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| Name: |
FRG Family Wealth Advisors LLC |
| City: |
Bellevue |
| State: |
WA |
| Zip: |
98004 |
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data |
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| Holdings
Found :
7 |
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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 |
|
XLV |
SPDR Select Sector Health |
74 |
New |
$143.59 |
$996,000 |
7,300 |
0.2% |
996,000 |
7,300 |
0 |
Closed - End Fund - E... |
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PANW |
Palo Alto Networks Inc |
108 |
New |
$297.47 |
$426,000 |
1,445 |
0.09% |
426,000 |
1,445 |
0 |
Networking & Communic... |
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COKE |
Coca Cola Bottling Co Conso... |
126 |
New |
$952.10 |
$279,000 |
300 |
0.06% |
279,000 |
300 |
0.003 |
Beverage Soft Drinks... |
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XLK |
SPDR Technology Sector |
130 |
New |
$205.54 |
$260,000 |
1,349 |
0.05% |
260,000 |
1,349 |
0 |
Closed - End Fund - E... |
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DXJ |
WisdomTree Trust Japan Tota... |
132 |
New |
$107.78 |
$245,000 |
2,780 |
0.05% |
245,000 |
2,780 |
0.009 |
Closed - End Fund - E... |
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QUAL |
Ishares Msci Usa Quality Fa... |
134 |
New |
$0.00 |
$239,000 |
1,625 |
0.05% |
239,000 |
1,625 |
0 |
N/A |
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AMD |
Advanced Micro Devices Inc |
138 |
New |
$151.92 |
$226,000 |
1,535 |
0.05% |
226,000 |
1,535 |
0 |
Semiconductor- Broad... |
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