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 |
|---|---|
BLKBLACKROCK INC | $4K |
TTTRANE TECHNOLOGIES PLC | $4K |
VYMVANGUARD WHITEHALL FDS | $4K |
VGTVANGUARD WORLD FD | $4K |
FNDXSCHWAB STRATEGIC TR | $4K |
TMOTHERMO FISHER SCIENTIFIC INC | $3K |
KOCOCA COLA CO | $3K |
MRKMERCK & CO INC | $3K |
CEGCONSTELLATION ENERGY CORP | $3K |
NVDANVIDIA CORPORATION | $3K |
TSLATESLA INC | $3K |
MCDMCDONALDS CORP | $3K |
JPSTJ P MORGAN EXCHANGE TRADED F | $3K |
KLACKLA CORP | $3K |
SRESEMPRA | $3K |
BDXBECTON DICKINSON & CO | $2K |
SMHVANECK ETF TRUST | $2K |
ABTABBOTT LABS | $2K |
TRVTRAVELERS COMPANIES INC | $2K |
ORCLORACLE CORP | $2K |
VHTVANGUARD WORLD FD | $2K |
CLCOLGATE PALMOLIVE CO | $2K |
WMWASTE MGMT INC DEL | $2K |
FBTCFIDELITY WISE ORIGIN BITCOIN | $2K |
FSTAFIDELITY COVINGTON TRUST | $2K |
TXNTEXAS INSTRS INC | $2K |
IJRISHARES TR | $2K |
PEGPUBLIC SVC ENTERPRISE GRP IN | $1K |
FDXFEDEX CORP | $1K |
ELVELEVANCE HEALTH INC | $1K |
BXBLACKSTONE INC | $1K |
EMREMERSON ELEC CO | $1K |
VDEVANGUARD WORLD FD | $1K |
RSPFINVESCO EXCHANGE TRADED FD T | $1K |
MGKVANGUARD WORLD FD | $1K |
RTXRTX CORPORATION | $1K |
VRTXVERTEX PHARMACEUTICALS INC | $1K |
VEUVANGUARD INTL EQUITY INDEX F | $1K |
CSCOCISCO SYS INC | $1K |
MDLZMONDELEZ INTL INC | $1K |
MOALTRIA GROUP INC | $1K |
VOOVANGUARD INDEX FDS | $1K |
XOMEXXON MOBIL CORP | $1K |
CVXCHEVRON CORP NEW | $1K |
FLTRVANECK ETF TRUST | $1K |
JJACOBS SOLUTIONS INC | $1K |
MAMASTERCARD INCORPORATED | $1K |
CBCHUBB LIMITED | $1K |
NVSNNOVARTIS AG | $1K |
HONHONEYWELL INTL INC | $1K |
XLVSELECT SECTOR SPDR TR | $1K |
VUGVANGUARD INDEX FDS | $1K |
AMGNAMGEN INC | $1K |
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