Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: F/M Investments LLC
  City: WASHINGTON
  State: DC
  Zip: 20007
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $148,083,000
  Total Value Change : $-28,039,000
  Securities Held Change : -9
   
All Securities Held : 80
  New Positions : 12
  Closed Positions : 19
  Increased Positions : 23
  Unchanged Positions : 8
  Decreased Positions : 37

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 9     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (MRK)1 Year Chart         MRK Merck & Co Inc 57 New $131.20 $255,000 1,936 0.17% 255,000 1,936 0    Drug Manufacturers - ...
   (TJX)1 Year Chart         TJX TJX Companies Inc 64 New $97.79 $218,000 2,147 0.15% 218,000 2,147 0    Discount, Variety Stores
   (VLO)1 Year Chart         VLO Valero Energy Corp 66 New $163.78 $210,000 1,231 0.14% 210,000 1,231 0    Oil & Gas Refining, P...
   (VERX)1 Year Chart         VERX Vertex, Inc. 67 New $33.17 $209,000 6,578 0.14% 209,000 6,578 0.011    N/A
   (COP)1 Year Chart         COP ConocoPhillips 69 New $120.89 $204,000 1,600 0.14% 204,000 1,600 0    Integrated Oil & Gas
   (VO)1 Year Chart         VO Vanguard Mid Cap VIPERS 70 New $248.87 $203,000 852 0.14% 203,000 852 0    Closed - End Fund - E...
   (GLD)1 Year Chart         GLD streetTRACKS Gold Trust 71 New $224.56 $201,000 978 0.14% 201,000 978 0    Closed - End Fund - E...
   (NXT)1 Year Chart         NXT Nextracker Inc. 73 New $44.40 $200,000 3,559 0.14% 200,000 3,559 0    N/A
   (SBUX)1 Year Chart         SBUX Starbucks Corp 72 New $77.54 $200,000 2,192 0.14% 200,000 2,192 0.003    Specialty Eateries

      9 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results