312026-01-27

PWR QUANTA SVCS INC4.3K shares-5.18%2025-12-312026-01-27

FTAI AVIATION LTD FTAI AVIATION LTD8.4K shares0.00%2025-12-312026-01-27

ASO ACADEMY SPORTS & OUTDOORS IN31.3K shares-12.31%2025-12-312026-01-27

HESM HESS MIDSTREAM LP42.3K shares0.00%2025-12-312026-01-27

PSX PHILLIPS 6610.6K shares0.06%2025-12-312026-01-27

Sponsored

IVW ISHARES TR11.0K shares-4.35%2025-12-312026-01-27

OKE ONEOK INC NEW18.0K shares0.00%2025-12-312026-01-27

EQT CORP EQT CORP23.7K shares7.45%2025-12-312026-01-27

PLTR PALANTIR TECHNOLOGIES INC7.1K shares16.94%2025-12-312026-01-27

ENB ENBRIDGE INC26.3K shares0.00%2025-12-312026-01-27

PG PROCTER AND GAMBLE CO8.7K shares-6.77%2025-12-312026-01-27

IBIT ISHARES BITCOIN TRUST ETF24.9K shares68.34%2025-12-312026-01-27

COIN COINBASE GLOBAL INC5.3K shares60.05%2025-12-312026-01-27

Sponsored

EFA ISHARES TR12.1K shares-5.80%2025-12-312026-01-27

TRGP TARGA RES CORP6.2K shares-2.16%2025-12-312026-01-27

UNP UNION PAC CORP4.8K shares-1.96%2025-12-312026-01-27

CRCL CIRCLE INTERNET GROUP INC13.5K shares82.04%2025-12-312026-01-27

ODFL OLD DOMINION FREIGHT LINE IN6.8K shares0.00%2025-12-312026-01-27

BITMINE IMMERSION TECNOLOGIE BITMINE IMMERSION TECNOLOGIE37.8K shares84.73%2025-12-312026-01-27

TXN TEXAS INSTRS INC5.5K shares0.00%2025-12-312026-01-27

COP CONOCOPHILLIPS9.9K shares-12.04%2025-12-312026-01-27

Sponsored

HCA HCA HEALTHCARE INC1.9K shares0.00%2025-12-312026-01-27

MERCK & CO INC MERCK & CO INC8.2K shares-6.84%2025-12-312026-01-27

SPG SIMON PPTY GROUP INC NEW4.2K shares-10.37%2025-12-312026-01-27

QXO QXO INC37.5K shares13.89%2025-12-312026-01-27

CSCO CISCO SYS INC9.0K shares0.00%2025-12-312026-01-27

QCOM QUALCOMM INC4.0K shares0.00%2025-12-312026-01-27

NAD NUVEEN QUALITY MUNCP INCOME57.1K shares0.00%2025-12-312026-01-27

AMGN AMGEN INC2.1K shares-32.53%2025-12-312026-01-27

Sponsored

IYH ISHARES TR10.1K shares0.00%2025-12-312026-01-27

ABT ABBOTT LABS4.9K shares0.00%2025-12-312026-01-27

IBM INTERNATIONAL BUSINESS MACHS2.0K shares0.00%2025-12-312026-01-27

PEP PEPSICO INC4.1K shares-6.50%2025-12-312026-01-27

LAM RESEARCH CORP LAM RESEARCH CORP3.4K shares0.00%2025-12-312026-01-27

LUNG PULMONX CORP264.0K shares0.00%2025-12-312026-01-27

VZ VERIZON COMMUNICATIONS INC13.9K shares-11.97%2025-12-312026-01-27

PB PROSPERITY BANCSHARES INC8.1K shares0.00%2025-12-312026-01-27

Sponsored

LOW LOWES COS INC2.2K shares0.00%2025-12-312026-01-27

IJH ISHARES TR8.1K shares0.00%2025-12-312026-01-27

IYF ISHARES TR4.1K shares0.00%2025-12-312026-01-27

IVV ISHARES TR765 shares-25.15%2025-12-312026-01-27

JNJ JOHNSON & JOHNSON2.5K shares0.00%2025-12-312026-01-27

KMI KINDER MORGAN INC DEL17.9K shares-2.15%2025-12-312026-01-27

IYR ISHARES TR5.2K shares0.29%2025-12-312026-01-27

PH PARKER-HANNIFIN CORP543 shares0.00%2025-12-312026-01-27

Sponsored

CITIGROUP INC CITIGROUP INC3.9K shares0.00%2025-12-312026-01-27

IGSB ISHARES TR8.3K shares0.00%2025-12-312026-01-27

IJR ISHARES TR3.6K shares0.00%2025-12-312026-01-27

INTC INTEL CORP11.6K shares0.00%2025-12-312026-01-27

BAC BANK AMERICA CORP7.6K shares0.00%2025-12-312026-01-27

CRGY CRESCENT ENERGY COMPANY48.3K shares-8.20%2025-12-312026-01-27

TSM TAIWAN SEMICONDUCTOR MFG LTD1.3K shares0.00%2025-12-312026-01-27

DELL DELL TECHNOLOGIES INC3.1K shares0.00%2025-12-312026-01-27

Sponsored

DVY ISHARES TR2.7K shares0.00%2025-12-312026-01-27

ADP AUTOMATIC DATA PROCESSING IN1.5K shares0.00%2025-12-312026-01-27

LMT LOCKHEED MARTIN CORP771 shares0.00%2025-12-312026-01-27

HDV ISHARES TR2.9K shares-2.22%2025-12-312026-01-27

SBUX STARBUCKS CORP4.2K shares-55.16%2025-12-312026-01-27

NEM NEWMONT CORP3.5K shares0.00%2025-12-312026-01-27

PAA PLAINS ALL AMERN PIPELINE L19.1K shares0.00%2025-12-312026-01-27

BLACKROCK INC BLACKROCK INC319 shares0.00%2025-12-312026-01-27

Sponsored

T AT&T INC13.4K shares0.00%2025-12-312026-01-27

BARRICK MNG CORP BARRICK MNG CORP7.5K shares0.00%2025-12-312026-01-27

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC2.2K shares0.09%2025-12-312026-01-27

DIS DISNEY WALT CO2.7K shares0.00%2025-12-312026-01-27

BND VANGUARD BD INDEX FDS4.1K shares0.00%2025-12-312026-01-27

ALLY ALLY FINL INC6.7K shares-1.71%2025-12-312026-01-27

IWM ISHARES TR1.2K shares0.00%2025-12-312026-01-27

ESGE ISHARES INC6.7K shares0.00%2025-12-312026-01-27

Sponsored

IYJ ISHARES TR2.0K shares0.00%2025-12-312026-01-27

GE AEROSPACE GE AEROSPACE911 shares0.00%2025-12-312026-01-27

ORCL ORACLE CORP1.4K shares0.07%2025-12-312026-01-27

FLOT ISHARES TR4.8K shares0.00%2025-12-312026-01-27

PFE PFIZER INC9.9K shares-27.20%2025-12-312026-01-27

VTI VANGUARD INDEX FDS705 shares-2.89%2025-12-312026-01-27

WEC ENERGY GROUP INC WEC ENERGY GROUP INC2.2K shares0.00%2025-12-312026-01-27

NOBL PROSHARES TR2.2K shares0.00%2025-12-312026-01-27

Sponsored

SHEL SHELL PLC3.0K shares0.00%2025-12-312026-01-27

BMY BRISTOL-MYERS SQUIBB CO4.0K sharesnew addition2025-12-312026-01-27

HSY HERSHEY CO1.1K shares0.00%2025-12-312026-01-27

CSX CSX CORP5.7K shares0.00%2025-12-312026-01-27

ACWV ISHARES INC1.7K shares0.00%2025-12-312026-01-27

BLACKSTONE INC BLACKSTONE INC1.3K shares0.00%2025-12-312026-01-27

FEZ SPDR INDEX SHS FDS3.1K shares-11.01%2025-12-312026-01-27

FIP FTAI INFRASTRUCTURE INC12.2K shares0.00%2025-12-312026-01-27

Sponsored

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available