Frg Family Wealth Advisors LLC has filed its 13F form on May 15, 2024 for Q1 2024 where it was disclosed a total value porftolio of $521 Million distributed in 376 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $64.4M, Vanguard Total Stock Market Et with a value of $37.4M, Amazon Com Inc with a value of $34.4M, Boeing CO with a value of $26.3M, and Applied Materials Inc with a value of $20.2M.

Examining the 13F form we can see an increase of $29.8M in the current position value, from $492M to 521M.

Below you can find more details about Frg Family Wealth Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $521 Million
Technology: $133 Million
ETFs: $129 Million
Industrials: $60.4 Million
Healthcare: $45.8 Million
Consumer Defensive: $44.9 Million
Consumer Cyclical: $40.8 Million
Financial Services: $31.2 Million
Communication Services: $18.8 Million
Other: $17.2 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 376
  • Current Value $521 Million
  • Prior Value $492 Million
  • Filing
  • Period Q1 2024
  • Filing Date May 15, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 234 stocks
  • Additional Purchases 28 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 56 stocks
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