Fft Wealth Management LLC Reduced Holdings in Q4 2024

Fft Wealth Management LLC

  • $1.3 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BND
Vanguard Bd Index Fd Inc Total

ETFs
-93.7K
- 6.38%
$71.75 - $75.11 $6.72M - $7.04M
1.38M $98.9M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-35.5K
- 3.5%
$521.84 - $558.82 $18.5M - $19.8M
977K $526M
VGIT
Vanguard Intermediate Term Tre

ETFs
-94.1K
- 74.52%
$57.78 - $60.4 $5.44M - $5.68M
32.2K $1.87M
VEA
Vanguard Ftse Developed Market

ETFs
-83.9K
- 48.05%
$47.57 - $52.44 $3.99M - $4.4M
90.7K $4.34M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-74.1K
- 61.81%
$44.04 - $49.49 $3.26M - $3.67M
45.8K $2.02M
VGSH
Vanguard

ETFs
-44.4K
- 82.6%
$58.02 - $58.88 $2.58M - $2.61M
9.36K $544K
VGLT
Vanguard Long Term Treasury Et

ETFs
-26.9K
- 75.06%
$55.1 - $61.74 $1.48M - $1.66M
8.94K $495K
EEM
Ishares Msci Emerging Markets

ETFs
-19.2K
- 9.37%
$41.82 - $47.36 $803K - $909K
186K $7.77M
IEFA
Ishares Tr

ETFs
-850
- 0.63%
$70.06 - $77.43 $59.6K - $65.8K
135K $9.49M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-4.41K
- 6.4%
$75.1 - $82.99 $331K - $366K
64.6K $4.88M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-601
- 0.7%
$96.64 - $101.23 $58.1K - $60.8K
85.7K $8.31M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-1.03K
- 5.66%
$89.81 - $104.0 $92.1K - $107K
17.1K $1.54M
AMD
Advanced Micro Devices Inc

Technology
-610
- 15.46%
$118.88 - $172.8 $72.5K - $105K
3.34K $402K
ISRG
Intuitive Surgical Inc

Healthcare
-422
- 39.89%
$471.27 - $550.62 $199K - $232K
636 $331K
ANSS
Ansys Inc

Technology
-454
- 38.06%
$313.05 - $361.45 $142K - $164K
739 $249K
LLY
Eli Lilly & CO

Healthcare
-62
- 11.63%
$727.2 - $932.06 $45.1K - $57.8K
471 $363K
CPRT
Copart Inc

Consumer Cyclical
-35.5K
- 9.1%
$51.36 - $63.8 $1.82M - $2.26M
354K $20.3M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-244
- 16.86%
$370.24 - $418.94 $90.3K - $102K
1.2K $483K
XYL
Xylem Inc.

Industrials
-40
- 1.49%
$116.02 - $137.45 $4.64K - $5.5K
2.65K $307K
ACN
Accenture PLC

Technology
-145
- 11.13%
$343.9 - $376.86 $49.9K - $54.6K
1.16K $407K
ALC
Alcon Inc

Healthcare
-11
- 0.33%
$83.87 - $99.15 $923 - $1.09K
3.34K $283K
MRK
Merck & Co., Inc.

Healthcare
-19
- 0.54%
$96.31 - $114.76 $1.83K - $2.18K
3.51K $349K
MQ
Marqeta, Inc.

Technology
-5K
- 18.27%
$3.42 - $5.95 $17.1K - $29.8K
22.4K $84K
FTV
Fortive Corp

Technology
-453
- 14.25%
$71.16 - $79.68 $32.2K - $36.1K
2.73K $204K
GD
General Dynamics Corp

Industrials
-11
- 1.1%
$260.28 - $314.03 $2.86K - $3.45K
986 $259K
MDT
Medtronic PLC

Healthcare
-79
- 3.02%
$79.61 - $92.24 $6.29K - $7.29K
2.54K $202K
MNST
Monster Beverage Corp

Consumer Defensive
-401
- 7.93%
$49.24 - $56.38 $19.7K - $22.6K
4.66K $244K
TXN
Texas Instruments Inc

Technology
-59
- 3.45%
N/A
1.65K $321K
AIG
American International Group, Inc.

Financial Services
-12
- 0.28%
$70.0 - $79.22 $840 - $951
4.34K $316K
ATO
Atmos Energy Corp

Utilities
-21
- 0.84%
$136.41 - $151.43 $2.86K - $3.18K
2.49K $346K
Linde PLC
-95
- 11.09%
N/A
762 $0
AKAM
Akamai Technologies Inc

Technology
-8
- -0.0%
N/A
617K $56M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-146
- 2.35%
$46.48 - $51.32 $6.79K - $7.49K
6.07K $292K
RPM
Rpm International Inc

Basic Materials
-10
- 0.36%
$120.09 - $140.26 $1.2K - $1.4K
2.74K $336K
XEL
Xcel Energy Inc

Utilities
-37
- 0.84%
$62.16 - $72.92 $2.3K - $2.7K
4.38K $295K
TDY
Teledyne Technologies Inc

Technology
-4
- 0.63%
$436.59 - $489.24 $1.75K - $1.96K
633 $293K
CTRA
Coterra Energy Inc.

Energy
-79
- 0.73%
$22.71 - $27.63 $1.79K - $2.18K
10.7K $273K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
-21
- 0.09%
$9.95 - $12.23 $209 - $257
23K $270K
CFR
Cullen/Frost Bankers, Inc.

Financial Services
-18
- 0.92%
$107.98 - $143.92 $1.94K - $2.59K
1.94K $259K
JPM
Jpmorgan Chase & CO

Financial Services
-115
- 4.68%
$205.18 - $250.29 $23.6K - $28.8K
2.34K $561K
APO
Apollo Global Management, Inc.

Financial Services
-378
- 13.51%
$131.36 - $178.61 $49.7K - $67.5K
2.42K $399K
SHOP
Shopify Inc.

Technology
-177
- 4.78%
$78.14 - $119.49 $13.8K - $21.1K
3.52K $374K
Activity Summary
Buys All Purchases 124 New Holdings 20 Increased Positions 104 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 0 Puts 0
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