Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
---|---|---|---|
MICROSOFT CORP | 66,210 | -3,398 | $27,856 |
MSFT | 66,210 | -3,398 | $27,856 |
AMAZON COM INC | 129,353 | -32,031 | $23,333 |
AMZN | 129,353 | -32,031 | $23,333 |
ALPHABET INC | 139,265 | -31,260 | $21,019 |
GOOGL | 139,265 | -31,260 | $21,019 |
APPLE INC | 108,836 | -6,147 | $18,663 |
AAPL | 108,836 | -6,147 | $18,663 |
ISHARES TR (SMMD) | 261,419 | -15,340 | $17,152 |
SMMD | 261,419 | -15,340 | $17,152 |
VANGUARD WORLD FD (VDE) | 109,977 | -3,477 | $14,484 |
VDE | 109,977 | -3,477 | $14,484 |
VANGUARD WORLD FD (VFH) | 135,523 | -9,455 | $13,876 |
VFH | 135,523 | -9,455 | $13,876 |
ISHARES TR (ACWX) | 226,891 | -11,233 | $12,114 |
ACWX | 226,891 | -11,233 | $12,114 |
VANGUARD WORLD FD (VDC) | 55,894 | -4,327 | $11,410 |
VDC | 55,894 | -4,327 | $11,410 |
TARGET CORP | 62,894 | -6,461 | $11,145 |
TGT | 62,894 | -6,461 | $11,145 |
ELI LILLY & CO | 13,585 | -1,778 | $10,569 |
LLY | 13,585 | -1,778 | $10,569 |
ISHARES TR (SOXX) | 44,588 | +28,286 | $10,073 |
SOXX | 44,588 | +28,286 | $10,073 |
DANAHER CORPORATION | 40,124 | -2,726 | $10,031 |
DHR | 40,124 | -2,726 | $10,031 |
SERVICENOW INC | 12,615 | -7,740 | $9,618 |
NOW | 12,615 | -7,740 | $9,618 |
SALESFORCE INC | 31,864 | -16,183 | $9,610 |
CRM | 31,864 | -16,183 | $9,610 |
BOEING CO | 45,840 | -20,280 | $8,847 |
BA | 45,840 | -20,280 | $8,847 |
TJX COS INC NEW | 81,833 | -6,369 | $8,300 |
TJX | 81,833 | -6,369 | $8,300 |
VANGUARD SCOTTSDALE FDS (VCIT) | 102,757 | +5,895 | $8,273 |
VCIT | 102,757 | +5,895 | $8,273 |
SELECT SECTOR SPDR TR (XLC) | 99,262 | -6,119 | $8,106 |
XLC | 99,262 | -6,119 | $8,106 |
MASTERCARD INCORPORATED | 15,619 | -1,233 | $7,522 |
MA | 15,619 | -1,233 | $7,522 |
VISA INC | 26,397 | -1,617 | $7,367 |
V | 26,397 | -1,617 | $7,367 |
PALO ALTO NETWORKS INC | 25,006 | -17,844 | $7,105 |
PANW | 25,006 | -17,844 | $7,105 |
T ROWE PRICE ETF INC (TCHP) | 201,056 | -20,158 | $7,097 |
TCHP | 201,056 | -20,158 | $7,097 |
TESLA INC | 40,049 | -1,169 | $7,040 |
TSLA | 40,049 | -1,169 | $7,040 |
BLACKROCK INC | 8,135 | -693 | $6,782 |
BLK | 8,135 | -693 | $6,782 |
SNOWFLAKE INC | 41,467 | -1,913 | $6,701 |
SNOW | 41,467 | -1,913 | $6,701 |
FISERV INC | 41,750 | -5,251 | $6,672 |
FI | 41,750 | -5,251 | $6,672 |
UNITEDHEALTH GROUP INC | 13,384 | -1,072 | $6,621 |
UNH | 13,384 | -1,072 | $6,621 |
THE TRADE DESK INC | 74,590 | -4,693 | $6,521 |
TTD | 74,590 | -4,693 | $6,521 |
SELECT SECTOR SPDR TR (XLV) | 43,135 | -1,736 | $6,372 |
XLV | 43,135 | -1,736 | $6,372 |
ADOBE INC | 12,359 | +4,736 | $6,236 |
ADBE | 12,359 | +4,736 | $6,236 |
SPDR SER TR (XBI) | 65,558 | -8,278 | $6,221 |
XBI | 65,558 | -8,278 | $6,221 |
HONEYWELL INTL INC | 28,461 | -1,644 | $5,842 |
HON | 28,461 | -1,644 | $5,842 |
FIDELITY MERRIMACK STR TR | 125,539 | +7,147 | $5,709 |
FBND | 125,539 | +7,147 | $5,709 |
SELECT SECTOR SPDR TR (XLB) | 60,475 | -2,284 | $5,618 |
XLB | 60,475 | -2,284 | $5,618 |
ISHARES TR (IHI) | 90,414 | -9,622 | $5,297 |
IHI | 90,414 | -9,622 | $5,297 |
SELECT SECTOR SPDR TR (XLI) | 37,872 | -3,151 | $4,770 |
XLI | 37,872 | -3,151 | $4,770 |
SYNOPSYS INC | 7,737 | +7,737 | $4,422 |
SNPS | 7,737 | +7,737 | $4,422 |
BRISTOL MYERS SQUIBB CO | 76,606 | +16,168 | $4,154 |
BMY | 76,606 | +16,168 | $4,154 |
VANGUARD SCOTTSDALE FDS (VONE) | 17,420 | -353 | $4,152 |
VONE | 17,420 | -353 | $4,152 |
VANGUARD INDEX FDS (VNQ) | 46,676 | -2,060 | $4,037 |
VNQ | 46,676 | -2,060 | $4,037 |
CUMMINS INC | 12,617 | -1,602 | $3,718 |
CMI | 12,617 | -1,602 | $3,718 |
J P MORGAN EXCHANGE TRADED F (JAVA) | 48,655 | +1,169 | $2,914 |
JAVA | 48,655 | +1,169 | $2,914 |
See Full List: All Stocks Held By CMH Wealth Management LLC
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By CMH Wealth Management LLC
Size ($ in 1000's)
At 03/31/2024: $393,608 At 12/31/2023: $412,596 CMH Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from CMH Wealth Management LLC 13F filings. Link to 13F filings: SEC filings |