Fft Wealth Management LLC has filed its 13F form on April 30, 2024 for Q1 2024 where it was disclosed a total value porftolio of $1.16 Billion distributed in 154 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $539M, Vanguard Bd Index Fd Inc Total with a value of $103M, Spdr S&P 500 ETF Trust with a value of $97.5M, Ishares Core S&P 500 ETF with a value of $48.1M, and Tjx Companies Inc with a value of $35.9M.

Examining the 13F form we can see an increase of $470K in the current position value, from $1.15B to 1.16B.

Fft Wealth Management LLC is based out at West Conshohocken, PA

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

Portfolio value $1.16 Billion
ETFs: $993 Million
Consumer Cyclical: $75.8 Million
Technology: $24.4 Million
Financial Services: $16.6 Million
Communication Services: $14.6 Million
Energy: $11 Million
Healthcare: $5.68 Million
Industrials: $5.6 Million
Other: $8.83 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 154
  • Current Value $1.16 Billion
  • Prior Value $1.15 Billion
  • Filing
  • Period Q1 2024
  • Filing Date April 30, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 22 stocks
  • Additional Purchases 84 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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