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Home > Institutional Investor > Cfm Wealth Partners Llc > Profile

Instuitional Investor - Cfm Wealth Partners Llc

Fund Profile
Filing Period:
Fund Name: Cfm Wealth Partners Llc
Portfolio Value $567,059,525
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 294,543 $65,426,937 11.54%
2.
Nvidia Corp
 NVDA 574,640 $62,279,511 10.98%
3.
Alphabet Inc.
 GOOGL 132,674 $20,516,679 3.62%
4.
Amazon Com Inc
 AMZN 105,340 $20,041,988 3.53%
5.
Microsoft Corp
 MSFT 50,200 $18,844,533 3.32%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)