FRG Family Wealth Advisors LLC Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$517.7M
Holdings
144
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (144 positions)
| Stock | Value |
|---|---|
FBTCFIDELITY WISE ORIGIN BITCOIN | $542 |
BXSLBLACKSTONE SECD LENDING FD | $538 |
IRINGERSOLL RAND INC | $533 |
JCPBJ P MORGAN EXCHANGE TRADED F | $526 |
PANWPALO ALTO NETWORKS INC | $491 |
IJJISHARES TR | $465 |
RPMRPM INTL INC | $451 |
CSXCSX CORP | $407 |
COKECOCA COLA CONS INC | $405 |
HDHOME DEPOT INC | $396 |
ACNACCENTURE PLC IRELAND | $390 |
UPSUNITED PARCEL SERVICE INC | $357 |
IBITISHARES BITCOIN TRUST ETF | $356 |
DISDISNEY WALT CO | $354 |
VOVANGUARD INDEX FDS | $354 |
ALLEALLEGION PLC | $353 |
ASMLASML HOLDING N V | $351 |
DEODIAGEO PLC | $328 |
ULUNILEVER PLC | $326 |
XLESELECT SECTOR SPDR TR | $325 |
NOWSERVICENOW INC | $321 |
SCHBSCHWAB STRATEGIC TR | $319 |
VXUSVANGUARD STAR FDS | $317 |
AZNASTRAZENECA PLC | $316 |
VTVVANGUARD INDEX FDS | $316 |
BPBP PLC | $315 |
DXJWISDOMTREE TR | $306 |
DFUSDIMENSIONAL ETF TRUST | $301 |
DFACDIMENSIONAL ETF TRUST | $299 |
DUKDUKE ENERGY CORP NEW | $298 |
GPCGENUINE PARTS CO | $295 |
SYYSYSCO CORP | $292 |
ETRENTERGY CORP NEW | $289 |
CMCSACOMCAST CORP NEW | $288 |
XLKSELECT SECTOR SPDR TR | $278 |
GISGENERAL MLS INC | $262 |
BCCCGLOBAL X FDS | $244 |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $236 |
IBMINTERNATIONAL BUSINESS MACHS | $234 |
NFLXNETFLIX INC | $223 |
ADBEADOBE INC | $219 |
BOTZGLOBAL X FDS | $210 |
CMICUMMINS INC | $205 |
CARRCARRIER GLOBAL CORPORATION | $205 |
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