FMA WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 8K | $2.14M |
 | NEE | 7K | $597.60K |
 | MFC | 7K | $249.13K |
 | BAC | 4K | $216.26K |
 | XOM | 3K | $410.12K |
 | ORCL | 3K | $648.86K |
 | PG | 3K | $394.82K |
 | EMR | 3K | $346.53K |
 | DIS | 2K | $250.29K |
 | CHKP | 2K | $363.70K |
 | AMD | 1K | $227.48K |
 | MSFT | 1K | $508.77K |
 | LOVE | 1K | $230.82K |
 | ABBV | 933 | $213.18K |
 | IBM | 780 | $231.04K |
 | GOOG | 700 | $219.66K |
 | LLY | 200 | $214.94K |
Apple Inc.
AAPL
Shares Held
8K
Value
$2.14M
NextEra Energy, Inc.
NEE
Shares Held
7K
Value
$597.60K
Manulife Financial Corporation
MFC
Shares Held
7K
Value
$249.13K
Bank of America Corporation
BAC
Shares Held
4K
Value
$216.26K
Exxon Mobil Corporation
XOM
Shares Held
3K
Value
$410.12K
Oracle Corporation
ORCL
Shares Held
3K
Value
$648.86K
The Procter & Gamble Company
PG
Shares Held
3K
Value
$394.82K
Emerson Electric Co.
EMR
Shares Held
3K
Value
$346.53K
The Walt Disney Company
DIS
Shares Held
2K
Value
$250.29K
Check Point Software Technologies Ltd.
CHKP
Shares Held
2K
Value
$363.70K
Advanced Micro Devices, Inc.
AMD
Shares Held
1K
Value
$227.48K
Microsoft Corporation
MSFT
Shares Held
1K
Value
$508.77K
The Lovesac Company
LOVE
Shares Held
1K
Value
$230.82K
AbbVie Inc.
ABBV
Shares Held
933
Value
$213.18K
International Business Machines Corporation
IBM
Shares Held
780
Value
$231.04K
Alphabet Inc.
GOOG
Shares Held
700
Value
$219.66K
Eli Lilly and Company
LLY
Shares Held
200
Value
$214.94K