The Analysis of CFM WEALTH PARTNERS LLC's Holdings

Currently, CFM WEALTH PARTNERS LLC holds 147 types of securities in its portfolio with a total value $688.8M. In the most recent quarter, they have increased their positions in AVGO (+16.2K shares, valued at $5.4M), META (+2.9K shares, valued at $2.1M), PANW (+7.6K shares, valued at $1.6M); decreased their positions in XOM (-31.6K shares, valued at $3.6M), CRM (-8.1K shares, valued at $1.9M), TSLA (-2.3K shares, valued at $1.0M); initiated new positions in COIN (+3.3K shares, valued at $1.1M), BMNR (+20.4K shares, valued at $1.1M), CRCL (+7.4K shares, valued at $983.1K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION569.5K shares0.01%2025-09-302025-11-03

AAPL APPLE INC289.0K shares-0.36%2025-09-302025-11-03

GOOGL ALPHABET INC135.6K shares0.89%2025-09-302025-11-03

MSFT MICROSOFT CORP51.4K shares1.94%2025-09-302025-11-03

AMZN AMAZON COM INC110.3K shares1.93%2025-09-302025-11-03

META META PLATFORMS INC29.6K shares10.90%2025-09-302025-11-03

V VISA INC46.1K shares1.45%2025-09-302025-11-03

PANW PALO ALTO NETWORKS INC77.0K shares10.99%2025-09-302025-11-03

Sponsored

ORLY OREILLY AUTOMOTIVE INC140.0K shares1.78%2025-09-302025-11-03

PM PHILIP MORRIS INTL INC89.6K shares0.00%2025-09-302025-11-03

WMB WILLIAMS COS INC225.1K shares1.38%2025-09-302025-11-03

COST COSTCO WHSL CORP NEW12.4K shares2.35%2025-09-302025-11-03

SPY SPDR S&P 500 ETF TR17.0K shares0.31%2025-09-302025-11-03

QQQ INVESCO QQQ TR18.4K shares2.45%2025-09-302025-11-03

GOOG ALPHABET INC44.6K shares-2.40%2025-09-302025-11-03

JPM JPMORGAN CHASE & CO.34.3K shares3.82%2025-09-302025-11-03

Sponsored

XOM EXXON MOBIL CORP93.7K shares-25.23%2025-09-302025-11-03

MA MASTERCARD INCORPORATED15.7K shares0.98%2025-09-302025-11-03

IWF ISHARES TR19.0K shares-4.96%2025-09-302025-11-03

NFLX NETFLIX INC7.0K shares7.12%2025-09-302025-11-03

CRM SALESFORCE INC35.1K shares-18.77%2025-09-302025-11-03

HD HOME DEPOT INC20.2K shares2.80%2025-09-302025-11-03

LLY ELI LILLY & CO10.6K shares-6.07%2025-09-302025-11-03

AVGO BROADCOM INC23.5K shares223.91%2025-09-302025-11-03

Sponsored

IWD ISHARES TR36.9K shares0.42%2025-09-302025-11-03

AMD ADVANCED MICRO DEVICES INC45.2K shares-0.18%2025-09-302025-11-03

CRWD CROWDSTRIKE HLDGS INC13.6K shares18.27%2025-09-302025-11-03

SHW SHERWIN WILLIAMS CO18.4K shares2.86%2025-09-302025-11-03

IWR ISHARES TR65.7K shares-5.77%2025-09-302025-11-03

WMT WALMART INC57.2K shares9.32%2025-09-302025-11-03

EPD ENTERPRISE PRODS PARTNERS L187.7K shares-0.15%2025-09-302025-11-03

NOW SERVICENOW INC6.3K shares12.54%2025-09-302025-11-03

Sponsored

TJX TJX COS INC NEW40.2K shares5.15%2025-09-302025-11-03

ABBV ABBVIE INC24.4K shares6.06%2025-09-302025-11-03

USMV ISHARES TR58.2K shares1.81%2025-09-302025-11-03

MO ALTRIA GROUP INC82.6K shares0.19%2025-09-302025-11-03

MCD MCDONALDS CORP17.9K shares-8.21%2025-09-302025-11-03

FFIN FIRST FINL BANKSHARES INC161.8K shares0.00%2025-09-302025-11-03

VOO VANGUARD INDEX FDS8.4K shares2.10%2025-09-302025-11-03

BRK.B BERKSHIRE HATHAWAY INC DEL9.9K shares-14.17%2025-09-302025-11-03

Sponsored

KKR KKR & CO INC34.3K shares10.23%2025-09-302025-11-03

KO COCA COLA CO63.0K shares-8.74%2025-09-302025-11-03

QUAL ISHARES TR18.4K shares2.68%2025-09-302025-11-03

CVX CHEVRON CORP NEW20.9K shares-2.68%2025-09-302025-11-03

ET ENERGY TRANSFER L P188.9K shares0.00%2025-09-302025-11-03

GS GOLDMAN SACHS GROUP INC4.0K shares18.34%2025-09-302025-11-03

RY ROYAL BK CDA21.4K shares0.00%2025-09-302025-11-03

AMAT APPLIED MATLS INC14.7K shares0.00%2025-09-302025-11-03

Sponsored

MDLZ MONDELEZ INTL INC47.1K shares0.00%2025-09-302025-11-03

SPSM SPDR SERIES TRUST60.2K shares-4.55%2025-09-302025-11-03

IWB ISHARES TR7.2K shares1.09%2025-09-302025-11-03

MPLX MPLX LP46.7K shares8.99%2025-09-302025-11-03

CAT CATERPILLAR INC4.8K shares-0.16%2025-09-302025-11-03

ESGD ISHARES TR24.1K shares6.44%2025-09-302025-11-03

USAC USA COMPRESSION PARTNERS LP92.1K shares9.94%2025-09-302025-11-03

SBLK STAR BULK CARRIERS CORP.112.6K shares0.00%2025-09-302025-11-03

Sponsored

TSLA TESLA INC4.6K shares-33.46%2025-09-302025-11-03

MS MORGAN STANLEY12.8K shares11.65%2025-09-302025-11-03

WES WESTERN MIDSTREAM PARTNERS L49.9K shares10.99%2025-09-302025-11-03

PWR QUANTA SVCS INC4.5K shares-0.80%2025-09-302025-11-03

ASO ACADEMY SPORTS & OUTDOORS IN35.7K shares-20.30%2025-09-302025-11-03

HESM HESS MIDSTREAM LP42.3K shares0.00%2025-09-302025-11-03

PSX PHILLIPS 6610.6K shares0.06%2025-09-302025-11-03

PG PROCTER AND GAMBLE CO9.3K shares-11.79%2025-09-302025-11-03

Sponsored

FTAI FTAI AVIATION LTD8.4K shares-33.96%2025-09-302025-11-03

IVW ISHARES TR11.5K shares-0.66%2025-09-302025-11-03

ENB ENBRIDGE INC26.3K shares0.00%2025-09-302025-11-03

OKE ONEOK INC NEW18.0K shares0.00%2025-09-302025-11-03

EFA ISHARES TR12.9K shares0.00%2025-09-302025-11-03

EQT EQT CORP22.0K shares0.00%2025-09-302025-11-03

UNP UNION PAC CORP4.9K shares-1.42%2025-09-302025-11-03

COIN COINBASE GLOBAL INC3.3K sharesnew addition2025-09-302025-11-03

Sponsored

PLTR PALANTIR TECHNOLOGIES INC6.0K shares252.54%2025-09-302025-11-03

BMNR BITMINE IMMERSION TECNOLOGIE20.4K sharesnew addition2025-09-302025-11-03

COP CONOCOPHILLIPS11.2K shares7.31%2025-09-302025-11-03

TRGP TARGA RES CORP6.3K shares-6.07%2025-09-302025-11-03

TXN TEXAS INSTRS INC5.5K shares0.00%2025-09-302025-11-03

CRCL CIRCLE INTERNET GROUP INC7.4K sharesnew addition2025-09-302025-11-03

IBIT ISHARES BITCOIN TRUST ETF14.8K sharesnew addition2025-09-302025-11-03

ODFL OLD DOMINION FREIGHT LINE IN6.8K shares0.00%2025-09-302025-11-03

Sponsored

SPG SIMON PPTY GROUP INC NEW4.6K shares-46.87%2025-09-302025-11-03

AMGN AMGEN INC3.1K shares-0.39%2025-09-302025-11-03

HCA HCA HEALTHCARE INC1.9K shares0.00%2025-09-302025-11-03

SBUX STARBUCKS CORP9.3K shares-3.77%2025-09-302025-11-03

MRK MERCK & CO INC8.8K shares-16.13%2025-09-302025-11-03

VZ VERIZON COMMUNICATIONS INC15.7K shares0.00%2025-09-302025-11-03

IVV ISHARES TR1.0K shares-11.97%2025-09-302025-11-03

QCOM QUALCOMM INC4.0K shares0.07%2025-09-302025-11-03

Sponsored

NAD NUVEEN QUALITY MUNCP INCOME57.1K shares12.13%2025-09-302025-11-03

ABT ABBOTT LABS4.9K shares-3.96%2025-09-302025-11-03

QXO QXO INC33.0K sharesnew addition2025-09-302025-11-03

PEP PEPSICO INC4.4K shares-4.64%2025-09-302025-11-03

CSCO CISCO SYS INC9.0K shares14.81%2025-09-302025-11-03

IYH ISHARES TR10.1K shares0.00%2025-09-302025-11-03

IBM INTERNATIONAL BUSINESS MACHS2.0K shares6.30%2025-09-302025-11-03

LOW LOWES COS INC2.2K shares0.00%2025-09-302025-11-03

Sponsored

PB PROSPERITY BANCSHARES INC8.1K shares0.00%2025-09-302025-11-03

IJH ISHARES TR8.1K shares0.30%2025-09-302025-11-03

IYF ISHARES TR4.1K shares0.00%2025-09-302025-11-03

KMI KINDER MORGAN INC DEL18.3K shares-3.77%2025-09-302025-11-03

IYR ISHARES TR5.2K shares0.00%2025-09-302025-11-03

CRGY CRESCENT ENERGY COMPANY52.6K shares0.00%2025-09-302025-11-03

LRCX LAM RESEARCH CORP3.4K shares0.00%2025-09-302025-11-03

JNJ JOHNSON & JOHNSON2.5K shares-3.27%2025-09-302025-11-03

Sponsored

IGSB ISHARES TR8.3K shares17.65%2025-09-302025-11-03

DELL DELL TECHNOLOGIES INC3.1K shares0.00%2025-09-302025-11-03

ADP AUTOMATIC DATA PROCESSING IN1.5K shares0.00%2025-09-302025-11-03

LUNG PULMONX CORP264.0K shares0.00%2025-09-302025-11-03

IJR ISHARES TR3.6K shares0.00%2025-09-302025-11-03

PH PARKER-HANNIFIN CORP543 shares0.00%2025-09-302025-11-03

BAC BANK AMERICA CORP7.6K shares0.00%2025-09-302025-11-03

C CITIGROUP INC3.9K shares0.00%2025-09-302025-11-03

Sponsored

ORCL ORACLE CORP1.4K shares30.12%2025-09-302025-11-03

INTC INTEL CORP11.6K shares0.00%2025-09-302025-11-03

LMT LOCKHEED MARTIN CORP771 shares-21.41%2025-09-302025-11-03

DVY ISHARES TR2.7K shares0.00%2025-09-302025-11-03

T AT&T INC13.4K shares0.00%2025-09-302025-11-03

BLK BLACKROCK INC319 shares-9.12%2025-09-302025-11-03

HDV ISHARES TR3.0K shares0.00%2025-09-302025-11-03

TSM TAIWAN SEMICONDUCTOR MFG LTD1.3K shares0.00%2025-09-302025-11-03

Sponsored

PFE PFIZER INC13.5K shares-2.67%2025-09-302025-11-03

PAA PLAINS ALL AMERN PIPELINE L19.1K shares0.00%2025-09-302025-11-03

DIS DISNEY WALT CO2.7K shares0.04%2025-09-302025-11-03

BND VANGUARD BD INDEX FDS4.1K sharesnew addition2025-09-302025-11-03

NEM NEWMONT CORP3.5K sharesnew addition2025-09-302025-11-03

APO APOLLO GLOBAL MGMT INC2.2K shares0.05%2025-09-302025-11-03

IWM ISHARES TR1.2K shares0.00%2025-09-302025-11-03

ESGE ISHARES INC6.7K shares-0.22%2025-09-302025-11-03

Sponsored

IYJ ISHARES TR2.0K shares0.00%2025-09-302025-11-03

GE GE AEROSPACE911 shares0.00%2025-09-302025-11-03

ALLY ALLY FINL INC6.8K shares0.01%2025-09-302025-11-03

WEC WEC ENERGY GROUP INC2.2K shares0.00%2025-09-302025-11-03

FLOT ISHARES TR4.8K shares0.00%2025-09-302025-11-03

B BARRICK MNG CORP7.5K sharesnew addition2025-09-302025-11-03

VTI VANGUARD INDEX FDS726 shares0.28%2025-09-302025-11-03

BX BLACKSTONE INC1.3K sharesnew addition2025-09-302025-11-03

Sponsored

NOBL PROSHARES TR2.2K shares0.00%2025-09-302025-11-03

NKE NIKE INC3.1K shares-9.86%2025-09-302025-11-03

FEZ SPDR INDEX SHS FDS3.5K shares-12.29%2025-09-302025-11-03

SHEL SHELL PLC3.0K shares0.00%2025-09-302025-11-03

HSY HERSHEY CO1.1K sharesnew addition2025-09-302025-11-03

UBER UBER TECHNOLOGIES INC2.1K sharesnew addition2025-09-302025-11-03

WM WASTE MGMT INC DEL937 shares0.00%2025-09-302025-11-03

EMR EMERSON ELEC CO1.6K shares0.00%2025-09-302025-11-03

Sponsored

ACWV ISHARES INC1.7K shares0.00%2025-09-302025-11-03

CSX CSX CORP5.7K shares-14.57%2025-09-302025-11-03

FIP FTAI INFRASTRUCTURE INC12.2K shares0.00%2025-09-302025-11-03

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available