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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 $492,943,677
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 147,950 $55,635,050 11.28%
2.
Boeing Co
 BA 136,943 $35,695,609 7.24%
3.
Vanguard Index Fds
 136,663 $32,419,094 6.57%
4.
Amazon Com Inc
 AMZN 190,723 $28,978,454 5.87%
5.
Apple Inc.
 AAPL 99,485 $19,153,786 3.88%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)