CMH Wealth Management LLC Q1 2025 Filing
Filed April 14, 2025
Portfolio Value
$399.1B
Holdings
55
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (55 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 66,975 | $25.1B | 6.30% | |
| 2 | AAPLAPPLE INC | 108,174 | $24.0B | 6.02% | |
| 3 | AMZNAMAZON COM INC | 106,702 | $20.3B | 5.09% | |
| 4 | GOOGLALPHABET INC | 116,845 | $18.1B | 4.53% | |
| 5 | VFHVANGUARD WORLD FD | 135,356 | $16.2B | 4.05% | |
| 6 | SMMDISHARES TR | 258,417 | $16.2B | 4.05% | |
| 7 | VDEVANGUARD WORLD FD | 116,407 | $15.1B | 3.78% | |
| 8 | ACWXISHARES TR | 233,807 | $13.0B | 3.25% | |
| 9 | ADBEADOBE INC | 30,166 | $11.6B | 2.90% | |
| 10 | TTDTHE TRADE DESK INC | 203,648 | $11.1B | 2.79% | |
| 11 | LLYELI LILLY & CO | 12,297 | $10.2B | 2.54% | |
| 12 | TJXTJX COS INC NEW | 80,615 | $9.8B | 2.46% | |
| 13 | BABOEING CO | 55,685 | $9.5B | 2.38% | |
| 14 | VCITVANGUARD SCOTTSDALE FDS | 112,954 | $9.2B | 2.31% | |
| 15 | XLCSELECT SECTOR SPDR TR | 94,681 | $9.1B | 2.29% | |
| 16 | VDCVANGUARD WORLD FD | 40,968 | $9.0B | 2.25% | |
| 17 | VVISA INC | 25,279 | $8.9B | 2.22% | |
| 18 | FISVFISERV INC | 39,817 | $8.8B | 2.20% | |
| 19 | DHRDANAHER CORPORATION | 41,561 | $8.5B | 2.13% | |
| 20 | PANWPALO ALTO NETWORKS INC | 49,838 | $8.5B | 2.13% | |
| 21 | TSLATESLA INC | 32,575 | $8.4B | 2.12% | |
| 22 | MAMASTERCARD INCORPORATED | 15,297 | $8.4B | 2.10% | |
| 23 | XLISELECT SECTOR SPDR TR | 60,004 | $7.9B | 1.97% | |
| 24 | SNOWSNOWFLAKE INC | 51,829 | $7.6B | 1.90% | |
| 25 | UNHUNITEDHEALTH GROUP INC | 13,852 | $7.3B | 1.82% | |
| 26 | BLKBLACKROCK INC | 7,603 | $7.2B | 1.80% | |
| 27 | CRMSALESFORCE INC | 25,917 | $7.0B | 1.74% | |
| 28 | NOWSERVICENOW INC | 8,566 | $6.8B | 1.71% | |
| 29 | XLVSELECT SECTOR SPDR TR | 45,325 | $6.6B | 1.66% | |
| 30 | HONHONEYWELL INTL INC | 30,579 | $6.5B | 1.62% | |
| 31 | DYHTARGET CORP | 61,420 | $6.4B | 1.61% | |
| 32 | FBNDFIDELITY MERRIMACK STR TR | 140,331 | $6.4B | 1.61% | |
| 33 | TMEDT ROWE PRICE ETF INC | 167,139 | $6.4B | 1.60% | |
| 34 | SOXXISHARES TR | 29,326 | $5.5B | 1.38% | |
| 35 | XLBSELECT SECTOR SPDR TR | 61,549 | $5.3B | 1.33% | |
| 36 | PPAINVESCO EXCHANGE TRADED FD T | 45,115 | $5.3B | 1.32% | |
| 37 | NVDANVIDIA CORPORATION | 43,726 | $4.7B | 1.19% | |
| 38 | VNQVANGUARD INDEX FDS | 49,523 | $4.5B | 1.12% | |
| 39 | VONEVANGUARD SCOTTSDALE FDS | 15,419 | $3.9B | 0.98% | |
| 40 | IHIISHARES TR | 61,829 | $3.7B | 0.93% | |
| 41 | XBISPDR SER TR | 37,949 | $3.1B | 0.77% | |
| 42 | JAVAJ P MORGAN EXCHANGE TRADED F | 43,806 | $2.8B | 0.70% | |
| 43 | BRK/BBERKSHIRE HATHAWAY INC DEL | 3,222 | $1.7B | 0.43% | |
| 44 | PGPROCTER AND GAMBLE CO | 3,064 | $522.2M | 0.13% | |
| 45 | JNJJOHNSON & JOHNSON | 3,065 | $508.3M | 0.13% | |
| 46 | IBITISHARES BITCOIN TRUST ETF | 7,183 | $336.2M | 0.08% | |
| 47 | ABBVABBVIE INC | 1,604 | $336.1M | 0.08% | |
| 48 | PGRPROGRESSIVE CORP | 1,159 | $328.0M | 0.08% | |
| 49 | MPCMARATHON PETE CORP | 2,229 | $324.7M | 0.08% | |
| 50 | ZBHZIMMER BIOMET HOLDINGS INC | 2,300 | $260.3M | 0.07% | |
| 51 | MCOMOODYS CORP | 533 | $248.2M | 0.06% | |
| 52 | JPMJPMORGAN CHASE & CO. | 934 | $229.1M | 0.06% | |
| 53 | NDQINVESCO QQQ TR | 456 | $213.8M | 0.05% | |
| 54 | APDAIR PRODS & CHEMS INC | 717 | $211.5M | 0.05% | |
| 55 | ATOATMOS ENERGY CORP | 1,350 | $208.7M | 0.05% |