Fmfe Wealth Management, LLC Portfolio Holdings

Fmfe Wealth Management, LLC

  • $108 Billion
  • Q2 2024

Fmfe Wealth Management, LLC has filed its 13F form on August 13, 2024 for Q2 2024 where it was disclosed a total value porftolio of $108 Billion distributed in 24 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Target with a value of $27.8B, Dimensional ETF Tr Us Marketwi with a value of $23.6B, Dimensional ETF Tr U S Equity with a value of $22.1B, Dimensional ETF Tr with a value of $13.5B, and Dimensional ETF Tr U S Small C with a value of $12.3B.

Examining the 13F form we can see an decrease of $1.39B in the current position value, from $109B to 108B.

Fmfe Wealth Management, LLC is based out at Syracuse, NY

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

Portfolio value $108 Billion
ETFs: $101 Billion
Financial Services: $2.24 Billion
Technology: $2.14 Billion
Industrials: $928 Million
Healthcare: $535 Million
Consumer Defensive: $300 Million
Consumer Cyclical: $238 Million
Utilities: $238 Million
Other: $220 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$31.3B
$941 Million 0.87% of portfolio
10,528
Q4 2023 New
$195B
$474 Million 0.44% of portfolio
2,982
Q1 2024 Reduced 0.27%
$28.8B
$300 Million 0.28% of portfolio
6,000
Q4 2023 New
$147B
$238 Million 0.22% of portfolio
3,357
Q4 2023 New
$127B
$222 Million 0.21% of portfolio
928
Q4 2023 New
$67.9B
$210 Million 0.19% of portfolio
2,346
Q1 2024 New
$136B
$205 Million 0.19% of portfolio
1,860
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 24
  • Current Value $108 Billion
  • Prior Value $109 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 13, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 1 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 3 stocks
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