Fma Wealth Management, LLC Portfolio Holdings

Fma Wealth Management, LLC has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $138 Billion distributed in 43 stocks.

Among their holdings, we can observe that their the top five positions include companies like: J P Morgan Exchange Traded Fd with a value of $13.7B, Vanguard Ftse Developed Market with a value of $13.5B, Ishares Russell 1000 Gr ETF with a value of $13.2B, J P Morgan Exchange Traded F with a value of $11.9B, and Ishares Russell 1000 Val ETF with a value of $11.5B.

Examining the 13F form we can see an increase of $14.2B in the current position value, from $124B to 138B.

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.