Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CFM WEALTH PARTNERS LLC | 04-15-2024 | 03-31-2024 | 153 | 498,353,994 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| NVIDIA CORPORATION | COM | 1 | $52,726,356 | 58,354 | 0.01 | 0.01 | 267 | 0.46 | 03-31-2024 |
| APPLE INC | COM | 2 | $51,658,973 | 301,254 | 0.01 | 0.01 | -9,314 | -3.00 | 03-31-2024 |
| MICROSOFT CORP | COM | 3 | $20,366,757 | 48,409 | 0.00 | 0.00 | 1,529 | 3.26 | 03-31-2024 |
| ALPHABET INC | CAP STK CL A | 4 | $19,157,092 | 126,927 | 0.00 | 0.00 | 4,607 | 3.77 | 03-31-2024 |
