Fma Wealth Management, LLC Portfolio Holdings by Sector
Fma Wealth Management, LLC
- $134 Billion
- Q4 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
IWF JCPB VEA IWD DBMF SMLF JHMM ONEY 17 stocks |
$90.7 Million
92.81% of portfolio
|
  11  
|
  6  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$2.35 Million
2.4% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
ORCL MSFT CHKP ADBE 4 stocks |
$1.71 Million
1.75% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Utilities—Regulated Electric | Utilities
NEE 1 stocks |
$537,245
0.55% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
$478,641
0.49% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$376,994
0.39% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$329,085
0.34% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
EMR 1 stocks |
$323,581
0.33% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Entertainment | Communication Services
DIS 1 stocks |
$244,970
0.25% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$237,458
0.24% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
LLY 1 stocks |
$231,600
0.24% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Insurance—Life | Financial Services
MFC 1 stocks |
$211,849
0.22% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|