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Kristen L. Hanley

@Cmh Wealth Management Llc

Latest period2024 - Q4ReportedManaged Assets$436.6MTotal holdings54
Assets growth rate2.7%Assets growth rate (2-Q avg)3.67%Continuous growth in asset value3 quarters

Portfolio positions

This chart displays the top 10 holdings in Cmh Wealth Management Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 54 positions.

Assets under management

The assets under management (AUM) of Cmh Wealth Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 436.6M in assets, with a quarterly growth rate of 2.7% and a 2-quarter average growth rate of 3.67%. The portfolio is managed by Kristen L. Hanley, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
MSFT
Microsoft Corp
Recent Activity
Increased 0.87%
6.66%
$29.052M
68,925 shares@ $421.51 avg price
AMZN
Amazon Com Inc
Recent Activity
Decreased -0.75%
6.42%
$28.022M
127,725 shares@ $219.4 avg price
AAPL
Apple Inc
Recent Activity
Increased 0.89%
6.15%
$26.819M
107,097 shares@ $250.43 avg price
GOOGL
Alphabet Inc
Recent Activity
Decreased -0.44%
5.97%
$26.039M
137,552 shares@ $189.31 avg price
SMMD
Ishares Tr
Recent Activity
Increased 0.46%
4.04%
$17.604M
258,881 shares@ $68.0 avg price
VFH
Vanguard World Fd
Recent Activity
Increased 1.25%
3.73%
$16.278M
137,867 shares@ $118.08 avg price
VDE
Vanguard World Fd
Recent Activity
Increased 2.14%
3.23%
$14.067M
115,955 shares@ $121.32 avg price
NOW
Servicenow Inc
Recent Activity
Decreased -1.9%
2.96%
$12.905M
12,173 shares@ $1060.13 avg price
TSLA
Tesla Inc
Recent Activity
Decreased -27.58%
2.93%
$12.751M
31,574 shares@ $403.85 avg price
ACWX
Ishares Tr
Recent Activity
Increased 1.34%
2.77%
$12.051M
231,043 shares@ $52.17 avg price

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