Sponsored
The Analysis of CMH Wealth Management LLC's Holdings & P&L
Currently, CMH Wealth Management LLC holds 113 types of securities in its portfolio with a total value $582.5M. In the most recent quarter, they have increased their positions in MFSI (+487.8K shares, valued at $14.5M), N/A (+35.3K shares, valued at $10.9M), MSFT (+20.4K shares, valued at $7.5M); decreased their positions in N/A (-17.9K shares, valued at $5.1M), VDE (-17.7K shares, valued at $3.1M), SNOW (-19.1K shares, valued at $2.9M); initiated new positions in N/A (+35.3K shares, valued at $10.9M), XLU (+135.3K shares, valued at $6.2M), SYK (+16.9K shares, valued at $5.6M).
1M P&L
+18.9M+3.45%
3M P&L
+25.2M+4.66%
HY P&L
+45.4M+8.75%
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
1N/A238.4M
46.5%
2Software - Infrastructure37.8M
7.4%
3Consumer Electronics22.6M
4.4%
Top Industries by Stock Count
1N/A39 stocks
38.2%
2Aerospace & Defense4 stocks
3.9%
3Drug Manufacturers - General4 stocks
3.9%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
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MSFT
37.60%MICROSOFT CORP
Shares74.6K
Event2026-03-31
Filed2026-04-13
JPHY
0.85%J P MORGAN EXCHANGE TRADED F
Shares506.0K
Event2026-03-31
Filed2026-04-13
ALPHABET INC
-16.94%ALPHABET INC
Shares87.7K
Event2026-03-31
Filed2026-04-13
AAPL
16.95%APPLE INC
Shares88.9K
Event2026-03-31
Filed2026-04-13
AMZN
-0.18%AMAZON COM INC
Shares102.8K
Event2026-03-31
Filed2026-04-13
MFSI
340.24%MFS ACTIVE EXCHANGE TRADED F
Shares631.2K
Event2026-03-31
Filed2026-04-13
TMSL
0.47%T ROWE PRICE ETF INC
Shares504.4K
Event2026-03-31
Filed2026-04-13
VFH
9.92%VANGUARD WORLD FD
Shares145.3K
Event2026-03-31
Filed2026-04-13
BA
5.90%BOEING CO
Shares68.7K
Event2026-03-31
Filed2026-04-13
VDE
-18.47%VANGUARD WORLD FD
Shares78.0K
Event2026-03-31
Filed2026-04-13
ACWX
1.61%ISHARES TR
Shares194.2K
Event2026-03-31
Filed2026-04-13
LLY
-1.64%ELI LILLY & CO
Shares14.1K
Event2026-03-31
Filed2026-04-13
XLC
27.76%SELECT SECTOR SPDR TR
Shares116.7K
Event2026-03-31
Filed2026-04-13
GEV
-0.83%GE VERNOVA INC
Shares14.6K
Event2026-03-31
Filed2026-04-13
TJX
-1.54%TJX COS INC NEW
Shares68.5K
Event2026-03-31
Filed2026-04-13
BROADCOM INC
NewBROADCOM INC
Shares35.3K
Event2026-03-31
Filed2026-04-13
XLV
0.30%SELECT SECTOR SPDR TR
Shares71.2K
Event2026-03-31
Filed2026-04-13
VCIT
1.81%VANGUARD SCOTTSDALE FDS
Shares125.3K
Event2026-03-31
Filed2026-04-13
PANW
27.07%PALO ALTO NETWORKS INC
Shares60.1K
Event2026-03-31
Filed2026-04-13
SMMD
-0.95%ISHARES TR
Shares125.1K
Event2026-03-31
Filed2026-04-13
VRT
-0.44%VERTIV HOLDINGS CO
Shares37.6K
Event2026-03-31
Filed2026-04-13
VDC
1.98%VANGUARD WORLD FD
Shares40.5K
Event2026-03-31
Filed2026-04-13
BLACKROCK INC
33.29%BLACKROCK INC
Shares9.3K
Event2026-03-31
Filed2026-04-13
SOXX
-3.08%ISHARES TR
Shares26.4K
Event2026-03-31
Filed2026-04-13
NOW
30.56%SERVICENOW INC
Shares75.9K
Event2026-03-31
Filed2026-04-13
JPM
1554.55%JPMORGAN CHASE & CO
Shares26.9K
Event2026-03-31
Filed2026-04-13
NVDA
1.95%NVIDIA CORPORATION
Shares44.4K
Event2026-03-31
Filed2026-04-13
FBND
1.36%FIDELITY MERRIMACK STR TR
Shares155.4K
Event2026-03-31
Filed2026-04-13
PPA
-1.87%INVESCO EXCHANGE TRADED FD T
Shares41.5K
Event2026-03-31
Filed2026-04-13
BERKSHIRE HATHAWAY INC DEL
364.84%BERKSHIRE HATHAWAY INC DEL
Shares13.6K
Event2026-03-31
Filed2026-04-13
TCHP
-5.67%T ROWE PRICE ETF INC
Shares146.4K
Event2026-03-31
Filed2026-04-13
V
8.65%VISA INC
Shares21.4K
Event2026-03-31
Filed2026-04-13
XLU
NewSELECT SECTOR SPDR TR
Shares135.3K
Event2026-03-31
Filed2026-04-13
WMT
1.93%WALMART INC
Shares49.7K
Event2026-03-31
Filed2026-04-13
MA
-1.74%MASTERCARD INCORPORATED
Shares12.3K
Event2026-03-31
Filed2026-04-13
VNQ
38.01%VANGUARD INDEX FDS
Shares65.3K
Event2026-03-31
Filed2026-04-13
XLB
-5.19%SELECT SECTOR SPDR TR
Shares115.5K
Event2026-03-31
Filed2026-04-13
CRM
-16.92%SALESFORCE INC
Shares30.9K
Event2026-03-31
Filed2026-04-13
SYK
NewSTRYKER CORPORATION
Shares16.9K
Event2026-03-31
Filed2026-04-13
TSLA
-13.50%TESLA INC
Shares14.9K
Event2026-03-31
Filed2026-04-13
XLI
7.74%SELECT SECTOR SPDR TR
Shares31.4K
Event2026-03-31
Filed2026-04-13
DHR
-31.04%DANAHER CORP DEL
Shares25.4K
Event2026-03-31
Filed2026-04-13
BLACKSTONE INC
NewBLACKSTONE INC
Shares40.0K
Event2026-03-31
Filed2026-04-13
VONE
2.07%VANGUARD SCOTTSDALE FDS
Shares15.4K
Event2026-03-31
Filed2026-04-13
EATON CORP PLC
NewEATON CORP PLC
Shares12.6K
Event2026-03-31
Filed2026-04-13
SNOW
-41.56%SNOWFLAKE INC
Shares26.8K
Event2026-03-31
Filed2026-04-13
JNJ
405.93%JOHNSON & JOHNSON
Shares15.8K
Event2026-03-31
Filed2026-04-13
XOM
NewEXXON MOBIL CORP
Shares21.6K
Event2026-03-31
Filed2026-04-13
PG
589.50%PROCTER & GAMBLE CO
Shares23.9K
Event2026-03-31
Filed2026-04-13
JAVA
6.20%J P MORGAN EXCHANGE TRADED F
Shares47.5K
Event2026-03-31
Filed2026-04-13
ENB
NewENBRIDGE INC
Shares62.4K
Event2026-03-31
Filed2026-04-13
MERCK & CO INC
NewMERCK & CO INC
Shares27.8K
Event2026-03-31
Filed2026-04-13
UNP
NewUNION PAC CORP
Shares12.2K
Event2026-03-31
Filed2026-04-13
THE CIGNA GROUP
NewTHE CIGNA GROUP
Shares11.0K
Event2026-03-31
Filed2026-04-13
WPC
NewWP CAREY INC
Shares41.8K
Event2026-03-31
Filed2026-04-13
TD
NewTORONTO DOMINION BK ONT
Shares30.6K
Event2026-03-31
Filed2026-04-13
DE
NewDEERE & CO
Shares4.9K
Event2026-03-31
Filed2026-04-13
CVX
NewCHEVRON CORPORATION
Shares13.4K
Event2026-03-31
Filed2026-04-13
PEP
NewPEPSICO INC
Shares17.0K
Event2026-03-31
Filed2026-04-13
CAT
NewCATERPILLAR INC
Shares3.7K
Event2026-03-31
Filed2026-04-13
OEF
NewISHARES TR
Shares8.0K
Event2026-03-31
Filed2026-04-13
ITW
NewILLINOIS TOOL WKS INC
Shares9.2K
Event2026-03-31
Filed2026-04-13
SCHA
NewSCHWAB STRATEGIC TR
Shares82.6K
Event2026-03-31
Filed2026-04-13
VEA
NewVANGUARD TAX-MANAGED FDS
Shares34.3K
Event2026-03-31
Filed2026-04-13
PFE
NewPFIZER INC
Shares69.8K
Event2026-03-31
Filed2026-04-13
EPD
NewENTERPRISE PRODS PARTNERS L
Shares47.1K
Event2026-03-31
Filed2026-04-13
SCHB
NewSCHWAB STRATEGIC TR
Shares67.3K
Event2026-03-31
Filed2026-04-13
NVS
NewNOVARTIS AG
Shares11.1K
Event2026-03-31
Filed2026-04-13
MMM
New3M CO
Shares11.5K
Event2026-03-31
Filed2026-04-13
LMT
NewLOCKHEED MARTIN CORP
Shares2.7K
Event2026-03-31
Filed2026-04-13
PFF
NewISHARES TR
Shares52.0K
Event2026-03-31
Filed2026-04-13
DEO
NewDIAGEO PLC
Shares20.6K
Event2026-03-31
Filed2026-04-13
MEDTRONIC PLC
NewMEDTRONIC PLC
Shares17.0K
Event2026-03-31
Filed2026-04-13
FDX
NewFEDEX CORP
Shares4.1K
Event2026-03-31
Filed2026-04-13
DIS
NewDISNEY WALT CO
Shares15.1K
Event2026-03-31
Filed2026-04-13
RTX
NewRTX CORPORATION
Shares7.4K
Event2026-03-31
Filed2026-04-13
GIS
NewGENERAL MILLS INC
Shares36.9K
Event2026-03-31
Filed2026-04-13
VZ
NewVERIZON COMMUNICATIONS INC
Shares24.6K
Event2026-03-31
Filed2026-04-13
VCSH
NewVANGUARD SCOTTSDALE FDS
Shares15.5K
Event2026-03-31
Filed2026-04-13
JCI
NewJOHNSON CONTROLS INTERNATION
Shares9.2K
Event2026-03-31
Filed2026-04-13
RSPT
NewINVESCO EXCHANGE TRADED FD T
Shares26.2K
Event2026-03-31
Filed2026-04-13
IVV
NewISHARES TR
Shares1.8K
Event2026-03-31
Filed2026-04-13
ABT
NewABBOTT LABORATORIES
Shares10.3K
Event2026-03-31
Filed2026-04-13
HON
NewHONEYWELL INTL INC
Shares4.7K
Event2026-03-31
Filed2026-04-13
UNH
NewUNITEDHEALTH GROUP INC
Shares3.9K
Event2026-03-31
Filed2026-04-13
UNILEVER PLC
NewUNILEVER PLC
Shares16.9K
Event2026-03-31
Filed2026-04-13
HTGC
NewHERCULES CAPITAL INC
Shares65.1K
Event2026-03-31
Filed2026-04-13
VTI
NewVANGUARD INDEX FDS
Shares2.9K
Event2026-03-31
Filed2026-04-13
R
NewRYDER SYS INC
Shares4.3K
Event2026-03-31
Filed2026-04-13
SCHD
NewSCHWAB STRATEGIC TR
Shares27.7K
Event2026-03-31
Filed2026-04-13
EMR
NewEMERSON ELEC CO
Shares6.1K
Event2026-03-31
Filed2026-04-13
SPY
NewSTATE STR SPDR S&P 500 ETF T
Shares1.2K
Event2026-03-31
Filed2026-04-13
RPM
NewRPM INTL INC
Shares6.9K
Event2026-03-31
Filed2026-04-13
LHX
NewL3HARRIS TECHNOLOGIES INC
Shares2.0K
Event2026-03-31
Filed2026-04-13
SCHM
NewSCHWAB STRATEGIC TR
Shares20.1K
Event2026-03-31
Filed2026-04-13
STZ
NewCONSTELLATION BRANDS INC
Shares3.3K
Event2026-03-31
Filed2026-04-13
IWB
NewISHARES TR
Shares1.2K
Event2026-03-31
Filed2026-04-13
XLF
NewSELECT SECTOR SPDR TR
Shares8.3K
Event2026-03-31
Filed2026-04-13
INVESCO QQQ TR
89.89%INVESCO QQQ TR
Shares676
Event2026-03-31
Filed2026-04-13
TMO
NewTHERMO FISHER SCIENTIFIC INC
Shares767
Event2026-03-31
Filed2026-04-13
KO
NewCOCA COLA CO
Shares4.9K
Event2026-03-31
Filed2026-04-13
PLTR
NewPALANTIR TECHNOLOGIES INC
Shares2.1K
Event2026-03-31
Filed2026-04-13
IBIT
NewISHARES BITCOIN TRUST ETF
Shares7.8K
Event2026-03-31
Filed2026-04-13
VV
NewVANGUARD INDEX FDS
Shares1.0K
Event2026-03-31
Filed2026-04-13
UPS
NewUNITED PARCEL SVCS INC
Shares2.9K
Event2026-03-31
Filed2026-04-13
HD
NewHOME DEPOT INC
Shares874
Event2026-03-31
Filed2026-04-13
ORCL
NewORACLE CORP
Shares1.8K
Event2026-03-31
Filed2026-04-13
VGT
NewVANGUARD WORLD FD
Shares385
Event2026-03-31
Filed2026-04-13
GKOS
NewGLAUKOS CORP
Shares2.4K
Event2026-03-31
Filed2026-04-13
NKE
NewNIKE INC
Shares4.7K
Event2026-03-31
Filed2026-04-13
MCO
0.00%MOODYS CORP
Shares533
Event2026-03-31
Filed2026-04-13
VO
NewVANGUARD INDEX FDS
Shares796
Event2026-03-31
Filed2026-04-13
NEE
NewNEXTERA ENERGY INC
Shares2.4K
Event2026-03-31
Filed2026-04-13
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available