FRG Family Wealth Advisors LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 18, 2024
Value $
$559M
Signature - Title
Janet Messer - Compliance Consultant
Location
Bellevue, WA
Summary
This page shows a list of all the recent 13F filings made by FRG Family Wealth Advisors LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. FRG Family Wealth Advisors LLC reported 147 stock holdings with total value $559M as of Q3 2024. Top holdings included MSFT, VTI, AMZN, AAPL, and AMAT.
Holdings Value