CMH Wealth Management LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 15, 2024
Value $
$425M
Signature - Title
Kristen L. Hanley - Chief Compliance Officer
Location
Portsmouth, NH
Summary
This page shows a list of all the recent 13F filings made by CMH Wealth Management LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. CMH Wealth Management LLC reported 53 stock holdings with total value $425M as of Q3 2024. Top holdings included MSFT, AAPL, AMZN, GOOGL, and SMMD.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 53 $425M +$17.5M -$12.4M +$5.13M MSFT, AAPL, AMZN, GOOGL, SMMD 13F-HR 10/15/2024, 11:41 AM
Q2 2024 49 $406M +$14.3M -$13.5M +$804K MSFT, GOOGL, AMZN, AAPL, SMMD 13F-HR 7/11/2024, 11:17 AM
Q1 2024 44 $394M +$15.2M -$50M -$34.8M MSFT, AMZN, GOOGL, AAPL, SMMD 13F-HR 4/12/2024, 03:26 PM
Q4 2023 44 $413M +$17.5M -$9.4M +$8.14M MSFT, AMZN, GOOGL, AAPL, BA 13F-HR 1/19/2024, 04:40 PM
Q3 2023 44 $358M +$26.1M -$28.5M -$2.37M MSFT, GOOGL, AMZN, AAPL, VDE 13F-HR 10/13/2023, 02:54 PM
Q2 2023 45 $372M +$18.5M -$25.5M -$7.06M MSFT, AAPL, AMZN, GOOGL, PANW 13F-HR 7/17/2023, 09:36 AM
Q1 2023 47 $346M +$28.9M -$24.6M +$4.29M MSFT, AMZN, AAPL, GOOGL, VDC 13F-HR 4/10/2023, 01:16 PM
Q4 2022 48 $312M +$56.7M -$26.6M +$30.1M MSFT, AAPL, GOOGL, AMZN, VDC 13F-HR 1/12/2023, 12:29 PM
Q3 2022 46 $273M +$48.9M -$27.2M +$21.7M AMZN, MSFT, AAPL, GOOGL, VDC 13F-HR 10/24/2022, 02:44 PM
Q2 2022 47 $277M +$54M -$33.2M +$20.8M AMZN, MSFT, GOOGL, AAPL, FBND 13F-HR 7/15/2022, 01:53 PM
Q1 2022 51 $325M +$35.9M -$22.2M +$13.7M AMZN, MSFT, AAPL, GOOGL, FBND 13F-HR 4/13/2022, 10:28 AM
Q4 2021 47 $332M +$20.1M -$14.5M +$5.6M MSFT, AAPL, AMZN, GOOGL, FBND 13F-HR 1/18/2022, 12:00 PM
Q3 2021 46 $305M +$17.5M -$7.86M +$9.63M AMZN, MSFT, GOOGL, FBND, AAPL Restatement 10/28/2021, 11:50 AM
Q2 2021 44 $299M +$28.2M -$8.59M +$19.6M AMZN, FBND, MSFT, AAPL, GOOGL 13F-HR 7/19/2021, 02:52 PM
Q1 2021 45 $265M +$16.8M -$31.3M -$14.6M AMZN, FBND, AAPL, MSFT, GOOGL 13F-HR 4/19/2021, 11:39 AM
Q4 2020 51 $273M +$18.1M -$10.6M +$7.58M AAPL, FBND, AMZN, MSFT, GOOGL 13F-HR 2/1/2021, 02:39 PM
Q3 2020 49 $234M +$28.7M -$8.2M +$20.5M FBND, AAPL, AMZN, MSFT, VFH 13F-HR 10/20/2020, 04:09 PM
Q2 2020 49 $209M +$21.4M -$24.1M -$2.76M FBND, AAPL, AMZN, MSFT, VFH 13F-HR 7/23/2020, 04:00 PM
Q1 2020 47 $171M +$50.3M -$56.6M -$6.39M FBND, AMZN, VDC, MSFT, VFH 13F-HR 4/15/2020, 07:28 PM
Q4 2019 52 $195M +$8.05M -$5.2M +$2.86M FBND, SPY, MSFT, AMZN, AAPL 13F-HR 1/21/2020, 10:52 AM
Q3 2019 51 $177M +$14.8M -$7.92M +$6.93M FBND, SPY, MSFT, AMZN, XLV 13F-HR 10/11/2019, 02:20 PM
Q2 2019 49 $170M +$8.74M -$10.1M -$1.34M FBND, AMZN, SPY, MSFT, AAPL 13F-HR 7/15/2019, 04:11 PM
Q1 2019 52 $165M +$37.4M -$53.8M -$16.4M FBND, AMZN, SPY, MSFT, XLV 13F-HR 4/15/2019, 01:13 PM
Q4 2018 59 $166M +$33.5M -$38.9M -$5.31M PWV, VTEB, SPY, AMZN, BSCL 13F-HR 1/16/2019, 04:02 PM
Q3 2018 57 $191M +$41.9M -$35.6M +$6.28M PWV, VCIT, VTEB, AAPL, IWV 13F-HR 10/29/2018, 03:24 PM
Q2 2018 57 $175M +$68M -$48.5M +$19.6M VCSH, PWV, PWB, BSCL, IWV 13F-HR 7/20/2018, 03:05 PM
Q1 2018 53 $148M +$18.6M -$16.9M +$1.69M VCSH, PWV, PWB, BSCL, VFH 13F-HR 4/11/2018, 10:41 AM
Q4 2017 54 $151M +$18.2M -$8.97M +$9.23M VCSH, PWV, PWB, VFH, XLP 13F-HR 1/12/2018, 04:30 PM
Q3 2017 48 $135M +$23.8M -$19M +$4.82M VCSH, PWV, PWB, VFH, XLP 13F-HR 10/19/2017, 02:37 PM
Q2 2017 49 $125M +$12.4M -$18.8M -$6.42M PWV, PWB, BSCJ, SHM, AMZN 13F-HR 7/25/2017, 10:23 AM
Q1 2017 48 $128M +$25.5M -$16.2M +$9.28M PWV, PWB, SHM, AMZN, XLP 13F-HR 4/17/2017, 03:23 PM
Q4 2016 50 $114M $0 $0 PWV, SHM, AMZN, VFH, XLI 13F-HR 2/23/2017, 04:03 PM