Fmb Wealth Management Portfolio Holdings

Fmb Wealth Management

  • $177 Billion
  • Q3 2024

Fmb Wealth Management has filed its 13F form on November 01, 2024 for Q3 2024 where it was disclosed a total value porftolio of $177 Billion distributed in 102 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $25.2B, Dimensional ETF Trust with a value of $19B, Dimensional ETF Trust with a value of $11.9B, American Centy ETF Tr Avantis with a value of $10.8B, and Dimensional ETF Tr with a value of $7.89B.

Examining the 13F form we can see an increase of $45.4B in the current position value, from $132B to 177B. Also it can be appreciated an additional of 7 stocks purchases and 1 closed positions.

Fmb Wealth Management is based out at Westlake Village, CA

Below you can find more details about Fmb Wealth Management portfolio as well as his latest detailed transactions.

Portfolio value $177 Billion
ETFs: $107 Billion
Technology: $9.96 Billion
Healthcare: $3.23 Billion
Communication Services: $2.35 Billion
Consumer Cyclical: $1.6 Billion
Financial Services: $1.34 Billion
Energy: $1.18 Billion
Industrials: $581 Million
Other: $683 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$255 Million 0.14% of portfolio
19,823
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 102
  • Current Value $177 Billion
  • Prior Value $132 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 01, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 7 stocks
  • Additional Purchases 24 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 14 stocks
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