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  Name: F/M Investments LLC
  City: WASHINGTON
  State: DC
  Zip: 20007
   
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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

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Holdings Found : 23     View All Holdings Currently Viewing:  Increased 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
   (MSFT)1 Year Chart         MSFT Microsoft Corp 2 - $425.34 $10,132,000 24,034 6.84% 1,116,000 58 0    Application Software
   (AMD)1 Year Chart         AMD Advanced Micro Devices Inc 7 - $166.33 $4,527,000 25,094 3.06% 840,000 81 0.002    Semiconductor- Broad...
   (ADBE)1 Year Chart         ADBE Adobe Systems Inc 11 - $484.69 $2,763,000 5,481 1.87% -471,000 16 0.001    Application Software
   (IVV)1 Year Chart         IVV iShares Core S&P 500 Etf 28 - $532.75 $1,367,000 2,797 0.92% 101,000 7 0    Closed - End Fund - E...
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B 32 - $413.00 $1,223,000 2,994 0.83% 202,000 65 0    Property & Casualty I...
   (AVGO)1 Year Chart         AVGO Broadcom Limited 34 - $1,414.03 $933,000 702 0.63% 173,000 21 0    Semiconductor- Broad...
   (XLK)1 Year Chart         XLK SPDR Technology Sector 36 - $214.31 $857,000 4,113 0.58% 133,000 352 0.001    Closed - End Fund - E...
   (USXF)1 Year Chart         USXF Ishares Esg Advanced Msci U... 37 - $0.00 $854,000 18,917 0.58% 153,000 1,317 0.014    N/A
   (DIS)1 Year Chart         DIS Walt Disney Co 39 - $102.90 $555,000 4,431 0.37% 136,000 13 0    Entertainment - Diver...
   (JNJ)1 Year Chart         JNJ Johnson & Johnson 42 - $151.27 $492,000 3,112 0.33% 15,000 68 0    Drug Manufacturers - ...
   (PG)1 Year Chart         PG Procter & Gamble Co 44 - $167.31 $472,000 2,953 0.32% 51,000 50 0    Cleaning Products
   (AMAT)1 Year Chart         AMAT Applied Materials Inc 45 - $219.95 $434,000 2,098 0.29% 104,000 59 0    Semiconductor Equipme...
   (ANET)1 Year Chart         ANET Arista Networks, Inc. 46 - $319.39 $410,000 1,414 0.28% 79,000 9 0    Diversified Computer ...
   (HD)1 Year Chart         HD Home Depot Inc 50 - $337.82 $309,000 805 0.21% 73,000 124 0    Home Improvement Stores
   (COST)1 Year Chart         COST Costco Wholesale Corp 51 - $793.00 $309,000 422 0.21% 36,000 8 0    Discount, Variety Stores
   (ELF)1 Year Chart         ELF E L F Beauty Inc 52 - $153.77 $306,000 1,563 0.21% 82,000 8 0.003    N/A
   (ABBV)1 Year Chart         ABBV Abbvie Inc. 53 - $164.56 $274,000 1,505 0.19% 63,000 145 0    Drug Manufacturers - ...
   (WMT)1 Year Chart         WMT Wal-Mart Stores Inc 54 - $60.24 $268,000 4,462 0.18% 47,000 3,063 0    Discount, Variety Stores
   (V)1 Year Chart         V Visa Inc 55 - $278.54 $259,000 1,002 0.17% 15,000 9 0    Business Services
   (FDX)1 Year Chart         FDX Fedex Corp 59 - $254.71 $240,000 828 0.16% 31,000 3 0    AirDelivery & Freight...
   (SWKS)1 Year Chart         SWKS Skyworks Solutions Inc 60 - $94.05 $238,000 2,201 0.16% 3,000 108 0.001    Semiconductor - Integ...
   (MMM)1 Year Chart         MMM 3M Co 63 - $105.21 $218,000 2,056 0.15% 11,000 161 0.001    Conglomerates
   (NVS)1 Year Chart         NVS Novartis AG (ADR) 68 - $102.84 $208,000 2,150 0.14% 1,000 100 0    Drug Manufacturers - ...

      23 Records Found
  1    
Page 1 of 1
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