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Livermore
Livermore
ZHEN

CFM Wealth Partners LLC

SEC CIK
0001801097
Latest filing
Aug 7, 2026

Holdings in Q4 2024

Holdings as of Dec 31, 2024, filed Jan 24, 2025. Long positions only; changes compare share counts with Q3 2024.

Institution overview
Positions
139
−4 vs. Q3 2024
Portfolio value
$592.9M
+$20.3M (+3.6%) vs. Q3 2024
Filed
Jan 24, 2025
SEC
Holdings of CFM Wealth Partners LLC in Q4 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
NVDANVIDIA CorpStock576,735$77.4M13.1%−8,019−1.4%ReducedHistory
AAPLApple Inc.Stock294,521$73.8M12.4%−5,370−1.8%ReducedHistory
GOOGLAlphabet Inc.Stock131,598$24.9M4.2%+394+0.3%AddedHistory
AMZNAmazon Com IncStock102,849$22.6M3.8%+1,720+1.7%AddedHistory
MSFTMicrosoft CorpStock49,720$21.0M3.5%−91−0.2%ReducedHistory
METAMeta Platforms, Inc.Stock24,356$14.3M2.4%+4,153+20.6%AddedHistory
CRMSalesforce, Inc.Stock41,806$14.0M2.4%−199−0.5%ReducedHistory
VVisa Inc.Stock43,749$13.8M2.3%+891+2.1%AddedHistory
XOMExxonMobil Holdings CorpCOM126,658$13.6M2.3%−30,959−19.6%ReducedHistory
PANWPalo Alto Networks IncStock68,975$12.6M2.1%+885+1.3%AddedConverted for a 2-for-1 splitHistory
WMBWilliams Companies, Inc.COM222,013$12.0M2.0%−1,643−0.7%ReducedHistory
PMPhilip Morris International Inc.Stock89,566$10.8M1.8%00.0%UnchangedHistory
COSTCostco Wholesale CorpStock11,241$10.3M1.7%+411+3.8%AddedHistory
ORLYO Reilly Automotive IncStock8,538$10.1M1.7%+257+3.1%AddedHistory
SPYSPDR S&P 500 ETF TrustETF17,186$10.1M1.7%+348+2.1%AddedHistory
LLYEli Lilly & CoStock12,355$9.54M1.6%+154+1.3%AddedHistory
Invesco QQQ Trust Series I46090E103ETF17,334$8.86M1.5%+125+0.7%Added–
GOOGAlphabet Inc.Stock45,450$8.66M1.5%−227−0.5%ReducedHistory
MAMastercard IncStock14,690$7.74M1.3%+134+0.9%AddedHistory
iShares Russell 1000 Growth ETF464287614ETF19,232$7.72M1.3%+302+1.6%Added–
JPMJPMorgan Chase & CoStock31,437$7.54M1.3%+1,776+6.0%AddedHistory
HDHome Depot, Inc.Stock18,490$7.19M1.2%+795+4.5%AddedHistory
AMDAdvanced Micro Devices IncStock56,432$6.82M1.1%−5,632−9.1%ReducedHistory
iShares Russell 1000 Value ETF464287598ETF35,344$6.54M1.1%+251+0.7%Added–
iShares Russell Midcap ETF464287499ETF68,801$6.08M1.0%−780−1.1%Reduced–
FFINFirst Financial Bankshares IncCOM166,395$6.00M1.0%−3,959−2.3%ReducedHistory
SHWSherwin Williams CoCOM16,872$5.74M1.0%+94+0.6%AddedHistory
CMGChipotle Mexican Grill IncCOM94,619$5.71M1.0%+94+0.1%AddedHistory
EPDEnterprise Products Partners L.P.Stock179,960$5.64M1.0%−1,026−0.6%ReducedHistory
MCDMcDonalds CorpStock18,892$5.48M0.9%+382+2.1%AddedHistory
iShares MSCI USA Min Vol Factor ETF46429B697ETF53,954$4.79M0.8%+1,735+3.3%Added–
BRK.BBerkshire Hathaway IncStock10,205$4.63M0.8%+206+2.1%AddedHistory
NOWServiceNow, Inc.Stock4,317$4.58M0.8%+63+1.5%AddedHistory
NFLXNetflix IncStock5,114$4.56M0.8%+713+16.2%AddedHistory
TJXTJX Companies IncStock36,710$4.43M0.7%+30.0%AddedHistory
Vanguard S&P 500 ETF922908363ETF8,136$4.38M0.7%+185+2.3%Added–
FTAIFTAI Aviation Ltd.SHS30,230$4.35M0.7%−841−2.7%ReducedHistory
MOAltria Group, Inc.Stock82,341$4.31M0.7%+470+0.6%AddedHistory
WMTWalmart Inc.Stock47,606$4.30M0.7%+3,553+8.1%AddedHistory
KOCoca Cola CoStock66,127$4.12M0.7%+4,096+6.6%AddedHistory
ABBVAbbVie Inc.Stock21,955$3.90M0.7%+752+3.5%AddedHistory
KKRKKR & Co. Inc.COM26,329$3.89M0.7%+703+2.7%AddedHistory
ETEnergy Transfer LPCOM UT LTD PTN180,484$3.54M0.6%−5,687−3.1%ReducedHistory
CVXChevron CorpStock22,092$3.20M0.5%+436+2.0%AddedHistory
ASOAcademy Sports & Outdoors, Inc.COM54,461$3.13M0.5%−1,051−1.9%ReducedHistory
TSLATesla, Inc.Stock7,399$2.99M0.5%+211+2.9%AddedHistory
CRWDCrowdStrike Holdings, Inc.Stock8,433$2.89M0.5%+6,047+253.4%AddedHistory
State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853ETF63,902$2.87M0.5%+615+1.0%Added–
MDLZMondelez International, Inc.Stock47,088$2.81M0.5%+421+0.9%AddedHistory
iShares MSCI USA Quality Factor ETF46432F339ETF15,553$2.77M0.5%+1,410+10.0%Added–
RYRoyal Bank of CanadaStock21,401$2.58M0.4%00.0%UnchangedHistory
AMATApplied Materials IncStock15,020$2.44M0.4%00.0%UnchangedHistory
UNHUnitedHealth Group IncStock4,666$2.36M0.4%+270+6.1%AddedHistory
iShares Tr464287622RUS 1000 ETF7,135$2.30M0.4%−1,323−15.6%Reduced–
CATCaterpillar IncStock5,409$1.96M0.3%−131−2.4%ReducedHistory
OKEONEOK IncCOM18,190$1.83M0.3%00.0%UnchangedHistory
MPLXMPLX LPCOM UNIT REP LTD37,921$1.81M0.3%00.0%UnchangedHistory
iShares Tr46435G516ESG AW MSCI EAFE23,662$1.80M0.3%+478+2.1%Added–
LUNGPulmonx CorpCOM264,039$1.79M0.3%00.0%UnchangedHistory
MRKMerck & Co., Inc.Stock17,959$1.79M0.3%−663−3.6%ReducedHistory
USACUSA Compression Partners, LPCOMUNIT LTDPAR74,038$1.74M0.3%−1,758−2.3%ReducedHistory
GSGoldman Sachs Group IncStock2,951$1.69M0.3%+468+18.8%AddedHistory
SBLKStar Bulk Carriers Corp.SHS PAR106,119$1.59M0.3%+9,895+10.3%AddedHistory
PGProcter & Gamble CoStock9,391$1.57M0.3%+966+11.5%AddedHistory
HESMHess Midstream LPCL A SHS42,260$1.56M0.3%00.0%UnchangedHistory
PWRQuanta Services, Inc.COM4,485$1.42M0.2%−327−6.8%ReducedHistory
WESWestern Midstream Partners, LPCOM UNIT LP INT35,040$1.35M0.2%00.0%UnchangedHistory
MSMorgan StanleyStock10,544$1.33M0.2%+373+3.7%AddedHistory
SPGSimon Property Group Inc.REIT7,285$1.25M0.2%+984+15.6%AddedHistory
PSXPhillips 66Stock10,626$1.21M0.2%−54−0.5%ReducedHistory
iShares S&P 500 Growth ETF464287309ETF11,845$1.20M0.2%+731+6.6%Added–
TRGPTarga Resources Corp.COM6,709$1.20M0.2%−204−3.0%ReducedHistory
ODFLOld Dominion Freight Line, Inc.COM6,750$1.19M0.2%00.0%UnchangedHistory
ENBEnbridge IncStock27,149$1.15M0.2%−54−0.2%ReducedHistory
UNPUnion Pacific CorpStock4,928$1.12M0.2%00.0%UnchangedHistory
SBUXStarbucks CorpStock12,080$1.10M0.2%−483−3.8%ReducedHistory
TXNTexas Instruments IncStock5,474$1.03M0.2%−31−0.6%ReducedHistory
QCOMQualcomm IncStock6,648$1.02M0.2%+4+0.1%AddedHistory
EQTEQT CorpStock22,134$1.02M0.2%−2,354−9.6%ReducedHistory
FANGDiamondback Energy, Inc.Stock6,026$987.2K0.2%+907+17.7%AddedHistory
COPConocoPhillipsStock9,802$972.0K0.2%−1,119−10.2%ReducedHistory
AMGNAmgen IncStock3,158$823.1K0.1%−15−0.5%ReducedHistory
iShares MSCI Eafe ETF464287465ETF10,746$812.5K0.1%+253+2.4%Added–
CRGYCrescent Energy CoCL A COM52,614$768.7K0.1%00.0%UnchangedHistory
iShares Core S&P 500 ETF464287200ETF1,230$724.0K0.1%+97+8.6%Added–
PEPPepsiCo IncStock4,655$707.8K0.1%+240+5.4%AddedHistory
PFEPfizer IncStock26,424$701.0K0.1%+2,238+9.3%AddedHistory
VZVerizon Communications IncStock16,269$650.6K0.1%+539+3.4%AddedHistory
PBProsperity Bancshares IncCOM8,070$608.1K0.1%00.0%UnchangedHistory
NADNuveen Quality Municipal Income FundCOM50,961$594.2K0.1%00.0%UnchangedHistory
ABTAbbott LaboratoriesStock5,206$588.9K0.1%−907−14.8%ReducedHistory
iShares Tr464287762US HLTHCARE ETF10,060$586.2K0.1%00.0%Unchanged–
HCAHCA Healthcare, Inc.COM1,931$579.6K0.1%−97−4.8%ReducedHistory
LOWLowes Companies IncStock2,133$526.4K0.1%00.0%UnchangedHistory
KMIKinder Morgan, Inc.Stock19,005$520.7K0.1%−3,389−15.1%ReducedHistory
iShares Core S&P Mid-Cap ETF464287507ETF8,072$503.0K0.1%−1,858−18.7%Reduced–
LMTLockheed Martin CorpStock1,011$491.3K0.1%+30+3.1%AddedHistory
CSCOCisco Systems, Inc.Stock7,878$466.4K0.1%−82−1.0%ReducedHistory
iShares Tr464287788U.S. FINLS ETF4,122$455.8K0.1%00.0%Unchanged–
ADPAutomatic Data Processing IncStock1,495$437.6K0.1%−25−1.6%ReducedHistory

Sold out since Q3 2024 (8)

Positions held at the end of Q3 2024 that are gone from this filing.

Positions of CFM Wealth Partners LLC sold out since Q3 2024
SecurityClassShares in Q3 2024Value in Q3 2024% of portfolio in Q3 2024History
ACLSAxcelis Technologies IncStock26,041$2.73M0.5%History
ADBEAdobe Inc.Stock2,846$1.47M0.3%History
LRCXLam Research CorpCOM656$535.3K0.1%History
BLKBlackRock, Inc.COM315$299.1K0.1%History
HSYHershey CoCOM1,148$220.2K<0.1%History
GEGeneral Electric CoStock1,111$209.5K<0.1%History
BCEBce IncCOM NEW5,850$203.6K<0.1%History
TMOThermo Fisher Scientific Inc.Stock324$200.4K<0.1%History