Tsa Wealth Managment LLC Portfolio Holdings

Tsa Wealth Managment LLC

  • $251 Billion
  • Q1 2025

Tsa Wealth Managment LLC has filed its 13F form on April 23, 2025 for Q1 2025 where it was disclosed a total value porftolio of $251 Billion distributed in 72 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $25.7B, Schwab Us Aggregate Bond ETF with a value of $25.6B, Ishares Msci Usa Quality Facto with a value of $16.1B, Ishares S&P 500 Growth ETF with a value of $13.9B, and Blackrock ETF Tr U S Equity Fa with a value of $13.8B.

Examining the 13F form we can see an increase of $5.7B in the current position value, from $246B to 251B.

Tsa Wealth Managment LLC is based out at Houston, TX

Below you can find more details about Tsa Wealth Managment LLC portfolio as well as his latest detailed transactions.

Portfolio value $251 Billion
ETFs: $223 Billion
Consumer Defensive: $4.95 Billion
Technology: $2.77 Billion
Consumer Cyclical: $1.23 Billion
Communication Services: $640 Million
Financial Services: $559 Million
Energy: $471 Million
Industrials: $267 Million
Other: $0

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 72
  • Current Value $251 Billion
  • Prior Value $246 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 23, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 12 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
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