Fmb Wealth Management Reduced Holdings in Q3 2025

Fmb Wealth Management

  • $191 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NFLX
Netflix Inc

Communication Services
-44
- 7.33%
$1147.87 - $1297.18 $50.5K - $57.1K
556 $666K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.09K
- 18.36%
$108.46 - $120.63 $118K - $131K
4.85K $575K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-134
- 7.06%
$459.11 - $506.91 $61.5K - $67.9K
1.76K $886K
AMZN
Amazon Com Inc

Consumer Cyclical
-153
- 3.51%
$211.65 - $238.24 $32.4K - $36.5K
4.2K $922K
COST
Costco Wholesale Corp

Consumer Defensive
-17
- 6.91%
$915.95 - $994.57 $15.6K - $16.9K
229 $211K
CRWD
Crowd Strike Holdings, Inc.

Technology
-26
- 3.91%
$412.46 - $514.1 $10.7K - $13.4K
639 $313K
IBM
International Business Machines Corp

Technology
-39
- 3.59%
$234.77 - $292.47 $9.16K - $11.4K
1.05K $295K
META
Meta Platforms, Inc.

Communication Services
-4
- 0.34%
$695.21 - $791.73 $2.78K - $3.17K
1.16K $848K
PG
Procter & Gamble CO

Consumer Defensive
-2
- 0.14%
$150.47 - $161.22 $301 - $322
1.43K $219K
T
At&T Inc.

Communication Services
-13
- 0.17%
$26.94 - $29.62 $350 - $385
7.64K $215K
Dimensional ETF Trust
-91
- 0.04%
N/A
208K $0
Dimensional ETF Trust
-288
- 0.67%
N/A
42.8K $0
AVGE
American Centy ETF Tr Avantis
-6
- 0.01%
N/A
62.6K $0
AMGN
Amgen Inc

Healthcare
-27
- 0.38%
$271.18 - $309.22 $7.32K - $8.35K
7K $1.98M
JNJ
Johnson & Johnson

Healthcare
-10
- 0.73%
$155.17 - $185.42 $1.55K - $1.85K
1.36K $251K
PLTR
Palantir Technologies Inc.

Technology
-150
- 9.17%
$130.68 - $186.97 $19.6K - $28K
1.49K $271K
MSFT
Microsoft Corp

Technology
-14
- 0.41%
$491.09 - $535.64 $6.88K - $7.5K
3.41K $1.76M
CVX
Chevron Corp

Energy
-23
- 0.27%
$145.57 - $161.83 $3.35K - $3.72K
8.4K $1.3M
AVGO
Broadcom Inc.

Technology
-4
- 0.18%
$264.74 - $369.57 $1.06K - $1.48K
2.21K $728K
TSLA
Tesla, Inc.

Consumer Cyclical
-28
- 1.27%
$293.94 - $444.72 $8.23K - $12.5K
2.18K $967K
DFIV
Dimensional ETF Tr

ETFs
-87
- 0.11%
$42.66 - $46.53 $3.71K - $4.05K
82.6K $3.81M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-620
- 0.94%
$63.41 - $69.69 $39.3K - $43.2K
65.4K $4.48M
DFAU
Dimensional ETF Tr

ETFs
-1.08K
- 0.49%
$42.42 - $45.96 $45.7K - $49.5K
217K $9.94M
Activity Summary
Buys All Purchases 35 New Holdings 7 Increased Positions 28 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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