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CFM Wealth Partners LLC

Q4 2021 Holdings

Filed 2022-01-21 | 179 holdings | $6.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Costco Wholesale Corporation New(COST)Common22160K105$2.7M4,83445.1%
Abbvie Incorporated(ABBV)Common00287Y109$2.1M15,52034.6%
Cisco Systems Incorporated(CSCO)Common17275R102$648.0K10,26710.7%
DWS MUN Income TR(KTF)Equity233368109$144.0K12,1972.4%
Apple Incorporated(AAPL)Common037833100$58.4K320,6741.0%
Nvidia Corporation(NVDA)Common67066G104$17.8K59,0140.3%
Amazon COM Incorporated(AMZN)Common023135106$17.5K5,1220.3%
Alphabet Incorporated Cap STK Class A(GOOGL)Common02079K305$17.0K5,8700.3%
Microsoft Corporation(MSFT)Common594918104$16.7K49,8170.3%
Salesforce COM Incorporated(CRM)Common79466L302$11.5K45,1830.2%
First Finl Bankshares Incorporated(FFIN)Common32020R109$11.0K214,9170.2%
Williams COS Inc(WMB)Common969457100$10.9K412,5050.2%
Exxon Mobil Corporation(XOM)Common30231G102$10.4K164,3380.2%
Paypal Hldgs Incorporated(PYPL)Common70450Y103$9.8K50,0700.2%
Meta Platforms Incorporated Class A(META)Common30303M102$9.3K27,4960.2%
Philip Morris International Incorporated(PM)Common718172109$8.4K88,2370.1%
Home Depot Incorporated(HD)Common437076102$7.7K18,8140.1%
Alphabet Incorporated Cap STK Class C(GOOG)Common02079K107$7.7K2,6410.1%
Advanced Micro Devices Incorporated(AMD)Common007903107$7.6K50,4080.1%
Visa Incorporated COM Class A(V)Common92826C839$6.8K30,9120.1%
Ishares TR RUS Mid Cap ETF(IWR)Exchange Traded Funds464287499$5.7K68,9860.1%
Sherwin Williams Company(SHW)Common824348106$5.7K16,8110.1%
Invesco QQQ(QQQ)Exchange Traded Funds46090E103$5.5K13,8050.1%
Starbucks Corporation(SBUX)Common855244109$5.5K46,8230.1%
Palo Alto Networks Incorporated(PANW)Common697435105$5.1K9,2960.1%
Oreilly Automotive Incorporated(ORLY)Common67103H107$4.9K7,0460.1%
Ishares TR Msci USA MIN VOL(USMV)Exchange Traded Funds46429B697$4.8K54,4970.1%
Cloudflare Incorporated Class A COM(NET)Common18915M107$4.6K36,7150.1%
Altria Group Incorporated(MO)Common02209S103$4.0K83,3380.1%
Mastercard Incorporated Class A(MA)Common57636Q104$3.9K10,4100.1%
Shopify Incorporated Class A(SHOP)Ordinary Shares82509L107$3.9K2,8240.1%
Twilio Incorporated Class A(TWLO)Common90138F102$3.8K13,2720.1%
Pepsico Incorporated(PEP)Common713448108$3.8K22,0100.1%
Mcdonalds Corporation(MCD)Common580135101$3.8K14,1570.1%
Ishares TR RUS 1000 GRW ETF(IWF)Exchange Traded Funds464287614$3.7K12,1510.1%
Netflix Incorporated(NFLX)Common64110L106$3.7K6,1870.1%
Chipotle Mexican Grill Incorporated(CMG)Common169656105$3.5K2,0760.1%
Block Incorporated Class A(XYZ)Common852234103$3.3K20,4120.1%
Enterprise Products Partners L P(EPD)Master Limited Partnership293792107$3.3K147,4110.1%
JPMorgan Chase & Company(JPM)Common46625H100$3.3K20,5370.1%
Sprout Social Incorporated COM Class A(SPT)Common85209W109$3.3K37,4930.1%
Spdr S&P 500 ETF(SPY)Exchange Traded Funds78462F103$3.2K6,6340.1%
Academy Sports & Outdoors Incorporated(ASO)Common00402L107$3.1K69,3950.1%
Nike Incorporated Class B(NKE)Common654106103$3.0K18,4330.1%
Mondelez International Incorporated Class A(MDLZ)Common609207105$3.0K45,9770.0%
Vanguard Index Funds S&P 500 ETF SHS New(VOO)Exchange Traded Funds922908363$3.0K6,8750.0%
Disney Walt Company(DIS)Common254687106$3.0K19,1490.0%
TJX Companies Incorporated New(TJX)Common872540109$2.9K38,8370.0%
Ishares TR RUS 1000 ETF(IWB)Exchange Traded Funds464287622$2.9K10,8250.0%
KKR & Company Incorporated(KKR)Common48251W104$2.8K37,4050.0%
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