Cmh-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "SNOW",
  "ABBV",
  "ADBE",
  "APD",
  null,
  "GOOGL",
  "VDE",
  null,
  "BLK",
  null,
  "HON",
  "MPC",
  "MA",
  "MSFT",
  null,
  "PANW",
  "PGR",
  "UNH",
  "AAPL",
  null,
  "NVDA",
  "PG",
  "NOW",
  null,
  "TGT",
  "TJX",
  "VNQ",
  null,
  "VCIT",
  "XLB",
  null,
  null,
  null,
  "ATO",
  "FI",
  null,
  null,
  "AMZN",
  null,
  "VFH",
  "VONE",
  "V",
  "TTD",
  "CRM",
  "ZBH",
  null,
  "BRK-B",
  "BA",
  "DHR",
  "MCO",
  "QQQ",
  "JNJ",
  "LLY",
  "TSLA",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-14
Total Holdings: 55
Total Value: 399129240
Accession Number: 0001657516-25-000003
Form Type: 13F-HR
CIK: cmh-wealth-management
Manager Name: Cmh-Wealth-Management

Data Enrichment

75% identified

41 identified14 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

55 positions • $399.1M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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78464A870

Shares:37.9K

Value:$3.1M

% of Portfolio:0.8% ($3.1M/$399.1M)

46641Q167

Shares:43.8K

Value:$2.8M

% of Portfolio:0.7% ($2.8M/$399.1M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:3.2K

Value:$1.7M

% of Portfolio:0.4% ($1.7M/$399.1M)

PROCTER & GAMBLE Co

PG|742718109

Shares:3.1K

Value:$522.2K

% of Portfolio:0.1% ($522.2K/$399.1M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:3.1K

Value:$508.3K

% of Portfolio:0.1% ($508.3K/$399.1M)

46438F101

Shares:7.2K

Value:$336.2K

% of Portfolio:0.1% ($336.2K/$399.1M)

AbbVie Inc.

ABBV|00287Y109

Shares:1.6K

Value:$336.1K

% of Portfolio:0.1% ($336.1K/$399.1M)

PROGRESSIVE CORP/OH/

PGR|743315103

Shares:1.2K

Value:$328.0K

% of Portfolio:0.1% ($328.0K/$399.1M)

Marathon Petroleum Corp

MPC|56585A102

Shares:2.2K

Value:$324.7K

% of Portfolio:0.1% ($324.7K/$399.1M)

ZIMMER BIOMET HOLDINGS, INC.

ZBH|98956P102

Shares:2.3K

Value:$260.3K

% of Portfolio:0.1% ($260.3K/$399.1M)

MOODYS CORP /DE/

MCO|615369105

Shares:533

Value:$248.2K

% of Portfolio:0.1% ($248.2K/$399.1M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:934

Value:$229.1K

% of Portfolio:0.1% ($229.1K/$399.1M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:456

Value:$213.8K

% of Portfolio:0.1% ($213.8K/$399.1M)

Air Products & Chemicals, Inc.

APD|009158106

Shares:717

Value:$211.5K

% of Portfolio:0.1% ($211.5K/$399.1M)

ATMOS ENERGY CORP

ATO|049560105

Shares:1.4K

Value:$208.7K

% of Portfolio:0.1% ($208.7K/$399.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip78464A870)✕	37.9K	QoQ -0.48% (-186) YoY -42.11% (-27.6K)	All Managers (Combined)	$3.1M	0.8% ($3.1M/$399.1M)	QoQ -10.38% (-$356.8K) YoY -50.52% (-$3.1M)
(cusip46641Q167)✕	43.8K	QoQ -0.93% (-412) YoY -9.96% (-4.8K)	All Managers (Combined)	$2.8M	0.7% ($2.8M/$399.1M)	QoQ -0.55% (-$15.6K) YoY -4.47% (-$130.5K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	3.2K	QoQ -12.25% (-450) YoY NEW(+3.2K)	All Managers (Combined)	$1.7M	0.4% ($1.7M/$399.1M)	QoQ +3.09% (-$51.5K) YoY NEW(+$1.7M)
PROCTER & GAMBLE Co(PGcusip742718109)	3.1K	QoQ 0.00% (+0) YoY NEW(+3.1K)	All Managers (Combined)	$522.2K	0.1% ($522.2K/$399.1M)	QoQ +1.65% (+$8.5K) YoY NEW(+$522.2K)
JOHNSON & JOHNSON(JNJcusip478160104)	3.1K	QoQ 0.00% (+0) YoY NEW(+3.1K)	All Managers (Combined)	$508.3K	0.1% ($508.3K/$399.1M)	QoQ +14.67% (+$65.0K) YoY NEW(+$508.3K)
(cusip46438F101)✕	7.2K	QoQ NEW(+7.2K) YoY NEW(+7.2K)	All Managers (Combined)	$336.2K	0.1% ($336.2K/$399.1M)	QoQ NEW(+$336.2K) YoY NEW(+$336.2K)
AbbVie Inc.(ABBVcusip00287Y109)	1.6K	QoQ -28.71% (-646) YoY NEW(+1.6K)	All Managers (Combined)	$336.1K	0.1% ($336.1K/$399.1M)	QoQ -15.94% (-$63.8K) YoY NEW(+$336.1K)
PROGRESSIVE CORP/OH/(PGRcusip743315103)	1.2K	QoQ 0.00% (+0) YoY NEW(+1.2K)	All Managers (Combined)	$328.0K	0.1% ($328.0K/$399.1M)	QoQ +18.11% (+$50.3K) YoY NEW(+$328.0K)
Marathon Petroleum Corp(MPCcusip56585A102)	2.2K	QoQ -22.84% (-660) YoY NEW(+2.2K)	All Managers (Combined)	$324.7K	0.1% ($324.7K/$399.1M)	QoQ -19.42% (-$78.3K) YoY NEW(+$324.7K)
ZIMMER BIOMET HOLDINGS, INC.(ZBHcusip98956P102)	2.3K	QoQ -14.87% (-402) YoY NEW(+2.3K)	All Managers (Combined)	$260.3K	0.1% ($260.3K/$399.1M)	QoQ -9.00% (-$25.7K) YoY NEW(+$260.3K)
MOODYS CORP /DE/(MCOcusip615369105)	533	QoQ 0.00% (-0) YoY NEW(+533)	All Managers (Combined)	$248.2K	0.1% ($248.2K/$399.1M)	QoQ -1.62% (-$4.1K) YoY NEW(+$248.2K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	934	QoQ -4.10% (-40) YoY NEW(+934)	All Managers (Combined)	$229.1K	0.1% ($229.1K/$399.1M)	QoQ -1.87% (-$4.4K) YoY NEW(+$229.1K)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	456	QoQ -13.30% (-70) YoY -15.24% (-82)	All Managers (Combined)	$213.8K	0.1% ($213.8K/$399.1M)	QoQ -20.48% (-$55.1K) YoY -10.60% (-$25.4K)
Air Products & Chemicals, Inc.(APDcusip009158106)	717	QoQ 0.00% (+0) YoY NEW(+717)	All Managers (Combined)	$211.5K	0.1% ($211.5K/$399.1M)	QoQ +1.68% (+$3.5K) YoY NEW(+$211.5K)
ATMOS ENERGY CORP(ATOcusip049560105)	1.4K	QoQ NEW(+1.4K) YoY NEW(+1.4K)	All Managers (Combined)	$208.7K	0.1% ($208.7K/$399.1M)	QoQ NEW(+$208.7K) YoY NEW(+$208.7K)