Fma Wealth Management, LLC Purchases and Sells in Q1 2025

Fma Wealth Management, LLC

$130 Billion
Q1 2025

Top Buys

Incresed Positions

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JCPB	1.82K + 0.63%	$45.56 - $47.23 $82.7K - $85.8K	288K $13.6B
JPIE	1.96K + 0.8%	$45.46 - $46.18 $89.1K - $90.5K	247K $11.4B
ONEY	206 + 0.56%	$106.44 - $113.12 $21.9K - $23.3K	36.7K $4.13B
J P MORGAN EXCHANGE TRADED F	361 + 0.16%	N/A	230K $12B
JEPI	325 + 0.72%	$56.17 - $59.71 $18.3K - $19.4K	45.8K $2.72B
JMUB	323 + 0.5%	$49.69 - $50.76 $16K - $16.4K	65.3K $3.32B

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FBHS	2.61K New	N/A	2.61K $318M
DOW	2.2K New	$34.36 - $41.92 $75.6K - $92.2K	2.2K $250M
ABT	1.52K New	$111.1 - $140.22 $169K - $214K	1.52K $210M
LOVE	1.11K New	$15.5 - $27.15 $17.2K - $30.1K	1.11K $210M
ABBV	983 New	$169.2 - $216.66 $166K - $213K	983 $205M
WMT	2.07K New	$84.5 - $105.05 $175K - $218K	2.07K $204M

Top Sells

Reduced Positions

16 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IWF	-2.68K - 7.78%	$360.07 - $417.26 $964K - $1.12M	31.7K $12.5B
AAPL	-110 - 1.17%	$209.68 - $247.1 $23.1K - $27.2K	9.27K $2.24B
FIDELITY COVINGTON TRUST	-1.06K - 1.22%	N/A	85.8K $2.72B
SMLF	-176 - 0.23%	$60.91 - $71.4 $10.7K - $12.6K	75.1K $5.01B
SPTM	-897 - 4.27%	$67.03 - $74.61 $60.1K - $66.9K	20.1K $1.45B
MSFT	-25 - 2.25%	$375.39 - $447.2 $9.38K - $11.2K	1.09K $432M

Activity Summary All Purchases 14 New Holdings 7 Increased Positions 7 All Sells 16 Reductions 16 Sold out 0 Calls 0 Puts 0

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