Frg Family Wealth Advisors LLC Incresed Positions in Q2 2025

Frg Family Wealth Advisors LLC

  • $554 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
1.02K
+ 1.07%
$146.29 - $275.65 $149K - $281K
96.2K $26.5M
SCHG
Schwab Strategic Tr Us Large C

ETFs
16.1K
+ 2.29%
$22.27 - $29.21 $359K - $471K
719K $21M
TSLA
Tesla, Inc.

Consumer Cyclical
5.2K
+ 106.49%
$221.86 - $362.89 $1.15M - $1.89M
10.1K $3.2M
CEG
Constellation Energy Corp

Utilities
500
+ 5.19%
$170.96 - $322.76 $85.5K - $161K
10.1K $3.27M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
3.1K
+ 60.59%
$179.95 - $278.88 $557K - $863K
8.2K $2.29M
NVDA
Nvidia Corp

Technology
5
+ 0.02%
$94.31 - $157.99 $472 - $790
20.3K $3.21M
VGT
Vanguard Information Technolog

ETFs
610
+ 12.73%
$470.37 - $663.28 $287K - $405K
5.4K $3.58M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
7.93K
+ 6.77%
$45.88 - $54.4 $364K - $432K
125K $6.81M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
25.3K
+ 110.96%
$24.96 - $25.5 $631K - $645K
48.1K $1.23M
FSTA
Fidelity Covington Tr Msci Con

ETFs
10.9K
+ 51.15%
$47.94 - $52.5 $524K - $574K
32.3K $1.65M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.03K
+ 72.0%
$141.37 - $228.57 $145K - $235K
2.45K $555K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
4.88K
+ 8.69%
$50.36 - $50.68 $246K - $247K
61K $3.09M
JEPI
J P Morgan Exchange Traded Fd

ETFs
4.81K
+ 4.04%
$51.14 - $57.0 $246K - $274K
124K $7.04M
VEU
Vanguard Ftse All World Ex Us

ETFs
945
+ 4.9%
$54.19 - $67.22 $51.2K - $63.5K
20.3K $1.36M
FNDX
Schwab Fundamental U S Large C

ETFs
2.3K
+ 1.62%
$20.84 - $24.54 $47.9K - $56.4K
144K $3.54M
QQQ
Invesco Qqq Trust, Series 1

ETFs
50
+ 2.91%
$416.06 - $551.64 $20.8K - $27.6K
1.77K $976K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
12
+ 0.54%
$456.74 - $568.03 $5.48K - $6.82K
2.23K $1.27M
BX
Blackstone Inc.

Financial Services
2
+ 0.02%
$120.07 - $151.11 $240 - $302
9.82K $1.47M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1K
+ 6.76%
$19.1 - $23.83 $19.1K - $23.9K
15.8K $377K
CARR
Carrier Global Corp

Industrials
10
+ 0.31%
$55.55 - $75.83 $556 - $758
3.26K $238K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
27
+ 0.3%
$29.12 - $35.84 $786 - $968
9.09K $325K
Fidelity Wise Origin Bitcoin
10.2K
+ 134.81%
N/A
17.7K $0
VZ
Verizon Communications Inc

Communication Services
250
+ 1.75%
$41.67 - $45.62 $10.4K - $11.4K
14.5K $628K
WM
Waste Management Inc

Industrials
4
+ 0.05%
$216.47 - $242.1 $866 - $968
7.34K $1.68M
UPS
United Parcel Service Inc

Industrials
10
+ 0.31%
$91.92 - $110.2 $919 - $1.1K
3.26K $329K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
2.7K
+ 900.0%
$105.72 - $1416.0 $285K - $3.82M
3K $334K
XOM
Exxon Mobil Corp

Energy
470
+ 4.24%
$99.93 - $119.04 $47K - $55.9K
11.5K $1.24M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.07K
+ 0.3%
$24.32 - $27.87 $25.9K - $29.7K
355K $9.41M
Activity Summary
Buys All Purchases 38 New Holdings 9 Increased Positions 29 Sells All Sells 50 Reductions 50 Sold out 0 Options Calls 0 Puts 0
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