Fma Wealth Management, LLC has filed its 13F form on July 18, 2024 for Q2 2024 where it was disclosed a total value porftolio of $124 Billion distributed in 43 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Russell 1000 Gr ETF with a value of $13.1B, Vanguard Ftse Developed Market with a value of $12.5B, Vanguard Bd Index Fd Inc Short with a value of $11.5B, Ishares Russell 1000 Val ETF with a value of $10.7B, and J P Morgan Exchange Traded Fd with a value of $9.68B.
Examining the 13F form we can see an increase of $3.03B in the current position value, from $121B to 124B.
Fma Wealth Management, LLC is based out at Duxbury, MA
Below you can find more details about Fma Wealth Management, LLC portfolio as well as his latest detailed transactions.