Fmb Wealth Management Portfolio Holdings

Fmb Wealth Management

  • $177 Billion
  • Q3 2024

Fmb Wealth Management has filed its 13F form on November 01, 2024 for Q3 2024 where it was disclosed a total value porftolio of $177 Billion distributed in 102 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $25.2B, Dimensional ETF Trust with a value of $19B, Dimensional ETF Trust with a value of $11.9B, American Centy ETF Tr Avantis with a value of $10.8B, and Dimensional ETF Tr with a value of $7.89B.

Examining the 13F form we can see an increase of $45.4B in the current position value, from $132B to 177B. Also it can be appreciated an additional of 7 stocks purchases and 1 closed positions.

Fmb Wealth Management is based out at Westlake Village, CA

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

Portfolio value $177 Billion
ETFs: $107 Billion
Technology: $9.96 Billion
Healthcare: $3.23 Billion
Communication Services: $2.35 Billion
Consumer Cyclical: $1.6 Billion
Financial Services: $1.34 Billion
Energy: $1.18 Billion
Industrials: $581 Million
Other: $683 Million

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.67T
$4.49 Billion 2.54% of portfolio
19,291
Q3 2024 Added 2.66%
$366B
$2.69 Billion 1.52% of portfolio
22,175
Q3 2024 Added 34.15%
$3.08T
$1.45 Billion 0.82% of portfolio
3,363
Q2 2024 Added 2.69%
$614B
$788 Million 0.45% of portfolio
1,712
Q2 2024 Reduced 0.87%
$2.02T
$766 Million 0.43% of portfolio
4,109
Q3 2024 Added 7.23%
$1.27T
$733 Million 0.41% of portfolio
1,280
Q3 2024 Reduced 2.22%
$316B
$640 Million 0.36% of portfolio
4,343
Q3 2024 Reduced 0.02%
$1T
$625 Million 0.35% of portfolio
3,769
Q3 2024 Reduced 1.87%
$1.03T
$578 Million 0.33% of portfolio
3,457
Q3 2024 Reduced 3.08%
$1.07T
$549 Million 0.31% of portfolio
2,097
Q3 2024 Added 5.59%
$992B
$458 Million 0.26% of portfolio
2,638
Q1 2023 New
$399B
$411 Million 0.23% of portfolio
580
Q2 2024 Added 4.32%
$508B
$333 Million 0.19% of portfolio
2,837
Q3 2024 Reduced 1.87%
$232B
$307 Million 0.17% of portfolio
2,578
Q2 2024 Added 8.78%
$420B
$285 Million 0.16% of portfolio
704
Q3 2024 Added 0.57%
$267B
$266 Million 0.15% of portfolio
319
Q4 2023 New
$713B
$223 Million 0.13% of portfolio
252
Q2 2024 New
$409B
$228 Million 0.13% of portfolio
1,319
Q2 2024 Reduced 3.79%
$423B
$223 Million 0.13% of portfolio
251
Q2 2024 New
$236B
$208 Million 0.12% of portfolio
3,148
Q1 2024 Reduced 0.03%
$407B
$214 Million 0.12% of portfolio
1,322
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 102
  • Current Value $177 Billion
  • Prior Value $132 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 01, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 7 stocks
  • Additional Purchases 24 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 14 stocks
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