Fsr Wealth Management Ltd. Portfolio Holdings

Fsr Wealth Management Ltd.

  • $77.9 Billion
  • Q2 2025

Fsr Wealth Management Ltd. has filed its 13F form on July 31, 2025 for Q2 2025 where it was disclosed a total value porftolio of $77.9 Billion distributed in 35 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 $12B, Aim ETF Products Trust with a value of $9.21B, First Tr Exchng Traded Fd Vi with a value of $7.52B, Aim ETF Prods Tr Allianzim Us with a value of $4.97B, and Aim ETF Prods Trallianzim U S with a value of $4.91B.

Examining the 13F form we can see an increase of $2.1B in the current position value, from $75.8B to 77.9B.

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 $77.9 Billion
ETFs: $30.9 Billion
Communication Services: $2.19 Billion
Technology: $1.71 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 35
  • Current Value $77.9 Billion
  • Prior Value $75.8 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 31, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 5 stocks
  • Additional Purchases 12 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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