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%
Stock Holdings
MSFT
MICROSOFT CORP
37.60%
Shares74.6K
Event2026-03-31
Filed2026-04-13
JPHY
J P MORGAN EXCHANGE TRADED F
0.85%
Shares506.0K
Event2026-03-31
Filed2026-04-13
ALPHABET INC
ALPHABET INC
-16.94%
Shares87.7K
Event2026-03-31
Filed2026-04-13
AAPL
APPLE INC
16.95%
Shares88.9K
Event2026-03-31
Filed2026-04-13
AMZN
AMAZON COM INC
-0.18%
Shares102.8K
Event2026-03-31
Filed2026-04-13
MFSI
MFS ACTIVE EXCHANGE TRADED F
340.24%
Shares631.2K
Event2026-03-31
Filed2026-04-13
TMSL
T ROWE PRICE ETF INC
0.47%
Shares504.4K
Event2026-03-31
Filed2026-04-13
VFH
VANGUARD WORLD FD
9.92%
Shares145.3K
Event2026-03-31
Filed2026-04-13
BA
BOEING CO
5.90%
Shares68.7K
Event2026-03-31
Filed2026-04-13
VDE
VANGUARD WORLD FD
-18.47%
Shares78.0K
Event2026-03-31
Filed2026-04-13
ACWX
ISHARES TR
1.61%
Shares194.2K
Event2026-03-31
Filed2026-04-13
LLY
ELI LILLY & CO
-1.64%
Shares14.1K
Event2026-03-31
Filed2026-04-13
XLC
SELECT SECTOR SPDR TR
27.76%
Shares116.7K
Event2026-03-31
Filed2026-04-13
GEV
GE VERNOVA INC
-0.83%
Shares14.6K
Event2026-03-31
Filed2026-04-13
TJX
TJX COS INC NEW
-1.54%
Shares68.5K
Event2026-03-31
Filed2026-04-13
BROADCOM INC
BROADCOM INC
New
Shares35.3K
Event2026-03-31
Filed2026-04-13
XLV
SELECT SECTOR SPDR TR
0.30%
Shares71.2K
Event2026-03-31
Filed2026-04-13
VCIT
VANGUARD SCOTTSDALE FDS
1.81%
Shares125.3K
Event2026-03-31
Filed2026-04-13
PANW
PALO ALTO NETWORKS INC
27.07%
Shares60.1K
Event2026-03-31
Filed2026-04-13
SMMD
ISHARES TR
-0.95%
Shares125.1K
Event2026-03-31
Filed2026-04-13
VRT
VERTIV HOLDINGS CO
-0.44%
Shares37.6K
Event2026-03-31
Filed2026-04-13
VDC
VANGUARD WORLD FD
1.98%
Shares40.5K
Event2026-03-31
Filed2026-04-13
BLACKROCK INC
BLACKROCK INC
33.29%
Shares9.3K
Event2026-03-31
Filed2026-04-13
SOXX
ISHARES TR
-3.08%
Shares26.4K
Event2026-03-31
Filed2026-04-13
NOW
SERVICENOW INC
30.56%
Shares75.9K
Event2026-03-31
Filed2026-04-13
JPM
JPMORGAN CHASE & CO
1554.55%
Shares26.9K
Event2026-03-31
Filed2026-04-13
NVDA
NVIDIA CORPORATION
1.95%
Shares44.4K
Event2026-03-31
Filed2026-04-13
FBND
FIDELITY MERRIMACK STR TR
1.36%
Shares155.4K
Event2026-03-31
Filed2026-04-13
PPA
INVESCO EXCHANGE TRADED FD T
-1.87%
Shares41.5K
Event2026-03-31
Filed2026-04-13
BERKSHIRE HATHAWAY INC DEL
BERKSHIRE HATHAWAY INC DEL
364.84%
Shares13.6K
Event2026-03-31
Filed2026-04-13
TCHP
T ROWE PRICE ETF INC
-5.67%
Shares146.4K
Event2026-03-31
Filed2026-04-13
V
VISA INC
8.65%
Shares21.4K
Event2026-03-31
Filed2026-04-13
XLU
SELECT SECTOR SPDR TR
New
Shares135.3K
Event2026-03-31
Filed2026-04-13
WMT
WALMART INC
1.93%
Shares49.7K
Event2026-03-31
Filed2026-04-13
MA
MASTERCARD INCORPORATED
-1.74%
Shares12.3K
Event2026-03-31
Filed2026-04-13
VNQ
VANGUARD INDEX FDS
38.01%
Shares65.3K
Event2026-03-31
Filed2026-04-13
XLB
SELECT SECTOR SPDR TR
-5.19%
Shares115.5K
Event2026-03-31
Filed2026-04-13
CRM
SALESFORCE INC
-16.92%
Shares30.9K
Event2026-03-31
Filed2026-04-13
SYK
STRYKER CORPORATION
New
Shares16.9K
Event2026-03-31
Filed2026-04-13
TSLA
TESLA INC
-13.50%
Shares14.9K
Event2026-03-31
Filed2026-04-13
XLI
SELECT SECTOR SPDR TR
7.74%
Shares31.4K
Event2026-03-31
Filed2026-04-13
DHR
DANAHER CORP DEL
-31.04%
Shares25.4K
Event2026-03-31
Filed2026-04-13
BLACKSTONE INC
BLACKSTONE INC
New
Shares40.0K
Event2026-03-31
Filed2026-04-13
VONE
VANGUARD SCOTTSDALE FDS
2.07%
Shares15.4K
Event2026-03-31
Filed2026-04-13
EATON CORP PLC
EATON CORP PLC
New
Shares12.6K
Event2026-03-31
Filed2026-04-13
SNOW
SNOWFLAKE INC
-41.56%
Shares26.8K
Event2026-03-31
Filed2026-04-13
JNJ
JOHNSON & JOHNSON
405.93%
Shares15.8K
Event2026-03-31
Filed2026-04-13
XOM
EXXON MOBIL CORP
New
Shares21.6K
Event2026-03-31
Filed2026-04-13
PG
PROCTER & GAMBLE CO
589.50%
Shares23.9K
Event2026-03-31
Filed2026-04-13
JAVA
J P MORGAN EXCHANGE TRADED F
6.20%
Shares47.5K
Event2026-03-31
Filed2026-04-13
ENB
ENBRIDGE INC
New
Shares62.4K
Event2026-03-31
Filed2026-04-13
MERCK & CO INC
MERCK & CO INC
New
Shares27.8K
Event2026-03-31
Filed2026-04-13
UNP
UNION PAC CORP
New
Shares12.2K
Event2026-03-31
Filed2026-04-13
THE CIGNA GROUP
THE CIGNA GROUP
New
Shares11.0K
Event2026-03-31
Filed2026-04-13
WPC
WP CAREY INC
New
Shares41.8K
Event2026-03-31
Filed2026-04-13
TD
TORONTO DOMINION BK ONT
New
Shares30.6K
Event2026-03-31
Filed2026-04-13
DE
DEERE & CO
New
Shares4.9K
Event2026-03-31
Filed2026-04-13
CVX
CHEVRON CORPORATION
New
Shares13.4K
Event2026-03-31
Filed2026-04-13
PEP
PEPSICO INC
New
Shares17.0K
Event2026-03-31
Filed2026-04-13
CAT
CATERPILLAR INC
New
Shares3.7K
Event2026-03-31
Filed2026-04-13
OEF
ISHARES TR
New
Shares8.0K
Event2026-03-31
Filed2026-04-13
ITW
ILLINOIS TOOL WKS INC
New
Shares9.2K
Event2026-03-31
Filed2026-04-13
SCHA
SCHWAB STRATEGIC TR
New
Shares82.6K
Event2026-03-31
Filed2026-04-13
VEA
VANGUARD TAX-MANAGED FDS
New
Shares34.3K
Event2026-03-31
Filed2026-04-13
PFE
PFIZER INC
New
Shares69.8K
Event2026-03-31
Filed2026-04-13
EPD
ENTERPRISE PRODS PARTNERS L
New
Shares47.1K
Event2026-03-31
Filed2026-04-13
SCHB
SCHWAB STRATEGIC TR
New
Shares67.3K
Event2026-03-31
Filed2026-04-13
NVS
NOVARTIS AG
New
Shares11.1K
Event2026-03-31
Filed2026-04-13
MMM
3M CO
New
Shares11.5K
Event2026-03-31
Filed2026-04-13
LMT
LOCKHEED MARTIN CORP
New
Shares2.7K
Event2026-03-31
Filed2026-04-13
PFF
ISHARES TR
New
Shares52.0K
Event2026-03-31
Filed2026-04-13
DEO
DIAGEO PLC
New
Shares20.6K
Event2026-03-31
Filed2026-04-13
MEDTRONIC PLC
MEDTRONIC PLC
New
Shares17.0K
Event2026-03-31
Filed2026-04-13
FDX
FEDEX CORP
New
Shares4.1K
Event2026-03-31
Filed2026-04-13
DIS
DISNEY WALT CO
New
Shares15.1K
Event2026-03-31
Filed2026-04-13
RTX
RTX CORPORATION
New
Shares7.4K
Event2026-03-31
Filed2026-04-13
GIS
GENERAL MILLS INC
New
Shares36.9K
Event2026-03-31
Filed2026-04-13
VZ
VERIZON COMMUNICATIONS INC
New
Shares24.6K
Event2026-03-31
Filed2026-04-13
VCSH
VANGUARD SCOTTSDALE FDS
New
Shares15.5K
Event2026-03-31
Filed2026-04-13
JCI
JOHNSON CONTROLS INTERNATION
New
Shares9.2K
Event2026-03-31
Filed2026-04-13
RSPT
INVESCO EXCHANGE TRADED FD T
New
Shares26.2K
Event2026-03-31
Filed2026-04-13
IVV
ISHARES TR
New
Shares1.8K
Event2026-03-31
Filed2026-04-13
ABT
ABBOTT LABORATORIES
New
Shares10.3K
Event2026-03-31
Filed2026-04-13
HON
HONEYWELL INTL INC
New
Shares4.7K
Event2026-03-31
Filed2026-04-13
UNH
UNITEDHEALTH GROUP INC
New
Shares3.9K
Event2026-03-31
Filed2026-04-13
UNILEVER PLC
UNILEVER PLC
New
Shares16.9K
Event2026-03-31
Filed2026-04-13
HTGC
HERCULES CAPITAL INC
New
Shares65.1K
Event2026-03-31
Filed2026-04-13
VTI
VANGUARD INDEX FDS
New
Shares2.9K
Event2026-03-31
Filed2026-04-13
R
RYDER SYS INC
New
Shares4.3K
Event2026-03-31
Filed2026-04-13
SCHD
SCHWAB STRATEGIC TR
New
Shares27.7K
Event2026-03-31
Filed2026-04-13
EMR
EMERSON ELEC CO
New
Shares6.1K
Event2026-03-31
Filed2026-04-13
SPY
STATE STR SPDR S&P 500 ETF T
New
Shares1.2K
Event2026-03-31
Filed2026-04-13
RPM
RPM INTL INC
New
Shares6.9K
Event2026-03-31
Filed2026-04-13
LHX
L3HARRIS TECHNOLOGIES INC
New
Shares2.0K
Event2026-03-31
Filed2026-04-13
SCHM
SCHWAB STRATEGIC TR
New
Shares20.1K
Event2026-03-31
Filed2026-04-13
STZ
CONSTELLATION BRANDS INC
New
Shares3.3K
Event2026-03-31
Filed2026-04-13
IWB
ISHARES TR
New
Shares1.2K
Event2026-03-31
Filed2026-04-13
XLF
SELECT SECTOR SPDR TR
New
Shares8.3K
Event2026-03-31
Filed2026-04-13
INVESCO QQQ TR
INVESCO QQQ TR
89.89%
Shares676
Event2026-03-31
Filed2026-04-13
TMO
THERMO FISHER SCIENTIFIC INC
New
Shares767
Event2026-03-31
Filed2026-04-13
KO
COCA COLA CO
New
Shares4.9K
Event2026-03-31
Filed2026-04-13
PLTR
PALANTIR TECHNOLOGIES INC
New
Shares2.1K
Event2026-03-31
Filed2026-04-13
IBIT
ISHARES BITCOIN TRUST ETF
New
Shares7.8K
Event2026-03-31
Filed2026-04-13
VV
VANGUARD INDEX FDS
New
Shares1.0K
Event2026-03-31
Filed2026-04-13
UPS
UNITED PARCEL SVCS INC
New
Shares2.9K
Event2026-03-31
Filed2026-04-13
HD
HOME DEPOT INC
New
Shares874
Event2026-03-31
Filed2026-04-13
ORCL
ORACLE CORP
New
Shares1.8K
Event2026-03-31
Filed2026-04-13
VGT
VANGUARD WORLD FD
New
Shares385
Event2026-03-31
Filed2026-04-13
GKOS
GLAUKOS CORP
New
Shares2.4K
Event2026-03-31
Filed2026-04-13
NKE
NIKE INC
New
Shares4.7K
Event2026-03-31
Filed2026-04-13
MCO
MOODYS CORP
0.00%
Shares533
Event2026-03-31
Filed2026-04-13
VO
VANGUARD INDEX FDS
New
Shares796
Event2026-03-31
Filed2026-04-13
NEE
NEXTERA ENERGY INC
New
Shares2.4K
Event2026-03-31
Filed2026-04-13

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available