CFM Wealth Partners LLC
- SEC CIK
- 0001801097
- Latest filing
- Aug 7, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed May 17, 2021. Long positions only.
- Positions
- 168
- No 13F data for Q4 2020
- Portfolio value
- $331.6M
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| GEGeneral Electric Co | COM | 13,587 | $178.0K | 0.1% | – | – | History |
| BXBlackstone Inc. | COM | 2,715 | $202.0K | 0.1% | – | – | History |
| BKNGBooking Holdings Inc. | Stock | 89 | $207.0K | 0.1% | – | – | History |
| iShares Tr464287754 | US INDUSTRIALS | 1,963 | $207.0K | 0.1% | – | – | – |
| iShares Inc464286525 | MSCI GBL MIN VOL | 2,108 | $208.0K | 0.1% | – | – | – |
| WECWec Energy Group, Inc. | Stock | 2,262 | $212.0K | 0.1% | – | – | History |
| IDXXIDEXX Laboratories Inc | COM | 442 | $216.0K | 0.1% | – | – | History |
| IAC Interactivecorp New44891N109 | COM | 999 | $216.0K | 0.1% | – | – | – |
| ATVIActivision Blizzard, Inc. | COM | 2,334 | $217.0K | 0.1% | – | – | History |
| ROLRollins Inc | COM | 6,395 | $220.0K | 0.1% | – | – | History |
| BLBlackline, Inc. | COM | 2,029 | $220.0K | 0.1% | – | – | History |
| DUKDuke Energy CORP | Stock | 2,288 | $221.0K | 0.1% | – | – | History |
| HOMBHome Bancshares Inc | COM | 8,152 | $221.0K | 0.1% | – | – | History |
| GILDGilead Sciences, Inc. | Stock | 3,450 | $223.0K | 0.1% | – | – | History |
| AMEDAmedisys Inc | COM | 842 | $223.0K | 0.1% | – | – | History |
| VRSKVerisk Analytics, Inc. | COM | 1,266 | $224.0K | 0.1% | – | – | History |
| ANSSAnsys Inc | COM | 661 | $224.0K | 0.1% | – | – | History |
| INFOIHS Markit Ltd. | SHS | 2,325 | $225.0K | 0.1% | – | – | History |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 687 | $227.0K | 0.1% | – | – | History |
| iShares Tr464288638 | ISHS 5-10YR INVT | 3,838 | $227.0K | 0.1% | – | – | – |
| ADIAnalog Devices Inc | Stock | 1,499 | $232.0K | 0.1% | – | – | History |
| ECLEcolab Inc. | Stock | 1,120 | $240.0K | 0.1% | – | – | History |
| LOPEGrand Canyon Education, Inc. | COM | 2,251 | $241.0K | 0.1% | – | – | History |
| iShares Tr46429B655 | FLTG RATE NT ETF | 4,850 | $246.0K | 0.1% | – | – | – |
| Amplify ETF Tr032108888 | BLACKSWAN GRWT | 7,825 | $250.0K | 0.1% | – | – | – |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 4,313 | $251.0K | 0.1% | – | – | – |
| RBARB Global Inc. | COM | 4,292 | $251.0K | 0.1% | – | – | History |
| iShares Tr464288448 | INTL SEL DIV ETF | 8,145 | $256.0K | 0.1% | – | – | – |
| FASTFastenal Co | Stock | 5,135 | $258.0K | 0.1% | – | – | History |
| HEIHeico Corp | COM | 2,048 | $258.0K | 0.1% | – | – | History |
| FIVEFive Below, Inc | COM | 1,384 | $264.0K | 0.1% | – | – | History |
| WSTWest Pharmaceutical Services Inc | COM | 949 | $267.0K | 0.1% | – | – | History |
| TELTE Connectivity plc | REG SHS | 2,075 | $268.0K | 0.1% | – | – | History |
| DFSDiscover Financial Services | COM | 2,896 | $275.0K | 0.1% | – | – | History |
| ACNAccenture plc | Stock | 1,006 | $278.0K | 0.1% | – | – | History |
| ENBEnbridge Inc | Stock | 7,706 | $281.0K | 0.1% | – | – | History |
| ADPAutomatic Data Processing Inc | Stock | 1,520 | $286.0K | 0.1% | – | – | History |
| VEEVVeeva Systems Inc | Stock | 1,101 | $288.0K | 0.1% | – | – | History |
| TMOThermo Fisher Scientific Inc. | Stock | 633 | $289.0K | 0.1% | – | – | History |
| iShares Russell 2000 ETF464287655 | ETF | 1,319 | $291.0K | 0.1% | – | – | – |
| PAYCPaycom Software, Inc. | Stock | 791 | $293.0K | 0.1% | – | – | History |
| SMSM Energy Co | COM | 18,205 | $298.0K | 0.1% | – | – | History |
| DELLDell Technologies Inc. | Stock | 3,411 | $301.0K | 0.1% | – | – | History |
| ALLYAlly Financial Inc. | Stock | 6,655 | $301.0K | 0.1% | – | – | History |
| PHParker-Hannifin Corp | Stock | 963 | $304.0K | 0.1% | – | – | History |
| iShares Tr464287788 | U.S. FINLS ETF | 4,122 | $309.0K | 0.1% | – | – | – |
| NOWServiceNow, Inc. | Stock | 621 | $311.0K | 0.1% | – | – | History |
| iShares Core High Dividend ETF46429B663 | ETF | 3,351 | $318.0K | 0.1% | – | – | – |
| CCitigroup Inc | Stock | 4,485 | $326.0K | 0.1% | – | – | History |
| BRK.BBerkshire Hathaway Inc | Stock | 1,289 | $329.0K | 0.1% | – | – | History |
| GLOBGlobant S.A. | COM | 1,613 | $335.0K | 0.1% | – | – | History |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 1,910 | $340.0K | 0.1% | – | – | – |
| iShares MSCI Eafe ETF464287465 | ETF | 4,495 | $341.0K | 0.1% | – | – | – |
| LRCXLam Research Corp | COM | 575 | $342.0K | 0.1% | – | – | History |
| TYLTyler Technologies Inc | COM | 808 | $343.0K | 0.1% | – | – | History |
| iShares Tr464287234 | MSCI EMG MKT ETF | 6,538 | $349.0K | 0.1% | – | – | – |
| TRGPTarga Resources Corp. | COM | 11,114 | $353.0K | 0.1% | – | – | History |
| VFCV F Corp | Stock | 4,504 | $360.0K | 0.1% | – | – | History |
| CSGPCostar Group, Inc. | COM | 454 | $373.0K | 0.1% | – | – | History |
| BACBank of America Corp | Stock | 9,830 | $380.0K | 0.1% | – | – | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 3,643 | $395.0K | 0.1% | – | – | – |
| XELXcel Energy Inc | Stock | 6,300 | $419.0K | 0.1% | – | – | History |
| PGProcter & Gamble Co | Stock | 3,139 | $425.0K | 0.1% | – | – | History |
| DHRDanaher Corp | Stock | 1,917 | $431.0K | 0.1% | – | – | History |
| DOWDow Inc. | Stock | 7,066 | $452.0K | 0.1% | – | – | History |
| LMTLockheed Martin Corp | Stock | 1,256 | $464.0K | 0.1% | – | – | History |
| HONHoneywell International Inc | COM | 2,172 | $471.0K | 0.1% | – | – | History |
| HCAHCA Healthcare, Inc. | COM | 2,510 | $473.0K | 0.1% | – | – | History |
| MDTMedtronic plc | Stock | 4,034 | $477.0K | 0.1% | – | – | History |
| LLYEli Lilly & Co | Stock | 2,616 | $489.0K | 0.1% | – | – | History |
| UNHUnitedHealth Group Inc | Stock | 1,332 | $496.0K | 0.1% | – | – | History |
| CSCOCisco Systems, Inc. | Stock | 9,820 | $508.0K | 0.2% | – | – | History |
| iShares Tr464287762 | US HLTHCARE ETF | 2,012 | $508.0K | 0.2% | – | – | – |
| IBMInternational Business Machines Corp | Stock | 3,919 | $522.0K | 0.2% | – | – | History |
| MMM3M Co | Stock | 2,771 | $534.0K | 0.2% | – | – | History |
| LOWLowes Companies Inc | Stock | 2,812 | $535.0K | 0.2% | – | – | History |
| ETRNMidstream Co LLC | COM | 68,381 | $558.0K | 0.2% | – | – | History |
| KMIKinder Morgan, Inc. | Stock | 33,592 | $559.0K | 0.2% | – | – | History |
| YUMCYum China Holdings, Inc. | COM | 9,517 | $564.0K | 0.2% | – | – | History |
| TGTTarget Corp | Stock | 3,126 | $619.0K | 0.2% | – | – | History |
| BMYBristol Myers Squibb Co | Stock | 10,413 | $657.0K | 0.2% | – | – | History |
| PBProsperity Bancshares Inc | COM | 8,796 | $659.0K | 0.2% | – | – | History |
| ELEstee Lauder Companies Inc | CL A | 2,365 | $688.0K | 0.2% | – | – | History |
| iShares Tr464288646 | ISHS 1-5YR INVS | 12,825 | $701.0K | 0.2% | – | – | – |
| DKNGDraftKings Inc. | COM CL A | 12,706 | $779.0K | 0.2% | – | – | History |
| PWRQuanta Services, Inc. | COM | 9,073 | $798.0K | 0.2% | – | – | History |
| ODFLOld Dominion Freight Line, Inc. | COM | 3,375 | $811.0K | 0.2% | – | – | History |
| AMGNAmgen Inc | Stock | 3,424 | $852.0K | 0.3% | – | – | History |
| MRKMerck & Co., Inc. | Stock | 11,661 | $899.0K | 0.3% | – | – | History |
| ABTAbbott Laboratories | Stock | 7,629 | $914.0K | 0.3% | – | – | History |
| ULTAUlta Beauty, Inc. | Stock | 3,048 | $942.0K | 0.3% | – | – | History |
| QCOMQualcomm Inc | Stock | 7,189 | $953.0K | 0.3% | – | – | History |
| DPZDominos Pizza Inc | COM | 2,630 | $967.0K | 0.3% | – | – | History |
| YUMYum Brands Inc | Stock | 9,081 | $982.0K | 0.3% | – | – | History |
| COPConocoPhillips | Stock | 18,912 | $1.00M | 0.3% | – | – | History |
| TSLATesla, Inc. | Stock | 1,531 | $1.02M | 0.3% | – | – | History |
| MCFContango Oil & Gas Co | COM NEW | 262,972 | $1.03M | 0.3% | – | – | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 5,951 | $1.09M | 0.3% | – | – | History |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 6,795 | $1.09M | 0.3% | – | – | – |
| PFEPfizer Inc | Stock | 30,897 | $1.12M | 0.3% | – | – | History |