Now live: Pro — the full 13F research suite for serious investorsSee pricing →
FFT WEALTH MANAGEMENT LLC

Q2 2024 · 13F-HR

FFT WEALTH MANAGEMENT LLCholdings as filed

Filed 2024-08-01 · accession 0000919574-24-004185

$1.13B
Reported value
155
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
922908363VOOVANGUARD INDEX FDS$502.7M44.6%1,005,075CommonNONE
921937835BNDVANGUARD BD INDEX FDS$104.5M9.27%1,450,794CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$101.8M9.03%187,143CommonNONE
464287200IVVISHARES TR$51.9M4.60%94,923CommonNONE
872540109TJXTJX COS INC NEW$28.6M2.53%259,319CommonNONE
464287689IWVISHARES TR$23.3M2.06%75,405CommonNONE
217204106CPRTCOPART INC$21.1M1.87%389,038CommonNONE
46429B697USMVISHARES TR$17.4M1.54%207,455CommonNONE
46434V621DGROISHARES TR$15.9M1.41%276,277CommonNONE
464287507IJHISHARES TR$14.2M1.26%242,785CommonNONE
464287804IJRISHARES TR$13.8M1.23%129,652CommonNONE
922908769VTIVANGUARD INDEX FDS$11.6M1.02%43,219CommonNONE
90139K100QLTY2023 ETF SERIES TRUST II$11.4M1.01%368,896CommonNONE
46432F842IEFAISHARES TR$9.9M0.88%135,891CommonNONE
464287234EEMISHARES TR$8.3M0.73%194,147CommonNONE
464287226AGGISHARES TR$8.0M0.71%82,760CommonNONE
30303M102METAMETA PLATFORMS INC$7.4M0.66%14,773CommonNONE
46090E103QQQINVESCO QQQ TR$7.4M0.65%15,400CommonNONE
464287499IWRISHARES TR$7.2M0.63%88,277CommonNONE
922908553VNQVANGUARD INDEX FDS$7.1M0.63%85,195CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$6.9M0.61%179,536CommonNONE
88023U101SGITEMPUR SEALY INTL INC$6.8M0.60%143,688CommonNONE
G0450A105ACGLARCH CAP GROUP LTD$6.3M0.55%62,000CommonNONE
464288240ACWXISHARES TR$6.0M0.53%112,231CommonNONE
023135106AMZNAMAZON COM INC$5.9M0.53%30,749CommonNONE
464287465EFAISHARES TR$5.8M0.51%74,090CommonNONE
808524102SCHBSCHWAB STRATEGIC TR$5.6M0.50%89,810CommonNONE
871607107SNPSSYNOPSYS INC$5.6M0.49%9,372CommonNONE
594918104MSFTMICROSOFT CORP$4.8M0.43%10,823CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$4.7M0.41%94,573CommonNONE
969457100WMBWILLIAMS COS INC$4.4M0.39%103,453CommonNONE
13321L108CCJCAMECO CORP$4.4M0.39%88,832CommonNONE
02079K107GOOGALPHABET INC$4.3M0.38%23,300CommonNONE
337738108FISVFISERV INC$3.9M0.35%26,485CommonNONE
464287655IWMISHARES TR$3.8M0.34%18,787CommonNONE
073685109BECNUSDBEACON ROOFING SUPPLY INC$3.5M0.31%38,971CommonNONE
02079K305GOOGLALPHABET INC$3.2M0.29%17,754CommonNONE
67066G104NVDANVIDIA CORPORATION$3.1M0.27%24,717CommonNONE
922907746VTEBVANGUARD MUN BD FDS$2.5M0.22%49,967CommonNONE
682680103OKEONEOK INC NEW$2.4M0.22%29,794CommonNONE
037833100AAPLAPPLE INC$2.2M0.20%10,665CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$2.1M0.19%36,394CommonNONE
78464A870XBISPDR SER TR$1.9M0.17%20,879CommonNONE
464288414MUBISHARES TR$1.9M0.17%18,010CommonNONE
12504L109CBRECBRE GROUP INC$1.7M0.15%19,406CommonNONE
464288661IEIISHARES TR$1.7M0.15%14,561CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$1.6M0.15%37,633CommonNONE
68268W103OMFONEMAIN HLDGS INC$1.6M0.15%33,822CommonNONE
67077M108NTRNUTRIEN LTD$1.5M0.13%29,220CommonNONE
922908744VTVVANGUARD INDEX FDS$1.3M0.12%8,268CommonNONE
74736K101QRVOQORVO INC$1.3M0.12%11,416CommonNONE
57636Q104MAMASTERCARD INCORPORATED$1.1M0.10%2,590CommonNONE
35137L204FOXFOX CORP$1.1M0.09%32,856CommonNONE
155123102CETCENTRAL SECS CORP$950,6560.08%21,596CommonNONE
92206C706VGITVANGUARD SCOTTSDALE FDS$934,8920.08%16,055CommonNONE
92206C565BNDWVANGUARD SCOTTSDALE FDS$799,1930.07%11,753CommonNONE
461202103INTUINTUIT$794,3000.07%1,209CommonNONE
81762P102NOWSERVICENOW INC$711,1500.06%904CommonNONE
808524706SCHESCHWAB STRATEGIC TR$703,0660.06%26,471CommonNONE
09260D107BXBLACKSTONE INC$687,7590.06%5,555CommonNONE
573284106MLMMARTIN MARIETTA MATLS INC$657,7640.06%1,214CommonNONE
46434G764EMXCISHARES INC$637,7620.06%10,773CommonNONE
929160109VMCVULCAN MATLS CO$621,7000.06%2,500CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$586,4650.05%1,152CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$576,3800.05%9,200CommonNONE
46434G103IEMGISHARES INC$574,6580.05%10,735CommonNONE
701094104PHPARKER-HANNIFIN CORP$553,9450.05%1,095CommonNONE
235851102DHRDANAHER CORPORATION$553,2590.05%2,214CommonNONE
92826C839VVISA INC$551,9490.05%2,103CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$550,3600.05%7,572CommonNONE
00724F101ADBEADOBE INC$546,4330.05%984CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$532,7310.05%627CommonNONE
29103W104EEXEMERALD HOLDING INC$531,6050.05%93,428CommonNONE
464287614IWFISHARES TR$527,4740.05%1,447CommonNONE
92206C102VGSHVANGUARD SCOTTSDALE FDS$524,1880.05%9,039CommonNONE
46435G409IVLUISHARES TR$514,3100.05%18,743CommonNONE
464289867AORISHARES TR$503,8950.04%8,947CommonNONE
03076C106AMPAMERIPRISE FINL INC$494,0480.04%1,157CommonNONE
33939L407GUNRFLEXSHARES TR$487,1390.04%12,136CommonNONE
464285204IAUISHARES GOLD TR$459,9910.04%10,471CommonNONE
526057104LENLENNAR CORP$452,0860.04%3,017CommonNONE
278865100ECLECOLAB INC$450,4850.04%1,893CommonNONE
00287Y109ABBVABBVIE INC$449,2110.04%2,619CommonNONE
14316J108CGCARLYLE GROUP INC$448,2750.04%11,165CommonNONE
747525103QCOMQUALCOMM INC$437,5980.04%2,197CommonNONE
922908736VUGVANGUARD INDEX FDS$431,2340.04%1,153CommonNONE
697435105PANWPALO ALTO NETWORKS INC$422,2940.04%1,246CommonNONE
512807108LRCXEURLAM RESEARCH CORP$420,6160.04%395CommonNONE
79466L302CRMSALESFORCE INC$417,7100.04%1,625CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$397,7390.04%2,452CommonNONE
464287309IVWISHARES TR$390,4100.03%4,219CommonNONE
595017104MCHPMICROCHIP TECHNOLOGY INC.$388,8750.03%4,250CommonNONE
22052L104CTVACORTEVA INC$387,9360.03%7,192CommonNONE
882508104TXNTEXAS INSTRS INC$382,2510.03%1,965CommonNONE
78464A409SPYGSPDR SER TR$381,9410.03%4,767CommonNONE
690469101OVIDOVID THERAPEUTICS INC$376,5630.03%489,552CommonNONE
031162100AMGNAMGEN INC$370,2560.03%1,185CommonNONE
03662Q105AKXANSYS INC$366,9550.03%1,141CommonNONE
191216100KOCOCA COLA CO$364,0590.03%5,720CommonNONE
14040H105COFCAPITAL ONE FINL CORP$364,0300.03%2,629CommonNONE
98419M100XYLXYLEM INC$361,1750.03%2,663CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$360,7730.03%811CommonNONE
92206C847VGLTVANGUARD SCOTTSDALE FDS$360,5930.03%6,252CommonNONE
G54950103LINLINDE PLC$358,0690.03%816CommonNONE
58933Y105MRKMERCK & CO INC$354,9670.03%2,867CommonNONE
03769M106APOAPOLLO GLOBAL MGMT INC$348,6610.03%2,953CommonNONE
92189H201ITMVANECK ETF TRUST$345,9370.03%7,547CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$337,2240.03%1,111CommonNONE
052769106ADSKAUTODESK INC$334,1220.03%1,350CommonNONE
742718109PGPROCTER AND GAMBLE CO$323,3740.03%1,961CommonNONE
438516106HONHONEYWELL INTL INC$319,6910.03%1,497CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$316,8180.03%300CommonNONE
002824100ABTABBOTT LABS$310,6910.03%2,990CommonNONE
478160104JNJJOHNSON & JOHNSON$304,1590.03%2,081CommonNONE
61174X109MNSTMONSTER BEVERAGE CORP NEW$303,4480.03%6,075CommonNONE
33939L506TDTTFLEXSHARES TR$302,7540.03%12,834CommonNONE
H01301128ALCALCON AG$298,3290.03%3,349CommonNONE
00162Q452AMLPALPS ETF TR$297,9810.03%6,211CommonNONE
026874784AIGAMERICAN INTL GROUP INC$297,7440.03%4,011CommonNONE
749685103RPMRPM INTL INC$294,5580.03%2,735CommonNONE
049560105ATOATMOS ENERGY CORP$292,5700.03%2,508CommonNONE
464287622IWBISHARES TR$290,0970.03%975CommonNONE
369550108GDGENERAL DYNAMICS CORP$285,5890.03%984CommonNONE
548661107LOWLOWES COS INC$283,4600.03%1,286CommonNONE
902973304USBUS BANCORP DEL$283,1010.03%7,131CommonNONE
030420103AWKAMERICAN WTR WKS CO INC NEW$282,3570.03%2,186CommonNONE
89151E109TTENTOTALENERGIES SE$281,5190.02%4,222CommonNONE
835699307SONYSONY GROUP CORP$278,9760.02%3,284CommonNONE
127097103CTRACOTERRA ENERGY INC$277,5550.02%10,407CommonNONE
98978V103ZTSZOETIS INC$274,8360.02%1,585CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$268,1970.02%1,326CommonNONE
00846U101AAGILENT TECHNOLOGIES INC$260,6860.02%2,011CommonNONE
48251W104KKRKKR & CO INC$256,0960.02%2,433CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$254,1770.02%1,635CommonNONE
606822104MUFGMITSUBISHI UFJ FINL GROUP IN$249,0260.02%23,058CommonNONE
879360105TDYTELEDYNE TECHNOLOGIES INC$245,6790.02%633CommonNONE
82509L107SHOPSHOPIFY INC$244,3850.02%3,700CommonNONE
464287598IWDISHARES TR$243,9270.02%1,398CommonNONE
29472R108ELSEQUITY LIFESTYLE PPTYS INC$240,8180.02%3,698CommonNONE
743315103PGRPROGRESSIVE CORP$240,5280.02%1,158CommonNONE
21036P108STZCONSTELLATION BRANDS INC$236,1050.02%918CommonNONE
922042742VTVANGUARD INTL EQUITY INDEX F$235,9060.02%2,095CommonNONE
98389B100XELXCEL ENERGY INC$235,7250.02%4,414CommonNONE
88160R101TSLATESLA INC$231,1330.02%1,168CommonNONE
33939L795NFRAFLEXSHARES TR$225,6850.02%4,243CommonNONE
538034109LYVLIVE NATION ENTERTAINMENT IN$221,0390.02%2,358CommonNONE
688239201OSKOSHKOSH CORP$206,5420.02%1,909CommonNONE
G01767105ALKSALKERMES PLC$204,8500.02%8,500CommonNONE
609839105MPWRMONOLITHIC PWR SYS INC$202,1330.02%246CommonNONE
30231G102XOMEXXON MOBIL CORP$201,9260.02%1,754CommonNONE
532457108LLYELI LILLY & CO$201,6080.02%223CommonNONE
57142B104MQMARQETA INC$150,0100.01%27,374CommonNONE
05964H105SANBANCO SANTANDER S.A.$97,4060.01%21,038CommonNONE
35834F104TEFREYR BATTERY INC$64,6000.01%38,000CommonNONE
53814X102LIVXEURLIVEONE INC$58,8800.01%37,503CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.