FRG Family Wealth Advisors LLC Last Quarter Change: USA Stocks, Added

FRG Family Wealth Advisors LLC quarter change: USA Stocks, Added

In share positions in stocks (listed in the US), from the quarter ended 2025-12-31 to 2026-03-31, FRG Family Wealth Advisors LLC opened 3 positions, added to 17, reduced 61, sold out of 9 and left 13 unchanged. The largest increase in value was AMAT (+$5,656,992); the largest decrease was MSFT (-$15,490,827).

MSFT: Country of operation United States; Class COM; Shares 2025-12-31 141,302; Shares 2026-03-31 142,760.
BA: Country of operation United States; Class COM; Shares 2025-12-31 70,735; Shares 2026-03-31 70,805.
FDX: Country of operation United States; Class COM; Shares 2025-12-31 6,535; Shares 2026-03-31 6,595.
CRWD: Country of operation United States; Class CL A; Shares 2025-12-31 3,846; Shares 2026-03-31 3,862.

Two Form 13F-HR filings compared (SEC CIK 1893327): 2025-12-31 (filed 2026-01-21) and 2026-03-31 (filed 2026-04-24). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

Stock	Country of operation	Class	Shares 2025-12-31	Shares 2026-03-31	Share change	Value 2025-12-31	Value 2026-03-31	Value change
MSFT MICROSOFT CORP	United States	COM	141,302	142,760	+1,458	$68,336,364	$52,845,537	-$15,490,827
BA BOEING CO	United States	COM	70,735	70,805	+70	$15,357,905	$14,092,373	-$1,265,532
FDX FEDEX CORP	United States	COM	6,535	6,595	+60	$1,887,700	$2,349,007	+$461,307
CRWD CROWDSTRIKE HLDGS INC	United States	CL A	3,846	3,862	+16	$1,802,851	$1,507,763	-$295,088
GLDM WORLD GOLD TR	United States	SPDR GLD MINIS	15,655	17,530	+1,875	$1,336,467	$1,624,856	+$288,389
ASML ASML HLDG NV		N Y REGISTRY SHS	442	490	+48	$472,878	$647,207	+$174,329
CB CHUBB LTD SWITZ		COM	3,620	3,783	+163	$1,129,874	$1,232,993	+$103,119
MA MASTERCARD INCORPORATED	United States	CL A	1,898	1,973	+75	$1,083,530	$985,829	-$97,701
INTC INTEL CORP	United States	COM	6,367	7,281	+914	$234,941	$321,309	+$86,368
IREN IREN LIMITED		ORDINARY SHARES	5,722	8,532	+2,810	$216,120	$292,477	+$76,357
PANW PALO ALTO NETWORKS INC	United States	COM	2,878	2,888	+10	$530,128	$463,004	-$67,124
GOOG ALPHABET INC	United States	CAP STK CL C	3,795	4,354	+559	$1,190,871	$1,248,988	+$58,117
SBUX STARBUCKS CORP	United States	COM	6,599	6,605	+6	$555,724	$591,752	+$36,028
NFLX NETFLIX INC.	United States	COM	2,555	2,770	+215	$239,557	$266,336	+$26,779
ANET ARISTA NETWORKS INC	United States	COM SHS	13,630	14,345	+715	$1,785,939	$1,761,279	-$24,660
RSG REPUBLIC SVCS INC	United States	COM	2,375	2,384	+9	$503,334	$522,144	+$18,810
IR INGERSOLL RAND INC	United States	COM	6,667	6,727	+60	$528,160	$538,967	+$10,807

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