CFM WEALTH PARTNERS LLC Q1 2025 Filing
Filed April 25, 2025
Portfolio Value
$567.1M
Holdings
139
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (139 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 294,543 | $65.4M | 11.54% | |
| 2 | NVDANVIDIA CORPORATION | 574,640 | $62.3M | 10.98% | |
| 3 | GOOGLALPHABET INC | 132,674 | $20.5M | 3.62% | |
| 4 | AMZNAMAZON COM INC | 105,340 | $20.0M | 3.53% | |
| 5 | MSFTMICROSOFT CORP | 50,200 | $18.8M | 3.32% | |
| 6 | VVISA INC | 44,495 | $15.6M | 2.75% | |
| 7 | XOMEXXON MOBIL CORP | 127,173 | $15.1M | 2.67% | |
| 8 | METAMETA PLATFORMS INC | 25,448 | $14.7M | 2.59% | |
| 9 | 4I1PHILIP MORRIS INTL INC | 89,631 | $14.2M | 2.51% | |
| 10 | WMBWILLIAMS COS INC | 222,013 | $13.3M | 2.34% | |
| 11 | ORLYOREILLY AUTOMOTIVE INC | 8,962 | $12.8M | 2.26% | |
| 12 | PANWPALO ALTO NETWORKS INC | 69,090 | $11.8M | 2.08% | |
| 13 | CRMSALESFORCE INC | 42,487 | $11.4M | 2.01% | |
| 14 | COSTCOSTCO WHSL CORP NEW | 11,888 | $11.2M | 1.98% | |
| 15 | LLYELI LILLY & CO | 12,712 | $10.5M | 1.85% | |
| 16 | SPYSPDR S&P 500 ETF TR | 17,149 | $9.6M | 1.69% | |
| 17 | MAMASTERCARD INCORPORATED | 15,391 | $8.4M | 1.49% | |
| 18 | NDQINVESCO QQQ TR | 17,267 | $8.1M | 1.43% | |
| 19 | JPMJPMORGAN CHASE & CO. | 32,832 | $8.1M | 1.42% | |
| 20 | GOOGALPHABET INC | 45,746 | $7.1M | 1.26% | |
| 21 | HDHOME DEPOT INC | 19,144 | $7.0M | 1.24% | |
| 22 | IWFISHARES TR | 18,932 | $6.8M | 1.21% | |
| 23 | IWDISHARES TR | 35,768 | $6.7M | 1.19% | |
| 24 | EPDENTERPRISE PRODS PARTNERS L | 194,734 | $6.6M | 1.17% | |
| 25 | MCDMCDONALDS CORP | 19,384 | $6.1M | 1.07% | |
| 26 | SHWSHERWIN WILLIAMS CO | 17,198 | $6.0M | 1.06% | |
| 27 | FFINFIRST FINL BANKSHARES INC | 166,313 | $6.0M | 1.05% | |
| 28 | BRK/BBERKSHIRE HATHAWAY INC DEL | 11,070 | $5.9M | 1.04% | |
| 29 | IWRISHARES TR | 68,812 | $5.9M | 1.03% | |
| 30 | USMVISHARES TR | 53,963 | $5.1M | 0.89% | |
| 31 | AMDADVANCED MICRO DEVICES INC | 49,143 | $5.0M | 0.89% | |
| 32 | MOALTRIA GROUP INC | 83,241 | $5.0M | 0.88% | |
| 33 | NFLXNETFLIX INC | 5,281 | $4.9M | 0.87% | |
| 34 | KOCOCA COLA CO | 68,152 | $4.9M | 0.86% | |
| 35 | CMGCHIPOTLE MEXICAN GRILL INC | 94,528 | $4.7M | 0.84% | |
| 36 | ABBVABBVIE INC | 22,599 | $4.7M | 0.84% | |
| 37 | TJXTJX COS INC NEW | 37,899 | $4.6M | 0.81% | |
| 38 | WMTWALMART INC | 50,382 | $4.4M | 0.78% | |
| 39 | VOOVANGUARD INDEX FDS | 8,154 | $4.2M | 0.74% | |
| 40 | CVXCHEVRON CORP NEW | 22,890 | $3.8M | 0.68% | |
| 41 | NOWSERVICENOW INC | 4,740 | $3.8M | 0.67% | |
| 42 | ETENERGY TRANSFER L P | 193,150 | $3.6M | 0.63% | |
| 43 | CRWDCROWDSTRIKE HLDGS INC | 9,639 | $3.4M | 0.60% | |
| 44 | KKRKKR & CO INC | 28,215 | $3.3M | 0.58% | |
| 45 | MDLZMONDELEZ INTL INC | 47,088 | $3.2M | 0.56% | |
| 46 | QUALISHARES TR | 16,090 | $2.7M | 0.48% | |
| 47 | SPSMSPDR SER TR | 63,576 | $2.6M | 0.46% | |
| 48 | RYROYAL BK CDA | 21,401 | $2.4M | 0.43% | |
| 49 | MPLXMPLX LP | 42,876 | $2.3M | 0.40% | |
| 50 | USACUSA COMPRESSION PARTNERS LP | 83,799 | $2.3M | 0.40% | |
| 51 | ASOACADEMY SPORTS & OUTDOORS IN | 49,007 | $2.2M | 0.39% | |
| 52 | IWBISHARES TR | 7,183 | $2.2M | 0.39% | |
| 53 | AMATAPPLIED MATLS INC | 14,895 | $2.2M | 0.38% | |
| 54 | UNHUNITEDHEALTH GROUP INC | 4,013 | $2.1M | 0.37% | |
| 55 | ESGDISHARES TR | 24,637 | $2.0M | 0.35% | |
| 56 | TSLATESLA INC | 7,355 | $1.9M | 0.34% | |
| 57 | WESWESTERN MIDSTREAM PARTNERS L | 44,944 | $1.8M | 0.32% | |
| 58 | OKEONEOK INC NEW | 18,190 | $1.8M | 0.32% | |
| 59 | GSGOLDMAN SACHS GROUP INC | 3,292 | $1.8M | 0.32% | |
| 60 | HESMHESS MIDSTREAM LP | 42,260 | $1.8M | 0.32% | |
| 61 | LUNGPULMONX CORP | 264,039 | $1.8M | 0.31% | |
| 62 | SBLKSTAR BULK CARRIERS CORP. | 112,601 | $1.8M | 0.31% | |
| 63 | PGPROCTER AND GAMBLE CO | 10,073 | $1.7M | 0.30% | |
| 64 | CATCATERPILLAR INC | 4,853 | $1.6M | 0.28% | |
| 65 | FTAIFTAI AVIATION LTD | 13,083 | $1.5M | 0.26% | |
| 66 | TRGPTARGA RES CORP | 6,709 | $1.3M | 0.24% | |
| 67 | PSXPHILLIPS 66 | 10,603 | $1.3M | 0.23% | |
| 68 | SPGSIMON PPTY GROUP INC NEW | 7,834 | $1.3M | 0.23% | |
| 69 | MRKMERCK & CO INC | 14,260 | $1.3M | 0.23% | |
| 70 | DWDMORGAN STANLEY | 10,642 | $1.2M | 0.22% | |
| 71 | EQTEQT CORP | 22,134 | $1.2M | 0.21% | |
| 72 | UNPUNION PAC CORP | 4,928 | $1.2M | 0.21% | |
| 73 | ENBENBRIDGE INC | 26,264 | $1.2M | 0.21% | |
| 74 | PWRQUANTA SVCS INC | 4,518 | $1.1M | 0.20% | |
| 75 | SBUXSTARBUCKS CORP | 11,389 | $1.1M | 0.20% | |
| 76 | ODFLOLD DOMINION FREIGHT LINE IN | 6,750 | $1.1M | 0.20% | |
| 77 | COPCONOCOPHILLIPS | 10,522 | $1.1M | 0.19% | |
| 78 | IVWISHARES TR | 11,819 | $1.1M | 0.19% | |
| 79 | QCOMQUALCOMM INC | 6,651 | $1.0M | 0.18% | |
| 80 | AMGNAMGEN INC | 3,179 | $990K | 0.17% | |
| 81 | TXNTEXAS INSTRS INC | 5,474 | $983K | 0.17% | |
| 82 | FANGDIAMONDBACK ENERGY INC | 6,026 | $963K | 0.17% | |
| 83 | EFAISHARES TR | 10,746 | $878K | 0.15% | |
| 84 | BACVERIZON COMMUNICATIONS INC | 16,856 | $764K | 0.13% | |
| 85 | PEPPEPSICO INC | 4,695 | $703K | 0.12% | |
| 86 | ABTABBOTT LABS | 5,147 | $682K | 0.12% | |
| 87 | IVVISHARES TR | 1,195 | $671K | 0.12% | |
| 88 | HCAHCA HEALTHCARE INC | 1,931 | $667K | 0.12% | |
| 89 | AVGOBROADCOM INC | 3,668 | $614K | 0.11% | |
| 90 | IYHISHARES TR | 10,060 | $612K | 0.11% | |
| 91 | CRGYCRESCENT ENERGY COMPANY | 52,614 | $591K | 0.10% | |
| 92 | NADNUVEEN QUALITY MUNCP INCOME | 50,961 | $587K | 0.10% | |
| 93 | PFEPFIZER INC | 22,793 | $577K | 0.10% | |
| 94 | PBPROSPERITY BANCSHARES INC | 8,070 | $575K | 0.10% | |
| 95 | KMIKINDER MORGAN INC DEL | 19,002 | $542K | 0.10% | |
| 96 | LOWLOWES COS INC | 2,233 | $520K | 0.09% | |
| 97 | CSCOCISCO SYS INC | 7,878 | $486K | 0.09% | |
| 98 | IYRISHARES TR | 5,011 | $479K | 0.08% | |
| 99 | IBMINTERNATIONAL BUSINESS MACHS | 1,920 | $477K | 0.08% | |
| 100 | IJHISHARES TR | 8,092 | $472K | 0.08% |
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