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Entity | Shares/Amount Change | Position Value Change |
SNPS |
+7,737 | +$4,422 | QQQ |
+538 | +$239 |
Entity | Shares/Amount Change | Position Value Change |
SPY |
-1,621 | -$770 | VO |
-1,074 | -$250 |
Entity | Shares/Amount Change | Position Value Change |
SOXX |
+28,286 | +$681 | BMY |
+16,168 | +$1,053 | FBND |
+7,147 | +$258 | VCIT |
+5,895 | +$400 | ADBE |
+4,736 | +$1,688 | JAVA |
+1,169 | +$273 | VONE |
-353 | +$296 | BLK |
-693 | -$385 | UNH |
-1,072 | -$990 | TSLA |
-1,169 | -$3,202 |
Entity | Shares/Amount Change | Position Value Change |
AMZN |
-32,031 | -$1,188 | GOOGL |
-31,260 | -$2,802 | BA |
-20,280 | -$8,388 | TCHP |
-20,158 | +$250 | PANW |
-17,844 | -$5,531 | CRM |
-16,183 | -$3,033 | SMMD |
-15,340 | +$112 | ACWX |
-11,233 | -$40 | IHI |
-9,622 | -$102 |
Size ($ in 1000's)
At 03/31/2024: $393,608 At 12/31/2023: $412,596
CMH Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from CMH Wealth Management LLC 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, we find all stocks held by CMH Wealth Management LLC to be as follows, presented in the
table below with each row detailing each CMH Wealth Management LLC position, ordered by largest to smallest position size.
The all-stocks-held-by-CMH Wealth Management LLC table shows the entity held in the first column (click any entity to explore other funds
holding positions), the share amount held, the share count change between the last two reporting periods, and finally the
position size for all stocks held by CMH Wealth Management LLC as of the latest filing.
Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
MICROSOFT CORP |
66,210 |
-3,398 |
$27,856 | MSFT | 66,210 | -3,398 | $27,856 | AMAZON COM INC |
129,353 |
-32,031 |
$23,333 | AMZN | 129,353 | -32,031 | $23,333 | ALPHABET INC |
139,265 |
-31,260 |
$21,019 | GOOGL | 139,265 | -31,260 | $21,019 | APPLE INC |
108,836 |
-6,147 |
$18,663 | AAPL | 108,836 | -6,147 | $18,663 | ISHARES TR (SMMD) |
261,419 |
-15,340 |
$17,152 | SMMD | 261,419 | -15,340 | $17,152 | VANGUARD WORLD FD (VDE) |
109,977 |
-3,477 |
$14,484 | VDE | 109,977 | -3,477 | $14,484 | VANGUARD WORLD FD (VFH) |
135,523 |
-9,455 |
$13,876 | VFH | 135,523 | -9,455 | $13,876 | ISHARES TR (ACWX) |
226,891 |
-11,233 |
$12,114 | ACWX | 226,891 | -11,233 | $12,114 | VANGUARD WORLD FD (VDC) |
55,894 |
-4,327 |
$11,410 | VDC | 55,894 | -4,327 | $11,410 | TARGET CORP |
62,894 |
-6,461 |
$11,145 | TGT | 62,894 | -6,461 | $11,145 | ELI LILLY & CO |
13,585 |
-1,778 |
$10,569 | LLY | 13,585 | -1,778 | $10,569 | ISHARES TR (SOXX) |
44,588 |
+28,286 |
$10,073 | SOXX | 44,588 | +28,286 | $10,073 | DANAHER CORPORATION |
40,124 |
-2,726 |
$10,031 | DHR | 40,124 | -2,726 | $10,031 | SERVICENOW INC |
12,615 |
-7,740 |
$9,618 | NOW | 12,615 | -7,740 | $9,618 | SALESFORCE INC |
31,864 |
-16,183 |
$9,610 | CRM | 31,864 | -16,183 | $9,610 | BOEING CO |
45,840 |
-20,280 |
$8,847 | BA | 45,840 | -20,280 | $8,847 | TJX COS INC NEW |
81,833 |
-6,369 |
$8,300 | TJX | 81,833 | -6,369 | $8,300 | VANGUARD SCOTTSDALE FDS (VCIT) |
102,757 |
+5,895 |
$8,273 | VCIT | 102,757 | +5,895 | $8,273 | SELECT SECTOR SPDR TR (XLC) |
99,262 |
-6,119 |
$8,106 | XLC | 99,262 | -6,119 | $8,106 | MASTERCARD INCORPORATED |
15,619 |
-1,233 |
$7,522 | MA | 15,619 | -1,233 | $7,522 | VISA INC |
26,397 |
-1,617 |
$7,367 | V | 26,397 | -1,617 | $7,367 | PALO ALTO NETWORKS INC |
25,006 |
-17,844 |
$7,105 | PANW | 25,006 | -17,844 | $7,105 | T ROWE PRICE ETF INC (TCHP) |
201,056 |
-20,158 |
$7,097 | TCHP | 201,056 | -20,158 | $7,097 | TESLA INC |
40,049 |
-1,169 |
$7,040 | TSLA | 40,049 | -1,169 | $7,040 | BLACKROCK INC |
8,135 |
-693 |
$6,782 | BLK | 8,135 | -693 | $6,782 | SNOWFLAKE INC |
41,467 |
-1,913 |
$6,701 | SNOW | 41,467 | -1,913 | $6,701 | FISERV INC |
41,750 |
-5,251 |
$6,672 | FI | 41,750 | -5,251 | $6,672 | UNITEDHEALTH GROUP INC |
13,384 |
-1,072 |
$6,621 | UNH | 13,384 | -1,072 | $6,621 | THE TRADE DESK INC |
74,590 |
-4,693 |
$6,521 | TTD | 74,590 | -4,693 | $6,521 | SELECT SECTOR SPDR TR (XLV) |
43,135 |
-1,736 |
$6,372 | XLV | 43,135 | -1,736 | $6,372 | ADOBE INC |
12,359 |
+4,736 |
$6,236 | ADBE | 12,359 | +4,736 | $6,236 | SPDR SER TR (XBI) |
65,558 |
-8,278 |
$6,221 | XBI | 65,558 | -8,278 | $6,221 | HONEYWELL INTL INC |
28,461 |
-1,644 |
$5,842 | HON | 28,461 | -1,644 | $5,842 | FIDELITY MERRIMACK STR TR |
125,539 |
+7,147 |
$5,709 | FBND | 125,539 | +7,147 | $5,709 | SELECT SECTOR SPDR TR (XLB) |
60,475 |
-2,284 |
$5,618 | XLB | 60,475 | -2,284 | $5,618 | ISHARES TR (IHI) |
90,414 |
-9,622 |
$5,297 | IHI | 90,414 | -9,622 | $5,297 | SELECT SECTOR SPDR TR (XLI) |
37,872 |
-3,151 |
$4,770 | XLI | 37,872 | -3,151 | $4,770 | SYNOPSYS INC |
7,737 |
+7,737 |
$4,422 | SNPS | 7,737 | +7,737 | $4,422 | BRISTOL MYERS SQUIBB CO |
76,606 |
+16,168 |
$4,154 | BMY | 76,606 | +16,168 | $4,154 | VANGUARD SCOTTSDALE FDS (VONE) |
17,420 |
-353 |
$4,152 | VONE | 17,420 | -353 | $4,152 | VANGUARD INDEX FDS (VNQ) |
46,676 |
-2,060 |
$4,037 | VNQ | 46,676 | -2,060 | $4,037 | CUMMINS INC |
12,617 |
-1,602 |
$3,718 | CMI | 12,617 | -1,602 | $3,718 | J P MORGAN EXCHANGE TRADED F (JAVA) |
48,655 |
+1,169 |
$2,914 | JAVA | 48,655 | +1,169 | $2,914 | INVESCO QQQ TR |
538 |
+538 |
$239 | QQQ | 538 | +538 | $239 | SPDR S&P 500 ETF TR |
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$0 (exited) | SPY | 0 | -1,621 | $0 | VANGUARD INDEX FDS |
0 |
-1,074 |
$0 (exited) | VO | 0 | -1,074 | $0 |
See Summary: CMH Wealth Management LLC Top Holdings
See Details: Top 10 Stocks Held By CMH Wealth Management LLC
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