Filling information for CFM WEALTH PARTNERS LLC as Treemap, investor disclosed 141 total holdings based on 2023-09-30 SEC fillings. A list of the exposed holdings
Product description
| CUSIP | Symbol | Name | Title Of Class | Value in 1000's | Amount | |
|---|---|---|---|---|---|---|
| 023135106 | 023135106 | AMAZON COM INC | COM | 12376149 | 97358 | |
| 254709108 | 254709108 | DISCOVER FINL SVCS | COM | 229570 | 2650 | |
| 22788C105 | 22788C105 | CROWDSTRIKE HLDGS INC | CL A | 1165132 | 6961 | |
| 81762P102 | 81762P102 | SERVICENOW INC | COM | 803226 | 1437 | |
| 438516106 | 438516106 | HONEYWELL INTL INC | COM | 426380 | 2308 | |
| 697435105 | 697435105 | PALO ALTO NETWORKS INC | COM | 6444287 | 27488 | |
| 172967424 | 172967424 | CITIGROUP INC | COM NEW | 221691 | 5390 | |
| 002824100 | 002824100 | ABBOTT LABS | COM | 800756 | 8268 | |
| 747525103 | 747525103 | QUALCOMM INC | COM | 802297 | 7224 | |
| 548661107 | 548661107 | LOWES COS INC | COM | 434178 | 2089 | |
| 78468R853 | 78468R853 | SPDR SER TR | PORTFOLIO S&P600 | 1862528 | 50475 | |
| 90384S303 | 90384S303 | ULTA BEAUTY INC | COM | 213306 | 534 | |
| 464288646 | 464288646 | ISHARES TR | ISHS 1-5YR INVS | 703899 | 14126 | |
| 464287622 | 464287622 | ISHARES TR | RUS 1000 ETF | 2403834 | 10233 | |
| 34959E109 | 34959E109 | FORTINET INC | COM | 203913 | 3475 | |
| 464287598 | 464287598 | ISHARES TR | RUS 1000 VAL ETF | 3828900 | 25220 | |
| 46432F339 | 46432F339 | ISHARES TR | MSCI USA QLT FCT | 1911087 | 14501 | |
| 00287Y109 | 00287Y109 | ABBVIE INC | COM | 2861952 | 19200 | |
| 464287200 | 464287200 | ISHARES TR | CORE S&P500 ETF | 418265 | 974 | |
| 91324P102 | 91324P102 | UNITEDHEALTH GROUP INC | COM | 1280138 | 2539 | |
| 745848101 | 745848101 | PULMONX CORP | COM | 2727523 | 264039 | |
| 20825C104 | 20825C104 | CONOCOPHILLIPS | COM | 1520751 | 12694 | |
| 30303M102 | 30303M102 | META PLATFORMS INC | CL A | 5162711 | 17197 | |
| 294600101 | 294600101 | EQUITRANS MIDSTREAM CORP | COM | 659226 | 70355 | |
| 78454L100 | 78454L100 | SM ENERGY CO | COM | 325487 | 8209 | |
| 40412C101 | 40412C101 | HCA HEALTHCARE INC | COM | 519264 | 2111 | |
| 260557103 | 260557103 | DOW INC | COM | 410366 | 7959 | |
| 00402L107 | 00402L107 | ACADEMY SPORTS & OUTDOORS IN | COM | 2643008 | 55913 | |
| 723787107 | 723787107 | PIONEER NAT RES CO | COM | 911314 | 3970 | |
| 58933Y105 | 58933Y105 | MERCK & CO INC | COM | 2005466 | 19480 | |
| 00206R102 | 00206R102 | AT&T INC | COM | 352047 | 23439 | |
| 464287507 | 464287507 | ISHARES TR | CORE S&P MCP ETF | 499697 | 2004 | |
| 988498101 | 988498101 | YUM BRANDS INC | COM | 811485 | 6495 | |
| 00724F101 | 00724F101 | ADOBE INC | COM | 436984 | 857 | |
| 90138F102 | 90138F102 | TWILIO INC | CL A | 264321 | 4516 | |
| 64110L106 | 64110L106 | NETFLIX INC | COM | 1605933 | 4253 | |
| 233368109 | 233368109 | DWS MUN INCOME TR | COM | 93917 | 12197 | |
| 084670702 | 084670702 | BERKSHIRE HATHAWAY INC DEL | CL B NEW | 2273447 | 6490 | |
| 007903107 | 007903107 | ADVANCED MICRO DEVICES INC | COM | 5434140 | 52851 | |
| 126408103 | 126408103 | CSX CORP | COM | 517646 | 16834 | |
| 26875P101 | 26875P101 | EOG RES INC | COM | 503998 | 3976 | |
| 110122108 | 110122108 | BRISTOL-MYERS SQUIBB CO | COM | 941699 | 16225 | |
| 437076102 | 437076102 | HOME DEPOT INC | COM | 5369383 | 17770 | |
| 88160R101 | 88160R101 | TESLA INC | COM | 2045799 | 8176 | |
| 57636Q104 | 57636Q104 | MASTERCARD INCORPORATED | CL A | 4394205 | 11099 | |
| 25278X109 | 25278X109 | DIAMONDBACK ENERGY INC | COM | 651890 | 4209 | |
| 254687106 | 254687106 | DISNEY WALT CO | COM | 899736 | 11101 | |
| 18915M107 | 18915M107 | CLOUDFLARE INC | CL A COM | 2201231 | 34918 | |
| 25754A201 | 25754A201 | DOMINOS PIZZA INC | COM | 268941 | 710 | |
| 78467X109 | 78467X109 | SPDR DOW JONES INDL AVERAGE | UT SER 1 | 230111 | 687 | |
| 718172109 | 718172109 | PHILIP MORRIS INTL INC | COM | 8239435 | 88998 | |
| 166764100 | 166764100 | CHEVRON CORP NEW | COM | 2932302 | 17390 | |
| 09247X101 | 09247X101 | BLACKROCK INC | COM | 211402 | 327 | |
| 67103H107 | 67103H107 | OREILLY AUTOMOTIVE INC | COM | 6278405 | 6908 | |
| 02079K107 | 02079K107 | ALPHABET INC | CAP STK CL C | 6156208 | 46691 | |
| 46429B655 | 46429B655 | ISHARES TR | FLTG RATE NT ETF | 246816 | 4850 | |
| 464287499 | 464287499 | ISHARES TR | RUS MID CAP ETF | 4276368 | 61753 | |
| 928563402 | 928563402 | VMWARE INC | CL A COM | 205769 | 1236 | |
| 701094104 | 701094104 | PARKER-HANNIFIN CORP | COM | 211509 | 543 | |
| 459200101 | 459200101 | INTERNATIONAL BUSINESS MACHS | COM | 438297 | 3124 | |
| 427866108 | 427866108 | HERSHEY CO | COM | 229692 | 1148 | |
| 872540109 | 872540109 | TJX COS INC NEW | COM | 3155240 | 35500 | |
| 060505104 | 060505104 | BANK AMERICA CORP | COM | 235003 | 8583 | |
| 48251W104 | 48251W104 | KKR & CO INC | COM | 804927 | 13067 | |
| 512807108 | 512807108 | LAM RESEARCH CORP | COM | 411161 | 656 | |
| 852234103 | 852234103 | BLOCK INC | CL A | 396038 | 8948 | |
| 464287309 | 464287309 | ISHARES TR | S&P 500 GRWT ETF | 720120 | 10525 | |
| 46435G516 | 46435G516 | ISHARES TR | ESG AW MSCI EAFE | 1594898 | 23071 | |
| 532457108 | 532457108 | ELI LILLY & CO | COM | 2129183 | 3964 | |
| 92826C839 | 92826C839 | VISA INC | COM CL A | 8143239 | 35404 | |
| 464287465 | 464287465 | ISHARES TR | MSCI EAFE ETF | 781070 | 11333 | |
| 30231G102 | 30231G102 | EXXON MOBIL CORP | COM | 19569310 | 166434 | |
| 149123101 | 149123101 | CATERPILLAR INC | COM | 1552824 | 5688 | |
| 824348106 | 824348106 | SHERWIN WILLIAMS CO | COM | 4242247 | 16633 | |
| 053015103 | 053015103 | AUTOMATIC DATA PROCESSING IN | COM | 359667 | 1495 | |
| 713448108 | 713448108 | PEPSICO INC | COM | 4206179 | 24824 | |
| 22160K105 | 22160K105 | COSTCO WHSL CORP NEW | COM | 4267143 | 7553 | |
| 02079K305 | 02079K305 | ALPHABET INC | CAP STK CL A | 16006795 | 122320 | |
| 46625H100 | 46625H100 | JPMORGAN CHASE & CO | COM | 3938743 | 27160 | |
| 718546104 | 718546104 | PHILLIPS 66 | COM | 3071321 | 25562 | |
| 038222105 | 038222105 | APPLIED MATLS INC | COM | 2224061 | 16064 | |
| 742718109 | 742718109 | PROCTER AND GAMBLE CO | COM | 1014602 | 6956 | |
| 79466L302 | 79466L302 | SALESFORCE INC | COM | 8470323 | 41771 | |
| 464287614 | 464287614 | ISHARES TR | RUS 1000 GRW ETF | 4158754 | 15635 | |
| 46090E103 | 46090E103 | INVESCO QQQ TR | UNIT SER 1 | 5255872 | 14670 | |
| 882508104 | 882508104 | TEXAS INSTRS INC | COM | 853884 | 5370 | |
| 87612G101 | 87612G101 | TARGA RES CORP | COM | 649243 | 7574 | |
| 931142103 | 931142103 | WALMART INC | COM | 2236141 | 13982 | |
| 428103105 | 428103105 | HESS MIDSTREAM LP | CL A SHS | 762303 | 26169 | |
| 679580100 | 679580100 | OLD DOMINION FREIGHT LINE IN | COM | 1380848 | 3375 | |
| 78467Y107 | 78467Y107 | SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 287227 | 629 | |
| 87612E106 | 87612E106 | TARGET CORP | COM | 363112 | 3284 | |
| 85209W109 | 85209W109 | SPROUT SOCIAL INC | COM CL A | 1093569 | 21924 | |
| 88025T102 | 88025T102 | TENABLE HLDGS INC | COM | 507987 | 11339 | |
| 49456B101 | 49456B101 | KINDER MORGAN INC DEL | COM | 405241 | 24442 | |
| 539830109 | 539830109 | LOCKHEED MARTIN CORP | COM | 446175 | 1091 | |
| 03769M106 | 03769M106 | APOLLO GLOBAL MGMT INC | COM | 282385 | 3146 | |
| 46429B663 | 46429B663 | ISHARES TR | CORE HIGH DV ETF | 413459 | 4181 | |
| 92206C409 | 92206C409 | VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 509742 | 6783 | |
| 70450Y103 | 70450Y103 | PAYPAL HLDGS INC | COM | 328311 | 5616 | |
| 037833100 | 037833100 | APPLE INC | COM | 53172408 | 310568 | |
| 17275R102 | 17275R102 | CISCO SYS INC | COM | 538191 | 10011 | |
| 464287788 | 464287788 | ISHARES TR | U.S. FINLS ETF | 308161 | 4122 | |
| 49177J102 | 49177J102 | KENVUE INC | COM | 912736 | 45455 | |
| 907818108 | 907818108 | UNION PAC CORP | COM | 1040957 | 5112 | |
| 25179M103 | 25179M103 | DEVON ENERGY CORP NEW | COM | 593110 | 12434 | |
| 38141G104 | 38141G104 | GOLDMAN SACHS GROUP INC | COM | 565277 | 1747 | |
| 30063P105 | 30063P105 | EXACT SCIENCES CORP | COM | 780641 | 11443 | |
| 92343V104 | 92343V104 | VERIZON COMMUNICATIONS INC | COM | 416760 | 12859 | |
| 054540208 | 054540208 | AXCELIS TECHNOLOGIES INC | COM NEW | 4333054 | 26575 | |
| 097023105 | 097023105 | BOEING CO | COM | 491468 | 2564 | |
| 478160104 | 478160104 | JOHNSON & JOHNSON | COM | 1492552 | 9583 | |
| 67066G104 | 67066G104 | NVIDIA CORPORATION | COM | 25267246 | 58087 | |
| 78462F103 | 78462F103 | SPDR S&P 500 ETF TR | TR UNIT | 4323533 | 10114 | |
| 969457100 | 969457100 | WILLIAMS COS INC | COM | 7599386 | 225568 | |
| 464287804 | 464287804 | ISHARES TR | CORE S&P SCP ETF | 417316 | 4424 | |
| 743606105 | 743606105 | PROSPERITY BANCSHARES INC | COM | 494058 | 9052 | |
| 682680103 | 682680103 | ONEOK INC NEW | COM | 1358464 | 21417 | |
| 32020R109 | 32020R109 | FIRST FINL BANKSHARES INC | COM | 4741325 | 188747 | |
| 617446448 | 617446448 | MORGAN STANLEY | COM NEW | 513868 | 6292 | |
| 609207105 | 609207105 | MONDELEZ INTL INC | CL A | 3232652 | 46580 | |
| 717081103 | 717081103 | PFIZER INC | COM | 1046845 | 31560 | |
| 02209S103 | 02209S103 | ALTRIA GROUP INC | COM | 3432878 | 81638 | |
| 74762E102 | 74762E102 | QUANTA SVCS INC | COM | 1450167 | 7752 | |
| 46429B697 | 46429B697 | ISHARES TR | MSCI USA MIN VOL | 3800240 | 52504 | |
| 654106103 | 654106103 | NIKE INC | CL B | 1397295 | 14613 | |
| 594918104 | 594918104 | MICROSOFT CORP | COM | 14802341 | 46880 | |
| 44952J104 | 44952J104 | CRESCENT ENERGY COMPANY | CL A COM | 664788 | 52594 | |
| 855244109 | 855244109 | STARBUCKS CORP | COM | 3033176 | 33233 | |
| 464287168 | 464287168 | ISHARES TR | SELECT DIVID ETF | 242190 | 2250 | |
| 580135101 | 580135101 | MCDONALDS CORP | COM | 4764152 | 18084 | |
| 031162100 | 031162100 | AMGEN INC | COM | 864332 | 3216 | |
| 464287762 | 464287762 | ISHARES TR | US HLTHCARE ETF | 543381 | 2012 | |
| 191216100 | 191216100 | COCA COLA CO | COM | 2604525 | 46526 | |
| 922908363 | 922908363 | VANGUARD INDEX FDS | S&P 500 ETF SHS | 2904016 | 7395 | |
| 09260D107 | 09260D107 | BLACKSTONE INC | COM | 261957 | 2445 | |
| 169656105 | 169656105 | CHIPOTLE MEXICAN GRILL INC | COM | 3427354 | 1871 | |
| 291011104 | 291011104 | EMERSON ELEC CO | COM | 263443 | 2728 | |
| 458140100 | 458140100 | INTEL CORP | COM | 564463 | 15878 | |
| 67066V101 | 67066V101 | NUVEEN QUALITY MUNCP INCOME | COM | 324480 | 32000 | |
| 35953C106 | 35953C106 | FTAI INFRASTRUCTURE INC | COMMON STOCK | 49306 | 15312 |