FRG Family Wealth Advisors LLC Q2 2025 Filing
Filed August 4, 2025
Portfolio Value
$575.4M
Holdings
153
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (153 positions)
| Stock | Value |
|---|---|
PANWPALO ALTO NETWORKS INC | $588K |
RSGREPUBLIC SVCS INC | $585K |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $555K |
IRINGERSOLL RAND INC | $554K |
UNHUNITEDHEALTH GROUP INC | $540K |
IJJISHARES TR | $480K |
BXSLBLACKSTONE SECD LENDING FD | $465K |
CSXCSX CORP | $452K |
JCPBJ P MORGAN EXCHANGE TRADED F | $428K |
RPMRPM INTL INC | $428K |
ASMLASML HOLDING N V | $425K |
NOWSERVICENOW INC | $415K |
HDHOME DEPOT INC | $397K |
ALLEALLEGION PLC | $389K |
VOVANGUARD INDEX FDS | $383K |
SCHBSCHWAB STRATEGIC TR | $377K |
DISDISNEY WALT CO | $374K |
ACNACCENTURE PLC IRELAND | $374K |
IBITISHARES BITCOIN TRUST ETF | $371K |
GSEWGOLDMAN SACHS ETF TR | $355K |
VXUSVANGUARD STAR FDS | $353K |
XLKSELECT SECTOR SPDR TR | $341K |
COKECOCA COLA CONS INC | $334K |
DFUSDIMENSIONAL ETF TRUST | $334K |
RBLXROBLOX CORP | $331K |
UPSUNITED PARCEL SERVICE INC | $329K |
DFACDIMENSIONAL ETF TRUST | $325K |
VTVVANGUARD INDEX FDS | $324K |
NFLXNETFLIX INC | $321K |
DXJWISDOMTREE TR | $317K |
DEODIAGEO PLC | $316K |
AZNASTRAZENECA PLC | $300K |
GPCGENUINE PARTS CO | $300K |
XLESELECT SECTOR SPDR TR | $295K |
SYYSYSCO CORP | $295K |
DUKDUKE ENERGY CORP NEW | $289K |
BCCCGLOBAL X FDS | $282K |
ETRENTERGY CORP NEW | $281K |
BPBP PLC | $279K |
IBMINTERNATIONAL BUSINESS MACHS | $277K |
CMCSACOMCAST CORP NEW | $261K |
ULUNILEVER PLC | $258K |
BOTZGLOBAL X FDS | $241K |
CARRCARRIER GLOBAL CORPORATION | $238K |
AMDADVANCED MICRO DEVICES INC | $235K |
VYMIVANGUARD WHITEHALL FDS | $229K |
GISGENERAL MLS INC | $227K |
ADBEADOBE INC | $221K |
AIQGLOBAL X FDS | $220K |
CMICUMMINS INC | $214K |
CHTRCHARTER COMMUNICATIONS INC N | $213K |
SPYSPDR S&P 500 ETF TR | $200K |
KBWBINVESCO EXCH TRADED FD TR II | $200K |
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