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Name: |
FMA Wealth Management LLC |
City: |
DUXBURY |
State: |
MA |
Zip: |
02332 |
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data |
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Holdings
Found :
9 |
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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 |
NextEra Energy |
28 |
- |
$76.09 |
$547,000 |
8,556 |
0.45% |
27,000 |
0 |
0 |
Electric Utilities |
|
MSFT |
Microsoft Corp |
29 |
- |
$420.21 |
$540,000 |
1,285 |
0.45% |
57,000 |
0 |
0 |
Application Software |
|
ORCL |
Oracle Corp |
30 |
- |
$123.50 |
$506,000 |
4,029 |
0.42% |
81,000 |
0 |
0 |
Application Software |
|
XOM |
Exxon Mobil Corp |
32 |
- |
$119.64 |
$429,000 |
3,689 |
0.36% |
60,000 |
0 |
0 |
Integrated Oil & Gas |
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LLY |
Eli Lilly & Co |
33 |
- |
$770.00 |
$362,000 |
465 |
0.3% |
91,000 |
0 |
0 |
Drug Manufacturers - ... |
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CHKP |
Check Point Software Techno... |
34 |
- |
$151.13 |
$321,000 |
1,960 |
0.27% |
22,000 |
0 |
0.001 |
Security Software & S... |
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EMR |
Emerson Electric Co |
35 |
- |
$112.88 |
$319,000 |
2,815 |
0.26% |
45,000 |
0 |
0 |
Industrial Electrical... |
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ANTM |
Anthem Inc |
37 |
- |
$547.71 |
$259,000 |
500 |
0.21% |
23,000 |
0 |
0 |
N/A |
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ADBE |
Adobe Systems Inc |
38 |
- |
$483.43 |
$246,000 |
488 |
0.2% |
-45,000 |
0 |
0 |
Application Software |
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