Fsr Wealth Management Ltd. Portfolio Holdings

Fsr Wealth Management Ltd.

  • $79.6 Billion
  • Q4 2024

Fsr Wealth Management Ltd. has filed its 13F form on January 29, 2025 for Q4 2024 where it was disclosed a total value porftolio of $79.6 Billion distributed in 41 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Aim ETF Prods Tr Allianzim Us with a value of $11.1B, First Tr Exchng Traded Fd Vi with a value of $8.88B, Aim ETF Products Trust with a value of $8.5B, Aim ETF Prods Tr Allianzim Us with a value of $4.66B, and Aim ETF Prods Trallianzim U S with a value of $4.64B.

Examining the 13F form we can see an increase of $79.6B in the current position value.

Fsr Wealth Management Ltd. is based out at Elmhurst, IL

Below you can find more details about Fsr Wealth Management Ltd. portfolio as well as his latest detailed transactions.

Portfolio value $79.6 Billion
ETFs: $30.8 Billion
Technology: $3.98 Billion
Financial Services: $2.43 Billion
Communication Services: $1.7 Billion
Industrials: $612 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 41
  • Current Value $79.6 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 29, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 41 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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