Fma Wealth Management, LLC Purchases and Sells in Q3 2025

Fma Wealth Management, LLC

$146 Billion
Q3 2025

Top Buys

Incresed Positions

18 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FIDELITY COVINGTON TRUST	43.3K + 38.63%	N/A	155K $5.49B
JCPB	9.32K + 3.11%	$46.37 - $47.77 $432K - $445K	309K $14.7B
SMLF	64 + 0.08%	$68.27 - $75.58 $4.37K - $4.84K	75.9K $5.65B
VWO	938 + 1.08%	$49.43 - $54.52 $46.4K - $51.1K	88K $4.77B
JPIE	9.04K + 3.45%	$46.01 - $46.55 $416K - $421K	271K $12.6B
FIDELITY COVINGTON TRUST	647 + 0.74%	N/A	88.1K $3.22B

New Holdings

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JPST	17.2K New	$50.47 - $50.74 $870K - $874K	17.2K $874M
ABBV	983 New	$184.85 - $231.54 $182K - $228K	983 $228M
USMF	4.01K New	$50.16 - $52.45 $201K - $210K	4.01K $210M
BAC	3.93K New	$44.92 - $52.42 $177K - $206K	3.93K $203M

Top Sells

Reduced Positions

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
OSEA	-4.18K - 2.32%	N/A	176K $5.2B
KMLM	-1.01K - 4.3%	$26.05 - $27.27 $26.3K - $27.5K	22.4K $604M
FIDELITY COVINGTON TRUST	-93 - 1.31%	N/A	7.02K $235M
MSFT	-20 - 1.84%	$491.09 - $535.64 $9.82K - $10.7K	1.07K $553M
ORCL	-575 - 14.73%	$218.96 - $328.33 $126K - $189K	3.33K $936M
AAPL	-709 - 8.16%	$202.38 - $256.87 $143K - $182K	7.98K $2.03B

Activity Summary All Purchases 22 New Holdings 4 Increased Positions 18 All Sells 10 Reductions 10 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Fma Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fma Wealth Management, LLC with notifications on news.