Frg Family Wealth Advisors LLC Portfolio Holdings
Frg Family Wealth Advisors LLC
- $682 Million
- Q2 2024
Frg Family Wealth Advisors LLC has filed its 13F form on August 07, 2024 for Q2 2024 where it was disclosed a total value porftolio of $682 Million distributed in 139 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Broadcom Inc. with a value of $163M, Microsoft Corp with a value of $68.4M, Vanguard Total Stock Market Et with a value of $40M, Amazon Com Inc with a value of $36.9M, and Applied Materials Inc with a value of $23.1M.
Examining the 13F form we can see an increase of $160M in the current position value, from $521M to 682M.
Below you can find more details about Frg Family Wealth Advisors LLC portfolio as well as his latest detailed transactions.
Portfolio value
$682 Million
Technology: $293 Million
ETFs: $135 Million
Industrials: $53.6 Million
Consumer Defensive: $46.7 Million
Healthcare: $44.5 Million
Consumer Cyclical: $42.3 Million
Financial Services: $29 Million
Communication Services: $20.9 Million
Other: $16.1 Million