13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001657516
Total reported value
$655.5M
$655.5M
49 檔
18.1%
According to the latest 13F quarterly dataset, CMH Wealth Management LLC managed an equity portfolio of $655.5M at the end of Q2 2024, spanning 49 distinct U.S. exchange-listed positions.
During Q2 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 | 7.45% | -0.51% | +2.29% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 6.19% | +0.52% | -0.87% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 6.08% | -0.42% | -1.21% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 5.54% | -0.02% | -1.86% | |
| 5 | SMMD | Ishares Russell 2500 ETF | ETF-Other | 4.00% | +0.14% | -0.69% | |
| 6 | VDE | Vanguard Energy ETF | ETF-Other | 3.54% | -0.49% | +1.91% | |
| 7 | VFH | Vanguard Financials ETF | ETF-Other | 3.38% | +0.02% | +1.00% | |
| 8 | LLY | Eli Lilly & Co | Stock-Healthcare | 3.05% | +0.41% | +0.75% | |
| 9 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 2.97% | +0.04% | +0.02% | |
| 10 | SOXX | Ishares Semiconductor ETF | ETF-Other | 2.71% | +1.02% | +0.04% | |
| 11 | NOW | Servicenow Inc | Stock-Tech | 2.47% | -0.70% | +1.18% | |
| 12 | DHR | Danaher CORP | Stock-Healthcare | 2.46% | -0.04% | -0.26% | |
| 13 | TGT | Target CORP | Stock-Consumer Disc | 2.36% | — | +3.12% | |
| 14 | BA | Boeing Co/the | Stock-Industrials | 2.31% | +0.01% | +12.41% | |
| 15 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 2.23% | -0.23% | +0.41% | |
| 16 | SNPS | Synopsys Inc | Stock-Tech | 2.16% | — | +90.75% | |
| 17 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 2.09% | -0.27% | -0.11% | |
| 18 | CRM | Salesforce Inc | Stock-Tech | 2.06% | -0.27% | +2.31% | |
| 19 | PANW | Palo Alto Networks Inc | Stock-Tech | 2.05% | +1.32% | -1.51% | |
| 20 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 2.05% | -0.13% | -27.17% | |
| 21 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.98% | -0.37% | -2.11% | |
| 22 | TCHP | T Rowe Price Blue Chip Growt | ETF-Other | 1.86% | +0.09% | -2.95% | |
| 23 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.85% | — | -4.96% | |
| 24 | ADBE | Adobe Inc | Stock-Tech | 1.77% | — | +4.94% | |
| 25 | TTD | Trade Desk Inc/the -class A | Stock-Comm Services | 1.77% | — | -1.20% | |
| 26 | XLI | Ss Industrial Select Sector | ETF-Other | 1.75% | +0.01% | +53.76% | |
| 27 | MA | Mastercard Inc - A | Stock-Financials | 1.71% | -0.04% | +1.11% | |
| 28 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.71% | +0.08% | +2.20% | |
| 29 | V | Visa Inc-class A Shares | Stock-Financials | 1.66% | +0.04% | -2.57% | |
| 30 | XLV | Ss Health Care Select Sector | ETF-Other | 1.59% | -0.03% | +2.45% | |
| 31 | BLKCHF | Blackrock Inc | Stock-Other | 1.57% | — | -0.18% | |
| 32 | HON | Honeywell International Inc | Stock-Industrials | 1.55% | -0.18% | EXIT | |
| 33 | FISV | Fiserv Inc | Stock-Other | 1.52% | — | -0.96% | |
| 34 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 1.50% | — | +0.45% | |
| 35 | SNOW | Snowflake Inc | Stock-Tech | 1.45% | +0.34% | +5.47% | |
| 36 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.38% | +0.24% | -1.26% | |
| 37 | XLB | Ss Materials Select Sector | ETF-Other | 1.30% | -0.06% | -1.32% | |
| 38 | IHI | Ishares U.s. Medical Devices | ETF-Other | 1.27% | — | +1.82% | |
| 39 | VONE | Vanguard Russell 1000 | ETF-Other | 1.05% | +0.01% | -0.37% | |
| 40 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.98% | +0.02% | +0.89% | |
| 41 | JAVA | Jpmorgan Active Value ETF | ETF-Other | 0.71% | +0.03% | +0.40% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.23% | -0.07% | — | |
| 43 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.14% | -0.07% | — | |
| 44 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.13% | — | — | |
| 45 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.11% | -0.05% | — | |
| 46 | ABBV | Abbvie Inc | Stock-Healthcare | 0.10% | — | — | |
| 47 | ZBH | Zimmer Biomet Holdings Inc | Stock-Healthcare | 0.07% | — | — | |
| 48 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.06% | — | -2.23% | |
| 49 | MCO | Moody's CORP | Stock-Financials | 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 49 disclosed positions in Q2 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 MSFT, GOOGL, AMZN) accounted for 18.1% of total reported equity market value during Q2 2024.
During Q2 2024, CMH Wealth Management LLC's top holdings by market value included MSFT (7.5%)、GOOGL (6.2%)、AMZN (6.1%). The largest single position, MSFT, represented 7.5% of total portfolio value.
In Q2 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.