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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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