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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
WMTWalmart Inc.Stock47,606$4.30M0.7%+3,553+8.1%AddedHistory
MOAltria Group, Inc.Stock82,341$4.31M0.7%+470+0.6%AddedHistory
FTAIFTAI Aviation Ltd.SHS30,230$4.35M0.7%−841−2.7%ReducedHistory
Vanguard S&P 500 ETF922908363ETF8,136$4.38M0.7%+185+2.3%Added–
TJXTJX Companies IncStock36,710$4.43M0.7%+30.0%AddedHistory
NFLXNetflix IncStock5,114$4.56M0.8%+713+16.2%AddedHistory
NOWServiceNow, Inc.Stock4,317$4.58M0.8%+63+1.5%AddedHistory
BRK.BBerkshire Hathaway IncStock10,205$4.63M0.8%+206+2.1%AddedHistory
iShares MSCI USA Min Vol Factor ETF46429B697ETF53,954$4.79M0.8%+1,735+3.3%Added–
MCDMcDonalds CorpStock18,892$5.48M0.9%+382+2.1%AddedHistory
EPDEnterprise Products Partners L.P.Stock179,960$5.64M1.0%−1,026−0.6%ReducedHistory
CMGChipotle Mexican Grill IncCOM94,619$5.71M1.0%+94+0.1%AddedHistory
SHWSherwin Williams CoCOM16,872$5.74M1.0%+94+0.6%AddedHistory
FFINFirst Financial Bankshares IncCOM166,395$6.00M1.0%−3,959−2.3%ReducedHistory
iShares Russell Midcap ETF464287499ETF68,801$6.08M1.0%−780−1.1%Reduced–
iShares Russell 1000 Value ETF464287598ETF35,344$6.54M1.1%+251+0.7%Added–
AMDAdvanced Micro Devices IncStock56,432$6.82M1.1%−5,632−9.1%ReducedHistory
HDHome Depot, Inc.Stock18,490$7.19M1.2%+795+4.5%AddedHistory
JPMJPMorgan Chase & CoStock31,437$7.54M1.3%+1,776+6.0%AddedHistory
iShares Russell 1000 Growth ETF464287614ETF19,232$7.72M1.3%+302+1.6%Added–
MAMastercard IncStock14,690$7.74M1.3%+134+0.9%AddedHistory
GOOGAlphabet Inc.Stock45,450$8.66M1.5%−227−0.5%ReducedHistory
Invesco QQQ Trust Series I46090E103ETF17,334$8.86M1.5%+125+0.7%Added–
LLYEli Lilly & CoStock12,355$9.54M1.6%+154+1.3%AddedHistory
SPYSPDR S&P 500 ETF TrustETF17,186$10.1M1.7%+348+2.1%AddedHistory
ORLYO Reilly Automotive IncStock8,538$10.1M1.7%+257+3.1%AddedHistory
COSTCostco Wholesale CorpStock11,241$10.3M1.7%+411+3.8%AddedHistory
PMPhilip Morris International Inc.Stock89,566$10.8M1.8%00.0%UnchangedHistory
WMBWilliams Companies, Inc.COM222,013$12.0M2.0%−1,643−0.7%ReducedHistory
PANWPalo Alto Networks IncStock68,975$12.6M2.1%+885+1.3%AddedConverted for a 2-for-1 splitHistory
XOMExxonMobil Holdings CorpCOM126,658$13.6M2.3%−30,959−19.6%ReducedHistory
VVisa Inc.Stock43,749$13.8M2.3%+891+2.1%AddedHistory
CRMSalesforce, Inc.Stock41,806$14.0M2.4%−199−0.5%ReducedHistory
METAMeta Platforms, Inc.Stock24,356$14.3M2.4%+4,153+20.6%AddedHistory
MSFTMicrosoft CorpStock49,720$21.0M3.5%−91−0.2%ReducedHistory
AMZNAmazon Com IncStock102,849$22.6M3.8%+1,720+1.7%AddedHistory
GOOGLAlphabet Inc.Stock131,598$24.9M4.2%+394+0.3%AddedHistory
AAPLApple Inc.Stock294,521$73.8M12.4%−5,370−1.8%ReducedHistory
NVDANVIDIA CorpStock576,735$77.4M13.1%−8,019−1.4%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