Frg Family Wealth Advisors LLC Incresed Positions in Q3 2025

Frg Family Wealth Advisors LLC

  • $595 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
61.5K
+ 2145.38%
$79.76 - $85.78 $4.9M - $5.27M
64.3K $5.45M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
126K
+ 262.93%
$25.39 - $25.57 $3.21M - $3.23M
175K $4.46M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
57.3K
+ 93.95%
$50.47 - $50.74 $2.89M - $2.91M
118K $6M
AIQ
Global X Funds Global X Artifi

ETFs
51.9K
+ 1029.66%
$43.2 - $49.66 $2.24M - $2.58M
56.9K $2.81M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
6.7K
+ 81.64%
$275.84 - $326.36 $1.85M - $2.19M
14.9K $4.86M
TSLA
Tesla, Inc.

Consumer Cyclical
1.23K
+ 12.22%
$293.94 - $444.72 $362K - $548K
11.3K $5.03M
VGT
Vanguard Information Technolog

ETFs
495
+ 9.16%
$656.44 - $753.15 $325K - $373K
5.9K $4.4M
NVDA
Nvidia Corp

Technology
1.25K
+ 6.15%
$153.3 - $186.58 $191K - $233K
21.5K $4.02M
CEG
Constellation Energy Corp

Utilities
2.26K
+ 22.32%
$298.82 - $354.89 $676K - $802K
12.4K $4.08M
PLTR
Palantir Technologies Inc.

Technology
2.94K
+ 62.49%
$130.68 - $186.97 $384K - $550K
7.64K $1.39M
MGK
Vanguard Mega Cap Growth ETF

ETFs
1.19K
+ 31.24%
$362.31 - $405.74 $430K - $482K
4.99K $2.01M
ORCL
Oracle Corp

Technology
100
+ 1.15%
$218.96 - $328.33 $21.9K - $32.8K
8.82K $2.48M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.55K
+ 63.08%
$224.68 - $282.71 $347K - $437K
4K $1.12M
FNDX
Schwab Fundamental U S Large C

ETFs
3.3K
+ 2.29%
$24.38 - $26.34 $80.5K - $86.9K
148K $3.88M
BX
Blackstone Inc.

Financial Services
2
+ 0.02%
$152.77 - $188.68 $306 - $377
9.82K $1.68M
QUAL
Ishares Msci Usa Quality Facto

ETFs
435
+ 8.8%
$182.33 - $194.5 $79.3K - $84.6K
5.38K $1.05M
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
1.19K
+ 27.29%
$81.55 - $85.33 $97K - $102K
5.55K $471K
BXSL
Blackstone Secured Lending Fund

Financial Services
5.54K
+ 36.62%
$26.07 - $32.55 $144K - $180K
20.7K $538K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1.24K
+ 7.85%
$23.82 - $25.84 $29.6K - $32.1K
17.1K $438K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
45
+ 0.77%
$109.47 - $119.06 $4.93K - $5.36K
5.88K $696K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
25
+ 0.27%
$36.04 - $38.78 $901 - $970
9.12K $351K
Ishares Bitcoin Trust ETF
8.73K
+ 143.86%
N/A
14.8K $0
Fidelity Wise Origin Bitcoin
7.58K
+ 42.83%
N/A
25.3K $0
Goldman Sachs ETF Tr
8.68K
+ 47.08%
N/A
27.1K $0
PRU
Prudential Financial Inc

Financial Services
70
+ 0.88%
$100.68 - $109.89 $7.05K - $7.69K
8.05K $835K
UPS
United Parcel Service Inc

Industrials
250
+ 7.67%
$82.58 - $105.54 $20.6K - $26.4K
3.51K $293K
SBUX
Starbucks Corp

Consumer Cyclical
7
+ 0.11%
$81.9 - $96.86 $573 - $678
6.5K $550K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
100
+ 3.25%
$366.54 - $479.53 $36.7K - $48K
3.18K $1.25M
Activity Summary
Buys All Purchases 36 New Holdings 7 Increased Positions 29 Sells All Sells 62 Reductions 62 Sold out 0 Options Calls 0 Puts 0
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