Frg Family Wealth Advisors LLC Purchases in Q1 2025

Frg Family Wealth Advisors LLC

  • $500 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JEPI
J P Morgan Exchange Traded Fd

ETFs
23.7K
+ 24.81%
$56.17 - $59.71 $1.33M - $1.41M
119K $6.8M
TSLA
Tesla, Inc.

Consumer Cyclical
4.28K
+ 710.8%
$222.15 - $428.22 $951K - $1.83M
4.88K $1.26M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
4.81K
+ 19.05%
$126.11 - $135.06 $606K - $649K
30K $3.87M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
20.8K
+ 21.53%
$51.45 - $58.51 $1.07M - $1.22M
117K $6.07M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
22.8K
New
$25.44 - $25.58 $580K - $583K
22.8K $582K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
1.72K
+ 50.55%
$211.47 - $267.17 $363K - $458K
5.11K $1.08M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
730
+ 0.21%
$27.01 - $28.54 $19.7K - $20.8K
354K $9.9M
XLV
Select Sector Spdr Fund Health

ETFs
790
+ 9.15%
$137.61 - $149.68 $109K - $118K
9.43K $1.38M
FNDX
Schwab Fundamental U S Large C

ETFs
6.71K
+ 4.96%
$23.03 - $25.01 $155K - $168K
142K $3.35M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
380
+ 20.65%
$507.05 - $563.67 $193K - $214K
2.22K $1.14M
BXSL
Blackstone Secured Lending Fund

Financial Services
1.5K
+ 9.91%
$31.3 - $34.5 $47K - $51.8K
16.6K $538K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
625
+ 1.13%
$50.39 - $50.66 $31.5K - $31.7K
56.1K $2.84M
ASML
Asml Holding Nv

Technology
35
+ 7.06%
$662.63 - $776.99 $23.2K - $27.2K
531 $351K
Vaneck Bitcoin ETF
23.9K
New
N/A
23.9K $0
Ishares Bitcoin Trust ETF
2.27K
+ 42.46%
N/A
7.61K $0
Goldman Sachs ETF Tr
3.9K
+ 25.25%
N/A
19.3K $0
Fidelity Wise Origin Bitcoin
7.54K
New
N/A
7.54K $0
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
22
+ 0.24%
$32.42 - $36.13 $713 - $795
9.06K $299K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
3
+ 0.02%
$21.23 - $23.75 $63.7 - $71.3
14.8K $319K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
50
+ 0.86%
$96.93 - $109.51 $4.85K - $5.48K
5.83K $571K
ORCL
Oracle Corp

Technology
54
+ 0.62%
$139.81 - $186.47 $7.55K - $10.1K
8.72K $1.22M
BX
Blackstone Inc.

Financial Services
3
+ 0.03%
$136.53 - $186.74 $410 - $560
9.81K $1.37M
NVDA
Nvidia Corp

Technology
202
+ 1.01%
$106.98 - $149.43 $21.6K - $30.2K
20.3K $2.2M
SCHG
Schwab Strategic Tr Us Large C

ETFs
3.97K
+ 0.57%
$24.91 - $29.02 $98.9K - $115K
703K $17.6M
Activity Summary
Buys All Purchases 25 New Holdings 3 Increased Positions 22 Sells All Sells 64 Reductions 64 Sold out 0 Options Calls 0 Puts 0
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