FMA WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 8K | $2.03M |
 | NEE | 7K | $565.72K |
 | MFC | 7K | $214.88K |
 | BAC | 4K | $202.85K |
 | XOM | 4K | $395.15K |
 | ORCL | 3K | $936.25K |
 | PG | 3K | $423.31K |
 | EMR | 3K | $342.51K |
 | DIS | 2K | $251.90K |
 | CHKP | 2K | $405.54K |
 | ABT | 2K | $204.13K |
 | LOVE | 1K | $208.30K |
 | MSFT | 1K | $553.26K |
 | AMZN | 1K | $219.57K |
 | ABBV | 983 | $227.60K |
 | IBM | 780 | $220.09K |
Apple Inc.
AAPL
Shares Held
8K
Value
$2.03M
NextEra Energy, Inc.
NEE
Shares Held
7K
Value
$565.72K
Manulife Financial Corporation
MFC
Shares Held
7K
Value
$214.88K
Bank of America Corporation
BAC
Shares Held
4K
Value
$202.85K
Exxon Mobil Corporation
XOM
Shares Held
4K
Value
$395.15K
Oracle Corporation
ORCL
Shares Held
3K
Value
$936.25K
The Procter & Gamble Company
PG
Shares Held
3K
Value
$423.31K
Emerson Electric Co.
EMR
Shares Held
3K
Value
$342.51K
The Walt Disney Company
DIS
Shares Held
2K
Value
$251.90K
Check Point Software Technologies Ltd.
CHKP
Shares Held
2K
Value
$405.54K
Abbott Laboratories
ABT
Shares Held
2K
Value
$204.13K
The Lovesac Company
LOVE
Shares Held
1K
Value
$208.30K
Microsoft Corporation
MSFT
Shares Held
1K
Value
$553.26K
Amazon.com, Inc.
AMZN
Shares Held
1K
Value
$219.57K
AbbVie Inc.
ABBV
Shares Held
983
Value
$227.60K
International Business Machines Corporation
IBM
Shares Held
780
Value
$220.09K