Fma Wealth Management, LLC Portfolio Holdings by Sector
Fma Wealth Management, LLC
- $135 Billion
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
VEA JCPB IWF IWD SMLF JHMM VWO ONEY 16 stocks |
$87.7 Million
92.96% of portfolio
|
  12  
|
  4  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
ORCL MSFT CHKP 3 stocks |
$1.83 Million
1.94% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1.78 Million
1.89% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Utilities—Regulated Electric | Utilities
NEE 1 stocks |
$520,233
0.55% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
$438,927
0.47% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$377,800
0.4% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
EMR 1 stocks |
$348,125
0.37% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Entertainment | Communication Services
DIS 1 stocks |
$272,822
0.29% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Information Technology Services | Technology
IBM 1 stocks |
$229,928
0.24% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Insurance—Life | Financial Services
MFC 1 stocks |
$220,472
0.23% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$219,390
0.23% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Medical Devices | Healthcare
ABT 1 stocks |
$207,279
0.22% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Furnishings, Fixtures & Appliances | Consumer Cyclical
LOVE 1 stocks |
$200,504
0.21% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|