Fmfe Wealth Management, LLC Portfolio Holdings by Sector
Fmfe Wealth Management, LLC
- $109 Billion
- Q1 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
DFAT DFUV DFUS DFIV DFAS DFAC SPY 7 stocks |
$102 Million
93.77% of portfolio
|
  4  
|
  3  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$1.5 Million
1.38% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Insurance Brokers | Financial Services
BRO 1 stocks |
$921,643
0.85% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Asset Management | Financial Services
CET 1 stocks |
$571,330
0.52% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
LLY 1 stocks |
$537,570
0.49% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
GE 1 stocks |
$523,430
0.48% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Beverages—Non-Alcoholic | Consumer Defensive
MNST 1 stocks |
$355,680
0.33% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
V 1 stocks |
$283,266
0.26% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$270,424
0.25% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Information Technology Services | Technology
ACN 1 stocks |
$265,850
0.24% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Staffing & Employment Services | Industrials
ADP 1 stocks |
$231,759
0.21% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$222,483
0.2% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$222,333
0.2% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Utilities—Regulated Electric | Utilities
NEE 1 stocks |
$214,546
0.2% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Aerospace & Defense | Industrials
DCO 1 stocks |
$205,200
0.19% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Insurance—Life | Financial Services
AFL 1 stocks |
$201,428
0.18% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Restaurants | Consumer Cyclical
MCD 1 stocks |
$200,185
0.18% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
QRTEA 1 stocks |
$65,180
0.06% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|