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Home > Institutional Investor > Frg Family Wealth Advisors Llc > Profile

Instuitional Investor - Frg Family Wealth Advisors Llc

Fund Profile
Filing Period:
Fund Name: Frg Family Wealth Advisors Llc
Portfolio Value $575,424,762
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 143,395 $71,325,929 12.4%
2.
Vanguard Index Fds
 142,950 $43,446,944 7.55%
3.
Amazon Com Inc
 AMZN 172,454 $37,834,683 6.58%
4.
Broadcom Inc.
 AVGO 96,178 $26,511,536 4.61%
5.
Schwab Strategic Trust
 FNDF 718,962 $21,000,880 3.65%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)