CMH WEALTH MANAGEMENT LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | TTD | 135K | $6.63M |
 | GOOGL | 109K | $26.51M |
 | AMZN | 103K | $22.69M |
 | AAPL | 77K | $19.71M |
 | TJX | 69K | $9.93M |
 | BA | 56K | $12.07M |
 | MSFT | 53K | $27.59M |
 | SNOW | 51K | $11.40M |
 | WMT | 49K | $5.03M |
 | PANW | 48K | $9.81M |
 | NVDA | 44K | $8.14M |
 | DHR | 38K | $7.62M |
 | VRT | 38K | $5.78M |
 | ADBE | 32K | $11.30M |
 | CRM | 27K | $6.44M |
 | V | 20K | $6.82M |
 | WDAY | 18K | $4.38M |
 | TSLA | 17K | $7.49M |
 | SNPS | 15K | $7.55M |
 | LLY | 15K | $11.27M |
The Trade Desk, Inc.
TTD
Shares Held
135K
Value
$6.63M
Alphabet Inc.
GOOGL
Shares Held
109K
Value
$26.51M
Amazon.com, Inc.
AMZN
Shares Held
103K
Value
$22.69M
Apple Inc.
AAPL
Shares Held
77K
Value
$19.71M
The TJX Companies, Inc.
TJX
Shares Held
69K
Value
$9.93M
The Boeing Company
BA
Shares Held
56K
Value
$12.07M
Microsoft Corporation
MSFT
Shares Held
53K
Value
$27.59M
Snowflake Inc.
SNOW
Shares Held
51K
Value
$11.40M
Walmart Inc.
WMT
Shares Held
49K
Value
$5.03M
Palo Alto Networks, Inc.
PANW
Shares Held
48K
Value
$9.81M
NVIDIA Corporation
NVDA
Shares Held
44K
Value
$8.14M
Danaher Corporation
DHR
Shares Held
38K
Value
$7.62M
Vertiv Holdings Co
VRT
Shares Held
38K
Value
$5.78M
Adobe Inc.
ADBE
Shares Held
32K
Value
$11.30M
Salesforce, Inc.
CRM
Shares Held
27K
Value
$6.44M
Visa Inc.
V
Shares Held
20K
Value
$6.82M
Workday, Inc.
WDAY
Shares Held
18K
Value
$4.38M
Tesla, Inc.
TSLA
Shares Held
17K
Value
$7.49M
Synopsys, Inc.
SNPS
Shares Held
15K
Value
$7.55M
Eli Lilly and Company
LLY
Shares Held
15K
Value
$11.27M