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 Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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