FB
Fulton Bank Portfolio holdings
AUM
$2.86B
1-Year Est. Return
11.4%
1 Year Est. Return
+11.4%
AUM
$2.86B
AUM Growth
+$154M
(+5.7%)
Holding
697
Top Buys
| 1 | +$5.18M | |
| 2 | +$4.11M | |
| 3 | +$2.43M | |
| 4 |
Steel Dynamics
STLD
|
+$1.16M |
| 5 |
Sterling Infrastructure
STRL
|
+$1.08M |
Top Sells
| 1 | +$5.56M | |
| 2 | +$2.3M | |
| 3 | +$1.86M | |
| 4 |
Oracle
ORCL
|
+$1.6M |
| 5 |
Chevron
CVX
|
+$1.38M |
Sector Composition
| 1 | Technology | 12.02% |
| 2 | Financials | 5.66% |
| 3 | Communication Services | 4.1% |
| 4 | Consumer Discretionary | 4.05% |
| 5 | Healthcare | 3.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Apple
AAPL
$4.14T
| $69.3M | 2.42% |
272,148
-3,126
|
|
||
2
NVIDIA
NVDA
$4.46T
| $62.1M | 2.17% |
333,053
-4,857
|
|
||
3
Microsoft
MSFT
$3.56T
| $60.7M | 2.12% |
117,213
+1,733
|
|
||
4
Vanguard S&P 500 ETF
VOO
$803B
| $41.3M | 1.44% |
67,421
+3,966
|
|
||
5
Dimensional US High Profitability ETF
DUHP
$10.2B
| $36.5M | 1.28% |
966,483
+137,203
|
|
||
6
iShares Russell 1000 Growth ETF
IWF
$126B
| $36.1M | 1.26% |
77,105
-1,001
|
|
||
7
iShares Core S&P 500 ETF
IVV
$734B
| $36.1M | 1.26% |
53,910
+6,144
|
|
||
8
Amazon
AMZN
$2.44T
| $32.6M | 1.14% |
148,525
-553
|
|
||
9
Fulton Financial
FULT
$3.44B
| $32.3M | 1.13% |
1,732,904
+27,570
|
|
||
10
Meta Platforms (Facebook)
META
$1.67T
| $32M | 1.12% |
43,615
-1,131
|
|
||
11
Alphabet (Google) Class A
GOOGL
$3.82T
| $28.9M | 1.01% |
118,907
-1,138
|
|
||
12
Broadcom
AVGO
$1.8T
| $28.3M | 0.99% |
85,712
-5,653
|
|
||
13
iShares Russell 1000 Value ETF
IWD
$68.3B
| $21.4M | 0.75% |
105,279
-3,289
|
|
||
|
14
Alphabet (Google) Class C
GOOG
$3.83T
| $17.6M | 0.61% |
72,179
+786
|
|
||
15
Mastercard
MA
$489B
| $16.1M | 0.56% |
28,323
-1,044
|
|
||
16
JPMorgan Chase
JPM
$864B
| $14.3M | 0.5% |
45,398
-1,029
|
|
||
17
Tesla
TSLA
$1.49T
| $13M | 0.45% |
29,186
-68
|
|
||
18
Netflix
NFLX
$436B
| $12M | 0.42% |
99,740
-2,900
|
|
||
19
KLA
KLAC
$159B
| $11.7M | 0.41% |
10,877
-2,135
|
|
||
20
Applied Finance Valuation Large Cap ETF
VSLU
$378M
| $11.6M | 0.41% |
272,450
+13,126
|
|
||
21
AbbVie
ABBV
$405B
| $11.6M | 0.4% |
49,978
-1,465
|
|
||
22
Berkshire Hathaway Class B
BRK.B
$1.09T
| $10.6M | 0.37% |
21,060
-265
|
|
||
23
Home Depot
HD
$351B
| $10.5M | 0.37% |
26,004
+202
|
|
||
|
24
Oracle
ORCL
$610B
| $10.4M | 0.36% |
36,957
-5,706
|
|
||
25
Visa
V
$630B
| $10.4M | 0.36% |
30,416
+31
|
|