Fft Wealth Management LLC Top Holdings and 13F Report (2024) About Fft Wealth Management LLCInvestment ActivityFft Wealth Management LLC has $1.32 billion in total holdings as of September 30, 2024.Fft Wealth Management LLC owns shares of 166 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 10.67% of the portfolio was purchased this quarter.About 0.93% of the portfolio was sold this quarter.This quarter, Fft Wealth Management LLC has purchased 155 new stocks and bought additional shares in 99 stocks.Fft Wealth Management LLC sold shares of 23 stocks and completely divested from 6 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $534,296,720Vanguard Total Bond Market ETF $110,312,163SPDR S&P 500 ETF Trust $106,347,063Akamai Technologies $62,260,105iShares Core S&P 500 ETF $58,790,081 Largest New Holdings this Quarter Akamai Technologies $62,260,105 HoldingiShares 7-10 Year Treasury Bond ETF $772,413 HoldingBroadcom $438,605 HoldingVerizon Communications $336,151 HoldingOracle $325,294 Holding Largest Purchases this Quarter Akamai Technologies 616,742 shares (about $62.26M)iShares Russell 3000 ETF 58,424 shares (about $19.09M)Schwab International Equity ETF 176,054 shares (about $7.24M)Vanguard Intermediate-Term Treasury Index ETF 110,174 shares (about $6.66M)Vanguard FTSE Developed Markets ETF 79,982 shares (about $4.22M) Largest Sales this Quarter TJX Companies 23,442 shares (about $2.76M)Vanguard Total Stock Market ETF 7,779 shares (about $2.20M)Alphabet 7,350 shares (about $1.22M)SPDR S&P 500 ETF Trust 1,792 shares (about $1.03M)iShares 3-7 Year Treasury Bond ETF 5,529 shares (about $661.29K) Sector Allocation Over TimeMap of 500 Largest Holdings ofFft Wealth Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$534,296,720$3,948,556 ▲0.7%1,012,55840.5%ETFBNDVanguard Total Bond Market ETF$110,312,163$1,343,042 ▲1.2%1,468,6758.4%ETFSPYSPDR S&P 500 ETF Trust$106,347,063$1,028,179 ▼-1.0%185,3518.1%FinanceAKAMAkamai Technologies$62,260,105$62,260,105 ▲New Holding616,7424.7%Computer and TechnologyIVViShares Core S&P 500 ETF$58,790,081$4,036,587 ▲7.4%101,9214.5%ETFIWViShares Russell 3000 ETF$43,725,962$19,088,879 ▲77.5%133,8293.3%ETFTJXTJX Companies$27,724,983$2,755,373 ▼-9.0%235,8772.1%Retail/WholesaleCPRTCopart$20,430,550$44,959 ▲0.2%389,8961.5%Business ServicesUSMViShares MSCI USA Min Vol Factor ETF$18,942,7160.0%207,4551.4%ETFDGROiShares Core Dividend Growth ETF$18,788,037$1,468,260 ▲8.5%299,6981.4%ETFIJRiShares Core S&P Small-Cap ETF$15,400,771$236,726 ▲1.6%131,6761.2%ETF2023 ETF SERIES TRUST II$15,203,067$3,173,375 ▲26.4%466,2091.2%GMO US QUALITY EIJHiShares Core S&P Mid-Cap ETF$15,090,349$40,009 ▼-0.3%242,1431.1%ETFSCHFSchwab International Equity ETF$14,621,873$7,239,347 ▲98.1%355,5901.1%ETFIEFAiShares Core MSCI EAFE ETF$10,606,2630.0%135,8910.8%ETFVTIVanguard Total Stock Market ETF$10,035,154$2,202,694 ▼-18.0%35,4400.8%ETFMETAMeta Platforms$9,756,437$1,299,981 ▲15.4%17,0440.7%Computer and TechnologyEEMiShares MSCI Emerging Markets ETF$9,397,496$493,912 ▲5.5%204,9170.7%FinanceVEAVanguard FTSE Developed Markets ETF$9,218,261$4,223,855 ▲84.6%174,5550.7%ETFAGGiShares Core U.S. Aggregate Bond ETF$8,742,281$361,131 ▲4.3%86,3260.7%FinanceVNQVanguard Real Estate ETF$8,344,435$44,716 ▲0.5%85,6540.6%ETFTPXTempur Sealy International$7,865,115$19,765 ▲0.3%144,0500.6%Retail/WholesaleIWRiShares Russell Mid-Cap ETF$7,780,7350.0%88,2770.6%ETFVGITVanguard Intermediate-Term Treasury Index ETF$7,626,785$6,656,738 ▲686.2%126,2290.6%ETFQQQInvesco QQQ$7,453,367$62,961 ▼-0.8%15,2710.6%FinanceACGLArch Capital Group$6,940,364$3,804 ▲0.1%62,0340.5%FinanceACWXiShares MSCI ACWI ex U.S. ETF$6,421,8700.0%112,2310.5%ManufacturingAMZNAmazon.com$6,270,191$540,730 ▲9.4%33,6510.5%Retail/WholesaleSCHBSchwab US Broad Market ETF$6,244,781$270,604 ▲4.5%93,8780.5%ETFEFAiShares MSCI EAFE ETF$5,770,980$425,176 ▼-6.9%69,0060.4%FinanceVWOVanguard FTSE Emerging Markets ETF$5,735,272$3,934,527 ▲218.5%119,8590.4%ETFMSFTMicrosoft$5,664,381$1,007,317 ▲21.6%13,1640.4%Computer and TechnologyFIFiserv$4,790,008$31,978 ▲0.7%26,6630.4%Business ServicesWMBWilliams Companies$4,779,815$57,199 ▲1.2%104,7060.4%Oils/EnergySNPSSynopsys$4,749,432$3,545 ▲0.1%9,3790.4%Computer and TechnologyMUBiShares National Muni Bond ETF$4,692,500$2,736,070 ▲139.9%43,1970.4%ETFAAPLApple$4,454,271$1,969,320 ▲79.2%19,1170.3%Computer and TechnologyCCJCameco$4,242,6160.0%88,8320.3%Basic MaterialsGOOGAlphabet$4,048,025$152,478 ▲3.9%24,2120.3%Computer and TechnologyIWMiShares Russell 2000 ETF$4,014,896$134,964 ▼-3.3%18,1760.3%FinanceNVDANVIDIA$3,929,214$927,564 ▲30.9%32,3550.3%Computer and TechnologyBECNBeacon Roofing Supply$3,368,2640.0%38,9710.3%Retail/WholesaleVGSHVanguard Short-Term Treasury Index ETF$3,173,093$2,639,611 ▲494.8%53,7630.2%ETFPYPLPayPal$2,897,386$57,586 ▲2.0%37,1320.2%Computer and TechnologyOKEONEOK$2,756,724$41,556 ▲1.5%30,2500.2%Oils/EnergyCBRECBRE Group$2,477,276$61,618 ▲2.6%19,9010.2%FinanceVGLTVanguard Long-Term Treasury Index ETF$2,206,650$1,821,900 ▲473.5%35,8570.2%ETFVTEBVanguard Tax-Exempt Bond ETF$2,051,504$502,818 ▼-19.7%40,1310.2%ETFXBISPDR S&P Biotech ETF$1,789,896$272,990 ▼-13.2%18,1160.1%ETFGOOGLAlphabet$1,725,517$1,219,007 ▼-41.4%10,4040.1%Computer and TechnologyOMFOneMain$1,592,0020.0%33,8220.1%FinanceNTRNutrien$1,415,595$11,294 ▲0.8%29,4550.1%Basic MaterialsVTVVanguard Value ETF$1,407,746$35,613 ▼-2.5%8,0640.1%ETFMAMastercard$1,309,348$30,611 ▲2.4%2,6520.1%Business ServicesFOXFOX$1,285,510$10,709 ▲0.8%33,1320.1%Consumer DiscretionaryQRVOQorvo$1,179,583$310 ▲0.0%11,4190.1%Computer and TechnologyIEIiShares 3-7 Year Treasury Bond ETF$1,080,261$661,289 ▼-38.0%9,0320.1%ETFCETCentral Securities$989,9610.0%21,5960.1%FinanceNOWServiceNow$900,651$92,122 ▲11.4%1,0070.1%Computer and TechnologyBNDWVanguard Total World Bond ETF$829,8680.0%11,7530.1%ETFUBERUber Technologies$786,450$217,356 ▲38.2%10,4640.1%Computer and TechnologyINTUIntuit$781,778$31,048 ▲4.1%1,2590.1%Computer and TechnologyIEFiShares 7-10 Year Treasury Bond ETF$772,413$772,413 ▲New Holding7,8720.1%ETFEMXCiShares MSCI Emerging Markets ex China ETF$762,531$104,193 ▲15.8%12,4780.1%ManufacturingUNHUnitedHealth Group$752,963$79,505 ▲11.8%1,2880.1%MedicalBXBlackstone$737,536$113,173 ▼-13.3%4,8160.1%FinanceDHRDanaher$729,458$113,978 ▲18.5%2,6240.1%Multi-Sector ConglomeratesPHParker-Hannifin$717,219$25,276 ▲3.7%1,1350.1%Industrial ProductsVVisa$701,401$123,178 ▲21.3%2,5510.1%Business ServicesMLMMartin Marietta Materials$670,140$16,686 ▲2.6%1,2450.1%ConstructionAMDAdvanced Micro Devices$647,460$245,136 ▲60.9%3,9460.0%Computer and TechnologyVMCVulcan Materials$627,828$1,753 ▲0.3%2,5070.0%ConstructionIEMGiShares Core MSCI Emerging Markets ETF$616,3110.0%10,7350.0%ETFCOSTCostco Wholesale$604,385$48,741 ▲8.8%6820.0%Retail/WholesaleABBVAbbVie$597,574$80,374 ▲15.5%3,0260.0%MedicalLENLennar$581,098$15,558 ▲2.8%3,1000.0%ConstructionCMGChipotle Mexican Grill$580,464$50,360 ▲9.5%10,0740.0%Retail/WholesaleADBEAdobe$563,659$54,347 ▲10.7%1,0890.0%Computer and TechnologyAMPAmeriprise Financial$561,547$17,857 ▲3.3%1,1950.0%FinanceSCHESchwab Emerging Markets Equity ETF$558,204$214,207 ▼-27.7%19,1300.0%ETFIWFiShares Russell 1000 Growth ETF$543,2410.0%1,4470.0%ETFAORiShares Core Growth Allocation ETF$530,0200.0%8,9470.0%ETFIAUiShares Gold Trust$520,4090.0%10,4710.0%FinanceISRGIntuitive Surgical$519,764$121,344 ▲30.5%1,0580.0%MedicalJPMJPMorgan Chase & Co.$518,294$238,694 ▲85.4%2,4580.0%FinanceCGThe Carlyle Group$517,753$36,989 ▲7.7%12,0240.0%FinanceCRMSalesforce$513,124$68,417 ▲15.4%1,8750.0%Computer and TechnologyTSLATesla$494,096$188,588 ▲61.7%1,8890.0%Auto/Tires/TrucksECLEcolab$488,538$5,108 ▲1.1%1,9130.0%Basic MaterialsPGProcter & Gamble$476,437$136,818 ▲40.3%2,7510.0%Consumer StaplesLLYEli Lilly and Company$472,096$274,577 ▲139.0%5330.0%MedicalSPYGSPDR Portfolio S&P 500 Growth ETF$466,823$71,417 ▲18.1%5,6280.0%ETFACNAccenture$460,483$67,853 ▲17.3%1,3030.0%Computer and TechnologyKOCoca-Cola$453,846$42,827 ▲10.4%6,3160.0%Consumer StaplesCTVACorteva$451,689$28,866 ▲6.8%7,6830.0%Consumer StaplesVUGVanguard Growth ETF$442,6710.0%1,1530.0%ETFAVGOBroadcom$438,605$438,605 ▲New Holding2,5430.0%Computer and TechnologyJNJJohnson & Johnson$438,210$100,963 ▲29.9%2,7040.0%MedicalAAgilent Technologies$436,179$137,624 ▲46.1%2,9380.0%Computer and TechnologyAMGNAmgen$435,953$54,132 ▲14.2%1,3530.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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