Fma Wealth Management, LLC Portfolio Holdings
Fma Wealth Management, LLC
- $134 Billion
- Q4 2024
Fma Wealth Management, LLC has filed its 13F form on February 03, 2025 for Q4 2024 where it was disclosed a total value porftolio of $134 Billion distributed in 39 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Russell 1000 Gr ETF with a value of $13.8B, J P Morgan Exchange Traded Fd with a value of $13.2B, Vanguard Ftse Developed Market with a value of $12.3B, J P Morgan Exchange Traded F with a value of $11.8B, and J P Morgan Exchange Traded Fd with a value of $11.2B.
Examining the 13F form we can see an decrease of $3.5B in the current position value, from $138B to 134B.
Fma Wealth Management, LLC is based out at Duxbury, MA
Below you can find more details about Fma Wealth Management, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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