$777 Million is the total value of FFT WEALTH MANAGEMENT LLC's 113 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
TDTT | New | FLEXSHARES TRiboxx 3r targt | $297,620 | – | 12,834 | +100.0% | 0.04% | – |
ISRG | New | INTUITIVE SURGICAL INC | $258,677 | – | 885 | +100.0% | 0.03% | – |
MNST | New | MONSTER BEVERAGE CORP NEW | $230,525 | – | 4,354 | +100.0% | 0.03% | – |
LOW | New | LOWES COS INC | $224,225 | – | 1,079 | +100.0% | 0.03% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-13
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SPDR S&P 500 ETF TR | 32 | Q3 2023 | 30.7% |
ISHARES TR | 32 | Q3 2023 | 19.5% |
ISHARES TR | 32 | Q3 2023 | 9.7% |
ISHARES TR | 32 | Q3 2023 | 20.2% |
ISHARES TR | 32 | Q3 2023 | 7.1% |
VANGUARD INDEX FDS | 32 | Q3 2023 | 7.8% |
ISHARES INC | 32 | Q3 2023 | 6.0% |
VANGUARD TAX-MANAGED INTL FD | 32 | Q3 2023 | 4.6% |
ISHARES TR | 32 | Q3 2023 | 1.3% |
ISHARES TR | 31 | Q3 2023 | 10.1% |
View FFT WEALTH MANAGEMENT LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-30 |
13F-HR | 2024-02-06 |
13F-HR | 2023-11-13 |
13F-HR | 2023-08-02 |
13F-HR | 2023-05-12 |
13F-HR | 2023-02-14 |
13F-HR | 2022-11-09 |
13F-HR | 2022-08-12 |
13F-HR | 2022-05-16 |
13F-HR | 2022-02-14 |
View FFT WEALTH MANAGEMENT LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.