CMH Wealth Management LLC Q3 2023 vs. Q4 2023 13F Holdings Comparison

It's time to dive into the latest 13F holdings comparison between Q3 and Q4 of 2023 for CMH Wealth Management LLC. In this insightful analysis, we'll explore the changes in the holdings of the fund, providing valuable insights into the market movements and investment strategies employed by CMH Wealth Management.

Microsoft Corporation (MSFT):

Microsoft Corporation, a prominent name in the tech industry, witnessed a slight decrease in holdings from 70,524 shares in Q3 to 69,608 shares in Q4. However, the value of these shares increased from $22,267,000 to $26,175,000, indicating a positive shift in their performance. This change represents a 17.5% increase in value for CMH Wealth Management LLC.

Amazon.com Inc. (AMZN):

Amazon.com Inc., an e-commerce giant, experienced a slight increase in holdings from 160,579 shares in Q3 to 161,384 shares in Q4. The value of these shares also saw a boost from $20,412,000 to $24,520,000, indicating a healthy growth of 20.1%. CMH Wealth Management continues to show confidence in Amazon's potential.

Alphabet Inc. (GOOGL):

Alphabet Inc., the parent company of Google, witnessed an increase in holdings from 165,865 shares in Q3 to 170,525 shares in Q4. Despite this increase, the value of these shares slightly declined from $21,705,000 to $23,820,000, resulting in a 9.7% decrease in value. CMH Wealth Management may be closely monitoring the performance of Alphabet Inc.

Apple Inc. (AAPL):

Apple Inc., a tech giant known for its innovative products, observed a slight decrease in holdings from 115,466 shares in Q3 to 114,983 shares in Q4. Conversely, the value of these shares rose from $19,768,000 to $22,137,000, reflecting a 12% increase. CMH Wealth Management continues to have faith in Apple's growth prospects.

Boeing Co. (BA):

Boeing Co., a prominent aerospace company, experienced an increase in holdings from 65,246 shares in Q3 to 66,120 shares in Q4. The value of these shares soared from $12,506,000 to $17,234,000, indicating an impressive growth of 37.8%. CMH Wealth Management appears to be optimistic about Boeing's performance.

iShares TR (SMMD):

iShares TR, an exchange-traded fund, witnessed a significant increase in holdings from 198,601 shares in Q3 to 276,759 shares in Q4. The value of these shares also saw a substantial rise from $10,881,000 to $17,040,000, indicating a remarkable growth of 56.6%. CMH Wealth Management's confidence in iShares TR seems to have paid off.

ServiceNow Inc. (NOW):

ServiceNow Inc., a leading provider of digital workflows, experienced a slight decrease in holdings from 20,986 shares in Q3 to 20,355 shares in Q4. However, the value of these shares increased from $11,730,000 to $14,380,000, reflecting a 22.6% growth. CMH Wealth Management continues to be positive about ServiceNow's future prospects.

Vanguard World FDS (VFH):

Vanguard World FDS, an investment fund, observed a slight increase in holdings from 143,251 shares in Q3 to 144,978 shares in Q4. The value of these shares also rose from $11,578,000 to $13,375,000, indicating a 15.5% growth. CMH Wealth Management remains confident in Vanguard World FDS.

Vanguard World FDS (VDE):

Vanguard World FDS witnessed an increase in holdings from 110,925 shares in Q3 to 113,454 shares in Q4. However, the value of these shares declined from $14,154,000 to $13,305,000, resulting in a 6% decrease. CMH Wealth Management may be monitoring the performance of Vanguard World FDS closely.

Salesforce Inc. (CRM):

Salesforce Inc., a leading customer relationship management platform, experienced a slight increase in holdings from 47,751 shares in Q3 to 48,047 shares in Q4. The value of these shares also saw a notable rise from $9,682,000 to $12,643,000, indicating a 30.6% growth. CMH Wealth Management continues to have confidence in Salesforce's growth trajectory.

Palo Alto Networks Inc. (PANW):

Palo Alto Networks Inc., a cybersecurity company, observed a slight decrease in holdings from 45,831 shares in Q3 to 42,850 shares in Q4. However, the value of these shares increased from $10,744,000 to $12,635,000, reflecting a 17.6% growth. CMH Wealth Management maintains a positive outlook on Palo Alto Networks.

These are just a few highlights from the CMH Wealth Management LLC's Q3 2023 vs. Q4 2023 13F holdings comparison. It's clear that CMH Wealth Management LLC continues to carefully analyze and adjust its portfolio, making smart investment decisions to optimize returns for its clients. Stay tuned for more insightful updates on the ever-changing investment landscape.