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