CMH Wealth Management LLC Q4 2022 vs. Q1 2023 13F Holdings Comparison

As the world changes, so do investment strategies. The fourth quarter of 2022 and the first quarter of 2023 have shown some significant changes for CMH Wealth Management LLC's holdings. In this article, we'll be taking a closer look at the data and discussing some possible reasons for these changes.

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Looking at the data, it's clear that there have been some positive changes for CMH Wealth Management LLC. Their total value of holdings has increased from $261,231,000 to $306,182,000, which is a 17.2% increase. This is made up of an increase in the number of shares held of Amazon (22.2%), Apple (7.1%), and Microsoft (2.0%), among others. However, there were also some losses, with holdings in Procter and Gamble, SPDR SER TR, and Select Sector SPDR TR seeing a 100% decrease.

Some of the most significant changes in holdings were:

- Amazon: A 50.2% increase in the number of shares held, and the value of the holdings increased from $12,815,000 to $19,250,000.

- Palo Alto Networks Inc: The number of shares held increased from 26,868 to 55,673 - a whopping 196.6% increase - and the value of the holdings increased from $3,749,000 to $11,120,000.

- ServiceNow Inc: Another big increase in shares held, from 16,455 to 20,453 (a 48.8% increase), and the value of the holdings increased from $6,388,000 to $9,504,000.

- Illumina Inc: The number of shares held increased from 12,631 to 26,902 (a 145% increase), and the value of the holdings increased from $2,553,000 to $6,256,000.

So, what caused these changes, and what do they mean for CMH Wealth Management's investments?

One possible factor is the increase in popularity and success of technology companies, particularly those in the software and cloud computing industries. Companies like Amazon, Apple, and Microsoft have seen significant growth in recent years, and it's likely that CMH Wealth Management LLC is betting on them continuing to perform well.

Another possibility is the impact of the COVID-19 pandemic. With more people working from home and relying on technology, it's possible that companies like ServiceNow Inc and Palo Alto Networks Inc are seen as more valuable and essential.

Regardless of the reasons, it's clear that CMH Wealth Management LLC is focused on staying ahead of the curve with their investments. By shifting their holdings towards companies that are performing well and have strong growth potential, they're setting themselves up for potential success in the future.

In conclusion, the data from CMH Wealth Management LLC's Q4 2022 vs. Q1 2023 holdings comparison shows some interesting trends and shifts in investment strategy. With a focus on technology companies and an eye towards the future, it will be interesting to see how these investments perform in the coming years.