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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 | +18.37% | +8.49% | 639,538.5 | ||
IWV | iShares Russell 3000 ETF | 129,579 | 41,159.5 | -8.95% | 8.610 | -0.32% | 0.280 | +18.44% | +8.17% | 16,222.1 | ||
DGRO | iShares Core Dividend Growth ETF | 644,892 | 39,841.5 | +59.40% | 8.330 | +3.10% | 0.130 | +12.15% | +8.01% | 32,749.9 | ||
QLTY | GMO U.S. Quality ETF | 1,202,553 | 37,650.3 | +50.59% | 7.880 | +2.65% | - | +15.69% | +8.01% | 1,434.2 | ||
SPY | SPDR S&P 500 ETF Trust | 54,356 | 30,498.9 | -70.68% | 6.380 | -5.79% | 0.010 | +18.40% | +8.49% | 652,137.9 | ||
IJR | iShares Core S&P Small-Cap ETF | 190,257 | 19,895.2 | +36.52% | 4.160 | +1.11% | 0.030 | +16.79% | -0.47% | 83,008.5 | ||
CPRT | Copart Inc | 341,094 | 19,302.5 | -3.76% | 4.040 | -0.06% | 0.040 | -23.48% | -18.61% | 45,165.6 | Business Services | |
IJH | iShares Core S&P Mid-Cap ETF | 234,044 | 13,656.5 | -0.12% | 2.860 | 0% | 0.020 | +15.88% | +3.78% | 98,541.6 | ||
QQQ | INVESCO QQQ Trust | 20,606 | 9,677.4 | +24.92% | 2.020 | +0.40% | 0.000 | +23.72% | +10.17% | 358,162.2 | ||
META | Meta Platforms Inc | 16,520 | 9,521.4 | -5.19% | 1.990 | -0.04% | 0.000 | +36.63% | +21.51% | 1,785,926.6 | 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 | $580.66 | 7.41% | 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 | $73.02 | 0.61% | 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 | $634.68 | 7.48% | 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 | $632.05 | 7.53% | 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 | $80.18 | -10.63% | Sold Out | 0 | -616,734 | |
DGRO | iShares Core Dividend Growth ETF | 2025-03-31 | Add Add | +3.10% | 60.46 ($62.66) 64.42 | $65.58 | 4.66% | 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 | $34.41 | 5.48% | 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 | $126.71 | 4.38% | 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 | $93.85 | 1.98% | 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 | $113.91 | 0.95% | Add 36.52% | 190,257 | 50,897 |
FFT WEALTH MANAGEMENT LLC Total Holding History ($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 |
|---|---|---|---|---|
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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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