Fmfe Wealth Management, LLC Portfolio Holdings by Sector
Fmfe Wealth Management, LLC
- $108 Billion
- Q2 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
DFAT DFUV DFUS DFIV DFAS DFAC SPY 7 stocks |
$101 Million
93.64% of portfolio
|
  5  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$1.58 Million
1.47% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Insurance Brokers | Financial Services
BRO 1 stocks |
$941,331
0.87% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Asset Management | Financial Services
CET 1 stocks |
$602,106
0.56% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
LLY 1 stocks |
$535,080
0.5% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
GE 1 stocks |
$474,049
0.44% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$332,148
0.31% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Beverages—Non-Alcoholic | Consumer Defensive
MNST 1 stocks |
$299,700
0.28% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
V 1 stocks |
$266,407
0.25% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Utilities—Regulated Electric | Utilities
NEE 1 stocks |
$237,709
0.22% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Information Technology Services | Technology
ACN 1 stocks |
$232,715
0.22% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Aerospace & Defense | Industrials
DCO 1 stocks |
$232,240
0.22% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$224,509
0.21% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Staffing & Employment Services | Industrials
ADP 1 stocks |
$221,504
0.21% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$220,340
0.2% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Insurance—Life | Financial Services
AFL 1 stocks |
$209,521
0.19% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Apparel Retail | Consumer Cyclical
TJX 1 stocks |
$204,786
0.19% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
QRTEA 1 stocks |
$33,385
0.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|