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  Name: CFM WEALTH PARTNERS LLC
  City: AUSTIN
  State: TX
  Zip: 78731
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $498,359,000
  Total Value Change : $56,244,000
  Securities Held Change : -7
   
All Securities Held : 153
  New Positions : 4
  Closed Positions : 11
  Increased Positions : 60
  Unchanged Positions : 28
  Decreased Positions : 61

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Holdings Found : 11     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (MDY)1 Year Chart         MDY Standrd Poor Mdcp 400 SPDR 159 Closed $542.79 $0 0 0% -319,000 -629 0    Closed - End Fund - E...
   (KVUE)1 Year Chart         KVUE Kenvue Inc. 158 Closed $19.08 $0 0 0% -546,000 -25,369 0    N/A
   (IWM)1 Year Chart         IWM iShares Tr Russell 2000 Indx 164 Closed $204.51 $0 0 0% -205,000 -1,019 0    Closed - End Fund - E...
   (SHOP)1 Year Chart         SHOP Shopify Inc 157 Closed $77.37 $0 0 0% -947,000 -12,160 0    N/A
   (TWLO)1 Year Chart         TWLO Twilio Inc 163 Closed $63.31 $0 0 0% -332,000 -4,377 0    N/A
   (TEL)1 Year Chart         TEL Te Connectivity Ltd 156 Closed $144.94 $0 0 0% -292,000 -2,075 0    Diversified Electronics
   (EOG)1 Year Chart         EOG EOG Resources Inc 162 Closed $130.48 $0 0 0% -473,000 -3,908 0    Independent Oil & Gas
   (YUM)1 Year Chart         YUM YUM! Brands Inc 155 Closed $134.34 $0 0 0% -961,000 -7,354 0    Restaurants
   (TENB)1 Year Chart         TENB Tenable Holdings, Inc. 161 Closed $45.53 $0 0 0% -487,000 -10,580 0    N/A
   (DINO)1 Year Chart         DINO Hf Sinclair Corp 154 Closed $55.20 $0 0 0% -642,000 -11,552 0    N/A
   (PXD)1 Year Chart         PXD Pioneer Natural Resources Co 160 Closed $275.32 $0 0 0% -439,000 -1,953 0    Independent Oil & Gas

      11 Records Found
  1    
Page 1 of 1
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