FM

F/M Investments LLC

13F
F/M Investments LLC
Last update 2024-07-29 315 Stocks (273 new)
Value $2.77 Bil Turnover 97 %
Countries:
Top Holdings: MSFT(4.23%)AAPL(3.60%)NVDA(3.59%)GOOGL(3.47%)AMZN(3.04%)
Portfolio Report
Summary Stock Picks Current Portfolio
F/M Investments LLC Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MSFT 		Microsoft Corp
262,122
117198.700
+990.63%
4.230
+3.84%
0.000
+0.52%
+14.09%
3172348.353
Software
AAPL 		Apple Inc
472,765
99595.330
+583.46%
3.600
+3.07%
0.000
+7.21%
+21.69%
3548645.576
Hardware
NVDA 		NVIDIA Corp
803,540
99293.880
+834.78%
3.590
+3.21%
0.000
+24.30%
+183.81%
3446955.600
Semiconductors
GOOGL 		Alphabet Inc
527,562
96122.070
+1,403.45%
3.470
+3.24%
0.000
-0.04%
+19.65%
2061370.900
Interactive Media
AMZN 		Amazon.com Inc
434,917
84064.470
+806.76%
3.040
+2.70%
0.000
+3.23%
+23.99%
1977259.845
Retail - Cyclical
META 		Meta Platforms Inc
112,703
56847.500
+1,037.49%
2.050
+1.87%
0.000
+24.27%
+63.83%
1462638.854
Interactive Media
MA 		Mastercard Inc
111,000
48972.780
+14,167.35%
1.770
+1.76%
0.010
+16.14%
+19.84%
469502.179
Credit Services
LLY 		Eli Lilly and Co
47,511
43020.120
New Holding
1.550
+1.55%
0.010
+11.46%
+54.39%
806412.323
Drug Manufacturers
UNH 		UnitedHealth Group Inc
77,063
39233.330
New Holding
1.420
+1.42%
0.010
-0.43%
+8.63%
521952.875
Healthcare Plans
V 		Visa Inc
143,548
37680.780
+14,226.15%
1.360
+1.35%
0.010
+9.75%
+9.78%
552999.285
Credit Services

F/M Investments LLC's Historical Top Holdings Breakdowns

F/M Investments LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
ZTEN 		F/M 10-Year Investment Grade Corporate Bond ETF2024-06-30Sold Out
-7.92%
●
48.28 ($49.23) 50
$50.52
2.62%
Sold Out
0
-232,480
ZTRE 		F/M 3-Year Investment Grade Corporate Bond ETF2024-06-30Sold Out
-6.80%
●
49.45 ($49.77) 50.01
$50.68
1.83%
Sold Out
0
-199,300
ZTWO 		F/M 2-Year Investment Grade Corporate Bond ETF2024-06-30Sold Out
-4.37%
●
49.69 ($49.88) 49.98
$50.55
1.35%
Sold Out
0
-128,002
MSFT 		Microsoft Corp2024-06-30Add
+3.84%
●
389.33 ($422.32) 452.85
$426.71
1.04%
Add 990.63%
262,122
238,088
GOOGL 		Alphabet Inc2024-06-30Add
+3.24%
●
150.53 ($168.57) 185.41
$166.72
-1.10%
Add 1403.45%
527,562
492,472
NVDA 		NVIDIA Corp2024-06-30Add
+3.21%
●
76.2 ($101.1) 135.58
$140.52
38.99%
Add 834.78%
803,540
717,580
AAPL 		Apple Inc2024-06-30Add
+3.07%
●
165 ($186.49) 216.67
$233.40
25.15%
Add 583.46%
472,765
403,593
AMZN 		Amazon.com Inc2024-06-30Add
+2.70%
●
173.67 ($183.7) 197.85
$188.39
2.55%
Add 806.76%
434,917
386,953
TBIL 		US Treasury 3 Month Bill ETF2024-06-30Sold Out
-2.39%
●
49.83 ($49.93) 50.05
$50.01
0.16%
Sold Out
0
-70,132
OBIL 		US Treasury 12 Month Bill ETF2024-06-30Sold Out
-2.12%
●
49.67 ($49.79) 49.88
$50.10
0.63%
Sold Out
0
-62,253

F/M Investments LLC Total Holding History ($B)

To

F/M Investments LLC's Asset Allocation

To

F/M Investments LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

F/M Investments LLC's Hypothetical Growth since 2024-06-30

F/M Investments LLC's Yearly Returns

Year Portfolio % % Excess Gain %

F/M Investments LLC's Holdings Heat Map

Size field:

F/M Investments LLC's Holdings Bubble Chart

F/M Investments LLC News

  • 1

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