Frg Family Wealth Advisors LLC Sells in Q1 2025

Frg Family Wealth Advisors LLC

  • $500 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
-1.34K
- 0.92%
$375.39 - $447.2 $502K - $598K
145K $54.3M
AVGO
Broadcom Inc.

Technology
-2.52K
- 2.58%
$167.43 - $244.7 $421K - $616K
95.2K $15.9M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.57K
- 0.89%
$190.26 - $242.06 $298K - $379K
175K $33.2M
GOOGL
Alphabet Inc.

Communication Services
-1.45K
- 1.45%
$154.33 - $206.19 $223K - $298K
98.3K $15.2M
VTI
Vanguard Total Stock Market Et

ETFs
-5.23K
- 3.53%
$271.18 - $303.12 $1.42M - $1.59M
143K $39.3M
AAPL
Apple Inc.

Technology
-1.15K
- 1.16%
$209.68 - $247.1 $240K - $283K
97.7K $21.7M
BA
Boeing CO

Industrials
-6.76K
- 7.15%
$148.15 - $186.25 $1M - $1.26M
87.7K $15M
AMAT
Applied Materials Inc

Technology
-860
- 1.05%
$145.06 - $195.51 $125K - $168K
81.2K $11.8M
CRM
Salesforce, Inc.

Technology
-526
- 3.09%
$268.36 - $359.95 $141K - $189K
16.5K $4.42M
JCPB
J P Morgan Exchange Traded Fd

ETFs
-17.9K
- 61.55%
$45.56 - $47.23 $817K - $847K
11.2K $526K
SRE
Sempra Energy

Utilities
-1.47K
- 4.1%
$67.85 - $87.67 $99.5K - $129K
34.3K $2.44M
VGT
Vanguard Information Technolog

ETFs
-345
- 6.72%
$542.38 - $646.34 $187K - $223K
4.79K $2.6M
FDX
Fedex Corp

Industrials
-1.23K
- 15.66%
$230.33 - $281.53 $283K - $346K
6.63K $1.62M
IBB
Ishares Biotechnology ETF

ETFs
-2.38K
- 6.49%
$127.9 - $140.56 $305K - $335K
34.4K $4.4M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-960
- 0.94%
$57.21 - $65.8 $54.9K - $63.2K
101K $5.89M
PFE
Pfizer Inc

Healthcare
-15K
- 33.71%
$25.01 - $27.13 $375K - $407K
29.5K $747K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-435
- 4.85%
$497.6 - $606.74 $216K - $264K
8.54K $4.25M
WMT
Walmart Inc.

Consumer Defensive
-455
- 0.33%
$84.5 - $105.05 $38.4K - $47.8K
138K $12.1M
PEP
Pepsico Inc

Consumer Defensive
-1.29K
- 3.41%
$142.64 - $156.42 $184K - $202K
36.5K $5.48M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-470
- 2.75%
$102.49 - $119.96 $48.2K - $56.4K
16.6K $1.74M
VIG
Vanguard Dividend Appreciation

ETFs
-1.14K
- 1.54%
N/A
72.5K $13.2M
XLE
Energy Sector Spdr

ETFs
-2.6K
- 42.76%
$85.7 - $93.96 $223K - $244K
3.48K $325K
MGK
Vanguard Mega Cap Growth ETF

ETFs
-110
- 2.81%
$307.43 - $357.48 $33.8K - $39.3K
3.8K $1.17M
LMT
Lockheed Martin Corp

Industrials
-185
- 8.76%
$423.19 - $506.29 $78.3K - $93.7K
1.93K $860K
FSTA
Fidelity Covington Tr Msci Con

ETFs
-3.95K
- 15.61%
$48.3 - $52.85 $191K - $209K
21.4K $1.09M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-2.19K
- 17.46%
$87.68 - $94.52 $192K - $207K
10.4K $969K
DIS
Walt Disney CO

Communication Services
-800
- 18.21%
$96.87 - $114.0 $77.5K - $91.2K
3.59K $354K
DEO
Diageo PLC

Consumer Defensive
-500
- 13.76%
$104.79 - $126.12 $52.4K - $63.1K
3.14K $328K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-75
- 4.18%
$468.34 - $539.52 $35.1K - $40.5K
1.72K $806K
XOM
Exxon Mobil Corp

Energy
-2.13K
- 16.13%
$105.44 - $118.93 $225K - $253K
11.1K $1.32M
ADBE
Adobe Inc.

Technology
-105
- 15.49%
$377.84 - $464.11 $39.7K - $48.7K
573 $219K
UPS
United Parcel Service Inc

Industrials
-140
- 4.13%
$109.66 - $136.26 $15.4K - $19.1K
3.25K $357K
CSX
Csx Corp

Industrials
-750
- 5.13%
$29.11 - $33.67 $21.8K - $25.3K
13.9K $407K
CMCSA
Comcast Corp

Communication Services
-1.56K
- 16.62%
$33.19 - $38.23 $51.8K - $59.6K
7.83K $288K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-115
- 2.19%
$168.16 - $186.21 $19.3K - $21.4K
5.13K $876K
VZ
Verizon Communications Inc

Communication Services
-3K
- 17.36%
$37.81 - $46.49 $113K - $139K
14.3K $647K
CL
Colgate Palmolive CO

Consumer Defensive
-1.03K
- 5.21%
$85.68 - $97.5 $88.3K - $100K
18.8K $1.76M
DXJ
Wisdomtree Trust Japan Hedged

ETFs
-225
- 7.49%
$106.46 - $114.75 $24K - $25.8K
2.78K $306K
AZN
Astrazeneca PLC

Healthcare
-750
- 14.85%
$65.37 - $77.96 $49K - $58.5K
4.3K $316K
VDE
Vanguard Energy ETF

ETFs
-900
- 6.8%
$119.14 - $132.76 $107K - $119K
12.3K $1.6M
CSCO
Cisco Systems, Inc.

Technology
-900
- 4.55%
$58.74 - $64.87 $52.9K - $58.4K
18.9K $1.17M
RYF
Invesco S&P 500 Equal Weight F

ETFs
-135
- 0.71%
N/A
18.9K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
-280
- 0.12%
N/A
224K $0
GPC
Genuine Parts CO

Consumer Cyclical
-5
- 0.2%
$115.91 - $129.02 $580 - $645
2.48K $295K
BDX
Becton Dickinson & CO

Healthcare
-70
- 0.5%
$222.79 - $249.08 $15.6K - $17.4K
14.1K $3.22M
BP
Bp PLC

Energy
-800
- 7.9%
$29.93 - $35.31 $23.9K - $28.2K
9.33K $315K
VEU
Vanguard Ftse All World Ex Us

ETFs
-740
- 3.69%
$56.51 - $62.98 $41.8K - $46.6K
19.3K $1.17M
MA
Mastercard Inc

Financial Services
-35
- 1.51%
$504.67 - $576.31 $17.7K - $20.2K
2.29K $1.25M
DUK
Duke Energy Corp

Utilities
-10
- 0.41%
$105.87 - $121.97 $1.06K - $1.22K
2.45K $298K
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
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