Frg-Family-Wealth-Advisors

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-05-15
Total Holdings
144
Total Value
517651013
Accession Number
0001893327-25-000002
Form Type
13F-HR
Manager Name
Frg-Family-Wealth-Advisors
Data Enrichment
86% identified
124 identified20 unidentified

Holdings

144 positions • $517.7M total value
Manager:
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ADOBE INC.
Shares:573
Value:$219.8K
% of Portfolio:0.0% ($219.8K/$517.7M)
37954Y715
Shares:7.4K
Value:$210.9K
% of Portfolio:0.0% ($210.9K/$517.7M)
CARRIER GLOBAL Corp
Shares:3.2K
Value:$206.0K
% of Portfolio:0.0% ($206.0K/$517.7M)
CUMMINS INC
Shares:655
Value:$205.3K
% of Portfolio:0.0% ($205.3K/$517.7M)