Fma Wealth Management, LLC Portfolio Holdings

Fma Wealth Management, LLC

  • $138 Billion
  • Q3 2024

Fma Wealth Management, LLC has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $138 Billion distributed in 43 stocks.

Among their holdings, we can observe that their the top five positions include companies like: J P Morgan Exchange Traded Fd with a value of $13.7B, Vanguard Ftse Developed Market with a value of $13.5B, Ishares Russell 1000 Gr ETF with a value of $13.2B, J P Morgan Exchange Traded F with a value of $11.9B, and Ishares Russell 1000 Val ETF with a value of $11.5B.

Examining the 13F form we can see an increase of $14.2B in the current position value, from $124B to 138B.

Fma Wealth Management, LLC is based out at Duxbury, MA

Below you can find more details about Fma Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $138 Billion
ETFs: $92.8 Billion
Technology: $4.21 Billion
Healthcare: $771 Million
Consumer Cyclical: $745 Million
Utilities: $684 Million
Consumer Defensive: $494 Million
Energy: $425 Million
Industrials: $286 Million
Other: $415 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.11T
$2.41 Billion 1.75% of portfolio
10,348
Q3 2024 Reduced 1.85%
$456B
$687 Million 0.5% of portfolio
4,029
Q4 2023 New
$402B
$494 Million 0.36% of portfolio
2,855
Q3 2024 Reduced 3.38%
$3.21T
$479 Million 0.35% of portfolio
1,113
Q3 2024 Reduced 8.24%
$444B
$425 Million 0.31% of portfolio
3,625
Q3 2024 Reduced 1.76%
$744B
$310 Million 0.22% of portfolio
350
Q3 2024 Reduced 4.11%
$2.28T
$279 Million 0.2% of portfolio
1,500
Q2 2024 Added 15.38%
$1.36T
$258 Million 0.19% of portfolio
988
Q3 2024 Reduced 9.19%
$208B
$253 Million 0.18% of portfolio
488
Q4 2023 New
$315B
$214 Million 0.16% of portfolio
1,083
Q3 2024 New
$203B
$212 Million 0.15% of portfolio
2,200
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 43
  • Current Value $138 Billion
  • Prior Value $124 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 15, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 7 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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