Cfm-Wealth-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
  "FTAI",
  "MPLX",
  "ACN",
  "ABT",
  "ABBV",
  null,
  "PAA",
  "GOOGL",
  "ASO",
  "T",
  "BLK",
  "CAT",
  "AVGO",
  "LOW",
  "NAD",
  "USAC",
  "FFIN",
  "HON",
  "HD",
  "MCD",
  "UNP",
  "QCOM",
  "FIP",
  "AMAT",
  "EMR",
  "META",
  null,
  "IVW",
  "IJH",
  "LUNG",
  "KMI",
  "LRCX",
  "PWR",
  "MA",
  "MSFT",
  "MDLZ",
  "MS",
  "EQT",
  "GE",
  "ODFL",
  "ORLY",
  "IJR",
  "KKR",
  "IWD",
  "OKE",
  "IWF",
  "PANW",
  "PEP",
  "IVV",
  null,
  "IYR",
  "UNH",
  "AAPL",
  "SPY",
  null,
  "NVDA",
  "GS",
  "ENB",
  "INTC",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "AMGN",
  "RY",
  "NOW",
  "SHW",
  "SPG",
  "SHEL",
  null,
  "IBM",
  "SBUX",
  "TXN",
  "TGT",
  "TJX",
  "SBLK",
  "TRGP",
  "AMD",
  "WEC",
  "WM",
  "FTNT",
  "IWR",
  "AMZN",
  "HCA",
  "ESGD",
  null,
  "VOO",
  "V",
  "WMT",
  "WES",
  "WMB",
  "ET",
  "DVY",
  null,
  "PB",
  "PSX",
  "CRM",
  null,
  null,
  "HESM",
  null,
  "ALLY",
  "ADP",
  "BAC",
  "BRK-B",
  "BMY",
  "CVX",
  "CMG",
  "CSCO",
  "C",
  "KO",
  "COP",
  "COST",
  "CRGY",
  "CRWD",
  "CSX",
  "DELL",
  "FANG",
  "EFA",
  "USMV",
  "IWB",
  "NKE",
  "QQQ",
  "IWM",
  "EPD",
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "PH",
  "APO",
  "MO",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-25
Total Holdings: 139
Total Value: 567059525
Accession Number: 0001951757-25-000452
Form Type: 13F-HR
CIK: cfm-wealth-partners
Manager Name: Cfm-Wealth-Partners

Data Enrichment

93% identified

129 identified10 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

139 positions • $567.1M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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HOME DEPOT, INC.

HD|437076102

Shares:19.1K

Value:$7.0M

% of Portfolio:1.2% ($7.0M/$567.1M)

464287614

IWF|464287614

Shares:18.9K

Value:$6.8M

% of Portfolio:1.2% ($6.8M/$567.1M)

464287598

IWD|464287598

Shares:35.8K

Value:$6.7M

% of Portfolio:1.2% ($6.7M/$567.1M)

ENTERPRISE PRODUCTS PARTNERS L.P.

EPD|293792107

Shares:194.7K

Value:$6.6M

% of Portfolio:1.2% ($6.6M/$567.1M)

MCDONALDS CORP

MCD|580135101

Shares:19.4K

Value:$6.1M

% of Portfolio:1.1% ($6.1M/$567.1M)

SHERWIN WILLIAMS CO

SHW|824348106

Shares:17.2K

Value:$6.0M

% of Portfolio:1.1% ($6.0M/$567.1M)

FIRST FINANCIAL BANKSHARES INC

FFIN|32020R109

Shares:166.3K

Value:$6.0M

% of Portfolio:1.1% ($6.0M/$567.1M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:11.1K

Value:$5.9M

% of Portfolio:1.0% ($5.9M/$567.1M)

464287499

IWR|464287499

Shares:68.8K

Value:$5.9M

% of Portfolio:1.0% ($5.9M/$567.1M)

46429B697

USMV|46429B697

Shares:54.0K

Value:$5.1M

% of Portfolio:0.9% ($5.1M/$567.1M)

ADVANCED MICRO DEVICES INC

AMD|007903107

Shares:49.1K

Value:$5.0M

% of Portfolio:0.9% ($5.0M/$567.1M)

ALTRIA GROUP, INC.

MO|02209S103

Shares:83.2K

Value:$5.0M

% of Portfolio:0.9% ($5.0M/$567.1M)

NETFLIX INC

NFLX|64110L106

Shares:5.3K

Value:$4.9M

% of Portfolio:0.9% ($4.9M/$567.1M)

COCA COLA CO

KO|191216100

Shares:68.2K

Value:$4.9M

% of Portfolio:0.9% ($4.9M/$567.1M)

CHIPOTLE MEXICAN GRILL INC

CMG|169656105

Shares:94.5K

Value:$4.7M

% of Portfolio:0.8% ($4.7M/$567.1M)

AbbVie Inc.

ABBV|00287Y109

Shares:22.6K

Value:$4.7M

% of Portfolio:0.8% ($4.7M/$567.1M)

TJX COMPANIES INC /DE/

TJX|872540109

Shares:37.9K

Value:$4.6M

% of Portfolio:0.8% ($4.6M/$567.1M)

Walmart Inc.

WMT|931142103

Shares:50.4K

Value:$4.4M

% of Portfolio:0.8% ($4.4M/$567.1M)

922908363

VOO|922908363

Shares:8.2K

Value:$4.2M

% of Portfolio:0.7% ($4.2M/$567.1M)

CHEVRON CORP

CVX|166764100

Shares:22.9K

Value:$3.8M

% of Portfolio:0.7% ($3.8M/$567.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
HOME DEPOT, INC.(HDcusip437076102)	19.1K	QoQ +3.53% (-654) YoY +15.19% (+2.5K)	All Managers (Combined)	$7.0M	1.2% ($7.0M/$567.1M)	QoQ -2.45% (-$176.3K) YoY +10.05% (+$640.9K)
(IWFcusip464287614)	18.9K	QoQ -1.55% (-300) YoY -0.51% (-98)	All Managers (Combined)	$6.8M	1.2% ($6.8M/$567.1M)	QoQ -11.48% (-$887.0K) YoY +6.58% (-$422.1K)
(IWDcusip464287598)	35.8K	QoQ +1.19% (+424) YoY +12.26% (+3.9K)	All Managers (Combined)	$6.7M	1.2% ($6.7M/$567.1M)	QoQ +2.85% (+$186.9K) YoY +17.94% (+$1.0M)
ENTERPRISE PRODUCTS PARTNERS L.P.(EPDcusip293792107)	194.7K	QoQ +8.20% (+14.8K) YoY +21.51% (+34.5K)	All Managers (Combined)	$6.6M	1.2% ($6.6M/$567.1M)	QoQ +17.80% (+$1.0M) YoY +42.17% (+$2.0M)
MCDONALDS CORP(MCDcusip580135101)	19.4K	QoQ +2.60% (+492) YoY +1.93% (+368)	All Managers (Combined)	$6.1M	1.1% ($6.1M/$567.1M)	QoQ +10.56% (+$578.4K) YoY +12.93% (+$693.5K)
SHERWIN WILLIAMS CO(SHWcusip824348106)	17.2K	QoQ +1.93% (+326) YoY +3.55% (+591)	All Managers (Combined)	$6.0M	1.1% ($6.0M/$567.1M)	QoQ +4.70% (+$269.9K) YoY +4.11% (+$237.2K)
FIRST FINANCIAL BANKSHARES INC(FFINcusip32020R109)	166.3K	QoQ -0.04% (-82) YoY -12.89% (-24.6K)	All Managers (Combined)	$6.0M	1.1% ($6.0M/$567.1M)	QoQ -0.40% (-$24.6K) YoY -4.64% (-$290.9K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	11.1K	QoQ +8.47% (+865) YoY +55.82% (+4.0K)	All Managers (Combined)	$5.9M	1.0% ($5.9M/$567.1M)	QoQ +27.45% (+$1.3M) YoY +97.35% (+$2.9M)
(IWRcusip464287499)	68.8K	QoQ +0.01% (-11) YoY +17.39% (+10.2K)	All Managers (Combined)	$5.9M	1.0% ($5.9M/$567.1M)	QoQ -3.75% (-$228.2K) YoY +18.76% (+$924.7K)
(USMVcusip46429B697)	54.0K	QoQ +0.01% (+9) YoY +4.97% (+2.6K)	All Managers (Combined)	$5.1M	0.9% ($5.1M/$567.1M)	QoQ +5.50% (+$263.6K) YoY +17.63% (+$757.8K)
ADVANCED MICRO DEVICES INC(AMDcusip007903107)	49.1K	QoQ -12.91% (-7.3K) YoY -16.44% (-9.7K)	All Managers (Combined)	$5.0M	0.9% ($5.0M/$567.1M)	QoQ -25.92% (-$1.8M) YoY -52.44% (-$5.6M)
ALTRIA GROUP, INC.(MOcusip02209S103)	83.2K	QoQ +1.09% (+900) YoY +4.14% (+3.3K)	All Managers (Combined)	$5.0M	0.9% ($5.0M/$567.1M)	QoQ +16.03% (+$690.5K) YoY +43.29% (+$1.5M)
NETFLIX INC(NFLXcusip64110L106)	5.3K	QoQ +3.26% (+167) YoY +22.27% (+962)	All Managers (Combined)	$4.9M	0.9% ($4.9M/$567.1M)	QoQ +8.04% (+$366.5K) YoY +87.74% (+$2.3M)
COCA COLA CO(KOcusip191216100)	68.2K	QoQ +3.06% (+2.0K) YoY +22.43% (+12.5K)	All Managers (Combined)	$4.9M	0.9% ($4.9M/$567.1M)	QoQ +18.55% (+$764.0K) YoY +43.33% (+$1.5M)
CHIPOTLE MEXICAN GRILL INC(CMGcusip169656105)	94.5K	QoQ -0.09% (-91) YoY +4930.76% (-92.6K)	All Managers (Combined)	$4.7M	0.8% ($4.7M/$567.1M)	QoQ -16.81% (-$959.3K) YoY -13.10% (-$715.6K)
AbbVie Inc.(ABBVcusip00287Y109)	22.6K	QoQ +2.93% (+644) YoY +11.52% (+2.3K)	All Managers (Combined)	$4.7M	0.8% ($4.7M/$567.1M)	QoQ +21.36% (+$833.7K) YoY +28.31% (+$1.0M)
TJX COMPANIES INC /DE/(TJXcusip872540109)	37.9K	QoQ +3.23% (+1.2K) YoY +3.68% (+1.3K)	All Managers (Combined)	$4.6M	0.8% ($4.6M/$567.1M)	QoQ +4.08% (+$181.2K) YoY +24.52% (+$909.1K)
Walmart Inc.(WMTcusip931142103)	50.4K	QoQ +5.83% (+2.8K) YoY +13.50% (+6.0K)	All Managers (Combined)	$4.4M	0.8% ($4.4M/$567.1M)	QoQ +2.83% (+$121.8K) YoY +65.60% (+$1.8M)
(VOOcusip922908363)	8.2K	QoQ +0.22% (-18) YoY +4.41% (+345)	All Managers (Combined)	$4.2M	0.7% ($4.2M/$567.1M)	QoQ -4.41% (-$193.7K) YoY +11.62% (+$436.4K)
CHEVRON CORP(CVXcusip166764100)	22.9K	QoQ +3.61% (+798) YoY +20.79% (+3.9K)	All Managers (Combined)	$3.8M	0.7% ($3.8M/$567.1M)	QoQ +19.66% (+$629.4K) YoY +28.10% (+$840.2K)