CFM WEALTH PARTNERS LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 23, 2024
Value $
$573M
Signature - Title
Lisa Maas - Chief Compliance Officer
Location
Austin, TX
Summary
This page shows a list of all the recent 13F filings made by CFM WEALTH PARTNERS LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. CFM WEALTH PARTNERS LLC reported 143 stock holdings with total value $573M as of Q3 2024. Top holdings included NVDA, AAPL, GOOGL, MSFT, and AMZN.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 143 $573M +$16.2M -$10.8M +$5.34M NVDA, AAPL, GOOGL, MSFT, AMZN Restatement 10/23/2024, 08:22 AM
Q2 2024 146 $544M +$87.1M -$10.8M +$76.3M NVDA, AAPL, GOOGL, MSFT, AMZN 13F-HR 7/18/2024, 12:23 PM
Q1 2024 153 $498M +$24.5M -$19M +$5.47M NVDA, AAPL, MSFT, GOOGL, XOM 13F-HR 4/15/2024, 11:36 AM
Q4 2023 160 $442M +$27.5M -$9.33M +$18.2M AAPL, NVDA, MSFT, GOOGL, XOM 13F-HR 1/11/2024, 08:18 PM
Q3 2023 141 $382M +$15.4M -$32.2M -$16.8M AAPL, NVDA, XOM, GOOGL, MSFT 13F-HR 10/11/2023, 05:22 PM
Q2 2023 163 $412M +$27.9M -$13.4M +$14.5M AAPL, NVDA, XOM, MSFT, GOOGL 13F-HR 7/14/2023, 09:22 AM
Q1 2023 154 $361M +$12M -$22.3M -$10.3M AAPL, XOM, NVDA, MSFT, GOOGL 13F-HR 4/12/2023, 03:41 PM
Q4 2022 153 $334M +$16.3M -$11.8M +$4.47M AAPL, XOM, WMB, MSFT, GOOGL Restatement 1/19/2023, 07:31 PM
Q3 2022 152 $313M +$30.7M -$18.6M +$12.1M AAPL, XOM, AMZN, WMB, GOOGL 13F-HR 10/14/2022, 09:00 PM
Q2 2022 162 $333M +$15.5M -$13.1M +$2.36M AAPL, XOM, WMB, GOOGL, MSFT 13F-HR 7/11/2022, 07:08 PM
Q1 2022 183 $417M +$10.1M -$9.23M +$896K AAPL, AMZN, GOOGL, NVDA, MSFT 13F-HR 4/14/2022, 04:12 PM
Q4 2021 179 $448M +$21M -$9.14M +$11.9M AAPL, NVDA, AMZN, GOOGL, MSFT 13F-HR 1/21/2022, 10:42 AM
Q3 2021 183 $398M +$32.1M -$3.77M +$28.3M AAPL, AMZN, GOOGL, MSFT, PYPL 13F-HR 10/25/2021, 10:09 AM
Q2 2021 176 $377M +$21.9M -$12.8M +$9.16M AAPL, AMZN, GOOGL, PYPL, MSFT 13F-HR 7/21/2021, 01:53 PM
Q1 2021 168 $332M +$18.6M -$12.1M +$6.45M AAPL, AMZN, WMB, GOOGL, MSFT 13F-HR 5/17/2021, 02:11 PM
Q4 2020 164 $314M +$19.4M -$13.3M +$6.16M AAPL, AMZN, PYPL, MSFT, GOOGL 13F-HR 2/9/2021, 09:25 PM
Q3 2020 149 $274M +$40.2M -$23.2M +$17M AAPL, AMZN, CRM, META, MSFT 13F-HR 11/9/2020, 07:32 PM
Q2 2020 505 $263M +$6.48M -$12.4M -$5.87M AAPL, AMZN, MSFT, WMB, META 13F-HR 8/14/2020, 03:11 PM
Q1 2020 535 $215M +$16M -$4.55M +$11.4M AAPL, AMZN, XOM, MSFT, META 13F-HR 5/11/2020, 06:15 PM
Q4 2019 486 $270M $0 $0 AAPL, XOM, WMB, AMZN, META 13F-HR 1/30/2020, 12:27 PM