Frg Family Wealth Advisors LLC has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $533 Million distributed in 145 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $61.5M, Vanguard Total Stock Market Et with a value of $43M, Amazon Com Inc with a value of $38.6M, Apple Inc. with a value of $24.8M, and Broadcom Inc. with a value of $22.6M.
Examining the 13F form we can see an decrease of $11.7M in the current position value, from $545M to 533M.
Below you can find more details about Frg Family Wealth Advisors LLC portfolio as well as his latest detailed transactions.
Portfolio value
$533 Million
ETFs: $144 Million
Technology: $140 Million
Industrials: $51.5 Million
Consumer Defensive: $49.4 Million
Consumer Cyclical: $43.5 Million
Healthcare: $38.6 Million
Financial Services: $28.8 Million
Communication Services: $21.5 Million
Other: $16.5 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
