Fmfe Wealth Management, LLC Portfolio Holdings

Fmfe Wealth Management, LLC

  • $109 Billion
  • Q1 2024

Fmfe Wealth Management, LLC has filed its 13F form on May 13, 2024 for Q1 2024 where it was disclosed a total value porftolio of $109 Billion distributed in 24 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Target with a value of $29B, Dimensional ETF Tr Us Marketwi with a value of $24.3B, Dimensional ETF Tr U S Equity with a value of $21.3B, Dimensional ETF Tr with a value of $13.4B, and Dimensional ETF Tr U S Small C with a value of $12.7B.

Examining the 13F form we can see an increase of $7.48B in the current position value, from $102B to 109B.

Fmfe Wealth Management, LLC is based out at Syracuse, NY

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

Portfolio value $109 Billion
ETFs: $102 Billion
Financial Services: $2.2 Billion
Technology: $2.04 Billion
Industrials: $960 Million
Healthcare: $538 Million
Consumer Defensive: $356 Million
Consumer Cyclical: $265 Million
Energy: $222 Million
Other: $215 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$29 Billion 26.58% of portfolio
532,451
Q1 2024 Reduced 0.31%
$0
$24.3 Billion 22.32% of portfolio
594,979
Q1 2024 Added 0.01%
$0
$21.3 Billion 19.52% of portfolio
373,433
Q1 2024 Reduced 1.47%
$0
$13.4 Billion 12.27% of portfolio
364,176
Q1 2024 Added 0.29%
$0
$12.7 Billion 11.69% of portfolio
204,401
Q1 2024 Reduced 0.07%
$3.43T
$1.5 Billion 1.38% of portfolio
3,565
Q1 2024 Reduced 0.97%
$0
$1.14 Billion 1.05% of portfolio
35,739
Q1 2024 Added 0.78%
$25.4B
$922 Million 0.85% of portfolio
10,528
Q4 2023 New
$1.2B
$571 Million 0.52% of portfolio
13,678
Q4 2023 New
$853B
$538 Million 0.49% of portfolio
691
Q4 2023 New
$178B
$523 Million 0.48% of portfolio
2,982
Q1 2024 Reduced 0.27%
$0
$378 Million 0.35% of portfolio
723
Q1 2024 Added 0.98%
$25.9B
$356 Million 0.33% of portfolio
6,000
Q4 2023 New
$440B
$283 Million 0.26% of portfolio
1,015
Q4 2023 New
$3.56T
$270 Million 0.25% of portfolio
1,577
Q4 2023 New
$193B
$266 Million 0.24% of portfolio
767
Q4 2023 New
$141B
$215 Million 0.2% of portfolio
3,357
Q4 2023 New
$478B
$222 Million 0.2% of portfolio
1,914
Q1 2024 New
$612B
$222 Million 0.2% of portfolio
1,110
Q1 2024 New
$705M
$205 Million 0.19% of portfolio
4,000
Q4 2023 New
$184B
$200 Million 0.18% of portfolio
710
Q1 2024 Reduced 1.53%
$56.3B
$201 Million 0.18% of portfolio
2,346
Q1 2024 New
$239M
$65.2 Million 0.06% of portfolio
52,992
Q1 2024 Added 43.23%

Summary

  • Portfolio
  • No. of Stocks 24
  • Current Value $109 Billion
  • Prior Value $102 Billion
  • Filing
  • Period Q1 2024
  • Filing Date May 13, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 3 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 6 stocks
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