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CIK: 0001657516
Total reported value
$655.5M
$655.5M
44 檔
16.5%
At the close of Q1 2024, CMH Wealth Management LLC disclosed equity holdings valued at approximately $655.5M, spread across 44 reported holdings.
During Q1 2024, CMH Wealth Management LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 7.08% | -0.51% | -4.88% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.93% | -0.42% | -19.85% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.34% | +0.52% | -18.33% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 4.74% | -0.02% | -5.35% | |
| 5 | SMMD | Ishares Russell 2500 ETF | ETF-Other | 4.36% | +0.14% | -5.54% | |
| 6 | VDE | Vanguard Energy ETF | ETF-Other | 3.68% | -0.49% | -3.06% | |
| 7 | VFH | Vanguard Financials ETF | ETF-Other | 3.53% | +0.02% | -6.52% | |
| 8 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 3.08% | +0.04% | -4.72% | |
| 9 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 2.90% | -0.13% | -7.19% | |
| 10 | TGT | Target CORP | Stock-Consumer Disc | 2.83% | — | -9.32% | |
| 11 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.69% | +0.41% | -11.57% | |
| 12 | SOXX | Ishares Semiconductor ETF | ETF-Other | 2.56% | +1.02% | +173.51% | |
| 13 | DHR | Danaher CORP | Stock-Healthcare | 2.55% | -0.04% | -6.36% | |
| 14 | NOW | Servicenow Inc | Stock-Tech | 2.44% | -0.70% | -38.03% | |
| 15 | CRM | Salesforce Inc | Stock-Tech | 2.44% | -0.27% | -33.68% | |
| 16 | BA | Boeing Co/the | Stock-Industrials | 2.25% | +0.01% | -30.67% | |
| 17 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 2.11% | -0.23% | -7.22% | |
| 18 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.10% | -0.37% | +6.09% | |
| 19 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 2.06% | -0.27% | -5.81% | |
| 20 | MA | Mastercard Inc - A | Stock-Financials | 1.91% | -0.04% | -7.32% | |
| 21 | V | Visa Inc-class A Shares | Stock-Financials | 1.87% | +0.04% | -5.77% | |
| 22 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.81% | +1.32% | -41.64% | |
| 23 | TCHP | T Rowe Price Blue Chip Growt | ETF-Other | 1.80% | +0.09% | -9.11% | |
| 24 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.79% | — | -2.84% | |
| 25 | BLKCHF | Blackrock Inc | Stock-Other | 1.72% | — | -7.85% | |
| 26 | SNOW | Snowflake Inc | Stock-Tech | 1.70% | +0.34% | -4.41% | |
| 27 | FISV | Fiserv Inc | Stock-Other | 1.70% | — | -11.17% | |
| 28 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.68% | +0.08% | -7.42% | |
| 29 | TTD | Trade Desk Inc/the -class A | Stock-Comm Services | 1.66% | — | -5.92% | |
| 30 | XLV | Ss Health Care Select Sector | ETF-Other | 1.62% | -0.03% | -3.87% | |
| 31 | ADBE | Adobe Inc | Stock-Tech | 1.58% | — | +62.13% | |
| 32 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 1.58% | — | -11.21% | |
| 33 | HON | Honeywell International Inc | Stock-Industrials | 1.48% | -0.18% | EXIT | |
| 34 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.45% | +0.24% | +6.04% | |
| 35 | XLB | Ss Materials Select Sector | ETF-Other | 1.43% | -0.06% | -3.64% | |
| 36 | IHI | Ishares U.s. Medical Devices | ETF-Other | 1.35% | — | -9.62% | |
| 37 | XLI | Ss Industrial Select Sector | ETF-Other | 1.21% | +0.01% | -7.68% | |
| 38 | SNPS | Synopsys Inc | Stock-Tech | 1.12% | — | — | |
| 39 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 1.06% | — | +26.75% | |
| 40 | VONE | Vanguard Russell 1000 | ETF-Other | 1.05% | +0.01% | -1.99% | |
| 41 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.03% | +0.02% | -4.23% | |
| 42 | CMI | Cummins Inc | Stock-Industrials | 0.94% | — | -11.27% | |
| 43 | JAVA | Jpmorgan Active Value ETF | ETF-Other | 0.74% | +0.03% | +2.46% | |
| 44 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.06% | — | — |
According to official SEC Form 13F filings, CMH Wealth Management LLC reported a total U.S. public equity portfolio value of $655.5M across 44 disclosed positions in Q1 2024.
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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 MSFT, AMZN, GOOGL) accounted for 16.5% of total reported equity market value during Q1 2024.
During Q1 2024, CMH Wealth Management LLC's top holdings by market value included MSFT (7.1%)、AMZN (5.9%)、GOOGL (5.3%). The largest single position, MSFT, represented 7.1% of total portfolio value.
In Q1 2024, CMH Wealth Management LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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