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  Name: FMA Wealth Management LLC
  City: DUXBURY
  State: MA
  Zip: 02332
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $120,675,000
  Total Value Change : $10,954,000
  Securities Held Change : 2
   
All Securities Held : 40
  New Positions : 3
  Closed Positions : 1
  Increased Positions : 23
  Unchanged Positions : 9
  Decreased Positions : 5

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Holdings Found : 3     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (DIS)1 Year Chart         DIS Walt Disney Co 36 New $103.91 $269,000 2,200 0.22% 269,000 2,200 0    Entertainment - Diver...
   (AMZN)1 Year Chart         AMZN Amazon.com Inc 39 New $176.44 $234,000 1,300 0.19% 234,000 1,300 0    Internet Software & S...
   (LOVE)1 Year Chart         LOVE Lovesac Company 40 New $28.11 $221,000 1,208 0.18% 221,000 1,208 0.007    N/A

      3 Records Found
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