Frg Family Wealth Advisors LLC Incresed Positions in Q4 2024

Frg Family Wealth Advisors LLC

  • $533 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GOOGL
Alphabet Inc.

Communication Services
375
+ 0.38%
$161.86 - $196.66 $60.7K - $73.7K
99.7K $18.9M
SCHG
Schwab Strategic Tr Us Large C

ETFs
526K
+ 304.63%
$25.93 - $105.3 $13.6M - $55.4M
699K $19.5M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
10.1K
+ 11.74%
$53.94 - $58.15 $547K - $590K
96.5K $5.44M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
2.23K
+ 190.5%
$238.25 - $261.28 $530K - $581K
3.39K $821K
COST
Costco Wholesale Corp

Consumer Defensive
14
+ 0.1%
$873.59 - $994.69 $12.2K - $13.9K
14.2K $13M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
7.6K
+ 15.86%
$50.37 - $50.6 $383K - $385K
55.5K $2.8M
VGT
Vanguard Information Technolog

ETFs
238
+ 4.86%
$571.78 - $647.97 $136K - $154K
5.14K $3.19M
JCPB
J P Morgan Exchange Traded Fd

ETFs
7.93K
+ 37.38%
$46.07 - $48.17 $365K - $382K
29.1K $1.34M
JEPI
J P Morgan Exchange Traded Fd

ETFs
7.97K
+ 9.11%
$57.53 - $60.83 $458K - $485K
95.4K $5.49M
BX
Blackstone Inc.

Financial Services
2
+ 0.02%
$148.45 - $199.05 $297 - $398
9.81K $1.69M
QUAL
Ishares Msci Usa Quality Facto

ETFs
800
+ 18.0%
$176.42 - $186.91 $141K - $150K
5.25K $934K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.2K
+ 4.98%
$126.68 - $134.74 $152K - $161K
25.2K $3.22M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.3K
+ 28.99%
$96.64 - $101.23 $126K - $132K
5.79K $560K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
10.6K
+ 254.13%
$22.01 - $66.82 $234K - $711K
14.8K $336K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
40
+ 2.89%
$172.07 - $207.36 $6.88K - $8.29K
1.43K $281K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
225
+ 8.09%
$105.85 - $112.84 $23.8K - $25.4K
3.01K $331K
ETR
Entergy Corp

Utilities
1.7K
+ 100.0%
$73.19 - $156.4 $124K - $265K
3.39K $257K
PANW
Palo Alto Networks Inc

Technology
1.43K
+ 99.17%
$181.96 - $405.9 $261K - $582K
2.88K $523K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
415
+ 2.49%
$113.92 - $127.38 $47.3K - $52.9K
17.1K $1.97M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
26
+ 0.29%
$33.92 - $36.6 $882 - $952
9.04K $312K
Goldman Sachs ETF Tr
2.68K
+ 20.95%
N/A
15.4K $0
VDE
Vanguard Energy ETF

ETFs
80
+ 0.61%
$116.67 - $136.78 $9.33K - $10.9K
13.2K $1.61M
DUK
Duke Energy Corp

Utilities
10
+ 0.41%
$105.76 - $120.76 $1.06K - $1.21K
2.46K $265K
VEU
Vanguard Ftse All World Ex Us

ETFs
325
+ 1.65%
$57.29 - $63.1 $18.6K - $20.5K
20K $1.15M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
30
+ 0.94%
$396.64 - $516.74 $11.9K - $15.5K
3.24K $1.3M
VHT
Vanguard Health Care ETF

ETFs
60
+ 0.62%
$250.81 - $283.3 $15K - $17K
9.77K $2.48M
CEG
Constellation Energy Corp

Utilities
145
+ 1.53%
$224.28 - $285.52 $32.5K - $41.4K
9.63K $2.17M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
228K
+ 181.7%
$26.93 - $84.95 $6.14M - $19.4M
353K $9.65M
Activity Summary
Buys All Purchases 34 New Holdings 5 Increased Positions 29 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 0 Puts 0
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