FRG Family Wealth Advisors LLC quarter change: USA Stocks, New
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).
- WAT: Country of operation United States; Class COM; Shares 2025-12-31 0; Shares 2026-03-31 1,471.
- ADM: Country of operation United States; Class COM; Shares 2025-12-31 0; Shares 2026-03-31 3,256.
- META: Country of operation United States; Class CL A; Shares 2025-12-31 0; Shares 2026-03-31 394.
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.
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