FMA Wealth Management, LLC
Top Portfolio Positions
12 positions ·
$5,821,312 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
7,886 | $2,001,387 | 34.38% | |
| NEE |
Nextera Energy Inc
Utilities
|
7,444 | $691,398 | 11.88% | |
| XOM |
Exxon Mobil Corp
Energy
|
3,408 | $578,201 | 9.93% | |
| ORCL |
Oracle Corp
Technology
|
3,099 | $455,893 | 7.83% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
2,755 | $397,932 | 6.84% | |
| MSFT |
Microsoft Corp
Technology
|
1,042 | $385,717 | 6.63% | |
| EMR |
Emerson Electric Co
Industrials
|
2,611 | $342,093 | 5.88% | |
| CHKP |
Check Point Software Technologies Ltd
Technology
|
1,960 | $279,986 | 4.81% | |
| MFC |
Manulife Financial Corp
Financial Services
|
6,867 | $236,499 | 4.06% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
1,108 | $225,400 | 3.87% |
Portfolio Trend
Holdings in LOVE
Shares Held
Position Value (USD)
8 of 8 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,770 | 1,000 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $14,750 | 1,000 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $18,758 | 1,108 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $20,165 | 1,108 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $20,143 | 1,108 | Shares | Sole | 2025-04-22 | |
| 2024-09-30 | $34,609 | 1,208 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $27,276 | 1,208 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $27,300 | 1,208 | Shares | Sole | 2024-04-29 | |
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