Fft Wealth Management LLC Portfolio Holdings

Fft Wealth Management LLC

  • $1.3 Billion
  • Q4 2024

Fft Wealth Management LLC has filed its 13F form on February 04, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.3 Billion distributed in 183 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $526M, Spdr S&P 500 ETF Trust with a value of $109M, Vanguard Bd Index Fd Inc Total with a value of $98.9M, Ishares Core S&P 500 ETF with a value of $62.1M, and Akamai Technologies Inc with a value of $56M.

Examining the 13F form we can see an decrease of $18K in the current position value, from $1.3B to 1.3B.

Fft Wealth Management LLC is based out at West Conshohocken, PA

Below you can find more details about Fft Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.3 Billion
ETFs: $1.05 Billion
Technology: $92.7 Million
Consumer Cyclical: $71.3 Million
Financial Services: $22.4 Million
Communication Services: $19.5 Million
Energy: $14.2 Million
Healthcare: $6.67 Million
Industrials: $6.63 Million
Other: $9.76 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$526 Million 40.65% of portfolio
977,070
Q4 2024 Reduced 3.5%
$0
$109 Million 8.39% of portfolio
185,367
Q4 2024 Added 0.01%
$0
$98.9 Million 7.63% of portfolio
1,375,005
Q4 2024 Reduced 6.38%
$0
$62.1 Million 4.8% of portfolio
105,573
Q4 2024 Added 3.58%
$14.4B
$56 Million 4.33% of portfolio
616,734
Q4 2024 Reduced -0.0%
$0
$47.6 Million 3.67% of portfolio
142,311
Q4 2024 Added 6.34%
$144B
$31.5 Million 2.43% of portfolio
260,734
Q4 2024 Added 10.54%
$0
$24.8 Million 1.92% of portfolio
404,565
Q4 2024 Added 34.99%
$14.1B
$20.3 Million 1.57% of portfolio
354,404
Q4 2024 Reduced 9.1%
$0
$18.4 Million 1.42% of portfolio
207,455
Q2 2020 Reduced 0.22%
$0
$16.1 Million 1.24% of portfolio
139,360
Q4 2024 Added 5.84%
$0
$14.6 Million 1.13% of portfolio
234,328
Q4 2024 Reduced 3.23%
$0
$10.6 Million 0.82% of portfolio
36,495
Q4 2024 Added 2.98%
$1.62T
$10.3 Million 0.79% of portfolio
17,425
Q4 2024 Added 2.24%
$0
$10.2 Million 0.79% of portfolio
448,868
Q4 2024 Added 378.14%
$0
$9.49 Million 0.73% of portfolio
135,041
Q4 2024 Reduced 0.63%
$0
$8.31 Million 0.64% of portfolio
85,725
Q4 2024 Reduced 0.7%
$0
$8.18 Million 0.63% of portfolio
441,934
Q4 2024 Added 24.28%
$11.5B
$8.19 Million 0.63% of portfolio
144,385
Q4 2024 Added 0.23%
$0
$7.84 Million 0.61% of portfolio
89,751
Q4 2024 New
$0
$7.8 Million 0.6% of portfolio
88,277
Q1 2023 Reduced 0.39%
$0
$7.77 Million 0.6% of portfolio
185,717
Q4 2024 Reduced 9.37%
$0
$7.65 Million 0.59% of portfolio
85,878
Q4 2024 Added 0.26%
$2.33T
$7.7 Million 0.59% of portfolio
35,112
Q4 2024 Added 4.34%
$32.6B
$6.02 Million 0.47% of portfolio
65,237
Q4 2024 Added 5.16%
$3.05T
$6.13 Million 0.47% of portfolio
14,545
Q4 2024 Added 10.49%
$0
$5.85 Million 0.45% of portfolio
112,231
Q2 2023 New
$66.8B
$5.72 Million 0.44% of portfolio
105,677
Q4 2024 Added 0.93%
$327B
$5.05 Million 0.39% of portfolio
37,601
Q4 2024 Added 16.21%
$3.81T
$4.88 Million 0.38% of portfolio
19,483
Q4 2024 Added 1.91%
$0
$4.88 Million 0.38% of portfolio
64,592
Q4 2024 Reduced 6.4%
$0
$4.6 Million 0.36% of portfolio
43,201
Q4 2024 Added 0.01%
$77.9B
$4.7 Million 0.36% of portfolio
9,689
Q4 2024 Added 3.31%
$1.13T
$4.67 Million 0.36% of portfolio
24,536
Q4 2024 Added 1.34%
$21.5B
$4.58 Million 0.35% of portfolio
89,048
Q4 2024 Added 0.24%
$0
$4.34 Million 0.33% of portfolio
90,680
Q4 2024 Reduced 48.05%
$7.75B
$3.96 Million 0.31% of portfolio
38,971
Q1 2024 New
$0
$4.02 Million 0.31% of portfolio
18,176
Q3 2024 Reduced 3.25%
$79.5B
$3.35 Million 0.26% of portfolio
26,725
Q4 2024 Added 0.23%
$88.2B
$3.17 Million 0.24% of portfolio
37,157
Q4 2024 Added 0.07%
$43.6B
$3.07 Million 0.24% of portfolio
30,584
Q4 2024 Added 1.1%
$45.2B
$2.63 Million 0.2% of portfolio
20,024
Q4 2024 Added 0.62%
$0
$2.29 Million 0.18% of portfolio
45,589
Q4 2024 Added 13.6%
$1.1T
$2.15 Million 0.17% of portfolio
11,355
Q4 2024 Added 9.14%
$0
$2.08 Million 0.16% of portfolio
12,308
Q4 2024 Added 52.63%
$0
$2.02 Million 0.16% of portfolio
45,778
Q4 2024 Reduced 61.81%
$0
$1.87 Million 0.14% of portfolio
32,164
Q4 2024 Reduced 74.52%
$6.78B
$1.76 Million 0.14% of portfolio
33,822
Q4 2023 Added 74.14%
$0
$1.54 Million 0.12% of portfolio
17,091
Q4 2024 Reduced 5.66%

Summary

  • Portfolio
  • No. of Stocks 183
  • Current Value $1.3 Billion
  • Prior Value $1.3 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 04, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 20 stocks
  • Additional Purchases 104 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 43 stocks
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