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CMH Wealth Management LLC13F | |
| CMH Wealth Management LLC | |
| Last update 2025-04-14 | 55 Stocks (2 new) |
| Value $399.00 Mil | Turnover 4 % |
CMH Wealth Management LLC Top Holdings of 2025-03-31
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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 | 66,975 | 25,141.8 | -2.83% | 6.300 | -0.19% | 0.000 | +17.58% | +9.72% | 3,424,098.6 | Software | |
AAPL | Apple Inc | 108,174 | 24,028.7 | +1.01% | 6.020 | +0.06% | 0.000 | -15.52% | -19.86% | 2,990,301.7 | Hardware | |
AMZN | Amazon.com Inc | 106,702 | 20,301.1 | -16.46% | 5.090 | -1.06% | 0.000 | -1.30% | -6.09% | 2,187,180.9 | Retail - Cyclical | |
GOOGL | Alphabet Inc | 116,845 | 18,068.9 | -15.05% | 4.530 | -0.90% | 0.000 | +2.73% | -8.56% | 2,103,994.2 | Interactive Media | |
VFH | Vanguard Financials ETF | 135,356 | 16,171.0 | -1.82% | 4.050 | -0.07% | 0.110 | -0.06% | +4.66% | 12,253.0 | ||
SMMD | iShares Russell 2500 ETF | 258,417 | 16,161.4 | -0.18% | 4.050 | -0.01% | 1.260 | -0.80% | -3.15% | 1,421.6 | ||
VDE | Vanguard Energy ETF | 116,407 | 15,099.1 | +0.39% | 3.780 | +0.01% | 0.160 | -6.47% | -3.89% | 7,937.1 | ||
ACWX | iShares MSCI ACWI Ex US Index Fund | 233,807 | 12,964.6 | +1.20% | 3.250 | +0.04% | 0.230 | +8.29% | +14.97% | 6,320.6 | ||
ADBE | Adobe Inc | 30,166 | 11,569.6 | +69.89% | 2.900 | +1.19% | 0.010 | -5.51% | -7.10% | 176,063.2 | Software | |
TTD | The Trade Desk Inc | 203,648 | 11,143.6 | +261.07% | 2.790 | +2.02% | 0.040 | +6.39% | -35.28% | 37,378.8 | Software |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
TTD | The Trade Desk Inc | 2025-03-31 | Add | +2.02% | 53.59 ($90.47) 126.58 | $76.06 | -15.93% | Add 261.07% | 203,648 | 147,247 | |
SNPS | Synopsys Inc | 2025-03-31 | Sold Out | -1.59% | 428.58 ($485.8) 551.54 | $511.79 | 5.35% | Sold Out | 0 | -14,261 | |
ADBE | Adobe Inc | 2025-03-31 | Add | +1.19% | 377.84 ($428.84) 464.11 | $413.10 | -3.67% | Add 69.89% | 30,166 | 12,410 | |
AMZN | Amazon.com Inc | 2025-03-31 | Reduce | -1.06% | 190.26 ($217) 242.06 | $206.02 | -5.06% | Reduce -16.46% | 106,702 | -21,023 | |
GOOGL | Alphabet Inc | 2025-03-31 | Reduce | -0.90% | 154.33 ($181.36) 206.38 | $172.90 | -4.66% | Reduce -15.05% | 116,845 | -20,707 | |
NOW | ServiceNow Inc | 2025-03-31 | Reduce | -0.88% | 783.83 ($963.73) 1170.39 | $1,027.39 | 6.61% | Reduce -29.63% | 8,566 | -3,607 | |
CRM | Salesforce Inc | 2025-03-31 | Reduce | -0.42% | 268.36 ($311.03) 359.95 | $277.19 | -10.88% | Reduce -17.56% | 25,917 | -5,520 | |
TGT | Target Corp | 2025-03-31 | Add | +0.39% | 103.65 ($124.98) 142.5 | $96.99 | -22.40% | Add 31.52% | 61,420 | 14,719 | |
LLY | Eli Lilly and Co | 2025-03-31 | Reduce | -0.28% | 725.72 ($832.09) 929.72 | $725.22 | -12.84% | Reduce -11.35% | 12,297 | -1,575 | |
MSFT | Microsoft Corp | 2025-03-31 | Reduce | -0.19% | 375.39 ($407.71) 447.2 | $460.69 | 12.99% | Reduce -2.83% | 66,975 | -1,950 |
CMH Wealth Management LLC Total Holding History ($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 2025-03-31
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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