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FFT WEALTH MANAGEMENT LLC13F | |
| FFT WEALTH MANAGEMENT LLC | |
| Last update 2025-05-15 | 97 Stocks (20 new) |
| Value $478.00 Mil | Turnover 18 % |
FFT WEALTH MANAGEMENT LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 156,474 | 87,922.8 | +48.21% | 18.390 | +5.98% | 0.020 | +17.02% | +7.08% | 622,054.4 | ||
IWV | iShares Russell 3000 ETF | 129,579 | 41,159.5 | -8.95% | 8.610 | -0.32% | 0.280 | +17.49% | +6.64% | 15,992.2 | ||
DGRO | iShares Core Dividend Growth ETF | 644,892 | 39,841.5 | +59.40% | 8.330 | +3.10% | 0.130 | +11.68% | +6.75% | 32,433.7 | ||
QLTY | GMO U.S. Quality ETF | 1,202,553 | 37,650.3 | +50.59% | 7.880 | +2.65% | - | +14.54% | +8.08% | 1,446.1 | ||
SPY | SPDR S&P 500 ETF Trust | 54,356 | 30,498.9 | -70.68% | 6.380 | -5.79% | 0.010 | +17.14% | +7.04% | 641,384.0 | ||
IJR | iShares Core S&P Small-Cap ETF | 190,257 | 19,895.2 | +36.52% | 4.160 | +1.11% | 0.030 | +18.68% | -1.42% | 81,378.3 | ||
CPRT | Copart Inc | 341,094 | 19,302.5 | -3.76% | 4.040 | -0.06% | 0.040 | -20.69% | -17.30% | 45,890.8 | Business Services | |
IJH | iShares Core S&P Mid-Cap ETF | 234,044 | 13,656.5 | -0.12% | 2.860 | 0% | 0.020 | +17.05% | +2.42% | 96,994.3 | ||
QQQ | INVESCO QQQ Trust | 20,606 | 9,677.4 | +24.92% | 2.020 | +0.40% | 0.000 | +22.10% | +8.69% | 355,935.0 | ||
META | Meta Platforms Inc | 16,520 | 9,521.4 | -5.19% | 1.990 | -0.04% | 0.000 | +32.10% | +22.75% | 1,804,054.9 | Interactive Media |
FFT WEALTH MANAGEMENT LLC's Historical Top Holdings Breakdowns
FFT WEALTH MANAGEMENT LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
VOO | Vanguard S&P 500 ETF | 2025-03-31 | Reduce Reduce | -39.65% | 507.05 ($540.58) 563.67 | $573.22 | 6.04% | Reduce -99.93% | 678 | -976,392 | |
BND | Vanguard Total Bond Market ETF | 2025-03-31 | Sold Out Sold Out | -7.45% | 71.17 ($72.57) 73.66 | $72.80 | 0.32% | Sold Out | 0 | -1,375,005 | |
IVV | iShares Core S&P 500 ETF | 2025-03-31 | Add Add | +5.98% | 554.06 ($590.51) 615.85 | $626.44 | 6.08% | Add 48.21% | 156,474 | 50,901 | |
SPY | SPDR S&P 500 ETF Trust | 2025-03-31 | Reduce Reduce | -5.79% | 551.42 ($587.78) 612.93 | $623.62 | 6.10% | Reduce -70.68% | 54,356 | -131,011 | |
AKAM | Akamai Technologies Inc | 2025-03-31 | Sold Out Sold Out | -4.45% | 76.73 ($89.72) 102.1 | $77.38 | -13.75% | Sold Out | 0 | -616,734 | |
DGRO | iShares Core Dividend Growth ETF | 2025-03-31 | Add Add | +3.10% | 60.46 ($62.66) 64.42 | $64.82 | 3.45% | Add 59.4% | 644,892 | 240,327 | |
QLTY | GMO U.S. Quality ETF | 2025-03-31 | Add Add | +2.65% | 31.01 ($32.62) 33.98 | $34.43 | 5.55% | Add 50.59% | 1,202,553 | 403,984 | |
TJX | TJX Companies Inc | 2025-03-31 | Sold Out Sold Out | -2.37% | 112.81 ($121.39) 126.16 | $123.71 | 1.91% | Sold Out | 0 | -260,734 | |
USMV | iShares MSCI USA Min Vol Factor ETF | 2025-03-31 | Sold Out Sold Out | -1.39% | 87.68 ($92.03) 94.57 | $92.74 | 0.77% | Sold Out | 0 | -207,455 | |
IJR | iShares Core S&P Small-Cap ETF | 2025-03-31 | Add Add | +1.11% | 102.49 ($112.84) 119.96 | $112.82 | -0.02% | Add 36.52% | 190,257 | 50,897 |
FFT WEALTH MANAGEMENT LLC Total Holding History ($B)
FFT WEALTH MANAGEMENT LLC's Asset Allocation
FFT WEALTH MANAGEMENT LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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FFT WEALTH MANAGEMENT LLC's Hypothetical Growth since 2025-03-31
FFT WEALTH MANAGEMENT LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
FFT WEALTH MANAGEMENT LLC's Holdings Heat Map
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FFT WEALTH MANAGEMENT LLC's Holdings Bubble Chart
FFT WEALTH MANAGEMENT LLC News
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