13F HOLDINGS REPORT
CMH Wealth Management LLC
Quarter ended Q1 2025 · Filed April 14, 2025 · Accession 0001657516-25-000003
Total Value
$399.1M
Positions
55
Other Managers
0
Confidential Omitted
No
Holdings (55)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 66,975 | $25.1M | 6.30% |
| 2 | APPLE INC | AAPL | 108,174 | $24.0M | 6.02% |
| 3 | AMAZON COM INC | AMZN | 106,702 | $20.3M | 5.09% |
| 4 | ALPHABET INC | GOOG | 116,845 | $18.1M | 4.53% |
| 5 | VANGUARD WORLD FD | 92204A405 | 135,356 | $16.2M | 4.05% |
| 6 | ISHARES TR | 46435G268 | 258,417 | $16.2M | 4.05% |
| 7 | VANGUARD WORLD FD | 92204A306 | 116,407 | $15.1M | 3.78% |
| 8 | ISHARES TR | 464288240 | 233,807 | $13.0M | 3.25% |
| 9 | ADOBE INC | ADBE | 30,166 | $11.6M | 2.90% |
| 10 | THE TRADE DESK INC | 88339J105 | 203,648 | $11.1M | 2.79% |
| 11 | ELI LILLY & CO | LLY | 12,297 | $10.2M | 2.54% |
| 12 | TJX COS INC NEW | 872540109 | 80,615 | $9.8M | 2.46% |
| 13 | BOEING CO | BA-PA | 55,685 | $9.5M | 2.38% |
| 14 | VANGUARD SCOTTSDALE FDS | 92206C870 | 112,954 | $9.2M | 2.31% |
| 15 | SELECT SECTOR SPDR TR | 81369Y852 | 94,681 | $9.1M | 2.29% |
| 16 | VANGUARD WORLD FD | 92204A207 | 40,968 | $9.0M | 2.25% |
| 17 | VISA INC | V | 25,279 | $8.9M | 2.22% |
| 18 | FISERV INC | FISV | 39,817 | $8.8M | 2.20% |
| 19 | DANAHER CORPORATION | 235851102 | 41,561 | $8.5M | 2.13% |
| 20 | PALO ALTO NETWORKS INC | PANW | 49,838 | $8.5M | 2.13% |
| 21 | TESLA INC | TSLA | 32,575 | $8.4M | 2.12% |
| 22 | MASTERCARD INCORPORATED | MA | 15,297 | $8.4M | 2.10% |
| 23 | SELECT SECTOR SPDR TR | 81369Y704 | 60,004 | $7.9M | 1.97% |
| 24 | SNOWFLAKE INC | SNOW | 51,829 | $7.6M | 1.90% |
| 25 | UNITEDHEALTH GROUP INC | UNH | 13,852 | $7.3M | 1.82% |
| 26 | BLACKROCK INC | BLK | 7,603 | $7.2M | 1.80% |
| 27 | SALESFORCE INC | CRM | 25,917 | $7.0M | 1.74% |
| 28 | SERVICENOW INC | NOW | 8,566 | $6.8M | 1.71% |
| 29 | SELECT SECTOR SPDR TR | 81369Y209 | 45,325 | $6.6M | 1.66% |
| 30 | HONEYWELL INTL INC | 438516106 | 30,579 | $6.5M | 1.62% |
| 31 | TARGET CORP | TGT | 61,420 | $6.4M | 1.61% |
| 32 | FIDELITY MERRIMACK STR TR | 316188309 | 140,331 | $6.4M | 1.61% |
| 33 | T ROWE PRICE ETF INC | 87283Q107 | 167,139 | $6.4M | 1.60% |
| 34 | ISHARES TR | 464287523 | 29,326 | $5.5M | 1.38% |
| 35 | SELECT SECTOR SPDR TR | 81369Y100 | 61,549 | $5.3M | 1.33% |
| 36 | INVESCO EXCHANGE TRADED FD T | IVZ | 45,115 | $5.3M | 1.32% |
| 37 | NVIDIA CORPORATION | NVDA | 43,726 | $4.7M | 1.19% |
| 38 | VANGUARD INDEX FDS | 922908553 | 49,523 | $4.5M | 1.12% |
| 39 | VANGUARD SCOTTSDALE FDS | 92206C730 | 15,419 | $3.9M | 0.98% |
| 40 | ISHARES TR | 464288810 | 61,829 | $3.7M | 0.93% |
| 41 | SPDR SER TR | 78464A870 | 37,949 | $3.1M | 0.77% |
| 42 | J P MORGAN EXCHANGE TRADED F | 46641Q167 | 43,806 | $2.8M | 0.70% |
| 43 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 3,222 | $1.7M | 0.43% |
| 44 | PROCTER AND GAMBLE CO | 742718109 | 3,064 | $522,167 | 0.13% |
| 45 | JOHNSON & JOHNSON | JNJ | 3,065 | $508,300 | 0.13% |
| 46 | ISHARES BITCOIN TRUST ETF | IBIT | 7,183 | $336,236 | 0.08% |
| 47 | ABBVIE INC | ABBV | 1,604 | $336,071 | 0.08% |
| 48 | PROGRESSIVE CORP | 743315103 | 1,159 | $328,009 | 0.08% |
| 49 | MARATHON PETE CORP | MARA | 2,229 | $324,743 | 0.08% |
| 50 | ZIMMER BIOMET HOLDINGS INC | ZBH | 2,300 | $260,314 | 0.07% |
| 51 | MOODYS CORP | MCO | 533 | $248,213 | 0.06% |
| 52 | JPMORGAN CHASE & CO. | VYLD | 934 | $229,110 | 0.06% |
| 53 | INVESCO QQQ TR | IVZ | 456 | $213,828 | 0.05% |
| 54 | AIR PRODS & CHEMS INC | AIIR | 717 | $211,458 | 0.05% |
| 55 | ATMOS ENERGY CORP | ATO | 1,350 | $208,683 | 0.05% |