The Analysis of CMH Wealth Management LLC's Holdings


Currently, CMH Wealth Management LLC holds 53 types of securities in its portfolio with a total value $466.9M. In the most recent quarter, they have increased their positions in NOW (+46.6K shares, valued at $7.1M), META (+6.9K shares, valued at $4.5M), XLB (+61.6K shares, valued at $2.8M); decreased their positions in TTD (-53.2K shares, valued at $2.0M), N/A (-3.5K shares, valued at $1.1M), SNOW (-4.6K shares, valued at $1.0M); initiated new positions in META (+6.9K shares, valued at $4.5M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
ALPHABET INC ALPHABET INC105.6K shares-3.17%2025-12-312026-01-13history
MSFT MICROSOFT CORP54.2K shares1.73%2025-12-312026-01-13history
JPHY J P MORGAN EXCHANGE TRADED F501.7K shares4.58%2025-12-312026-01-13history
AMZN AMAZON COM INC103.0K shares-0.30%2025-12-312026-01-13history
AAPL APPLE INC76.0K shares-1.82%2025-12-312026-01-13history
TMSL T ROWE PRICE ETF INC502.1K shares1.79%2025-12-312026-01-13history
VFH VANGUARD WORLD FD132.2K shares0.16%2025-12-312026-01-13history
LLY ELI LILLY & CO14.3K shares-3.15%2025-12-312026-01-13history
Sponsored
BA BOEING CO64.8K shares15.90%2025-12-312026-01-13history
ACWX ISHARES TR191.1K shares-0.28%2025-12-312026-01-13history
VDE VANGUARD WORLD FD95.7K shares0.11%2025-12-312026-01-13history
XLV SELECT SECTOR SPDR TR71.0K shares-1.59%2025-12-312026-01-13history
XLC SELECT SECTOR SPDR TR91.3K shares-0.94%2025-12-312026-01-13history
TJX TJX COS INC NEW69.6K shares1.21%2025-12-312026-01-13history
VCIT VANGUARD SCOTTSDALE FDS123.0K shares5.30%2025-12-312026-01-13history
SNOW SNOWFLAKE INC45.9K shares-9.19%2025-12-312026-01-13history
Sponsored
CRM SALESFORCE INC37.2K shares37.27%2025-12-312026-01-13history
GEV GE VERNOVA INC14.7K shares-0.18%2025-12-312026-01-13history
SMMD ISHARES TR126.3K shares-0.18%2025-12-312026-01-13history
NOW SERVICENOW INC58.2K shares401.66%2025-12-312026-01-13history
PANW PALO ALTO NETWORKS INC47.3K shares-1.82%2025-12-312026-01-13history
DHR DANAHER CORPORATION36.8K shares-4.15%2025-12-312026-01-13history
VDC VANGUARD WORLD FD39.7K shares0.83%2025-12-312026-01-13history
SOXX ISHARES TR27.2K shares-4.07%2025-12-312026-01-13history
Sponsored
NVDA NVIDIA CORPORATION43.5K shares-0.22%2025-12-312026-01-13history
TCHP T ROWE PRICE ETF INC155.2K shares2.46%2025-12-312026-01-13history
TSLA TESLA INC17.2K shares2.13%2025-12-312026-01-13history
BLACKROCK INC BLACKROCK INC7.0K shares-1.82%2025-12-312026-01-13history
SNPS SYNOPSYS INC15.3K shares-0.13%2025-12-312026-01-13history
MA MASTERCARD INCORPORATED12.6K shares-0.17%2025-12-312026-01-13history
FBND FIDELITY MERRIMACK STR TR153.3K shares4.13%2025-12-312026-01-13history
V VISA INC19.7K shares-1.63%2025-12-312026-01-13history
Sponsored
PPA INVESCO EXCHANGE TRADED FD T42.3K shares-6.01%2025-12-312026-01-13history
VRT VERTIV HOLDINGS CO37.8K shares-1.41%2025-12-312026-01-13history
XLB SELECT SECTOR SPDR TR121.8K shares102.31%2025-12-312026-01-13history
WMT WALMART INC48.8K shares-0.04%2025-12-312026-01-13history
VONE VANGUARD SCOTTSDALE FDS15.1K shares2.23%2025-12-312026-01-13history
META META PLATFORMS INC6.9K sharesnew addition2025-12-312026-01-13history
XLI SELECT SECTOR SPDR TR29.2K shares-1.39%2025-12-312026-01-13history
MFSI MFS ACTIVE EXCHANGE TRADED F143.4K shares0.05%2025-12-312026-01-13history
Sponsored
VNQ VANGUARD INDEX FDS47.3K shares0.68%2025-12-312026-01-13history
WDAY WORKDAY INC18.1K shares-0.79%2025-12-312026-01-13history
IHI ISHARES TR57.1K shares-1.42%2025-12-312026-01-13history
JAVA J P MORGAN EXCHANGE TRADED F44.7K shares2.70%2025-12-312026-01-13history
TTD THE TRADE DESK INC82.1K shares-39.32%2025-12-312026-01-13history
BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.9K shares10.92%2025-12-312026-01-13history
JNJ JOHNSON & JOHNSON3.1K shares12.42%2025-12-312026-01-13history
JPM JPMORGAN CHASE & CO.1.6K shares102.74%2025-12-312026-01-13history
Sponsored
PG PROCTER AND GAMBLE CO3.5K shares21.56%2025-12-312026-01-13history
MCO MOODYS CORP533 shares0.00%2025-12-312026-01-13history
XLY SELECT SECTOR SPDR TR2.1K shares87.82%2025-12-312026-01-13history
ABBV ABBVIE INC1.0K shares-36.97%2025-12-312026-01-13history
INVESCO QQQ TR INVESCO QQQ TR356 shares-21.93%2025-12-312026-01-13history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available