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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 $442,116,621
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 306,379 $58,987,074 13.34%
2.
Nvidia Corp
 NVDA 57,870 $28,658,381 6.48%
3.
Microsoft Corp
 MSFT 47,064 $17,697,780 4%
4.
Alphabet Inc.
 GOOG 124,758 $17,427,445 3.94%
5.
Exxon Mobil Corp
 XOM 158,165 $15,813,356 3.57%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)