Fmb Wealth Management Reduced Holdings in Q2 2025

Fmb Wealth Management

  • $167 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AMGN
Amgen Inc

Healthcare
-121
- 1.69%
$262.28 - $309.85 $31.7K - $37.5K
7.03K $1.96M
DFSV
Dimensional ETF Tr Dimensional

ETFs
-5.58K
- 16.9%
$24.21 - $29.47 $135K - $164K
27.4K $806K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-568
- 22.58%
$416.06 - $551.64 $236K - $313K
1.95K $1.07M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
-6.87K
- 19.36%
$23.4 - $29.68 $161K - $204K
28.6K $849K
DFIP
Dimensional ETF Tr Inflation P

ETFs
-632
- 2.12%
$41.11 - $42.42 $26K - $26.8K
29.2K $1.22M
XOM
Exxon Mobil Corp

Energy
-4
- 0.14%
$99.93 - $119.04 $400 - $476
2.84K $306K
JNJ
Johnson & Johnson

Healthcare
-40
- 2.85%
$146.36 - $159.82 $5.85K - $6.39K
1.37K $208K
HD
Home Depot, Inc.

Consumer Cyclical
-3
- 0.42%
$335.24 - $380.78 $1.01K - $1.14K
707 $259K
Dimensional ETF Trust
-1.57K
- 0.46%
N/A
339K $0
Dimensional ETF Trust
-2.05K
- 0.98%
N/A
208K $0
IBM
International Business Machines Corp

Technology
-34
- 3.03%
$221.03 - $294.78 $7.52K - $10K
1.09K $320K
AVUV
American Centy ETF Tr Avantis

ETFs
-665
- 2.49%
$75.17 - $91.21 $50K - $60.7K
26K $2.37M
GOOG
Alphabet Inc.

Communication Services
-17
- 0.49%
$146.58 - $180.01 $2.49K - $3.06K
3.45K $612K
ROK
Rockwell Automation, Inc

Industrials
-2
- 0.2%
$218.97 - $332.17 $438 - $664
1K $333K
IVV
Ishares Core S&P 500 ETF

ETFs
-78
- 3.58%
$498.8 - $620.9 $38.9K - $48.4K
2.1K $1.31M
TSLA
Tesla, Inc.

Consumer Cyclical
-54
- 2.39%
$221.86 - $362.89 $12K - $19.6K
2.2K $700K
AMZN
Amazon Com Inc

Consumer Cyclical
-17
- 0.39%
$167.32 - $223.3 $2.84K - $3.8K
4.35K $955K
META
Meta Platforms, Inc.

Communication Services
-4
- 0.34%
$484.66 - $738.09 $1.94K - $2.95K
1.16K $856K
DFAS
Dimensional ETF Tr U S Small C

ETFs
-1.21K
- 1.79%
$52.31 - $63.72 $63.1K - $76.8K
66K $4.2M
DFAT
Dimensional ETF Tr U S Target

ETFs
-834
- 0.78%
$44.8 - $53.97 $37.4K - $45K
106K $5.7M
SPY
Spdr S&P 500 ETF Trust

ETFs
-1
- 0.03%
$496.48 - $617.85 $496 - $618
3.8K $2.35M
AVGO
Broadcom Inc.

Technology
-11
- 0.5%
$146.29 - $275.65 $1.61K - $3.03K
2.21K $609K
DFIV
Dimensional ETF Tr

ETFs
-114
- 0.14%
$34.67 - $43.21 $3.95K - $4.93K
82.7K $3.54M
DFAI
Dimensional ETF Tr

ETFs
-89
- 0.06%
$28.02 - $34.71 $2.49K - $3.09K
153K $5.29M
DFAU
Dimensional ETF Tr

ETFs
-10.6K
- 4.64%
$34.04 - $42.36 $361K - $450K
218K $9.25M
NVDA
Nvidia Corp

Technology
-13
- 0.07%
$94.31 - $157.99 $1.23K - $2.05K
18.8K $2.96M
Activity Summary
Buys All Purchases 42 New Holdings 12 Increased Positions 30 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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