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The Analysis of CFM WEALTH PARTNERS LLC's Holdings & P&L

Currently, CFM WEALTH PARTNERS LLC holds 143 types of securities in its portfolio with a total value $667.2M. In the most recent quarter, they have increased their positions in TSM (+14.3K shares, valued at $4.8M), N/A (+28.5K shares, valued at $2.8M), AMD (+8.0K shares, valued at $1.6M); decreased their positions in CRM (-30.1K shares, valued at $5.6M), NVDA (-3.8K shares, valued at $654.5K), PLTR (-4.5K shares, valued at $652.6K); initiated new positions in N/A (+28.5K shares, valued at $2.8M), TPL (+1.4K shares, valued at $644.0K), VICR (+3.7K shares, valued at $588.5K).

1M P&L

+20.4M+3.16%

3M P&L

+42.6M+6.84%

HY P&L

+61.7M+10.21%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Semiconductors112.8M

19.7%

2Consumer Electronics69.9M

12.2%

3N/A60.5M

10.6%

Top Industries by Stock Count

1N/A30 stocks

24.0%

2Oil & Gas Midstream11 stocks

8.8%

3Drug Manufacturers - General6 stocks

4.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION542.5K shares-0.69%2026-03-312026-04-21

AAPL APPLE INC275.5K shares-0.87%2026-03-312026-04-21

ALPHABET INC ALPHABET INC133.8K shares1.34%2026-03-312026-04-21

AMZN AMAZON COM INC106.9K shares0.14%2026-03-312026-04-21

MSFT MICROSOFT CORP50.6K shares-1.14%2026-03-312026-04-21

META META PLATFORMS INC32.5K shares5.42%2026-03-312026-04-21

WMB WILLIAMS COS INC226.4K shares-0.20%2026-03-312026-04-21

PM PHILIP MORRIS INTL INC93.1K shares3.88%2026-03-312026-04-21

Sponsored

XOM EXXON MOBIL CORP81.8K shares-0.47%2026-03-312026-04-21

ORLY OREILLY AUTOMOTIVE INC142.9K shares-0.79%2026-03-312026-04-21

V VISA INC43.4K shares-3.89%2026-03-312026-04-21

COST COSTCO WHOLESALE CORPORATION12.5K shares-0.95%2026-03-312026-04-21

ALPHABET INC ALPHABET INC43.2K shares-1.55%2026-03-312026-04-21

INVESCO QQQ TR INVESCO QQQ TR21.1K shares11.71%2026-03-312026-04-21

SPY STATE STR SPDR S&P 500 ETF T17.4K shares2.77%2026-03-312026-04-21

PANW PALO ALTO NETWORKS INC70.0K shares-4.73%2026-03-312026-04-21

Sponsored

AMD ADVANCED MICRO DEVICES INC53.1K shares17.76%2026-03-312026-04-21

JPM JPMORGAN CHASE & CO35.8K shares0.58%2026-03-312026-04-21

LLY ELI LILLY & CO11.0K shares11.21%2026-03-312026-04-21

BROADCOM INC BROADCOM INC30.7K shares14.48%2026-03-312026-04-21

IWF ISHARES TR18.1K shares0.51%2026-03-312026-04-21

MA MASTERCARD INCORPORATED15.3K shares-5.01%2026-03-312026-04-21

IWD ISHARES TR35.7K shares-2.30%2026-03-312026-04-21

WMT WALMART INC57.6K shares1.57%2026-03-312026-04-21

Sponsored

EPD ENTERPRISE PRODS PARTNERS L183.7K shares0.00%2026-03-312026-04-21

NFLX NETFLIX INC.68.1K shares-7.15%2026-03-312026-04-21

TJX TJX COS INC NEW41.0K shares-0.50%2026-03-312026-04-21

IWR ISHARES TR62.6K shares-1.58%2026-03-312026-04-21

SHW SHERWIN WILLIAMS CO18.6K shares0.53%2026-03-312026-04-21

HD HOME DEPOT INC18.0K shares-4.99%2026-03-312026-04-21

ABBV ABBVIE INC26.5K shares1.84%2026-03-312026-04-21

MO ALTRIA GROUP INC83.0K shares0.00%2026-03-312026-04-21

Sponsored

USMV ISHARES TR59.0K shares0.36%2026-03-312026-04-21

TSM TAIWAN SEMICONDUCTOR MANUFAC15.6K shares1092.58%2026-03-312026-04-21

VANGUARD INDEX FDS VANGUARD INDEX FDS8.4K shares-0.42%2026-03-312026-04-21

CRWD CROWDSTRIKE HLDGS INC12.8K shares-10.32%2026-03-312026-04-21

AMAT APPLIED MATLS INC14.6K shares0.00%2026-03-312026-04-21

MCD MCDONALDS CORP15.7K shares-1.77%2026-03-312026-04-21

KO COCA COLA CO57.5K shares-1.84%2026-03-312026-04-21

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL9.1K shares-6.48%2026-03-312026-04-21

Sponsored

FFIN FIRST FINL BANKSHARES INC142.7K shares0.00%2026-03-312026-04-21

QUAL ISHARES TR20.5K shares5.28%2026-03-312026-04-21

GS GOLDMAN SACHS GROUP INC4.5K shares-1.34%2026-03-312026-04-21

ET ENERGY TRANSFER L P188.9K shares0.00%2026-03-312026-04-21

CVX CHEVRON CORPORATION17.4K shares0.39%2026-03-312026-04-21

RY ROYAL BK CDA21.4K shares0.00%2026-03-312026-04-21

CAT CATERPILLAR INC4.8K shares-2.05%2026-03-312026-04-21

KKR & CO INC KKR & CO INC32.5K shares-9.84%2026-03-312026-04-21

Sponsored

SPSM SPDR SERIES TRUST60.3K shares0.20%2026-03-312026-04-21

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC28.5K sharesnew addition2026-03-312026-04-21

MDLZ MONDELEZ INTL INC47.1K shares0.00%2026-03-312026-04-21

MPLX MPLX LP46.7K shares0.00%2026-03-312026-04-21

SBLK STAR BULK CARRIERS CORP.114.4K shares1.62%2026-03-312026-04-21

USAC USA COMPRESSION PARTNERS LP92.1K shares0.00%2026-03-312026-04-21

MS MORGAN STANLEY15.0K shares0.52%2026-03-312026-04-21

IWB ISHARES TR6.8K shares-6.28%2026-03-312026-04-21

Sponsored

PWR QUANTA SVCS INC4.2K shares-0.05%2026-03-312026-04-21

ESGD ISHARES TR23.5K shares0.00%2026-03-312026-04-21

FTAI AVIATION LTD FTAI AVIATION LTD8.4K shares0.00%2026-03-312026-04-21

WES WESTERN MIDSTREAM PARTNERS L49.9K shares0.00%2026-03-312026-04-21

TSLA TESLA INC4.8K shares1.47%2026-03-312026-04-21

PSX PHILLIPS 669.6K shares-9.41%2026-03-312026-04-21

ASO ACADEMY SPORTS & OUTDOORS IN31.0K shares-0.81%2026-03-312026-04-21

HESM HESS MIDSTREAM LP42.3K shares0.00%2026-03-312026-04-21

Sponsored

OKE ONEOK INC NEW18.0K shares0.00%2026-03-312026-04-21

TRGP TARGA RES CORP6.2K shares0.00%2026-03-312026-04-21

EQT CORP EQT CORP23.7K shares0.00%2026-03-312026-04-21

ENB ENBRIDGE INC26.3K shares0.00%2026-03-312026-04-21

EFA ISHARES TR13.8K shares13.71%2026-03-312026-04-21

ODFL OLD DOMINION FREIGHT LINE IN6.8K shares0.00%2026-03-312026-04-21

IVW ISHARES TR11.1K shares0.62%2026-03-312026-04-21

CRCL CIRCLE INTERNET GROUP INC13.1K shares-2.76%2026-03-312026-04-21

Sponsored

PG PROCTER & GAMBLE CO8.7K shares0.00%2026-03-312026-04-21

PEP PEPSICO INC7.7K shares86.17%2026-03-312026-04-21

UNP UNION PAC CORP4.8K shares0.00%2026-03-312026-04-21

COP CONOCOPHILLIPS8.7K shares-11.56%2026-03-312026-04-21

TXN TEXAS INSTRS INC5.5K shares0.00%2026-03-312026-04-21

MERCK & CO INC MERCK & CO INC8.1K shares-1.22%2026-03-312026-04-21

IBIT ISHARES BITCOIN TRUST ETF24.8K shares-0.66%2026-03-312026-04-21

QXO QXO INC45.1K shares20.03%2026-03-312026-04-21

Sponsored

HCA HCA HEALTHCARE INC1.8K shares-4.76%2026-03-312026-04-21

COIN COINBASE GLOBAL INC4.8K shares-7.97%2026-03-312026-04-21

SPG SIMON PPTY GROUP INC NEW4.1K shares-2.17%2026-03-312026-04-21

LAM RESEARCH CORP LAM RESEARCH CORP3.4K shares0.00%2026-03-312026-04-21

AMGN AMGEN INC2.1K shares0.00%2026-03-312026-04-21

CSCO CISCO SYS INC9.0K shares0.00%2026-03-312026-04-21

VZ VERIZON COMMUNICATIONS INC13.4K shares-3.19%2026-03-312026-04-21

BITMINE IMMERSION TECNOLOGIE BITMINE IMMERSION TECNOLOGIE33.7K shares-10.76%2026-03-312026-04-21

Sponsored

NAD NUVEEN QUALITY MUNCP INCOME57.1K shares0.00%2026-03-312026-04-21

CRGY CRESCENT ENERGY COMPANY48.3K shares0.00%2026-03-312026-04-21

TPL TEXAS PACIFIC LAND CORPORATI1.4K sharesnew addition2026-03-312026-04-21

HDV ISHARES TR4.7K shares59.79%2026-03-312026-04-21

IYH ISHARES TR10.1K shares0.00%2026-03-312026-04-21

JNJ JOHNSON & JOHNSON2.5K shares0.00%2026-03-312026-04-21

VICR VICOR CORP3.7K sharesnew addition2026-03-312026-04-21

KMI KINDER MORGAN INC DEL17.2K shares-4.10%2026-03-312026-04-21

Sponsored

LOW LOWES COS INC2.2K shares0.00%2026-03-312026-04-21

CITIGROUP INC CITIGROUP INC4.6K shares19.41%2026-03-312026-04-21

QCOM QUALCOMM INC4.0K shares0.00%2026-03-312026-04-21

DVY ISHARES TR3.4K shares25.58%2026-03-312026-04-21

INTC INTEL CORP11.6K shares0.00%2026-03-312026-04-21

IBM INTERNATIONAL BUSINESS MACHS2.0K shares0.00%2026-03-312026-04-21

PH PARKER-HANNIFIN CORP543 shares0.00%2026-03-312026-04-21

IYF ISHARES TR4.1K shares0.00%2026-03-312026-04-21

Sponsored

IYR ISHARES TR5.1K shares-1.29%2026-03-312026-04-21

DELL DELL TECHNOLOGIES INC2.9K shares-4.35%2026-03-312026-04-21

LMT LOCKHEED MARTIN CORP771 shares0.00%2026-03-312026-04-21

ABT ABBOTT LABORATORIES4.5K shares-8.19%2026-03-312026-04-21

IVV ISHARES TR683 shares-10.72%2026-03-312026-04-21

IJR ISHARES TR3.6K shares0.00%2026-03-312026-04-21

PB PROSPERITY BANCSHARES INC6.6K shares-18.57%2026-03-312026-04-21

IJH ISHARES TR6.5K shares-20.19%2026-03-312026-04-21

Sponsored

IGSB ISHARES TR8.3K shares0.00%2026-03-312026-04-21

PAA PLAINS ALL AMERN PIPELINE L18.6K shares-2.60%2026-03-312026-04-21

T AT&T INC13.4K shares0.00%2026-03-312026-04-21

PLTR PALANTIR TECHNOLOGIES INC2.6K shares-63.10%2026-03-312026-04-21

SBUX STARBUCKS CORP4.2K shares0.00%2026-03-312026-04-21

BAC BANK AMERICA CORP7.6K shares0.00%2026-03-312026-04-21

CRM SALESFORCE INC1.9K shares-94.08%2026-03-312026-04-21

LUNG PULMONX CORP264.0K shares0.00%2026-03-312026-04-21

Sponsored

NEM NEWMONT CORP2.9K shares-17.14%2026-03-312026-04-21

BLACKROCK INC BLACKROCK INC319 shares0.00%2026-03-312026-04-21

ESGE ISHARES INC6.7K shares0.00%2026-03-312026-04-21

BND VANGUARD BD INDEX FDS4.1K shares0.00%2026-03-312026-04-21

ADP AUTOMATIC DATA PROCESSING IN1.5K shares0.00%2026-03-312026-04-21

IYJ ISHARES TR2.0K shares0.00%2026-03-312026-04-21

IWM ISHARES TR1.2K shares-3.84%2026-03-312026-04-21

SHEL SHELL PLC3.0K shares0.00%2026-03-312026-04-21

Sponsored

PFE PFIZER INC9.9K shares0.00%2026-03-312026-04-21

DIS DISNEY WALT CO2.7K shares0.15%2026-03-312026-04-21

ALLY ALLY FINL INC6.7K shares0.00%2026-03-312026-04-21

GE AEROSPACE GE AEROSPACE911 shares0.00%2026-03-312026-04-21

WEC ENERGY GROUP INC WEC ENERGY GROUP INC2.2K shares0.00%2026-03-312026-04-21

FLOT ISHARES TR4.8K shares0.00%2026-03-312026-04-21

BARRICK MNG CORP BARRICK MNG CORP6.0K shares-20.00%2026-03-312026-04-21

BMY BRISTOL-MYERS SQUIBB CO4.0K shares0.00%2026-03-312026-04-21

Sponsored

HSY HERSHEY CO1.1K shares0.00%2026-03-312026-04-21

CSX CSX CORP5.7K shares0.00%2026-03-312026-04-21

NOBL PROSHARES TR2.2K shares0.00%2026-03-312026-04-21

VTI VANGUARD INDEX FDS686 shares-2.70%2026-03-312026-04-21

ORCL ORACLE CORP1.4K shares0.14%2026-03-312026-04-21

ACWV ISHARES INC1.7K shares0.00%2026-03-312026-04-21

FIP FTAI INFRASTRUCTURE INC12.2K shares0.00%2026-03-312026-04-21

NVDA

NVIDIA CORPORATION

-0.69%

Shares542.5K

Event2026-03-31

Filed2026-04-21

AAPL

APPLE INC

-0.87%

Shares275.5K

Event2026-03-31

Filed2026-04-21

ALPHABET INC

1.34%

Shares133.8K

Event2026-03-31

Filed2026-04-21

AMZN

AMAZON COM INC

0.14%

Shares106.9K

Event2026-03-31

Filed2026-04-21

MSFT

MICROSOFT CORP

-1.14%

Shares50.6K

Event2026-03-31

Filed2026-04-21