Fmb Wealth Management Incresed Positions in Q1 2025

Fmb Wealth Management

  • $142 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DIS
Walt Disney CO

Communication Services
467
+ 24.5%
$96.87 - $114.0 $45.2K - $53.2K
2.37K $234K
PG
Procter & Gamble CO

Consumer Defensive
102
+ 7.73%
$158.56 - $176.26 $16.2K - $18K
1.42K $242K
VTI
Vanguard Total Stock Market Et

ETFs
23
+ 2.53%
$271.18 - $303.12 $6.24K - $6.97K
932 $254K
HD
Home Depot, Inc.

Consumer Cyclical
3
+ 0.42%
$347.25 - $424.87 $1.04K - $1.27K
710 $260K
Dimensional ETF Trust
574
+ 12.6%
N/A
5.13K $0
ROK
Rockwell Automation, Inc

Industrials
1
+ 0.1%
$255.29 - $303.75 $255 - $304
1.01K $259K
JPM
Jpmorgan Chase & CO

Financial Services
5
+ 0.4%
$225.19 - $279.95 $1.13K - $1.4K
1.24K $305K
XOM
Exxon Mobil Corp

Energy
4
+ 0.14%
$105.44 - $118.93 $422 - $476
2.85K $338K
AVSU
American Centy ETF Tr Avantis

ETFs
156
+ 2.6%
$61.4 - $69.08 $9.58K - $10.8K
6.16K $384K
NFLX
Netflix Inc

Communication Services
10
+ 1.8%
$828.4 - $1058.6 $8.28K - $10.6K
566 $527K
GOOG
Alphabet Inc.

Communication Services
5
+ 0.14%
$156.06 - $207.71 $780 - $1.04K
3.47K $541K
GOOGL
Alphabet Inc.

Communication Services
134
+ 3.54%
$154.33 - $206.19 $20.7K - $27.6K
3.92K $605K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
47
+ 2.75%
$442.66 - $534.52 $20.8K - $25.1K
1.76K $923K
AVEM
American Centy ETF Tr Avantis

ETFs
11
+ 0.08%
$57.11 - $62.4 $628 - $686
13.8K $831K
DFSV
Dimensional ETF Tr Dimensional

ETFs
5.66K
+ 20.69%
$27.56 - $32.1 $156K - $182K
33K $927K
AMZN
Amazon Com Inc

Consumer Cyclical
363
+ 9.06%
$190.26 - $242.06 $69.1K - $87.9K
4.37K $831K
TSLA
Tesla, Inc.

Consumer Cyclical
82
+ 3.77%
$222.15 - $428.22 $18.2K - $35.1K
2.26K $585K
QQQ
Invesco Qqq Trust, Series 1

ETFs
605
+ 31.68%
$468.34 - $539.52 $283K - $326K
2.52K $1.18M
DFIP
Dimensional ETF Tr Inflation P

ETFs
5.61K
+ 23.14%
$40.27 - $42.11 $226K - $236K
29.9K $1.25M
DFAR
Dimensional ETF Tr Dimensional

ETFs
5.17K
+ 10.73%
$22.35 - $24.52 $116K - $127K
53.4K $1.25M
IVV
Ishares Core S&P 500 ETF

ETFs
78
+ 3.71%
$554.06 - $615.85 $43.2K - $48K
2.18K $1.22M
MSFT
Microsoft Corp

Technology
11
+ 0.33%
$375.39 - $447.2 $4.13K - $4.92K
3.31K $1.24M
AMGN
Amgen Inc

Healthcare
71
+ 1.0%
$258.59 - $327.36 $18.4K - $23.2K
7.15K $2.23M
SPY
Spdr S&P 500 ETF Trust

ETFs
28
+ 0.74%
$551.42 - $612.93 $15.4K - $17.2K
3.8K $2.13M
AVUV
American Centy ETF Tr Avantis

ETFs
895
+ 3.47%
$84.95 - $100.62 $76K - $90.1K
26.7K $2.33M
Dimensional ETF Trust
1.54K
+ 3.76%
N/A
42.6K $0
DFIC
Dimensional ETF Tr Dimensional

ETFs
8.14K
+ 6.47%
$25.54 - $28.79 $208K - $234K
134K $3.76M
DFSD
Dimensional ETF Tr Short Durat

ETFs
25.5K
+ 35.1%
$46.74 - $47.55 $1.19M - $1.21M
98K $4.66M
DFAE
Dimensional ETF Tr

ETFs
1.68K
+ 1.2%
$24.64 - $26.86 $41.4K - $45.1K
141K $3.67M
AVGE
American Centy ETF Tr Avantis
121
+ 0.2%
N/A
60.8K $0
DFAX
Dimensional ETF Tr
60.1K
+ 19.26%
$24.45 - $27.2 $1.47M - $1.63M
372K $9.82M
DFAU
Dimensional ETF Tr

ETFs
24K
+ 11.73%
$37.84 - $42.29 $910K - $1.02M
229K $8.75M
AVUS
American Centy ETF Tr Avantis

ETFs
11.7K
+ 10.29%
$90.7 - $101.57 $1.06M - $1.19M
125K $11.6M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
51.1K
+ 6.36%
$32.42 - $36.13 $1.66M - $1.85M
855K $28M
Activity Summary
Buys All Purchases 44 New Holdings 9 Increased Positions 35 Sells All Sells 15 Reductions 15 Sold out 0 Options Calls 0 Puts 0
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