Fft Wealth Management LLC Portfolio Holdings

Fft Wealth Management LLC

  • $437 Million
  • Q1 2025

Fft Wealth Management LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $437 Million distributed in 97 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $87.9M, Ishares Russell 3000 ETF with a value of $41.2M, Ishares Core Dividend Growth E with a value of $39.8M, Spdr S&P 500 ETF Trust with a value of $30.4M, and Ishares Core S&P Sm Cap ETF with a value of $19.9M.

Examining the 13F form we can see an decrease of $858M in the current position value, from $1.3B to 437M.

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 $437 Million
ETFs: $321 Million
Consumer Cyclical: $35.6 Million
Communication Services: $18.8 Million
Technology: $17.2 Million
Financial Services: $17.1 Million
Energy: $13.1 Million
Industrials: $5.42 Million
Real Estate: $3.16 Million
Other: $5.55 Million

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.44T
$9.52 Million 2.18% of portfolio
16,520
Q1 2025 Reduced 5.19%
$3.22T
$6.41 Million 1.46% of portfolio
28,838
Q1 2025 Added 48.02%
$2.1T
$5.5 Million 1.26% of portfolio
28,893
Q1 2025 Reduced 17.71%
$1.06T
$4.17 Million 0.95% of portfolio
26,718
Q1 2025 Added 8.89%
$1.03T
$2.7 Million 0.62% of portfolio
17,435
Q1 2025 Added 53.54%
$655B
$1.74 Million 0.4% of portfolio
3,276
Q1 2025 Added 399.39%
$689B
$1.54 Million 0.35% of portfolio
1,869
Q1 2025 Added 296.82%
$587B
$1.42 Million 0.33% of portfolio
4,058
Q1 2025 Added 13.32%
$548B
$1.15 Million 0.26% of portfolio
2,096
Q1 2025 Reduced 23.31%
$3.43T
$947,000 0.22% of portfolio
2,525
Q1 2025 Reduced 82.64%
$220B
$807,000 0.18% of portfolio
3,000
Q1 2025 New
$338B
$648,000 0.15% of portfolio
5,980
Q1 2025 Reduced 84.1%
$232B
$558,000 0.13% of portfolio
1,788
Q1 2025 New
$328B
$543,000 0.12% of portfolio
2,595
Q1 2025 Reduced 15.39%
$264B
$306,000 0.07% of portfolio
1,532
Q1 2025 Reduced 24.49%
$233B
$291,000 0.07% of portfolio
2,200
Q1 2025 Reduced 44.97%
$401B
$306,000 0.07% of portfolio
1,850
Q1 2025 Reduced 37.77%
$1.15T
$263,000 0.06% of portfolio
1,016
Q1 2025 Reduced 52.21%
$437B
$220,000 0.05% of portfolio
1,575
Q1 2025 Reduced 22.03%

Summary

  • Portfolio
  • No. of Stocks 97
  • Current Value $437 Million
  • Prior Value $1.3 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 20 stocks
  • Additional Purchases 28 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 41 stocks
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