FMA Wealth Management
Latest statistics and disclosures from FMA Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IWF, JCPB, VEA, JPLD, IWD, and represent 46.39% of FMA Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: SCHD, DBMF, FENI, JCPB, JPIE, JPLD, VEA, VWO, JEPI, OSEA.
- Reduced shares in these 10 stocks: IWF, JPST, ELV, AAPL, , LOVE, TSLA, IWD, NEE, LLY.
- Sold out of its positions in ABBV, ELV, JPST, LOVE.
- FMA Wealth Management was a net buyer of stock by $1.3M.
- FMA Wealth Management has $134M in assets under management (AUM), dropping by -2.54%.
- Central Index Key (CIK): 0002011155
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Portfolio Holdings for FMA Wealth Management
FMA Wealth Management holds 39 positions in its portfolio as reported in the December 2024 quarterly 13F filing
Past Filings by FMA Wealth Management
SEC 13F filings are viewable for FMA Wealth Management going back to 2023
- FMA Wealth Management 2024 Q4 filed Feb. 3, 2025
- FMA Wealth Management 2024 Q3 filed Oct. 15, 2024
- FMA Wealth Management 2024 Q2 filed July 18, 2024
- FMA Wealth Management 2024 Q1 filed April 29, 2024
- FMA Wealth Management 2023 Q4 filed Feb. 9, 2024