FMA WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NEE | 7K | $653.36K |
 | MFC | 7K | $278.18K |
 | AAPL | 4K | $1.20M |
 | BAC | 4K | $224.04K |
 | XOM | 3K | $459.11K |
 | EMR | 3K | $373.76K |
 | PG | 3K | $374.67K |
 | DIS | 2K | $211.75K |
 | CHKP | 2K | $257.60K |
 | AMD | 1K | $268.07K |
 | MSFT | 1K | $388.69K |
 | LOVE | 1K | $238.34K |
 | ABBV | 883 | $222.20K |
 | IBM | 762 | $214.28K |
 | GOOG | 625 | $220.83K |
 | LLY | 200 | $239.89K |
NextEra Energy, Inc.
NEE
Shares Held
7K
Value
$653.36K
Manulife Financial Corporation
MFC
Shares Held
7K
Value
$278.18K
Apple Inc.
AAPL
Shares Held
4K
Value
$1.20M
Bank of America Corporation
BAC
Shares Held
4K
Value
$224.04K
Exxon Mobil Corporation
XOM
Shares Held
3K
Value
$459.11K
Emerson Electric Co.
EMR
Shares Held
3K
Value
$373.76K
The Procter & Gamble Company
PG
Shares Held
3K
Value
$374.67K
The Walt Disney Company
DIS
Shares Held
2K
Value
$211.75K
Check Point Software Technologies Ltd.
CHKP
Shares Held
2K
Value
$257.60K
Advanced Micro Devices, Inc.
AMD
Shares Held
1K
Value
$268.07K
Microsoft Corporation
MSFT
Shares Held
1K
Value
$388.69K
The Lovesac Company
LOVE
Shares Held
1K
Value
$238.34K
AbbVie Inc.
ABBV
Shares Held
883
Value
$222.20K
International Business Machines Corporation
IBM
Shares Held
762
Value
$214.28K
Alphabet Inc.
GOOG
Shares Held
625
Value
$220.83K
Eli Lilly and Company
LLY
Shares Held
200
Value
$239.89K