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CIK: 0001657516
Total reported value
$655.5M
$655.5M
54 檔
19.5%
At the close of Q4 2024, CMH Wealth Management LLC disclosed equity holdings valued at approximately $655.5M, spread across 54 reported holdings.
In Q4 2024, CMH Wealth Management LLC displayed an active expansion posture, initiating 2 new positions and adding to 26 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 6.65% | -0.51% | +0.87% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 6.42% | -0.42% | -0.75% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 6.14% | -0.02% | +0.88% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.96% | +0.52% | -0.44% | |
| 5 | SMMD | Ishares Russell 2500 ETF | ETF-Other | 4.03% | +0.14% | +0.45% | |
| 6 | VFH | Vanguard Financials ETF | ETF-Other | 3.73% | +0.02% | +1.25% | |
| 7 | VDE | Vanguard Energy ETF | ETF-Other | 3.22% | -0.49% | +2.13% | |
| 8 | NOW | Servicenow Inc | Stock-Tech | 2.96% | -0.70% | -1.91% | |
| 9 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.92% | — | -27.58% | |
| 10 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 2.76% | +0.04% | +1.34% | |
| 11 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.45% | +0.41% | +4.14% | |
| 12 | CRM | Salesforce Inc | Stock-Tech | 2.41% | -0.27% | -3.03% | |
| 13 | BA | Boeing Co/the | Stock-Industrials | 2.28% | +0.01% | +71.27% | |
| 14 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 2.21% | -0.23% | -0.15% | |
| 15 | DHR | Danaher CORP | Stock-Healthcare | 2.18% | -0.04% | +3.14% | |
| 16 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 2.15% | -0.27% | -0.76% | |
| 17 | PANW | Palo Alto Networks Inc | Stock-Tech | 2.10% | +1.32% | +101.02% | |
| 18 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.04% | -0.37% | +6.00% | |
| 19 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 1.98% | -0.13% | +1.68% | |
| 20 | V | Visa Inc-class A Shares | Stock-Financials | 1.88% | +0.04% | +1.08% | |
| 21 | MA | Mastercard Inc - A | Stock-Financials | 1.88% | -0.04% | -0.12% | |
| 22 | FISV | Fiserv Inc | Stock-Other | 1.86% | — | -2.17% | |
| 23 | XLI | Ss Industrial Select Sector | ETF-Other | 1.81% | +0.01% | +2.82% | |
| 24 | BLK | Blackrock Inc | Stock-Financials | 1.81% | -0.15% | — | |
| 25 | ADBE | Adobe Inc | Stock-Tech | 1.81% | — | +35.77% | |
| 26 | SNOW | Snowflake Inc | Stock-Tech | 1.75% | +0.34% | -38.31% | |
| 27 | TCHP | T Rowe Price Blue Chip Growt | ETF-Other | 1.64% | +0.09% | -11.31% | |
| 28 | SNPS | Synopsys Inc | Stock-Tech | 1.59% | — | -5.46% | |
| 29 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.58% | +0.08% | +1.78% | |
| 30 | HON | Honeywell International Inc | Stock-Industrials | 1.55% | -0.18% | EXIT | |
| 31 | TTD | Trade Desk Inc/the -class A | Stock-Comm Services | 1.52% | — | -19.73% | |
| 32 | SOXX | Ishares Semiconductor ETF | ETF-Other | 1.45% | +1.02% | +0.97% | |
| 33 | TGT | Target CORP | Stock-Consumer Disc | 1.45% | — | +2.00% | |
| 34 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.43% | +0.24% | +7.84% | |
| 35 | XLV | Ss Health Care Select Sector | ETF-Other | 1.43% | -0.03% | +3.46% | |
| 36 | NVDA | Nvidia CORP | Stock-Tech | 1.33% | +0.08% | +0.69% | |
| 37 | XLB | Ss Materials Select Sector | ETF-Other | 1.18% | -0.06% | +2.42% | |
| 38 | PPA | Invesco Aerospace & Defense | ETF-Other | 1.13% | -0.02% | +10.42% | |
| 39 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.99% | +0.02% | +2.40% | |
| 40 | VONE | Vanguard Russell 1000 | ETF-Other | 0.96% | +0.01% | -10.46% | |
| 41 | IHI | Ishares U.s. Medical Devices | ETF-Other | 0.84% | — | -30.98% | |
| 42 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 0.79% | — | -40.81% | |
| 43 | JAVA | Jpmorgan Active Value ETF | ETF-Other | 0.64% | +0.03% | -9.55% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.38% | -0.07% | +58.14% | |
| 45 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.12% | -0.07% | -11.50% | |
| 46 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.10% | -0.05% | +0.72% | |
| 47 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.09% | — | -1.30% | |
| 48 | ABBV | Abbvie Inc | Stock-Healthcare | 0.09% | — | -0.18% | |
| 49 | ZBH | Zimmer Biomet Holdings Inc | Stock-Healthcare | 0.07% | — | — | |
| 50 | PGR | Progressive CORP | Stock-Financials | 0.06% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BLK | Blackrock Inc | +1.8% | NEW | New buy |
| 2 | BA | Boeing Co/the | +1.1% | +71.27% | Add |
| 3 | AMZN | Amazon.com Inc | +0.8% | -0.75% | Trim |
| 4 | GOOGL | Alphabet Inc-cl A | +0.6% | -0.44% | Trim |
| 5 | NOW | Servicenow Inc | +0.4% | -1.91% | Trim |
| 6 | AAPL | Apple Inc | +0.3% | +0.88% | Add |
| 7 | CRM | Salesforce Inc | +0.3% | -3.03% | Trim |
| 8 | TSLA | Tesla Inc | +0.2% | -27.58% | Trim |
| 9 | V | Visa Inc-class A Shares | +0.2% | +1.08% | Add |
| 10 | ADBE | Adobe Inc | +0.2% | +35.77% | Add |
| 11 | VFH | Vanguard Financials ETF | +0.2% | +1.25% | Add |
| 12 | FISV | Fiserv Inc | +0.2% | -2.17% | Trim |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +58.14% | Add |
| 14 | HON | Honeywell International Inc | +0.1% | +1.67% | Add |
| 15 | NVDA | Nvidia CORP | +0.1% | +0.69% | Add |
| 16 | PANW | Palo Alto Networks Inc | +0.1% | +101.02% | Add |
| 17 | PPA | Invesco Aerospace & Defense | +0.1% | +10.42% | Add |
| 18 | XLC | Ss Comm Select Sector Spdr | +0.1% | -0.76% | Trim |
| 19 | MA | Mastercard Inc - A | +0.1% | -0.12% | Trim |
| 20 | PGR | Progressive CORP | +0.1% | NEW | New buy |
| 21 | FBND | Fidelity Total Bond ETF | 0% | +7.84% | Add |
| 22 | JPM | Jpmorgan Chase & Co | — | — | Unchanged |
| 23 | TJX | Tjx Companies Inc | 0% | -0.15% | Trim |
| 24 | ABBV | Abbvie Inc | 0% | -0.18% | Trim |
| 25 | VCIT | Vanguard Int-term Corporate | 0% | +6.00% | Add |
| 26 | PG | Procter & Gamble Co/the | 0% | -11.50% | Trim |
| 27 | MPC | Marathon Petroleum CORP | 0% | -1.30% | Trim |
| 28 | JNJ | Johnson & Johnson | 0% | +0.72% | Add |
| 29 | SMMD | Ishares Russell 2500 ETF | -0.1% | +0.45% | Add |
| 30 | VDE | Vanguard Energy ETF | -0.1% | +2.13% | Add |
| 31 | JAVA | Jpmorgan Active Value ETF | -0.1% | -9.55% | Trim |
| 32 | VNQ | Vanguard Real Estate ETF | -0.1% | +2.40% | Add |
| 33 | VDC | Vanguard Consumer Staple ETF | -0.1% | +1.68% | Add |
| 34 | VONE | Vanguard Russell 1000 | -0.1% | -10.46% | Trim |
| 35 | SOXX | Ishares Semiconductor ETF | -0.1% | +0.97% | Add |
| 36 | TCHP | T Rowe Price Blue Chip Growt | -0.2% | -11.31% | Trim |
| 37 | XLV | Ss Health Care Select Sector | -0.2% | +3.46% | Add |
| 38 | XLB | Ss Materials Select Sector | -0.2% | +2.42% | Add |
| 39 | SNPS | Synopsys Inc | -0.2% | -5.46% | Trim |
| 40 | TGT | Target CORP | -0.2% | +2.00% | Add |
| 41 | UNH | Unitedhealth Group Inc | -0.3% | +1.78% | Add |
| 42 | MSFT | Microsoft CORP | -0.3% | +0.87% | Add |
| 43 | TTD | Trade Desk Inc/the -class A | -0.3% | -19.73% | Trim |
| 44 | ACWX | Ishares Msci Acwi Ex US ETF | -0.3% | +1.34% | Add |
| 45 | LLY | Eli Lilly & Co | -0.3% | +4.14% | Add |
| 46 | SNOW | Snowflake Inc | -0.4% | -38.31% | Trim |
| 47 | IHI | Ishares U.s. Medical Devices | -0.4% | -30.98% | Trim |
| 48 | DHR | Danaher CORP | -0.5% | +3.14% | Add |
| 49 | XBI | Ss Spdr S&p Biotech ETF | -0.7% | -40.81% | Trim |
| 50 | BLKCHF | Blackrock Inc | -1.8% | EXIT | Sold out |
According to official SEC Form 13F filings, CMH Wealth Management LLC reported a total U.S. public equity portfolio value of $655.5M across 54 disclosed positions in Q4 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, AMZN, AAPL) accounted for 19.5% of total reported equity market value during Q4 2024.
Top New Position Initiated
BLK
市值: $7.9M
Top Position Liquidated / Trimmed
BLKCHF
前期市值: $7.6M
During Q4 2024, CMH Wealth Management LLC's top holdings by market value included MSFT (6.7%)、AMZN (6.4%)、AAPL (6.1%). The largest single position, MSFT, represented 6.7% of total portfolio value.
In Q4 2024, CMH Wealth Management LLC made 49 total portfolio adjustments, initiating 2 new buys, adding to 26 positions, trimming 20 holdings, and fully liquidating 1 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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