Fma Wealth Management, LLC Portfolio Holdings by Sector
Fma Wealth Management, LLC
- $124 Billion
- Q2 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
IWF VEA BSV IWD JCPB BND IWS VWO 23 stocks |
$100 Million
93.1% of portfolio
|
  19  
|
  4  
|
  1  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$2.22 Million
2.06% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
ORCL MSFT CHKP ADBE 4 stocks |
$1.71 Million
1.58% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Utilities—Regulated Electric | Utilities
NEE 1 stocks |
$576,252
0.53% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
$487,339
0.45% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$424,787
0.39% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
LLY 1 stocks |
$330,464
0.31% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$289,875
0.27% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
EMR 1 stocks |
$287,628
0.27% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Healthcare Plans | Healthcare
ELV 1 stocks |
$270,930
0.25% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Entertainment | Communication Services
DIS 1 stocks |
$218,438
0.2% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$215,293
0.2% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Insurance—Life | Financial Services
MFC 1 stocks |
$207,222
0.19% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Furnishings, Fixtures & Appliances | Consumer Cyclical
LOVE 1 stocks |
$201,386
0.19% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|