Fma Wealth Management, LLC Portfolio Holdings by Sector

Fma Wealth Management, LLC

$146 Billion
Q3 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs VEA JCPB IWF IWD SMLF JHMM VWO ONEY 18 stocks	$94.3 Million 92.72% of portfolio	13	5	2	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$2.03 Million 2.0% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology ORCL MSFT CHKP 3 stocks	$1.9 Million 1.86% of portfolio	-	2	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities NEE 1 stocks	$565,722 0.56% of portfolio	-	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$423,306 0.42% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM 1 stocks	$395,148 0.39% of portfolio	-	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials EMR 1 stocks	$342,511 0.34% of portfolio	-	-	-	-	0 Calls 0 Puts
Entertainment \| Communication Services DIS 1 stocks	$251,900 0.25% of portfolio	-	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare ABBV 1 stocks	$227,604 0.22% of portfolio	1	-	1	-	0 Calls 0 Puts

Information Technology Services \| Technology IBM 1 stocks	$220,085 0.22% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$219,570 0.22% of portfolio	-	-	-	-	0 Calls 0 Puts
Insurance—Life \| Financial Services MFC 1 stocks	$214,884 0.21% of portfolio	-	-	-	-	0 Calls 0 Puts
Furnishings, Fixtures & Appliances \| Consumer Cyclical LOVE 1 stocks	$208,304 0.2% of portfolio	-	-	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare ABT 1 stocks	$204,125 0.2% of portfolio	-	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services BAC 1 stocks	$202,852 0.2% of portfolio	1	-	1	-	0 Calls 0 Puts

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