F/m Investments LLC Q3 2024 Filing

Filed October 29, 2024

Portfolio Value

$3.2B

Holdings

334

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (334 positions)

StockValue
ETENERGY TRANSFER LP
$1.3M
HRBH&R BLOCK INC
$1.2M
BAXBAXTER INTL INC COM
$1.2M
SNASNAP ON INC COM
$1.2M
AQLTISHARES CORE MSCI EAFE ETF
$1.2M
WHRWHIRLPOOL CORP
$1.2M
FQIDIGITAL RLTY TR INC COM
$1.2M
EPCEDGEWELL PERS CARE CO COM
$1.2M
CVSCVS HEALTH CORP COM
$1.2M
IPGINTERPUBLIC GROUP COS INC COM
$1.2M
GSKGLAXOSMITHKLINE PLC SPONSORED ADR
$1.2M
DKDELEK US HLDGS INC COM
$1.1M
GSGISHARES S&P GSCI COMMODITY I
$1.1M
DUKDUKE ENERGY CORP
$1.1M
ENRENERGIZER HLDGS INC NEW COM
$1.0M
QCOMQUALCOMM INC COM
$1.0M
MSFTMICROSOFT
$1.0M
8CWCROWN CASTLE INC
$1000K
AZNASTRAZENECA PLC - SPONS ADR
$996K
PMT 5.5 11/01/24PENNYMAC CORP
$976K
CMACOMERICA INC COM
$968K
TROWPRICE T ROWE GROUP INC COM
$966K
XLKSELECT SECTOR SPDR TR
$951K
ABTABBOTT
$947K
JPMJPMORGAN
$933K
KLACKLA CORP
$925K
TKRTIMKEN CO COM
$910K
USXFISHARES TR
$891K
MOALTRIA GROUP INC COM
$889K
EOGEOG
$886K
JEPIJPMORGAN EQUITY PREMIUM INCO
$880K
VXFVANGUARD EXTENDED MARKET ETF
$877K
IEMGISHARES INC CORE MSCI EMKT
$863K
METMETLIFE
$850K
BBWIBATH & BODY WORKS INC
$843K
ALSALLSTATE CORP COM
$840K
PHPARKER HANNIFIN CORP COM
$828K
KHCKRAFT HEINZ CO COM
$826K
DKSDICKS SPORTING GOODS INC COM
$821K
DEDEERE & CO COM
$805K
FFORD MOTOR CO
$805K
EXPRESS SCRIPTS HOLDING
$804K
PNCPNC
$785K
ETNEATON
$773K
CVXCHEVRON
$770K
NOCNORTHROP
$770K
TRGPTARGA RES CORP COM
$766K
VBVANGUARD INDEX FDS SMALL CP ETF
$745K
WINGWINGSTOP INC
$737K
REXRREXFORD INDUSTRIAL REALTY, INC.
$735K
CSCOCISCO
$711K
CRDOCREDO TECHNOLOGY GROUP HOLDING LTD
$692K
UTWORBB FD INC
$689K
NLYANNALY CAP MGMT INC COM
$688K
RTXRAYTHEON
$684K
AVGOBROADCOM
$682K
SPMDSPDR PORTFOLIO S&P 400 MID C
$673K
KRKROGER CO
$660K
EMREMERSON ELEC CO COM
$639K
TFCTRUIST
$636K
SPSMSPDR PORTFOLIO S&P 600 SMALL
$622K
CATCATERPILLAR
$619K
MDTMEDTRONIC
$611K
CMCSACOMCAST
$603K
EMNEASTMAN
$603K
PAAPLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN
$602K
NVDANVIDIA
$599K
IFFINTL FLAVORS & FRAG
$595K
IRMIRON MTN
$581K
WMTWAL-MART
$576K
ALTREURALTAIR ENGINEERING INC - A
$568K
HLNEHAMILTON LANE INC - CLASS A
$560K
VALEVALE S A ADR
$559K
TXNTEXAS INSTRUMENT
$519K
FANGDIAMONDBACK
$516K
WFCWELLS FARGO
$511K
CLCOLGATE PALMOLIVE CO COM
$506K
SMPLSIMPLY GOOD FOODS CO/THE
$504K
VOTVANGUARD MID-CAP GROWTH ETF
$502K
BACVERIZON
$500K
BOXBOX INC - CL A
$473K
ABALLIANCEBERNSTEIN HOLDING LP UNIT LTD PARTN
$470K
NRANRG
$467K
METAMETA
$452K
CLXCLOROX
$448K
DISDISNEY WALT CO
$446K
PFEPFIZER
$438K
AMATAPPLIED MATLS INC
$437K
SNASNAP ON
$435K
CVSCVS
$429K
HRBBLOCK H&R
$423K
IBMINTL BUSINESS MACHIN
$421K
HRIHERC HOLDINGS INC
$419K
ETRENTERGY
$416K
MUMICRON TECHNOLOGY INC COM
$411K
BAXBAXTER
$407K
MAMASTERCARD
$403K
IPGINTERPUBLIC
$399K
AAPLAPPLE
$399K
IJHISHARES TR CORE S&P MCP ETF
$397K
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