FRG Family Wealth Advisors LLC Q4 2024 Filing
Filed February 13, 2025
Portfolio Value
$550.9M
Holdings
145
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (145 positions)
| Stock | Value |
|---|---|
XLESELECT SECTOR SPDR TR | $520K |
DISDISNEY WALT CO | $489K |
BXSLBLACKSTONE SECD LENDING FD | $488K |
IJJISHARES TR | $485K |
RPMRPM INTL INC | $479K |
RSGREPUBLIC SVCS INC | $477K |
CSXCSX CORP | $471K |
DEODIAGEO PLC | $462K |
ACNACCENTURE PLC IRELAND | $440K |
NOWSERVICENOW INC | $428K |
UPSUNITED PARCEL SERVICE INC | $427K |
HDHOME DEPOT INC | $421K |
SMARGBPSMARTSHEET INC | $379K |
COKECOCA COLA CONS INC | $377K |
VOVANGUARD INDEX FDS | $361K |
ALLEALLEGION PLC | $353K |
CMCSACOMCAST CORP NEW | $352K |
ASMLASML HOLDING N V | $343K |
SCHBSCHWAB STRATEGIC TR | $336K |
DXJWISDOMTREE TR | $331K |
AZNASTRAZENECA PLC | $330K |
DFUSDIMENSIONAL ETF TRUST | $318K |
XLKSELECT SECTOR SPDR TR | $313K |
DFACDIMENSIONAL ETF TRUST | $312K |
ULUNILEVER PLC | $311K |
VTVVANGUARD INDEX FDS | $310K |
VXUSVANGUARD STAR FDS | $301K |
ADBEADOBE INC | $301K |
BPBP PLC | $299K |
JPLDJ P MORGAN EXCHANGE TRADED F | $298K |
SYYSYSCO CORP | $298K |
GPCGENUINE PARTS CO | $290K |
IBITISHARES BITCOIN TRUST ETF | $283K |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $281K |
GISGENERAL MLS INC | $279K |
DUKDUKE ENERGY CORP NEW | $265K |
BCCCGLOBAL X FDS | $262K |
ETRENTERGY CORP NEW | $257K |
TSLATESLA INC | $243K |
BOTZGLOBAL X FDS | $236K |
CMICUMMINS INC | $228K |
CARRCARRIER GLOBAL CORPORATION | $221K |
NFLXNETFLIX INC | $213K |
IBMINTERNATIONAL BUSINESS MACHS | $207K |
XBISPDR SER TR | $202K |
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