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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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
LLYEli Lilly & Co
Recent Activity
Increased 4.15%
2.46%
$10.709M
13,872 shares@ $772.0 avg price
CRMSalesforce Inc
Recent Activity
Decreased -3.02%
2.42%
$10.523M
31,437 shares@ $334.73 avg price
BABoeing Co
Recent Activity
Increased 71.27%
2.28%
$9.942M
56,167 shares@ $177.0 avg price
TJXTjx Cos Inc New
Recent Activity
Decreased -0.14%
2.22%
$9.666M
80,013 shares@ $120.82 avg price
DHRDanaher Corporation
Recent Activity
Increased 3.14%
2.19%
$9.52M
41,422 shares@ $229.82 avg price
XLCSelect Sector Spdr Tr
Recent Activity
Decreased -0.75%
2.15%
$9.375M
96,842 shares@ $96.82 avg price
PANWPalo Alto Networks Inc
Recent Activity
Increased 101.02%
2.1%
$9.164M
50,365 shares@ $181.97 avg price
VCITVanguard Scottsdale Fds
Recent Activity
Increased 6%
2.04%
$8.889M
110,736 shares@ $80.28 avg price
VDCVanguard World Fd
Recent Activity
Increased 1.69%
1.98%
$8.641M
40,879 shares@ $211.39 avg price
VVisa Inc
Recent Activity
Increased 1.08%
1.88%
$8.206M
25,966 shares@ $316.05 avg price