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CFM Wealth Partners LLC

Q1 2020 Holdings

Filed 2020-05-12 | 535 holdings | $10.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Dollar General Corporation New(DG)Equity256677105$271820.0%
Nippon Teleg TEL Corporation Sponsored ADR(NTTYY)Foreign Equity654624105$281,1840.0%
Installed Bldg Products Incorporated(IBP)Equity45780R101$286990.0%
Ishares TR US AER DEF ETF(ITA)Equity464288760$292000.0%
Vanguard Russell 1000 ETF(VONE)Equity92206C730$292440.0%
Toyota Motor Corporation SP ADR Rep2com(TM)Foreign Equity892331307$292420.0%
Ishares TR ESG Msci USA ETF(ESGU)Equity46435G425$295050.0%
Williams Sonoma Incorporated(WSM)Equity969904101$296910.0%
Tractor Supply Company(TSCO)Equity892356106$303580.0%
Nintendo Limited ADR(NTDOY)Foreign Equity654445303$306260.0%
J & J Snack Foods Corporation(JJSF)Equity466032109$312580.0%
Regeneron Pharmaceuticals(REGN)Equity75886F107$31630.0%
Monster Beverage Corporation New(MNST)Equity61174X109$315560.0%
L3harris Technologies Incorporated(LHX)Equity502431109$311700.0%
South Jersey Industries Incorporated(SJIEUR)Equity838518108$311,2430.0%
Viavi Solutions Incorporated(VIAV)Equity925550105$322,8490.0%
TCF Financial Corporation New(TCF)Equity872307103$321,4050.0%
Vanguard Information Technology ETF(VGT)Equity92204A702$331550.0%
Nutrien Limited(NTR)Foreign Equity67077M108$339780.0%
Fresenius MED Care AG&CO Kgaa Sponsored ADR(FMS)Foreign Equity358029106$341,0340.0%
Quidel CorporationEquity74838J101$343500.0%
Genuine Parts Company(GPC)Equity372460105$355180.0%
Genpact Limited SHS(G)Foreign EquityG3922B107$351,1990.0%
Zurich INS Group Limited Sponsored ADR(ZURVY)Foreign Equity989825104$359800.0%
Lamb Weston Hldgs Incorporated(LW)Equity513272104$366280.0%
Iberdrola SA Spon ADR(IBDRY)Foreign Equity450737101$369250.0%
Dupont de Nemours Incorporated(DD)Equity26614N102$361,0670.0%
Carters Incorporated(CRI)Equity146229109$365480.0%
Alerian MLP ETF(AMLPUSD)Equity00162Q866$3610,4650.0%
Chuys Hldgs Incorporated(CHUYUSD)Equity171604101$373,7070.0%
Intuitive Surgical Incorporated COM New(ISRG)Equity46120E602$37750.0%
Calavo Growers Incorporated(CVGW)Equity128246105$386670.0%
Solaris Oilfield Infrstr Incorporated COM Class A(SEI)Equity83418M103$387,2000.0%
Invesco Limited SHS(IVZ)Foreign EquityG491BT108$384,2050.0%
Walgreens Boots Alliance Incorporated(WBA)Equity931427108$398570.0%
2U IncorporatedEquity90214J101$401,9000.0%
Papa Johns International Incorporated(PZZA)Equity698813102$407540.0%
Carlyle Group Incorporated(CG)Equity14316J108$401,8550.0%
Allstate Corporation(ALL)Equity020002101$414430.0%
RPM International Incorporated(RPM)Equity749685103$416970.0%
British Amern TOB PLC Sponsored ADR(BMTA)Foreign Equity110448107$411,2060.0%
Deere & Company(DE)Equity244199105$413000.0%
Pluralsight Incorporated COM Class AEquity72941B106$423,8700.0%
Hong Kong Exchanges & Clearing Unsponsored ADR(HKXCY)Foreign Equity43858F109$421,3950.0%
Liveramp Hldgs Incorporated(RAMP)Equity53815P108$421,2680.0%
Metlife Incorporated(MET)Equity59156R108$431,4040.0%
Truist Finl Corporation(TFC)Equity89832Q109$431,4060.0%
Invesco Water Resources ETF(PHO)Equity46137V142$441,4000.0%
Check Point Software Tech Limited ORD(CHKP)Foreign EquityM22465104$444350.0%
General MLS Incorporated(GIS)Equity370334104$458600.0%
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