Holdings
FMA Wealth Management, LLC
As of Jun 30, 2026, FMA Wealth Management, LLC reported 15 positions worth US$5.56M. Largest: Apple Inc, Nextera Energy, Inc. and Exxon Mobil Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 4,132 | US$1.2M | −3,754 | Jun 30, 2026 |
| Nextera Energy, Inc. | 7,444 | US$653K | no change | Jun 30, 2026 |
| Exxon Mobil Corporation | 3,358 | US$459K | −50 | Jun 30, 2026 |
| Microsoft Corp. | 1,042 | US$389K | no change | Jun 30, 2026 |
| Procter & Gamble Company (the) | 2,555 | US$375K | −200 | Jun 30, 2026 |
| Emerson Electric Company | 2,611 | US$374K | no change | Jun 30, 2026 |
| Manulife Financial Corporation | 6,867 | US$278K | no change | Jun 30, 2026 |
| Advanced Micro Devices Inc | 1,108 | US$268K | no change | Jun 30, 2026 |
| Eli Lilly And Company | 200 | US$240K | new | Jun 30, 2026 |
| The Lovesac Company | 1,000 | US$238K | no change | Jun 30, 2026 |