Frg Family Wealth Advisors LLC Purchases in Q3 2024

Frg Family Wealth Advisors LLC

  • $545 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
4
+ 0.0%
$255.18 - $283.2 $1.02K - $1.13K
149K $42.3M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
30.1K
+ 169.05%
$50.25 - $50.74 $1.51M - $1.53M
47.9K $2.43M
JCPB
J P Morgan Exchange Traded Fd

ETFs
21.2K
New
$45.87 - $48.53 $972K - $1.03M
21.2K $1.02M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.67K
New
$434.77 - $502.96 $726K - $840K
1.67K $815K
JEPI
J P Morgan Exchange Traded Fd

ETFs
4.81K
+ 5.82%
$54.98 - $59.51 $264K - $286K
87.4K $5.2M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
4.49K
New
$96.25 - $101.98 $432K - $457K
4.49K $454K
TSLA
Tesla, Inc.

Consumer Cyclical
231
+ 3.75%
$191.76 - $263.26 $44.3K - $60.8K
6.39K $1.67M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
8.44K
+ 10.83%
$49.7 - $56.11 $419K - $473K
86.3K $4.74M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
1.17K
New
$211.47 - $281.27 $247K - $329K
1.17K $286K
AMD
Advanced Micro Devices Inc

Technology
1.54K
New
$128.67 - $183.96 $198K - $283K
1.54K $252K
ETR
Entergy Corp

Utilities
1.7K
New
$104.75 - $131.61 $178K - $223K
1.7K $223K
IBM
International Business Machines Corp

Technology
968
New
$175.1 - $223.38 $169K - $216K
968 $214K
CMI
Cummins Inc

Industrials
655
New
$266.63 - $326.4 $175K - $214K
655 $211K
SBUX
Starbucks Corp

Consumer Cyclical
6
+ 0.08%
$72.51 - $98.6 $435 - $592
7.6K $740K
QUAL
Ishares Msci Usa Quality Facto

ETFs
590
+ 15.3%
$162.64 - $179.3 $96K - $106K
4.45K $796K
VEU
Vanguard Ftse All World Ex Us

ETFs
246
+ 1.26%
$56.47 - $63.69 $13.9K - $15.7K
19.7K $1.24M
NVDA
Nvidia Corp

Technology
1.07K
+ 5.36%
$98.91 - $134.91 $106K - $144K
21K $2.55M
PFE
Pfizer Inc

Healthcare
165
+ 0.37%
$27.7 - $31.39 $4.57K - $5.18K
44.5K $1.29M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
25
+ 0.28%
$31.05 - $34.29 $776 - $857
9.02K $309K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
50
+ 2.27%
$90.87 - $102.43 $4.54K - $5.12K
2.25K $222K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1
+ 0.02%
$59.93 - $66.52 $59.9 - $66.5
4.19K $278K
Amentum Holdings Inc
9.32K
New
N/A
9.32K $0
Goldman Sachs ETF Tr
4.38K
+ 52.11%
N/A
12.8K $0
J P Morgan Exchange Traded F
5.8K
New
N/A
5.8K $0
XLE
Energy Sector Spdr

ETFs
180
+ 3.05%
$84.35 - $93.39 $15.2K - $16.8K
6.08K $533K
MSFT
Microsoft Corp

Technology
1.61K
+ 1.05%
$395.15 - $467.56 $636K - $753K
155K $66.5M
AVGO
Broadcom Inc.

Technology
30
+ 0.03%
$136.27 - $1745.86 $4.09K - $52.4K
102K $17.6M
Activity Summary
Buys All Purchases 28 New Holdings 10 Increased Positions 18 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Frg Family Wealth Advisors LLC Portfolio

Follow Frg Family Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Frg Family Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Frg Family Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email