CMH Wealth Management LLC Concentrated Active

CIK: 0001657516 · Show all filings

Period: Q4 2018 (← Previous) (Next →)

Filing Date: Jan 16, 2019

Total Value ($000): $165,789 (100.0% shares, 0.0% debt)

Holdings (59)

PWV INVESCO EXCHANGE TRADED FD T 6.7%
Value ($000) $11,159 Shares 341,984 Est. Cost $35.76 Unrealized
VTEB VANGUARD MUN BD FD INC 6.6%
Value ($000) $10,959 Shares 214,665 Est. Cost $50.45 Unrealized
SPY SPDR S&P 500 ETF TR 4.1%
Value ($000) $6,760 Shares 27,050 Est. Cost $249.91 Unrealized
AMZN AMAZON COM INC 3.8%
Value ($000) $6,344 Shares 4,224 Est. Cost $46.61 Unrealized +78.3%
INVESCO EXCH TRD SLF IDX FD 3.7%
Value ($000) $6,182 Shares 297,905 Est. Cost $20.74 Unrealized
INVESCO EXCH TRD SLF IDX FD 3.7%
Value ($000) $6,151 Shares 291,921 Est. Cost $21.07 Unrealized
XLV SELECT SECTOR SPDR TR 3.5%
Value ($000) $5,883 Shares 68,005 Est. Cost $78.48 Unrealized
MSFT MICROSOFT CORP 3.4%
Value ($000) $5,621 Shares 55,343 Est. Cost $80.98 Unrealized +23.5%
VCIT VANGUARD SCOTTSDALE FDS 2.8%
Value ($000) $4,685 Shares 56,538 Est. Cost $83.26 Unrealized
AAPL APPLE INC 2.8%
Value ($000) $4,608 Shares 29,212 Est. Cost $28.62 Unrealized +60.8%
VDC VANGUARD WORLD FDS 2.6%
Value ($000) $4,321 Shares 32,940 Est. Cost $134.09 Unrealized
PWB INVESCO EXCHANGE TRADED FD T 2.2%
Value ($000) $3,571 Shares 86,116 Est. Cost $45.12 Unrealized
XLI SELECT SECTOR SPDR TR 2.1%
Value ($000) $3,560 Shares 55,275 Est. Cost $64.62 Unrealized
GOOGL ALPHABET INC 2.1%
Value ($000) $3,540 Shares 3,388 Est. Cost $42.17 Unrealized +27.2%
VFH VANGUARD WORLD FDS 1.9%
Value ($000) $3,180 Shares 53,575 Est. Cost $60.19 Unrealized
ABBV ABBVIE INC 1.9%
Value ($000) $3,098 Shares 33,601 Est. Cost $49.56 Unrealized +30.8%
CAT CATERPILLAR INC DEL 1.9%
Value ($000) $3,097 Shares 24,371 Est. Cost $121.84 Unrealized -8.5%
NFLX NETFLIX INC 1.9%
Value ($000) $3,082 Shares 11,515 Est. Cost $29.93 Unrealized 0.0%
PYPL PAYPAL HLDGS INC 1.8%
Value ($000) $3,008 Shares 35,768 Est. Cost $53.04 Unrealized +56.7%
V VISA INC 1.8%
Value ($000) $2,924 Shares 22,160 Est. Cost $84.43 Unrealized +55.6%
BLACKROCK INC 1.6%
Value ($000) $2,597 Shares 6,610 Est. Cost $428.71 Unrealized
VNQ VANGUARD INDEX FDS 1.6%
Value ($000) $2,571 Shares 34,482 Est. Cost $82.49 Unrealized
DIS DISNEY WALT CO 1.5%
Value ($000) $2,542 Shares 23,187 Est. Cost $102.89 Unrealized +6.0%
INVESCO EXCH TRD SLF IDX FD 1.5%
Value ($000) $2,459 Shares 121,890 Est. Cost $20.21 Unrealized
CSCO CISCO SYS INC 1.5%
Value ($000) $2,455 Shares 56,660 Est. Cost $34.06 Unrealized +8.4%
JPM JPMORGAN CHASE & CO 1.5%
Value ($000) $2,447 Shares 25,063 Est. Cost $87.66 Unrealized -0.1%
CRM SALESFORCE COM INC 1.4%
Value ($000) $2,345 Shares 17,122 Est. Cost $78.53 Unrealized +73.1%
DHR DANAHER CORP DEL 1.4%
Value ($000) $2,335 Shares 22,640 Est. Cost $87.89 Unrealized 0.0%
UNH UNITEDHEALTH GROUP INC 1.3%
Value ($000) $2,216 Shares 8,895 Est. Cost $201.75 Unrealized +16.5%
TJX TJX COS INC NEW 1.3%
Value ($000) $2,210 Shares 49,390 Est. Cost $39.96 Unrealized +14.8%
VDE VANGUARD WORLD FDS 1.3%
Value ($000) $2,167 Shares 28,100 Est. Cost $91.91 Unrealized
XLB SELECT SECTOR SPDR TR 1.3%
Value ($000) $2,140 Shares 42,353 Est. Cost $50.53 Unrealized
MCD MCDONALDS CORP 1.3%
Value ($000) $2,091 Shares 11,774 Est. Cost $135.43 Unrealized +10.8%
SBUX STARBUCKS CORP 1.2%
Value ($000) $2,051 Shares 31,845 Est. Cost $46.09 Unrealized +16.4%
SHM SPDR SER TR 1.2%
Value ($000) $1,942 Shares 40,400 Est. Cost $47.96 Unrealized
MCHP MICROCHIP TECHNOLOGY INC 1.2%
Value ($000) $1,940 Shares 26,975 Est. Cost $37.28 Unrealized -17.1%
LLY LILLY ELI & CO 1.1%
Value ($000) $1,897 Shares 16,391 Est. Cost $64.93 Unrealized +56.1%
SPDR SERIES TRUST 1.1%
Value ($000) $1,881 Shares 56,000 Est. Cost $33.59 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 1.1%
Value ($000) $1,835 Shares 8,985 Est. Cost $192.11 Unrealized +8.7%
CMI CUMMINS INC 1.1%
Value ($000) $1,795 Shares 13,430 Est. Cost $116.27 Unrealized +1.0%
XLF SELECT SECTOR SPDR TR 1.0%
Value ($000) $1,714 Shares 71,943 Est. Cost $23.94 Unrealized
CVX CHEVRON CORP NEW 1.0%
Value ($000) $1,689 Shares 15,525 Est. Cost $76.20 Unrealized +11.2%
EA ELECTRONIC ARTS INC 1.0%
Value ($000) $1,593 Shares 20,190 Est. Cost $105.05 Unrealized -15.1%
EOG EOG RES INC 0.9%
Value ($000) $1,558 Shares 17,863 Est. Cost $75.06 Unrealized +7.5%
XLU SELECT SECTOR SPDR TR 0.9%
Value ($000) $1,556 Shares 29,405 Est. Cost $49.33 Unrealized
BAC BANK AMER CORP 0.9%
Value ($000) $1,477 Shares 59,961 Est. Cost $23.05 Unrealized -1.1%
XYZ SQUARE INC 0.9%
Value ($000) $1,465 Shares 26,125 Est. Cost $70.61 Unrealized 0.0%
META FACEBOOK INC 0.8%
Value ($000) $1,394 Shares 10,633 Est. Cost $130.86 Unrealized +9.9%
NOC NORTHROP GRUMMAN CORP 0.8%
Value ($000) $1,366 Shares 5,579 Est. Cost $230.54 Unrealized +6.5%
NVDA NVIDIA CORP 0.8%
Value ($000) $1,318 Shares 9,875 Est. Cost $4.74 Unrealized 0.0%
CVS CVS HEALTH CORP 0.7%
Value ($000) $1,238 Shares 18,891 Est. Cost $58.20 Unrealized +2.0%
BMRN BIOMARIN PHARMACEUTICAL INC 0.7%
Value ($000) $1,130 Shares 13,273 Est. Cost $87.65 Unrealized +8.5%
HON HONEYWELL INTL INC 0.6%
Value ($000) $1,071 Shares 8,104 Est. Cost $87.67 Unrealized +34.3%
XLE SELECT SECTOR SPDR TR 0.3%
Value ($000) $509 Shares 8,880 Est. Cost $57.32 Unrealized
ACWX ISHARES TR 0.3%
Value ($000) $491 Shares 11,690 Est. Cost $46.81 Unrealized
MUB ISHARES TR 0.2%
Value ($000) $304 Shares 2,790 Est. Cost $107.99 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $218 Shares 1,970 Est. Cost $81.72 Unrealized +11.0%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $35 Shares 90 Est. Cost $126.58 Unrealized 0.0%
PFE PFIZER INC 0.0%
Value ($000) $14 Shares 310 Est. Cost $30.03 Unrealized 0.0%