Fma Wealth Management, LLC Portfolio Holdings by Sector

Fma Wealth Management, LLC

$130 Billion
Q1 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs JCPB VEA IWF IWD JHMM SMLF ONEY VWO 16 stocks	$85.4 Million 91.85% of portfolio	5	9	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$2.24 Million 2.41% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology ORCL MSFT CHKP ADBE 4 stocks	$1.73 Million 1.86% of portfolio	-	1	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities NEE 1 stocks	$525,854 0.57% of portfolio	-	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY ABBV 2 stocks	$481,665 0.52% of portfolio	1	-	1	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$478,929 0.51% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM 1 stocks	$390,172 0.42% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$318,420 0.34% of portfolio	-	-	-	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials FBHS 1 stocks	$317,524 0.34% of portfolio	1	-	1	-	0 Calls 0 Puts
Chemicals \| Basic Materials DOW 1 stocks	$250,360 0.27% of portfolio	1	-	1	-	0 Calls 0 Puts
Insurance—Life \| Financial Services MFC 1 stocks	$214,953 0.23% of portfolio	-	-	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare ABT 1 stocks	$210,327 0.23% of portfolio	1	-	1	-	0 Calls 0 Puts
Furnishings, Fixtures & Appliances \| Consumer Cyclical LOVE 1 stocks	$209,744 0.23% of portfolio	1	-	1	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT 1 stocks	$204,419 0.22% of portfolio	1	-	1	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials DD 1 stocks	$4,147 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts

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