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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

CFM WEALTH PARTNERS LLC

Quarter ended Q4 2023 · Filed October 11, 2023 · Accession 0001951757-23-000548

Total Value
$381.8M
Positions
141
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (141)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL310,568$53.2M13.93%
2NVIDIA CORPORATIONNVDA58,087$25.3M6.62%
3EXXON MOBIL CORPXOM166,434$19.6M5.13%
4ALPHABET INCGOOG122,320$16.0M4.19%
5MICROSOFT CORPMSFT46,880$14.8M3.88%
6AMAZON COM INCAMZN97,358$12.4M3.24%
7SALESFORCE INCCRM41,771$8.5M2.22%
8PHILIP MORRIS INTL INC71817210988,998$8.2M2.16%
9VISA INCV35,404$8.1M2.13%
10WILLIAMS COS INC969457100225,568$7.6M1.99%
11PALO ALTO NETWORKS INCPANW27,488$6.4M1.69%
12OREILLY AUTOMOTIVE INC67103H1076,908$6.3M1.64%
13ALPHABET INCGOOG46,691$6.2M1.61%
14ADVANCED MICRO DEVICES INCAMD52,851$5.4M1.42%
15HOME DEPOT INCHD17,770$5.4M1.41%
16INVESCO QQQ TRIVZ14,670$5.3M1.38%
17META PLATFORMS INCMETA17,197$5.2M1.35%
18MCDONALDS CORPMCD18,084$4.8M1.25%
19FIRST FINL BANKSHARES INC32020R109188,747$4.7M1.24%
20MASTERCARD INCORPORATEDMA11,099$4.4M1.15%
21AXCELIS TECHNOLOGIES INCACLS26,575$4.3M1.14%
22SPDR S&P 500 ETF TRSPY10,114$4.3M1.13%
23ISHARES TR46428749961,753$4.3M1.12%
24COSTCO WHSL CORP NEW22160K1057,553$4.3M1.12%
25SHERWIN WILLIAMS COSHW16,633$4.2M1.11%
26PEPSICO INCPEP24,824$4.2M1.10%
27ISHARES TR46428761415,635$4.2M1.09%
28JPMORGAN CHASE & COVYLD27,160$3.9M1.03%
29ISHARES TR46428759825,220$3.8M1.00%
30ISHARES TR46429B69752,504$3.8M1.00%
31ALTRIA GROUP INCMO81,638$3.4M0.90%
32CHIPOTLE MEXICAN GRILL INCCMG1,871$3.4M0.90%
33MONDELEZ INTL INC60920710546,580$3.2M0.85%
34TJX COS INC NEW87254010935,500$3.2M0.83%
35PHILLIPS 66PSX25,562$3.1M0.80%
36STARBUCKS CORPSBUX33,233$3.0M0.79%
37CHEVRON CORP NEWCVX17,390$2.9M0.77%
38VANGUARD INDEX FDS9229083637,395$2.9M0.76%
39ABBVIE INCABBV19,200$2.9M0.75%
40PULMONX CORPLUNG264,039$2.7M0.71%
41ACADEMY SPORTS & OUTDOORS INASO55,913$2.6M0.69%
42COCA COLA COKO46,526$2.6M0.68%
43ISHARES TR46428762210,233$2.4M0.63%
44BERKSHIRE HATHAWAY INC DELBRK-A6,490$2.3M0.60%
45WALMART INCWMT13,982$2.2M0.59%
46APPLIED MATLS INC03822210516,064$2.2M0.58%
47CLOUDFLARE INCNET34,918$2.2M0.58%
48ELI LILLY & COLLY3,964$2.1M0.56%
49TESLA INCTSLA8,176$2.0M0.54%
50MERCK & CO INCMRK19,480$2.0M0.53%
51ISHARES TR46432F33914,501$1.9M0.50%
52SPDR SER TR78468R85350,475$1.9M0.49%
53NETFLIX INCNFLX4,253$1.6M0.42%
54ISHARES TR46435G51623,071$1.6M0.42%
55CATERPILLAR INCCAT5,688$1.6M0.41%
56CONOCOPHILLIPSCOP12,694$1.5M0.40%
57JOHNSON & JOHNSONJNJ9,583$1.5M0.39%
58QUANTA SVCS INC74762E1027,752$1.5M0.38%
59NIKE INCNKE14,613$1.4M0.37%
60OLD DOMINION FREIGHT LINE INODFL3,375$1.4M0.36%
61ONEOK INC NEWOKE21,417$1.4M0.36%
62UNITEDHEALTH GROUP INCUNH2,539$1.3M0.34%
63CROWDSTRIKE HLDGS INCCRWD6,961$1.2M0.31%
64SPROUT SOCIAL INCSPT21,924$1.1M0.29%
65PFIZER INCPFE31,560$1.0M0.27%
66UNION PAC CORPUNP5,112$1.0M0.27%
67PROCTER AND GAMBLE CO7427181096,956$1.0M0.27%
68BRISTOL-MYERS SQUIBB COCELG-RI16,225$941,6990.25%
69KENVUE INCKVUE45,455$912,7360.24%
70PIONEER NAT RES CO7237871073,970$911,3140.24%
71DISNEY WALT CO25468710611,101$899,7360.24%
72AMGEN INCAMGN3,216$864,3320.23%
73TEXAS INSTRS INC8825081045,370$853,8840.22%
74YUM BRANDS INCYUM6,495$811,4850.21%
75KKR & CO INCKKRT13,067$804,9270.21%
76SERVICENOW INCNOW1,437$803,2260.21%
77QUALCOMM INCQCOM7,224$802,2970.21%
78ABBOTT LABSABLZF8,268$800,7560.21%
79ISHARES TR46428746511,333$781,0700.20%
80EXACT SCIENCES CORP30063P10511,443$780,6410.20%
81HESS MIDSTREAM LPHESM26,169$762,3030.20%
82ISHARES TR46428730910,525$720,1200.19%
83ISHARES TR46428864614,126$703,8990.18%
84CRESCENT ENERGY COMPANYCRGY52,594$664,7880.17%
85EQUITRANS MIDSTREAM CORP29460010170,355$659,2260.17%
86DIAMONDBACK ENERGY INCFANG4,209$651,8900.17%
87TARGA RES CORPTRGP7,574$649,2430.17%
88DEVON ENERGY CORP NEW25179M10312,434$593,1100.16%
89GOLDMAN SACHS GROUP INCGSCE1,747$565,2770.15%
90INTEL CORPINTC15,878$564,4630.15%
91ISHARES TR4642877622,012$543,3810.14%
92CISCO SYS INCCSCO10,011$538,1910.14%
93HCA HEALTHCARE INCHCA2,111$519,2640.14%
94CSX CORPCSX16,834$517,6460.14%
95MORGAN STANLEYMS-PQ6,292$513,8680.13%
96VANGUARD SCOTTSDALE FDS92206C4096,783$509,7420.13%
97TENABLE HLDGS INC88025T10211,339$507,9870.13%
98EOG RES INCEOG3,976$503,9980.13%
99ISHARES TR4642875072,004$499,6970.13%
100PROSPERITY BANCSHARES INCPB9,052$494,0580.13%
101BOEING COBA-PA2,564$491,4680.13%
102LOCKHEED MARTIN CORPLMT1,091$446,1750.12%
103INTERNATIONAL BUSINESS MACHSINTR3,124$438,2970.11%
104ADOBE INCADBE857$436,9840.11%
105LOWES COS INC5486611072,089$434,1780.11%
106HONEYWELL INTL INC4385161062,308$426,3800.11%
107ISHARES TR464287200974$418,2650.11%
108ISHARES TR4642878044,424$417,3160.11%
109VERIZON COMMUNICATIONS INCVZ12,859$416,7600.11%
110ISHARES TR46429B6634,181$413,4590.11%
111LAM RESEARCH CORPLRCX656$411,1610.11%
112DOW INCDOW7,959$410,3660.11%
113KINDER MORGAN INC DELEP-PC24,442$405,2410.11%
114BLOCK INCBSQKZ8,948$396,0380.10%
115TARGET CORPTGT3,284$363,1120.10%
116AUTOMATIC DATA PROCESSING INADP1,495$359,6670.09%
117AT&T INCT-PC23,439$352,0470.09%
118PAYPAL HLDGS INCPYPL5,616$328,3110.09%
119SM ENERGY COSM8,209$325,4870.09%
120NUVEEN QUALITY MUNCP INCOMENU32,000$324,4800.08%
121ISHARES TR4642877884,122$308,1610.08%
122SPDR S&P MIDCAP 400 ETF TRMDY629$287,2270.08%
123APOLLO GLOBAL MGMT INC03769M1063,146$282,3850.07%
124DOMINOS PIZZA INCDPZ710$268,9410.07%
125TWILIO INCTWLO4,516$264,3210.07%
126EMERSON ELEC COEMR2,728$263,4430.07%
127BLACKSTONE INCBX2,445$261,9570.07%
128ISHARES TR46429B6554,850$246,8160.06%
129ISHARES TR4642871682,250$242,1900.06%
130BANK AMERICA CORP0605051048,583$235,0030.06%
131SPDR DOW JONES INDL AVERAGE78467X109687$230,1110.06%
132HERSHEY COHSY1,148$229,6920.06%
133DISCOVER FINL SVCS2547091082,650$229,5700.06%
134CITIGROUP INCC-PR5,390$221,6910.06%
135ULTA BEAUTY INCULTA534$213,3060.06%
136PARKER-HANNIFIN CORPPH543$211,5090.06%
137BLACKROCK INCBLK327$211,4020.06%
138VMWARE INC9285634021,236$205,7690.05%
139FORTINET INCFTNT3,475$203,9130.05%
140DWS MUN INCOME TR23336810912,197$93,9170.02%
141FTAI INFRASTRUCTURE INCFIP15,312$49,3060.01%