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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TEXAS INSTRUMENTS INC

TXN|882508104

Shares:5.5K

Value:$983.7K

% of Portfolio:0.2% ($983.7K/$567.1M)

Diamondback Energy, Inc.

FANG|25278X109

Shares:6.0K

Value:$963.4K

% of Portfolio:0.2% ($963.4K/$567.1M)

464287465

EFA|464287465

Shares:10.7K

Value:$878.3K

% of Portfolio:0.2% ($878.3K/$567.1M)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:16.9K

Value:$764.6K

% of Portfolio:0.1% ($764.6K/$567.1M)

PEPSICO INC

PEP|713448108

Shares:4.7K

Value:$704.0K

% of Portfolio:0.1% ($704.0K/$567.1M)

ABBOTT LABORATORIES

ABT|002824100

Shares:5.1K

Value:$682.8K

% of Portfolio:0.1% ($682.8K/$567.1M)

464287200

IVV|464287200

Shares:1.2K

Value:$671.3K

% of Portfolio:0.1% ($671.3K/$567.1M)

HCA Healthcare, Inc.

HCA|40412C101

Shares:1.9K

Value:$667.3K

% of Portfolio:0.1% ($667.3K/$567.1M)

Broadcom Inc.

AVGO|11135F101

Shares:3.7K

Value:$614.2K

% of Portfolio:0.1% ($614.2K/$567.1M)

464287762

Shares:10.1K

Value:$612.6K

% of Portfolio:0.1% ($612.6K/$567.1M)

Crescent Energy Co

CRGY|44952J104

Shares:52.6K

Value:$591.4K

% of Portfolio:0.1% ($591.4K/$567.1M)

Nuveen Quality Municipal Income Fund

NAD|67066V101

Shares:51.0K

Value:$587.1K

% of Portfolio:0.1% ($587.1K/$567.1M)

PFIZER INC

PFE|717081103

Shares:22.8K

Value:$577.6K

% of Portfolio:0.1% ($577.6K/$567.1M)

PROSPERITY BANCSHARES INC

PB|743606105

Shares:8.1K

Value:$576.0K

% of Portfolio:0.1% ($576.0K/$567.1M)

KINDER MORGAN, INC.

KMI|49456B101

Shares:19.0K

Value:$542.1K

% of Portfolio:0.1% ($542.1K/$567.1M)

LOWES COMPANIES INC

LOW|548661107

Shares:2.2K

Value:$520.8K

% of Portfolio:0.1% ($520.8K/$567.1M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:7.9K

Value:$486.2K

% of Portfolio:0.1% ($486.2K/$567.1M)

464287739

IYR|464287739

Shares:5.0K

Value:$479.8K

% of Portfolio:0.1% ($479.8K/$567.1M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:1.9K

Value:$477.4K

% of Portfolio:0.1% ($477.4K/$567.1M)

464287507

IJH|464287507

Shares:8.1K

Value:$472.2K

% of Portfolio:0.1% ($472.2K/$567.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
TEXAS INSTRUMENTS INC(TXNcusip882508104)	5.5K	QoQ 0.00% (-0) YoY +1.93% (+104)	All Managers (Combined)	$983.7K	0.2% ($983.7K/$567.1M)	QoQ -4.16% (-$42.8K) YoY +5.14% (+$48.2K)
Diamondback Energy, Inc.(FANGcusip25278X109)	6.0K	QoQ 0.00% (-0) YoY +44.26% (+1.8K)	All Managers (Combined)	$963.4K	0.2% ($963.4K/$567.1M)	QoQ -2.41% (-$23.8K) YoY +16.39% (+$135.7K)
(EFAcusip464287465)	10.7K	QoQ 0.00% (+0) YoY +5.61% (+571)	All Managers (Combined)	$878.3K	0.2% ($878.3K/$567.1M)	QoQ +8.09% (+$65.8K) YoY +8.08% (+$65.7K)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	16.9K	QoQ +3.60% (+587) YoY +12.09% (+1.8K)	All Managers (Combined)	$764.6K	0.1% ($764.6K/$567.1M)	QoQ +17.52% (+$114.0K) YoY +21.17% (+$133.6K)
PEPSICO INC(PEPcusip713448108)	4.7K	QoQ +0.85% (-40) YoY +1.86% (-86)	All Managers (Combined)	$704.0K	0.1% ($704.0K/$567.1M)	QoQ -0.54% (-$3.9K) YoY -12.72% (-$102.7K)
ABBOTT LABORATORIES(ABTcusip002824100)	5.1K	QoQ -1.13% (-59) YoY -35.64% (-2.9K)	All Managers (Combined)	$682.8K	0.1% ($682.8K/$567.1M)	QoQ +15.94% (-$93.9K) YoY -24.89% (-$226.3K)
(IVVcusip464287200)	1.2K	QoQ -2.84% (-35) YoY +5.56% (+63)	All Managers (Combined)	$671.3K	0.1% ($671.3K/$567.1M)	QoQ -7.28% (-$52.7K) YoY +12.79% (+$76.2K)
HCA Healthcare, Inc.(HCAcusip40412C101)	1.9K	QoQ 0.00% (+0) YoY -8.52% (-180)	All Managers (Combined)	$667.3K	0.1% ($667.3K/$567.1M)	QoQ +15.12% (+$87.7K) YoY -5.23% (-$36.8K)
Broadcom Inc.(AVGOcusip11135F101)	3.7K	QoQ NEW(+3.7K) YoY NEW(+3.7K)	All Managers (Combined)	$614.2K	0.1% ($614.2K/$567.1M)	QoQ NEW(+$614.2K) YoY NEW(+$614.2K)
(cusip464287762)✕	10.1K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$612.6K	0.1% ($612.6K/$567.1M)	QoQ +4.49% (+$26.4K) YoY -1.63% (-$10.2K)
Crescent Energy Co(CRGYcusip44952J104)	52.6K	QoQ 0.00% (-0) YoY +8.21% (+4.0K)	All Managers (Combined)	$591.4K	0.1% ($591.4K/$567.1M)	QoQ -23.06% (-$177.3K) YoY +2.21% (+$12.8K)
Nuveen Quality Municipal Income Fund(NADcusip67066V101)	51.0K	QoQ 0.00% (-0) YoY +59.25% (+19.0K)	All Managers (Combined)	$587.1K	0.1% ($587.1K/$567.1M)	QoQ -1.20% (-$7.1K) YoY +60.08% (+$220.4K)
PFIZER INC(PFEcusip717081103)	22.8K	QoQ -13.74% (-3.6K) YoY -11.43% (-2.9K)	All Managers (Combined)	$577.6K	0.1% ($577.6K/$567.1M)	QoQ -17.61% (-$123.5K) YoY -19.12% (-$136.6K)
PROSPERITY BANCSHARES INC(PBcusip743606105)	8.1K	QoQ 0.00% (-0) YoY -0.21% (-17)	All Managers (Combined)	$576.0K	0.1% ($576.0K/$567.1M)	QoQ -5.28% (-$32.1K) YoY +8.26% (-$44.0K)
KINDER MORGAN, INC.(KMIcusip49456B101)	19.0K	QoQ -0.01% (-3) YoY -30.94% (-8.5K)	All Managers (Combined)	$542.1K	0.1% ($542.1K/$567.1M)	QoQ +4.10% (-$21.4K) YoY +7.41% (-$37.4K)
LOWES COMPANIES INC(LOWcusip548661107)	2.2K	QoQ +4.68% (-100) YoY +10.76% (+217)	All Managers (Combined)	$520.8K	0.1% ($520.8K/$567.1M)	QoQ -1.06% (-$5.6K) YoY +1.41% (+$7.3K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	7.9K	QoQ 0.00% (+0) YoY -8.82% (-763)	All Managers (Combined)	$486.2K	0.1% ($486.2K/$567.1M)	QoQ +4.23% (+$19.8K) YoY +12.72% (-$54.9K)
(IYRcusip464287739)	5.0K	QoQ +7.55% (+352) YoY -34.13% (-2.6K)	All Managers (Combined)	$479.8K	0.1% ($479.8K/$567.1M)	QoQ +10.66% (+$46.2K) YoY -29.84% (-$204.2K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	1.9K	QoQ 0.00% (+0) YoY -20.23% (-487)	All Managers (Combined)	$477.4K	0.1% ($477.4K/$567.1M)	QoQ +13.11% (+$55.4K) YoY +3.86% (-$17.8K)
(IJHcusip464287507)	8.1K	QoQ +0.24% (-20) YoY -18.22% (-1.8K)	All Managers (Combined)	$472.2K	0.1% ($472.2K/$567.1M)	QoQ -6.12% (-$30.8K) YoY -21.43% (-$128.8K)