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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 $592,891,925
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 576,735 $77,449,778 13.06%
2.
Apple Inc.
 AAPL 294,521 $73,753,935 12.43%
3.
Alphabet Inc.
 GOOGL 131,598 $24,911,574 4.2%
4.
Amazon Com Inc
 AMZN 102,849 $22,564,042 3.8%
5.
Microsoft Corp
 MSFT 49,720 $20,956,906 3.53%
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)