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Home > Institutional Investor > Frg Family Wealth Advisors Llc > Profile

Instuitional Investor - Frg Family Wealth Advisors Llc

Fund Profile
Filing Period:
Fund Name: Frg Family Wealth Advisors Llc
Portfolio Value $550,894,041
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 146,021 $61,547,643 11.17%
2.
Vanguard Index Fds
 148,399 $43,007,397 7.8%
3.
Amazon Com Inc
 AMZN 176,083 $38,630,849 7.01%
4.
Apple Inc.
 AAPL 98,890 $24,764,014 4.49%
5.
Broadcom Inc.
 AVGO 97,673 $22,644,570 4.11%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)