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FBB Capital Partners Equity Holdings Total $268.4M - cbl
Posted May 25, 2011
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Susan Fulton
By Brian Wolak
BETHESDA, Md. -- FBB Capital Partners' equity holdings totaled $268.38 million at the end of the first quarter.
Led by Susan Fulton, the Bethesda, Md.-based financial advisor had 188 holdings of which the five largest were worth $268.38 million.
Included in those top five were the following:
- GeneralElectric (NYSE:GE), $5.88 million
- ConocoPhillips (NYSE:COP), $5.72 million
- Qualcomm (Nasdaq:QCOM), $5.15 million
- ExxonMobil (NYSE:XOM), $4.75 million
- Hewlett-Packard (NYSE:HPQ), $4.72 million
Fulton is a founder and co-owner of FBB Capital Partners and is a regular commentator on CNN, CNBC, Forbes on Fox, and Bloomberg Radio. She sits on the boards of Wilson College, her alma mater, and Heifer International.
FBB Capital Partners provides fee-only advisory services to families, individuals, business owners, foundations, and endowments.
SEC filing: http://tinyurl.com/3fctrp7
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