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Home > Institutional Investor > Cfm Wealth Partners Llc > Profile

Instuitional Investor - Cfm Wealth Partners Llc

Fund Profile
Filing Period:
Fund Name: Cfm Wealth Partners Llc
Portfolio Value $628,337,824
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 569,457 $89,968,521 14.32%
2.
Apple Inc.
 AAPL 290,071 $59,513,843 9.47%
3.
Microsoft Corp
 MSFT 50,442 $25,090,132 3.99%
4.
Amazon Com Inc
 AMZN 108,205 $23,739,095 3.78%
5.
Alphabet Inc.
 GOOGL 134,409 $23,686,938 3.77%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)