Frg Family Wealth Advisors LLC Incresed Positions in Q2 2024

Frg Family Wealth Advisors LLC

  • $682 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
91.7K
+ 909.99%
$1204.71 - $1828.87 $110M - $168M
102K $163M
GOOGL
Alphabet Inc.

Communication Services
135
+ 0.13%
$150.53 - $185.41 $20.3K - $25K
101K $18.3M
VTI
Vanguard Total Stock Market Et

ETFs
5.42K
+ 3.77%
$245.23 - $269.4 $1.33M - $1.46M
149K $40M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
44.8K
+ 135.35%
$50.84 - $55.56 $2.28M - $2.49M
77.9K $4.32M
AMZN
Amazon Com Inc

Consumer Cyclical
200
+ 0.1%
$173.67 - $197.85 $34.7K - $39.6K
191K $36.9M
SCHG
Schwab Strategic Tr Us Large C

ETFs
6.69K
+ 3.7%
$87.04 - $101.61 $582K - $679K
187K $18.9M
COST
Costco Wholesale Corp

Consumer Defensive
1
+ 0.01%
$704.88 - $870.75 $705 - $871
14.2K $12M
LLY
Eli Lilly & CO

Healthcare
155
+ 1.8%
$724.87 - $909.04 $112K - $141K
8.75K $7.92M
NVDA
Nvidia Corp

Technology
18.1K
+ 996.6%
$118.11 - $1224.4 $2.14M - $22.2M
20K $2.47M
JEPI
J P Morgan Exchange Traded Fd

ETFs
15.8K
+ 23.64%
$55.45 - $57.39 $876K - $907K
82.6K $4.68M
VEU
Vanguard Ftse All World Ex Us

ETFs
7.13K
+ 57.76%
$56.22 - $60.47 $401K - $431K
19.5K $1.14M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.64K
+ 73.65%
$154.56 - $173.19 $253K - $283K
3.86K $658K
LMT
Lockheed Martin Corp

Industrials
552
+ 32.0%
$447.57 - $471.51 $247K - $260K
2.28K $1.06M
MGK
Vanguard Mega Cap Growth ETF

ETFs
92
+ 1.04%
$267.84 - $317.0 $24.6K - $29.2K
8.94K $2.81M
XOM
Exxon Mobil Corp

Energy
1.93K
+ 17.08%
$108.36 - $122.2 $209K - $235K
13.2K $1.52M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
920
+ 197.85%
$127.7 - $179.69 $117K - $165K
1.39K $240K
FNDX
Schwab Fundamental U S Large C

ETFs
2.75K
+ 6.99%
$63.87 - $67.55 $176K - $186K
42.1K $2.82M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
200
+ 12.2%
$455.1 - $504.28 $91K - $101K
1.84K $920K
FSTA
Fidelity Covington Tr Msci Con

ETFs
2.11K
+ 9.09%
$45.36 - $48.77 $95.7K - $103K
25.3K $1.2M
XLV
Select Sector Spdr Fund Health

ETFs
275
+ 3.05%
$138.43 - $147.09 $38.1K - $40.4K
9.28K $1.35M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1
+ 0.02%
$57.57 - $63.3 $57.6 - $63.3
4.19K $263K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
27
+ 0.3%
$30.09 - $32.37 $812 - $874
8.99K $289K
Goldman Sachs ETF Tr
7.75K
+ 1191.54%
N/A
8.4K $0
BDX
Becton Dickinson & CO

Healthcare
795
+ 5.77%
$225.07 - $246.17 $179K - $196K
14.6K $3.41M
XLE
Energy Sector Spdr

ETFs
100
+ 1.72%
$88.04 - $98.08 $8.8K - $9.81K
5.9K $537K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
235
+ 1.43%
$102.13 - $110.88 $24K - $26.1K
16.7K $1.78M
VDE
Vanguard Energy ETF

ETFs
10
+ 0.07%
$123.17 - $136.7 $1.23K - $1.37K
13.5K $1.72M
BX
Blackstone Inc.

Financial Services
4
+ 0.04%
$116.13 - $132.0 $465 - $528
9.81K $1.21M
SBUX
Starbucks Corp

Consumer Cyclical
6
+ 0.08%
$72.5 - $91.53 $435 - $549
7.59K $590K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.69K
+ 1.32%
$75.81 - $80.15 $128K - $135K
130K $10.1M
ABBV
Abb Vie Inc.

Healthcare
1
+ 0.0%
$154.79 - $180.76 $155 - $181
28K $4.8M
Activity Summary
Buys All Purchases 32 New Holdings 0 Increased Positions 32 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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