Frg Family Wealth Advisors LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $500 Million distributed in 145 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $54.3M, Vanguard Total Stock Market Et with a value of $39.3M, Amazon Com Inc with a value of $33.2M, Apple Inc. with a value of $21.7M, and Schwab Strategic Tr Us Large C with a value of $17.6M.
Examining the 13F form we can see an decrease of $32.9M in the current position value, from $533M to 500M.
Below you can find more details about Frg Family Wealth Advisors LLC portfolio as well as his latest detailed transactions.
Portfolio value
$500 Million
ETFs: $138 Million
Technology: $119 Million
Consumer Defensive: $49.6 Million
Industrials: $49.4 Million
Healthcare: $40 Million
Consumer Cyclical: $39.3 Million
Financial Services: $31.8 Million
Communication Services: $17.4 Million
Other: $16.4 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
