Fma Wealth Management, LLC Reduced Holdings in Q3 2024

Fma Wealth Management, LLC

  • $138 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
-100
- 8.24%
$395.15 - $467.56 $39.5K - $46.8K
1.11K $479M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-962
- 13.65%
$50.25 - $50.74 $48.3K - $48.8K
6.09K $309M
ELV
Elevance Health, Inc.

Healthcare
-25
- 5.0%
$500.12 - $562.29 $12.5K - $14.1K
475 $247M
LLY
Eli Lilly & CO

Healthcare
-15
- 4.11%
$772.14 - $960.02 $11.6K - $14.4K
350 $310M
MFC
Manulife Financial Corp

Financial Services
-886
- 11.38%
$24.13 - $29.63 $21.4K - $26.3K
6.9K $204M
XOM
Exxon Mobil Corp

Energy
-65
- 1.76%
$109.72 - $119.0 $7.13K - $7.74K
3.63K $425M
PG
Procter & Gamble CO

Consumer Defensive
-100
- 3.38%
$160.76 - $177.82 $16.1K - $17.8K
2.86K $494M
TSLA
Tesla, Inc.

Consumer Cyclical
-100
- 9.19%
$191.76 - $263.26 $19.2K - $26.3K
988 $258M
NEE
Nextera Energy Inc

Utilities
-44
- 0.54%
$69.9 - $84.97 $3.08K - $3.74K
8.09K $684M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-604
- 1.69%
$332.02 - $382.76 $201K - $231K
35.2K $13.2B
IWD
Ishares Russell 1000 Val ETF

ETFs
-305
- 0.5%
$173.36 - $189.8 $52.9K - $57.9K
60.8K $11.5B
Activity Summary
Buys All Purchases 24 New Holdings 7 Increased Positions 17 Sells All Sells 12 Reductions 12 Sold out 0 Options Calls 0 Puts 0
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