- New Purchases: COIN, BLOK, BSCP, BRK.B, MAR,
- Added Positions: IHI, AMZN, BA, TJX, GOOGL, MSFT, DIS, VDC, FBND, FB, FISV, XBI, VFH, XLB, XLU, VDE, MA, PYPL, CRM, RTX, TTD, BMRN, HON, CMI, XLV, JNJ, UNH, SOXX, V, PG, XLI, BLK, LLY, BMY,
- Reduced Positions: TGT, AAPL, DHR, VTEB,
- Sold Out: SBUX,
For the details of CMH Wealth Management LLC's stock buys and sells, go to https://www.gurufocus.com/guru/cmh+wealth+management+llc/current-portfolio/portfolio
These are the top 5 holdings of CMH Wealth Management LLC- Amazon.com Inc (AMZN) - 6,347 shares, 6.84% of the total portfolio. Shares added by 7.49%
- Microsoft Corp (MSFT) - 70,913 shares, 6.56% of the total portfolio. Shares added by 3.78%
- Alphabet Inc (GOOGL) - 7,273 shares, 6.38% of the total portfolio. Shares added by 4.27%
- Fidelity Total Bond ETF (FBND) - 364,445 shares, 6.35% of the total portfolio. Shares added by 2.27%
- Apple Inc (AAPL) - 121,087 shares, 5.62% of the total portfolio. Shares reduced by 9.28%
CMH Wealth Management LLC initiated holding in Coinbase Global Inc. The purchase prices were between $220.61 and $280.47, with an estimated average price of $246.56. The stock is now traded at around $319.130000. The impact to a portfolio due to this purchase was 1.74%. The holding were 23,344 shares as of 2021-09-30.
New Purchase: Amplify Transformational Data Sharing ETF (BLOK)CMH Wealth Management LLC initiated holding in Amplify Transformational Data Sharing ETF. The purchase prices were between $40.4 and $52.59, with an estimated average price of $46.87. The stock is now traded at around $54.500000. The impact to a portfolio due to this purchase was 0.93%. The holding were 63,513 shares as of 2021-09-30.
New Purchase: Invesco BulletShares 2025 Corporate Bond ETF (BSCP)CMH Wealth Management LLC initiated holding in Invesco BulletShares 2025 Corporate Bond ETF. The purchase prices were between $22.15 and $22.32, with an estimated average price of $22.23. The stock is now traded at around $22.060000. The impact to a portfolio due to this purchase was 0.71%. The holding were 97,659 shares as of 2021-09-30.
New Purchase: Berkshire Hathaway Inc (BRK.B)CMH Wealth Management LLC initiated holding in Berkshire Hathaway Inc. The purchase prices were between $272.66 and $291.28, with an estimated average price of $280.85. The stock is now traded at around $289.720000. The impact to a portfolio due to this purchase was 0.09%. The holding were 970 shares as of 2021-09-30.
New Purchase: Marriott International Inc (MAR)CMH Wealth Management LLC initiated holding in Marriott International Inc. The purchase prices were between $130 and $154.32, with an estimated average price of $139.53. The stock is now traded at around $159.970000. The impact to a portfolio due to this purchase was 0.07%. The holding were 1,477 shares as of 2021-09-30.
Added: iShares U.S. Medical Devices ETF (IHI)CMH Wealth Management LLC added to a holding in iShares U.S. Medical Devices ETF by 513.74%. The purchase prices were between $60.38 and $67.12, with an estimated average price of $63.77. The stock is now traded at around $64.700000. The impact to a portfolio due to this purchase was 1.1%. The holding were 64,326 shares as of 2021-09-30.
Added: TJX Companies Inc (TJX)CMH Wealth Management LLC added to a holding in TJX Companies Inc by 26.32%. The purchase prices were between $65.03 and $75.81, with an estimated average price of $69.81. The stock is now traded at around $65.200000. The impact to a portfolio due to this purchase was 0.34%. The holding were 75,397 shares as of 2021-09-30.
Added: Johnson & Johnson (JNJ)CMH Wealth Management LLC added to a holding in Johnson & Johnson by 37.49%. The purchase prices were between $161.5 and $179.47, with an estimated average price of $170.65. The stock is now traded at around $162.850000. The impact to a portfolio due to this purchase was 0.03%. The holding were 1,819 shares as of 2021-09-30.
Sold Out: Starbucks Corp (SBUX)CMH Wealth Management LLC sold out a holding in Starbucks Corp. The sale prices were between $110.31 and $126.06, with an estimated average price of $117.05.
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