Frg Family Wealth Advisors LLC Purchases in Q4 2025

Frg Family Wealth Advisors LLC

  • $610 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
40.5K
+ 34.23%
$50.57 - $50.77 $2.05M - $2.06M
159K $8.04M
AMAT
Applied Materials Inc

Technology
222
+ 0.28%
$209.95 - $240.89 $46.6K - $53.5K
79.7K $18.2M
GLDM
World Gold Trust

ETFs
15.7K
New
$76.32 - $86.69 $1.19M - $1.36M
15.7K $1.27M
CRWD
Crowd Strike Holdings, Inc.

Technology
2.2K
+ 132.95%
$482.23 - $557.53 $1.06M - $1.22M
3.85K $2.07M
NOW
Service Now, Inc.

Technology
1.54K
+ 410.7%
$835.79 - $946.29 $1.28M - $1.45M
1.91K $1.6M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
4.08K
+ 102.05%
$280.66 - $305.09 $1.14M - $1.24M
8.08K $2.28M
CEG
Constellation Energy Corp

Utilities
3.01K
+ 24.27%
$335.74 - $401.43 $1.01M - $1.21M
15.4K $5.21M
CAT
Caterpillar Inc

Industrials
72
+ 0.51%
$480.82 - $585.49 $34.6K - $42.2K
14.1K $7.78M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
2.3K
+ 15.41%
$325.34 - $368.61 $747K - $846K
17.2K $5.93M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
8.56K
+ 13.31%
$82.92 - $88.2 $710K - $755K
72.9K $6.38M
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
2.59K
New
$309.99 - $353.65 $803K - $916K
2.59K $802K
AIQ
Global X Funds Global X Artifi

ETFs
14.2K
+ 24.98%
$48.93 - $53.56 $696K - $762K
71.2K $3.57M
VEU
Vanguard Ftse All World Ex Us

ETFs
9.59K
+ 34.17%
$70.2 - $73.89 $673K - $709K
37.7K $2.75M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
11.9K
New
$57.9 - $61.26 $689K - $729K
11.9K $713K
PLTR
Palantir Technologies Inc.

Technology
4.16K
+ 54.44%
$172.14 - $207.18 $716K - $862K
11.8K $2.05M
VGT
Vanguard Information Technolog

ETFs
703
+ 11.92%
$736.33 - $801.52 $518K - $563K
6.6K $4.99M
XLK
Technology Sector Spdr

ETFs
1.35K
+ 100.0%
$278.39 - $304.13 $376K - $410K
2.7K $777K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3.14K
+ 22.18%
$114.27 - $121.15 $358K - $380K
17.3K $2.02M
XLE
Energy Sector Spdr

ETFs
3.3K
+ 100.0%
$85.22 - $92.02 $281K - $304K
6.6K $607K
IREN
Iris Energy LTD

Financial Services
5.72K
New
$47.02 - $76.41 $269K - $437K
5.72K $283K
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
3.27K
+ 58.83%
$83.21 - $86.32 $272K - $282K
8.82K $736K
MGK
Vanguard Mega Cap Growth ETF

ETFs
550
+ 11.02%
$394.96 - $425.89 $217K - $234K
5.54K $2.26M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
330
+ 16.36%
$600.51 - $631.95 $198K - $209K
2.35K $1.45M
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
749
New
$268.5 - $294.46 $201K - $221K
749 $205K
SCHV
Schwab Strategic Tr Us Large C

ETFs
6.86K
New
$28.46 - $29.45 $195K - $202K
6.86K $198K
TSLA
Tesla, Inc.

Consumer Cyclical
1.43K
+ 12.6%
$401.99 - $468.37 $573K - $667K
12.7K $5.21M
NVS
Novartis Ag

Healthcare
778
+ 8.24%
$121.8 - $132.39 $94.8K - $103K
10.2K $1.34M
RTX
Raytheon Technologies Corp

Industrials
175
+ 1.84%
$157.0 - $179.44 $27.5K - $31.4K
9.67K $1.7M
AZN
Astrazeneca PLC

Healthcare
257
+ 5.98%
$81.15 - $89.4 $20.9K - $23K
4.56K $407K
XOM
Exxon Mobil Corp

Energy
84
+ 0.74%
$110.64 - $119.78 $9.29K - $10.1K
11.5K $1.35M
CMI
Cummins Inc

Industrials
36
+ 5.5%
$407.98 - $484.34 $14.7K - $17.4K
691 $319K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
802
+ 4.7%
$25.2 - $26.46 $20.2K - $21.2K
17.9K $461K
SBUX
Starbucks Corp

Consumer Cyclical
97
+ 1.49%
$78.46 - $87.26 $7.61K - $8.46K
6.6K $559K
DFAX
Dimensional ETF Tr
48
+ 0.71%
$30.71 - $32.34 $1.47K - $1.55K
6.84K $218K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
21
+ 0.23%
$37.61 - $39.41 $790 - $828
9.14K $352K
Arista Networks Inc
7.88K
+ 137.04%
N/A
13.6K $0
Exchange Traded Concepts Tru
5.31K
New
N/A
5.31K $0
Amentum Holdings Inc
7.86K
New
N/A
7.86K $0
Fidelity Wise Origin Bitcoin
6.29K
+ 24.86%
N/A
31.6K $0
Unilever PLC
3.75K
New
N/A
3.75K $0
Goldman Sachs ETF Tr
2.57K
+ 9.46%
N/A
29.7K $0
Ishares Bitcoin Trust ETF
1.3K
+ 8.76%
N/A
16.1K $0
NFLX
Netflix Inc

Communication Services
2.32K
+ 964.58%
$110.29 - $1241.35 $255K - $2.87M
2.56K $281K
WMT
Walmart Inc.

Consumer Defensive
14
+ 0.01%
$101.18 - $109.03 $1.42K - $1.53K
132K $13.6M
HD
Home Depot, Inc.

Consumer Cyclical
79
+ 7.29%
$358.03 - $397.02 $28.3K - $31.4K
1.16K $416K
MA
Mastercard Inc

Financial Services
29
+ 1.55%
$536.85 - $580.45 $15.6K - $16.8K
1.9K $1.02M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
4
+ 0.0%
$63.25 - $66.24 $253 - $265
96.1K $6.17M
RBLX
Roblox Corp

Communication Services
70
+ 2.22%
$101.27 - $138.56 $7.09K - $9.7K
3.22K $329K
BX
Blackstone Inc.

Financial Services
3
+ 0.03%
$138.42 - $168.45 $415 - $505
9.82K $1.36M
Activity Summary
Buys All Purchases 50 New Holdings 9 Increased Positions 41 Sells All Sells 67 Reductions 67 Sold out 0 Options Calls 0 Puts 0
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