Portfolio (Quarterly)
Guide ↗
CFM WEALTH PARTNERS LLC
· CIK 0001801097| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | CRM | SALESFORCE INC | Technology | 31,959 | $8.5M | 1.22% | SOLD |
| 2 | NOW | SERVICENOW INC | Technology | 32,070 | $4.9M | 0.71% | SOLD |
| 3 | COIN | COINBASE GLOBAL INC | Financial Services | 5,269 | $1.2M | 0.17% | SOLD |
| 4 | BMNR | BITMINE IMMERSION TECNOLOGIE | Financial Services | 37,775 | $1.0M | 0.15% | SOLD |
| 5 | CRGY | CRESCENT ENERGY COMPANY | Energy | 48,298 | $405K | 0.06% | SOLD |
| 6 | BX | BLACKSTONE INC | Financial Services | 1,302 | $201K | 0.03% | SOLD |
Sector Allocation
Technology
46.4%
Communication Services
12.1%
Financial Services
12.0%
Energy
8.2%
Consumer Cyclical
7.8%
Consumer Defensive
6.6%
Healthcare
3.4%
Industrials
2.3%
Basic Materials
0.9%
Real Estate
0.1%