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.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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