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CIK: 0001801097
Total reported value
$783.3M
$783.3M
143 檔
25.9%
As reported in its official Q3 2024 Form 13F filing, Cfm Wealth Partners LLC's tracked investment portfolio stood at $783.3M with 143 total positions.
In Q3 2024, Cfm Wealth Partners LLC displayed an active expansion posture, initiating 1 new positions and adding to 30 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 12.40% | -0.57% | -0.22% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 12.20% | -0.46% | +0.05% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.80% | +0.32% | +2.41% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.74% | -0.46% | +0.07% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.29% | -0.11% | -1.07% | |
| 6 | XOM | Exxon Mobil CORP | Stock-Energy | 3.23% | -0.65% | +0.22% | |
| 7 | V | Visa Inc-class A Shares | Stock-Financials | 2.06% | -0.07% | +3.26% | |
| 8 | PANW | Palo Alto Networks Inc | Stock-Tech | 2.03% | +1.34% | +4.00% | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.02% | -0.50% | +9.52% | |
| 10 | CRM | Salesforce Inc | Stock-Tech | 2.01% | -0.05% | EXIT | |
| 11 | PM | Philip Morris International | Stock-Consumer Staples | 1.90% | -0.24% | +0.20% | |
| 12 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.89% | +0.23% | +29.76% | |
| 13 | WMB | Williams Cos Inc | Stock-Energy | 1.78% | -0.32% | -0.53% | |
| 14 | AMD | Advanced Micro Devices | Stock-Tech | 1.78% | +2.46% | +2.52% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.69% | -0.06% | +4.81% | |
| 16 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.68% | -0.36% | +7.68% | |
| 17 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 1.67% | -0.31% | +5.21% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.47% | +0.10% | +3.50% | |
| 19 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.33% | +0.09% | -0.14% | |
| 20 | MA | Mastercard Inc - A | Stock-Financials | 1.26% | -0.17% | +9.22% | |
| 21 | HD | Home Depot Inc | Stock-Consumer Disc | 1.25% | -0.30% | +5.51% | |
| 22 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.24% | +0.01% | -2.68% | |
| 23 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.16% | — | +1.28% | |
| 24 | SHW | Sherwin-williams Co/the | Stock-Materials | 1.12% | -0.10% | +1.51% | |
| 25 | FFIN | First Finl Bankshares Inc | Stock-Financials | 1.10% | -0.01% | -2.52% | |
| 26 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.09% | -0.10% | +2.99% | |
| 27 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.07% | — | +3.53% | |
| 28 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.98% | -0.37% | -4.43% | |
| 29 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 0.95% | — | -0.12% | |
| 30 | EPD | Enterprise Products Partners | Stock-Energy | 0.92% | -0.18% | — | |
| 31 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.83% | -0.12% | +1.99% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.80% | -0.09% | +36.86% | |
| 33 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.78% | -0.22% | +6.23% | |
| 34 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.75% | -0.19% | +0.33% | |
| 35 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.73% | -0.02% | +2.33% | |
| 36 | ABBV | Abbvie Inc | Stock-Healthcare | 0.73% | -0.02% | +0.37% | |
| 37 | MO | Altria Group Inc | Stock-Consumer Staples | 0.73% | -0.07% | +1.06% | |
| 38 | FTAI | FTAI Aviation Ltd. | Stock-Industrials | 0.72% | -0.02% | +0.01% | |
| 39 | NOW | Servicenow Inc | Stock-Tech | 0.66% | — | +10.09% | |
| 40 | WMT | Walmart Inc | Stock-Consumer Staples | 0.62% | -0.25% | -3.89% | |
| 41 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.60% | -0.06% | +1.10% | |
| 42 | KKR | Kkr & Co Inc | Stock-Financials | 0.58% | -0.08% | +18.34% | |
| 43 | ASO | Academy Sports & Outdoors In | Stock-Consumer Disc | 0.57% | -0.19% | -1.50% | |
| 44 | CVX | Chevron CORP | Stock-Energy | 0.56% | -0.17% | +6.25% | |
| 45 | NFLX | Netflix Inc | Stock-Comm Services | 0.55% | -0.41% | +0.87% | |
| 46 | AMAT | Applied Materials Inc | Stock-Tech | 0.53% | +0.54% | -0.05% | |
| 47 | ET | Energy Transfer LP | Stock-Energy | 0.52% | -0.09% | — | |
| 48 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.50% | — | +5.50% | |
| 49 | ACLS | Axcelis Technologies Inc | Stock-Tech | 0.48% | — | -0.14% | |
| 50 | RY | Royal Bank Of Canada | Stock-Financials | 0.47% | +0.05% | -1.59% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.6% | +0.05% | Add |
| 2 | LLY | Eli Lilly & Co | +0.3% | +29.76% | Add |
| 3 | META | Meta Platforms Inc-class A | +0.3% | +9.52% | Add |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | +0.3% | +36.86% | Add |
| 5 | PM | Philip Morris International | +0.2% | +0.20% | Add |
| 6 | SHW | Sherwin-williams Co/the | +0.2% | +1.51% | Add |
| 7 | HD | Home Depot Inc | +0.2% | +5.51% | Add |
| 8 | MA | Mastercard Inc - A | +0.2% | +9.22% | Add |
| 9 | KKR | Kkr & Co Inc | +0.2% | +18.34% | Add |
| 10 | EQT | Eqt CORP | +0.2% | NEW | New buy |
| 11 | FFIN | First Finl Bankshares Inc | +0.2% | -2.52% | Trim |
| 12 | ORLY | O'reilly Automotive Inc | +0.1% | +5.21% | Add |
| 13 | FTAI | FTAI Aviation Ltd. | +0.1% | +0.01% | Add |
| 14 | UNH | Unitedhealth Group Inc | +0.1% | +29.33% | Add |
| 15 | COST | Costco Wholesale CORP | +0.1% | +7.68% | Add |
| 16 | NOW | Servicenow Inc | +0.1% | +10.09% | Add |
| 17 | KO | Coca-cola Co/the | +0.1% | +6.23% | Add |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +4.81% | Add |
| 19 | MCD | Mcdonald's CORP | +0.1% | -4.43% | Trim |
| 20 | IWR | Ishares Russell Mid-cap ETF | +0.1% | +3.53% | Add |
| 21 | LUNG | Pulmonx CORP | +0.1% | — | Unchanged |
| 22 | V | Visa Inc-class A Shares | +0.1% | +3.26% | Add |
| 23 | ABBV | Abbvie Inc | +0.1% | +0.37% | Add |
| 24 | GS | Goldman Sachs Group Inc | +0.1% | +36.43% | Add |
| 25 | IWD | Ishares Russell 1000 Value E | +0.1% | +1.28% | Add |
| 26 | MO | Altria Group Inc | +0.1% | +1.06% | Add |
| 27 | WMT | Walmart Inc | +0.1% | -3.89% | Trim |
| 28 | MDLZ | Mondelez International Inc-a | +0.1% | +1.10% | Add |
| 29 | USMV | Ishares Msci USA Min Vol Fac | 0% | +1.99% | Add |
| 30 | SPSM | Ss Spdr P S&p 600 Small Cap | 0% | +5.50% | Add |
| 31 | WMB | Williams Cos Inc | 0% | -0.53% | Trim |
| 32 | JPM | Jpmorgan Chase & Co | 0% | +2.99% | Add |
| 33 | QQQ | Invesco Qqq Trust Series 1 | 0% | +3.50% | Add |
| 34 | CRM | Salesforce Inc | — | -1.26% | Trim |
| 35 | PANW | Palo Alto Networks Inc | 0% | +4.00% | Add |
| 36 | SBUX | Starbucks CORP | -0.1% | -40.83% | Trim |
| 37 | COP | Conocophillips | -0.1% | -20.26% | Trim |
| 38 | VCSH | Vanguard S/t CORP Bond ETF | -0.1% | EXIT | Sold out |
| 39 | XYZ | Block Inc | -0.1% | EXIT | Sold out |
| 40 | AMAT | Applied Materials Inc | -0.1% | -0.05% | Trim |
| 41 | CMG | Chipotle Mexican Grill Inc | -0.1% | -0.12% | Trim |
| 42 | ETRNUSD | Equitrans Midstream CORP | -0.2% | EXIT | Sold out |
| 43 | ACLS | Axcelis Technologies Inc | -0.2% | -0.14% | Trim |
| 44 | GOOG | Alphabet Inc-cl C | -0.2% | -0.14% | Trim |
| 45 | PSX | Phillips 66 | -0.3% | -51.84% | Trim |
| 46 | AMZN | Amazon.com Inc | -0.3% | -1.07% | Trim |
| 47 | MSFT | Microsoft CORP | -0.4% | +0.07% | Add |
| 48 | CRWD | Crowdstrike Holdings Inc - A | -0.4% | -67.90% | Trim |
| 49 | GOOGL | Alphabet Inc-cl A | -0.5% | +2.41% | Add |
| 50 | NVDA | Nvidia CORP | -0.9% | -0.22% | Trim |
According to official SEC Form 13F filings, Cfm Wealth Partners LLC reported a total U.S. public equity portfolio value of $783.3M across 143 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, AAPL, GOOGL) accounted for 25.9% of total reported equity market value during Q3 2024.
Top New Position Initiated
EQT
市值: $897.2K
Top Position Liquidated / Trimmed
ETRNUSD
前期市值: $907.2K
During Q3 2024, Cfm Wealth Partners LLC's top holdings by market value included NVDA (12.4%)、AAPL (12.2%)、GOOGL (3.8%). The largest single position, NVDA, represented 12.4% of total portfolio value.
In Q3 2024, Cfm Wealth Partners LLC made 49 total portfolio adjustments, initiating 1 new buys, adding to 30 positions, trimming 15 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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