CFM WEALTH PARTNERS LLC Q2 2025 Filing
Filed July 23, 2025
Portfolio Value
$628.3M
Holdings
141
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (141 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 569,457 | $90.0M | 14.32% | |
| 2 | AAPLAPPLE INC | 290,071 | $59.5M | 9.47% | |
| 3 | MSFTMICROSOFT CORP | 50,442 | $25.1M | 3.99% | |
| 4 | AMZNAMAZON COM INC | 108,205 | $23.7M | 3.78% | |
| 5 | GOOGLALPHABET INC | 134,409 | $23.7M | 3.77% | |
| 6 | METAMETA PLATFORMS INC | 26,674 | $19.7M | 3.13% | |
| 7 | 4I1PHILIP MORRIS INTL INC | 89,631 | $16.3M | 2.60% | |
| 8 | VVISA INC | 45,440 | $16.1M | 2.57% | |
| 9 | PANWPALO ALTO NETWORKS INC | 69,414 | $14.2M | 2.26% | |
| 10 | WMBWILLIAMS COS INC | 222,013 | $13.9M | 2.22% | |
| 11 | XOMEXXON MOBIL CORP | 125,273 | $13.5M | 2.15% | |
| 12 | ORLYOREILLY AUTOMOTIVE INC | 137,561 | $12.4M | 1.97% | |
| 13 | COSTCOSTCO WHSL CORP NEW | 12,151 | $12.0M | 1.91% | |
| 14 | CRMSALESFORCE INC | 43,181 | $11.8M | 1.87% | |
| 15 | SPYSPDR S&P 500 ETF TR | 16,949 | $10.5M | 1.67% | |
| 16 | NDQINVESCO QQQ TR | 17,978 | $9.9M | 1.58% | |
| 17 | JPMJPMORGAN CHASE & CO. | 33,038 | $9.6M | 1.52% | |
| 18 | LLYELI LILLY & CO | 11,310 | $8.8M | 1.40% | |
| 19 | NFLXNETFLIX INC | 6,569 | $8.8M | 1.40% | |
| 20 | MAMASTERCARD INCORPORATED | 15,535 | $8.7M | 1.39% | |
| 21 | IWFISHARES TR | 20,008 | $8.5M | 1.35% | |
| 22 | GOOGALPHABET INC | 45,747 | $8.1M | 1.29% | |
| 23 | HDHOME DEPOT INC | 19,675 | $7.2M | 1.15% | |
| 24 | IWDISHARES TR | 36,760 | $7.1M | 1.14% | |
| 25 | AMDADVANCED MICRO DEVICES INC | 45,312 | $6.4M | 1.02% | |
| 26 | IWRISHARES TR | 69,726 | $6.4M | 1.02% | |
| 27 | SHWSHERWIN WILLIAMS CO | 17,859 | $6.1M | 0.98% | |
| 28 | CRWDCROWDSTRIKE HLDGS INC | 11,520 | $5.9M | 0.93% | |
| 29 | EPDENTERPRISE PRODS PARTNERS L | 187,946 | $5.8M | 0.93% | |
| 30 | FFINFIRST FINL BANKSHARES INC | 161,772 | $5.8M | 0.93% | |
| 31 | NOWSERVICENOW INC | 5,639 | $5.8M | 0.92% | |
| 32 | MCDMCDONALDS CORP | 19,530 | $5.7M | 0.91% | |
| 33 | BRK/BBERKSHIRE HATHAWAY INC DEL | 11,587 | $5.6M | 0.90% | |
| 34 | USMVISHARES TR | 57,210 | $5.4M | 0.85% | |
| 35 | CMGCHIPOTLE MEXICAN GRILL INC | 92,282 | $5.2M | 0.82% | |
| 36 | WMTWALMART INC | 52,311 | $5.1M | 0.81% | |
| 37 | KOCOCA COLA CO | 68,993 | $4.9M | 0.78% | |
| 38 | MOALTRIA GROUP INC | 82,436 | $4.8M | 0.77% | |
| 39 | TJXTJX COS INC NEW | 38,260 | $4.7M | 0.75% | |
| 40 | VOOVANGUARD INDEX FDS | 8,221 | $4.7M | 0.74% | |
| 41 | ABBVABBVIE INC | 23,014 | $4.3M | 0.68% | |
| 42 | KKRKKR & CO INC | 31,142 | $4.1M | 0.66% | |
| 43 | ETENERGY TRANSFER L P | 188,858 | $3.4M | 0.54% | |
| 44 | QUALISHARES TR | 17,965 | $3.3M | 0.52% | |
| 45 | MDLZMONDELEZ INTL INC | 47,088 | $3.2M | 0.51% | |
| 46 | CVXCHEVRON CORP NEW | 21,465 | $3.1M | 0.49% | |
| 47 | RYROYAL BK CDA | 21,401 | $2.8M | 0.45% | |
| 48 | AMATAPPLIED MATLS INC | 14,716 | $2.7M | 0.43% | |
| 49 | SPSMSPDR SERIES TRUST | 63,092 | $2.7M | 0.43% | |
| 50 | IWBISHARES TR | 7,144 | $2.4M | 0.39% | |
| 51 | GSGOLDMAN SACHS GROUP INC | 3,359 | $2.4M | 0.38% | |
| 52 | MPLXMPLX LP | 42,876 | $2.2M | 0.35% | |
| 53 | TSLATESLA INC | 6,946 | $2.2M | 0.35% | |
| 54 | USACUSA COMPRESSION PARTNERS LP | 83,799 | $2.0M | 0.32% | |
| 55 | ESGDISHARES TR | 22,596 | $2.0M | 0.32% | |
| 56 | ASOACADEMY SPORTS & OUTDOORS IN | 44,741 | $2.0M | 0.32% | |
| 57 | AVGOBROADCOM INC | 7,257 | $2.0M | 0.32% | |
| 58 | SBLKSTAR BULK CARRIERS CORP. | 112,601 | $1.9M | 0.31% | |
| 59 | CATCATERPILLAR INC | 4,853 | $1.9M | 0.30% | |
| 60 | WESWESTERN MIDSTREAM PARTNERS L | 44,944 | $1.7M | 0.28% | |
| 61 | PWRQUANTA SVCS INC | 4,518 | $1.7M | 0.27% | |
| 62 | PGPROCTER AND GAMBLE CO | 10,524 | $1.7M | 0.27% | |
| 63 | HESMHESS MIDSTREAM LP | 42,260 | $1.6M | 0.26% | |
| 64 | DWDMORGAN STANLEY | 11,489 | $1.6M | 0.26% | |
| 65 | FTAIFTAI AVIATION LTD | 12,790 | $1.5M | 0.23% | |
| 66 | OKEONEOK INC NEW | 18,022 | $1.5M | 0.23% | |
| 67 | SPGSIMON PPTY GROUP INC NEW | 8,714 | $1.4M | 0.22% | |
| 68 | EQTEQT CORP | 22,049 | $1.3M | 0.20% | |
| 69 | IVWISHARES TR | 11,599 | $1.3M | 0.20% | |
| 70 | PSXPHILLIPS 66 | 10,611 | $1.3M | 0.20% | |
| 71 | ENBENBRIDGE INC | 26,264 | $1.2M | 0.19% | |
| 72 | TRGPTARGA RES CORP | 6,709 | $1.2M | 0.19% | |
| 73 | EFAISHARES TR | 12,854 | $1.1M | 0.18% | |
| 74 | TXNTEXAS INSTRS INC | 5,474 | $1.1M | 0.18% | |
| 75 | UNPUNION PAC CORP | 4,928 | $1.1M | 0.18% | |
| 76 | ODFLOLD DOMINION FREIGHT LINE IN | 6,750 | $1.1M | 0.17% | |
| 77 | COPCONOCOPHILLIPS | 10,443 | $937K | 0.15% | |
| 78 | SBUXSTARBUCKS CORP | 9,696 | $888K | 0.14% | |
| 79 | AMGNAMGEN INC | 3,086 | $861K | 0.14% | |
| 80 | MRKMERCK & CO INC | 10,458 | $827K | 0.13% | |
| 81 | HCAHCA HEALTHCARE INC | 1,931 | $739K | 0.12% | |
| 82 | IVVISHARES TR | 1,161 | $721K | 0.11% | |
| 83 | ABTABBOTT LABS | 5,147 | $700K | 0.11% | |
| 84 | LUNGPULMONX CORP | 264,039 | $683K | 0.11% | |
| 85 | BACVERIZON COMMUNICATIONS INC | 15,737 | $680K | 0.11% | |
| 86 | QCOMQUALCOMM INC | 4,019 | $640K | 0.10% | |
| 87 | PEPPEPSICO INC | 4,630 | $611K | 0.10% | |
| 88 | NADNUVEEN QUALITY MUNCP INCOME | 50,961 | $575K | 0.09% | |
| 89 | IYHISHARES TR | 10,060 | $568K | 0.09% | |
| 90 | PBPROSPERITY BANCSHARES INC | 8,070 | $566K | 0.09% | |
| 91 | IBMINTERNATIONAL BUSINESS MACHS | 1,920 | $565K | 0.09% | |
| 92 | KMIKINDER MORGAN INC DEL | 19,002 | $558K | 0.09% | |
| 93 | CSCOCISCO SYS INC | 7,878 | $546K | 0.09% | |
| 94 | IJHISHARES TR | 8,115 | $503K | 0.08% | |
| 95 | IYFISHARES TR | 4,122 | $498K | 0.08% | |
| 96 | LOWLOWES COS INC | 2,233 | $495K | 0.08% | |
| 97 | IYRISHARES TR | 5,170 | $489K | 0.08% | |
| 98 | LMTLOCKHEED MARTIN CORP | 981 | $454K | 0.07% | |
| 99 | CRGYCRESCENT ENERGY COMPANY | 52,614 | $452K | 0.07% | |
| 100 | ADPAUTOMATIC DATA PROCESSING IN | 1,465 | $451K | 0.07% |
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