Fft Wealth Management LLC Portfolio Holdings

Fft Wealth Management LLC

  • $1.3 Billion
  • Q3 2024

Fft Wealth Management LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.3 Billion distributed in 166 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 $534M, Vanguard Bd Index Fd Inc Total with a value of $110M, Spdr S&P 500 ETF Trust with a value of $106M, Ishares Core S&P 500 ETF with a value of $58.8M, and Akamai Technologies Inc with a value of $56M.

Examining the 13F form we can see an increase of $180M in the current position value, from $1.12B to 1.3B.

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 $1.3 Billion
ETFs: $1.07 Billion
Technology: $88.8 Million
Consumer Cyclical: $65.2 Million
Financial Services: $20.3 Million
Communication Services: $17.4 Million
Energy: $12.6 Million
Healthcare: $6.61 Million
Industrials: $5.39 Million
Other: $9.72 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$9.55B
$7.86 Million 0.61% of portfolio
144,050
Q3 2024 Added 0.25%
$6.6B
$3.37 Million 0.26% of portfolio
38,971
Q1 2024 New
$6.42B
$1.59 Million 0.12% of portfolio
33,822
Q4 2023 Added 74.14%
$7.31B
$1.18 Million 0.09% of portfolio
11,419
Q3 2024 Added 0.03%
$4.88B
$243,000 0.02% of portfolio
8,703
Q3 2024 Added 2.39%
$8.52B
$218,000 0.02% of portfolio
1,953
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 166
  • Current Value $1.3 Billion
  • Prior Value $1.12 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 17 stocks
  • Additional Purchases 99 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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