Fsr Wealth Management Ltd. Portfolio Holdings

Fsr Wealth Management Ltd.

  • $79.6 Billion
  • Q4 2024

Fsr Wealth Management Ltd. has filed its 13F form on January 29, 2025 for Q4 2024 where it was disclosed a total value porftolio of $79.6 Billion distributed in 41 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Aim ETF Prods Tr Allianzim Us with a value of $11.1B, First Tr Exchng Traded Fd Vi with a value of $8.88B, Aim ETF Products Trust with a value of $8.5B, Aim ETF Prods Tr Allianzim Us with a value of $4.66B, and Aim ETF Prods Trallianzim U S with a value of $4.64B.

Examining the 13F form we can see an increase of $79.6B in the current position value.

Fsr Wealth Management Ltd. is based out at Elmhurst, IL

Below you can find more details about Fsr Wealth Management Ltd. portfolio as well as his latest detailed transactions.

Portfolio value $79.6 Billion
ETFs: $30.8 Billion
Technology: $3.98 Billion
Financial Services: $2.43 Billion
Communication Services: $1.7 Billion
Industrials: $612 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$11.1 Billion 13.91% of portfolio
328,986
Q4 2024 New
First Tr Exchng Traded Fd Vi
-
$8.88 Billion 11.16% of portfolio
-
Q4 2024 New
Aim ETF Products Trust
-
$8.5 Billion 10.68% of portfolio
-
Q4 2024 New
$0
$4.66 Billion 5.86% of portfolio
131,156
Q4 2024 New
$0
$4.64 Billion 5.83% of portfolio
121,472
Q4 2024 New
$0
$4.62 Billion 5.81% of portfolio
128,165
Q4 2024 New
-
$4.36 Billion 5.49% of portfolio
-
Q4 2024 New
Aim ETF Products Trust
-
$4.36 Billion 5.48% of portfolio
-
Q4 2024 New
Aim ETF Products Trust
-
$3.51 Billion 4.41% of portfolio
-
Q4 2024 New
Elevation Series Trust
-
$2.73 Billion 3.43% of portfolio
-
Q4 2024 New
$720B
$2.43 Billion 3.05% of portfolio
10,139
Q4 2024 New
Ishares Tr
-
$2.01 Billion 2.52% of portfolio
-
Q4 2024 New
$1.3T
$1.7 Billion 2.13% of portfolio
2,901
Q4 2024 New
$270B
$1.62 Billion 2.03% of portfolio
12,055
Q4 2024 New
Pimco ETF Tr
-
$1.54 Billion 1.94% of portfolio
-
Q4 2024 New
Elevation Series Trust
-
$1.41 Billion 1.77% of portfolio
-
Q4 2024 New
$3.57T
$1.25 Billion 1.57% of portfolio
5,002
Q4 2024 New
Listed Fd Tr
-
$1.18 Billion 1.48% of portfolio
-
Q4 2024 New
$2.8T
$701 Million 0.88% of portfolio
1,662
Q4 2024 New
$0
$674 Million 0.85% of portfolio
19,621
Q4 2024 New
$0
$599 Million 0.75% of portfolio
18,496
Q4 2024 New
$0
$548 Million 0.69% of portfolio
3,075
Q4 2024 New
$0
$494 Million 0.62% of portfolio
9,806
Q4 2024 New
$76.2B
$375 Million 0.47% of portfolio
1,478
Q4 2024 New
$0
$369 Million 0.46% of portfolio
684
Q4 2024 New
$0
$349 Million 0.44% of portfolio
3,434
Q4 2024 New
$0
$342 Million 0.43% of portfolio
11,358
Q4 2024 New
$0
$337 Million 0.42% of portfolio
6,568
Q4 2024 New
$99.4B
$317 Million 0.4% of portfolio
1,308
Q4 2024 New
Listed Fd Tr
-
$315 Million 0.4% of portfolio
-
Q4 2024 New
Innovator Etfs Trust
-
$311 Million 0.39% of portfolio
-
Q4 2024 New
$0
$311 Million 0.39% of portfolio
7,462
Q4 2024 New
-
$269 Million 0.34% of portfolio
-
Q4 2024 New
$0
$245 Million 0.31% of portfolio
2,173
Q4 2024 New
$37.4B
$238 Million 0.3% of portfolio
400
Q4 2024 New
$0
$214 Million 0.27% of portfolio
521
Q4 2024 New
$4.17B
$205 Million 0.26% of portfolio
7,894
Q4 2024 New
$0
$207 Million 0.26% of portfolio
7,887
Q4 2024 New
$223B
$207 Million 0.26% of portfolio
944
Q4 2024 New
$0
$201 Million 0.25% of portfolio
2,075
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 41
  • Current Value $79.6 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 29, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 41 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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