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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

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 9     View All Holdings Currently Viewing:  Unchanged 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
   (NEE)1 Year Chart         NEE NextEra Energy 28 - $76.09 $547,000 8,556 0.45% 27,000 0 0    Electric Utilities
   (MSFT)1 Year Chart         MSFT Microsoft Corp 29 - $420.21 $540,000 1,285 0.45% 57,000 0 0    Application Software
   (ORCL)1 Year Chart         ORCL Oracle Corp 30 - $123.50 $506,000 4,029 0.42% 81,000 0 0    Application Software
   (XOM)1 Year Chart         XOM Exxon Mobil Corp 32 - $119.64 $429,000 3,689 0.36% 60,000 0 0    Integrated Oil & Gas
   (LLY)1 Year Chart         LLY Eli Lilly & Co 33 - $770.00 $362,000 465 0.3% 91,000 0 0    Drug Manufacturers - ...
   (CHKP)1 Year Chart         CHKP Check Point Software Techno... 34 - $151.13 $321,000 1,960 0.27% 22,000 0 0.001    Security Software & S...
   (EMR)1 Year Chart         EMR Emerson Electric Co 35 - $112.88 $319,000 2,815 0.26% 45,000 0 0    Industrial Electrical...
   (ANTM)1 Year Chart         ANTM Anthem Inc 37 - $547.71 $259,000 500 0.21% 23,000 0 0    N/A
   (ADBE)1 Year Chart         ADBE Adobe Systems Inc 38 - $483.43 $246,000 488 0.2% -45,000 0 0    Application Software

      9 Records Found
  1    
Page 1 of 1
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