GGM Wealth Advisors’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

GGM Wealth Advisors’s Portfolio FHLC Stock Details FHLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$2.96M	Buy	45,502 +41,811	+1,133%	+$2.87M	1.65%	14
2024 Q4	$241K	Sell	3,691 -49,661	-93%	-$3.45M	0.13%	125
2024 Q3	$3.88M	Sell	53,352 -120	-0.2%	-$8.59K	1.67%	16
2024 Q2	$3.67M	Buy	53,472 +50,372	+1,625%	+$3.4M	1.68%	16
2024 Q1	$210K	Hold	3,100	–	–	0.1%	123
2023 Q4	$204K	Buy	+3,100	New	+$189K	0.08%	133
2022 Q2	–	Sell	-3,100	Closed	-$204K	–	138
2022 Q1	$204K	Buy	+3,100	New	+$197K	0.1%	135

Other funds holding FHLC

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

MSWM

McGlone Suttner Wealth Management Appleton, Wisconsin $852M AUM 22.53% 1-Year Est. Return

WAM

Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

GGM Wealth Advisors's FHLC Position: Q1 2025 in Review

GGM Wealth Advisors increased its Fidelity MSCI Health Care Index ETF (FHLC) stake by 1,133% in Q1 2025, buying an estimated $2.87M and bringing the position to 45,502 shares worth $2.96M. The position accounts for 1.65% of the portfolio, ranked #14.

GGM Wealth Advisors first reported a position in FHLC in Q1 2022 and has held it in 7 quarters since. The position peaked at $3.88M in Q3 2024. 350 funds tracked by Wall St. Rank hold FHLC as of Q1 2025.

GGM Wealth Advisors held 45,502 shares of Fidelity MSCI Health Care Index ETF worth $2.96M as of Q1 2025.
GGM Wealth Advisors bought 41,811 Fidelity MSCI Health Care Index ETF shares in Q1 2025, an estimated $2.87M.
Fidelity MSCI Health Care Index ETF made up 1.65% of GGM Wealth Advisors's portfolio in Q1 2025, its #14 holding.
GGM Wealth Advisors first reported a position in Fidelity MSCI Health Care Index ETF in Q1 2022 and has held it in 7 quarters since.
GGM Wealth Advisors's Fidelity MSCI Health Care Index ETF position peaked at $3.88M in Q3 2024.
350 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q1 2025.

Based on GGM Wealth Advisors's 13F filing for Q1 2025, filed 1 May 2025.