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CMH Wealth Management LLC13F | |
| CMH Wealth Management LLC | |
| Last update 2025-07-11 | 54 Stocks (5 new) |
| Value $430.00 Mil | Turnover 10 % |
CMH Wealth Management LLC Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSFT | Microsoft Corp | 54,641 | 27,179.0 | -18.42% | 6.330 | -1.16% | 0.000 | +35.37% | +20.48% | 3,759,901.0 | Software | |
AMZN | Amazon.com Inc | 105,223 | 23,084.9 | -1.39% | 5.370 | -0.07% | 0.000 | +26.41% | +4.06% | 2,423,607.1 | Retail - Cyclical | |
GOOGL | Alphabet Inc | 115,785 | 20,404.8 | -0.91% | 4.750 | -0.04% | 0.000 | +22.60% | +0.73% | 2,309,505.8 | Interactive Media | |
AAPL | Apple Inc | 98,600 | 20,229.8 | -8.85% | 4.710 | -0.53% | 0.000 | +4.80% | -14.28% | 3,198,507.1 | Hardware | |
VFH | Vanguard Financials ETF | 133,988 | 17,056.7 | -1.01% | 3.970 | -0.04% | 0.140 | +13.90% | +10.65% | 12,097.0 | ||
TMSL | T. Rowe Price Small-Mid Cap ETF | 489,121 | 16,043.2 | New Holding | 3.730 | +3.73% | 2.070 | +16.89% | +4.75% | 796.9 | ||
ACWX | iShares MSCI ACWI Ex US Index Fund | 191,772 | 11,686.6 | -17.98% | 2.720 | -0.58% | 0.180 | +13.94% | +21.76% | 6,612.6 | ||
BA | Boeing Co | 55,490 | 11,626.8 | -0.35% | 2.710 | -0.01% | 0.010 | +35.68% | +32.14% | 176,346.8 | Aerospace & Defense | |
SNOW | Snowflake Inc | 51,487 | 11,521.3 | -0.66% | 2.680 | -0.01% | 0.020 | +44.22% | +37.66% | 70,922.3 | Software | |
VDE | Vanguard Energy ETF | 95,407 | 11,364.9 | -18.04% | 2.650 | -0.68% | 0.180 | +8.87% | +2.04% | 6,659.5 |
CMH Wealth Management LLC's Historical Top Holdings Breakdowns
CMH Wealth Management LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
TMSL | T. Rowe Price Small-Mid Cap ETF | 2025-06-30 | New Buy New Buy | +3.73% | 26.47 ($30.71) 32.8 | $33.77 | 9.96% | New holding | 489,121 | 489,121 | |
SMMD | iShares Russell 2500 ETF | 2025-06-30 | Reduce Reduce | -2.06% | 54.81 ($63.36) 67.78 | $70.86 | 11.84% | Reduce -50.78% | 127,187 | -131,230 | |
GEV | GE Vernova Inc | 2025-06-30 | New Buy New Buy | +1.80% | 271.48 ($414.61) 529.15 | $629.03 | 51.72% | New holding | 14,651 | 14,651 | |
SNPS | Synopsys Inc | 2025-06-30 | New Buy New Buy | +1.28% | 380.9 ($465.32) 517.66 | $614.42 | 32.04% | New holding | 10,724 | 10,724 | |
MSFT | Microsoft Corp | 2025-06-30 | Reduce Reduce | -1.16% | 354.56 ($433.34) 497.45 | $505.87 | 16.74% | Reduce -18.42% | 54,641 | -12,334 | |
ADBE | Adobe Inc | 2025-06-30 | Reduce Reduce | -1.08% | 340 ($385.29) 420.68 | $372.46 | -3.33% | Reduce -37.14% | 18,963 | -11,203 | |
TTD | The Trade Desk Inc | 2025-06-30 | Reduce Reduce | -1.00% | 45.27 ($63.71) 79.4 | $84.63 | 32.84% | Reduce -35.95% | 130,439 | -73,209 | |
MFSI | MFS ACTIVE EXCHANG | 2025-06-30 | New Buy New Buy | +0.91% | 22.98 ($26.81) 28.45 | $29.26 | 9.14% | New holding | 137,861 | 137,861 | |
UNH | UnitedHealth Group Inc | 2025-06-30 | Add Add | +0.87% | 274.35 ($384.44) 599.47 | $292.51 | -23.91% | Add 86.54% | 25,839 | 11,987 | |
XBI | SPDR Biotech ETF | 2025-06-30 | Sold Out Sold Out | -0.77% | 69.8 ($79.8) 85.28 | $88.22 | 10.55% | Sold Out | 0 | -37,949 |
CMH Wealth Management LLC Total Holding History ($B)
CMH Wealth Management LLC's Asset Allocation
CMH Wealth Management LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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CMH Wealth Management LLC's Hypothetical Growth since 2025-06-30
CMH Wealth Management LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
CMH Wealth Management LLC's Holdings Heat Map
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CMH Wealth Management LLC's Holdings Bubble Chart
CMH Wealth Management LLC News
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