Fsa Wealth Management LLC Purchases in Q1 2025

Fsa Wealth Management LLC

  • $279 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
87.3K
+ 8169.76%
$554.06 - $615.85 $48.3M - $53.7M
88.3K $49.6M
IWD
Ishares Russell 1000 Val ETF

ETFs
7.14K
+ 2.81%
$182.82 - $196.21 $1.31M - $1.4M
261K $49.1M
VPU
Vanguard Utilities ETF

ETFs
6.39K
+ 11621.82%
$161.24 - $173.33 $1.03M - $1.11M
6.45K $1.1M
VOT
Vanguard Mid Cap Growth Index

ETFs
2.02K
+ 418.01%
$237.72 - $276.98 $480K - $559K
2.5K $612K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
755
+ 375.62%
$507.05 - $563.67 $383K - $426K
956 $491K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1.4K
+ 5.69%
$128.74 - $138.67 $180K - $193K
25.9K $3.51M
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
1.77K
+ 347.84%
$103.96 - $122.36 $184K - $217K
2.28K $244K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
208
+ 25.15%
$442.66 - $534.52 $92.1K - $111K
1.04K $551K
VO
Vanguard Mid Cap ETF

ETFs
457
+ 1757.69%
$251.87 - $277.95 $115K - $127K
483 $124K
VNQ
Vanguard Specialized Funds Van

ETFs
1.27K
+ 190.27%
$85.55 - $94.34 $109K - $120K
1.94K $175K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
793
+ 374.06%
$102.49 - $119.96 $81.3K - $95.1K
1.01K $105K
T
At&T Inc.

Communication Services
14
+ 0.13%
$21.56 - $28.28 $302 - $396
11K $310K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
207
+ 492.86%
$208.48 - $244.03 $43.2K - $50.5K
249 $60K
JNJ
Johnson & Johnson

Healthcare
108
+ 6.97%
$142.06 - $167.7 $15.3K - $18.1K
1.66K $274K
BA
Boeing CO

Industrials
277
+ 45.48%
$148.15 - $186.25 $41K - $51.6K
886 $151K
JPM
Jpmorgan Chase & CO

Financial Services
130
+ 6.35%
$225.19 - $279.95 $29.3K - $36.4K
2.18K $533K
UNP
Union Pacific Corp

Industrials
146
+ 13.0%
$225.21 - $254.42 $32.9K - $37.1K
1.27K $299K
TXN
Texas Instruments Inc

Technology
205
+ 102.5%
N/A
405 $78K
MCD
Mcdonalds Corp

Consumer Cyclical
95
+ 46.8%
$279.74 - $321.29 $26.6K - $30.5K
298 $93K
PG
Procter & Gamble CO

Consumer Defensive
136
+ 3.71%
$158.56 - $176.26 $21.6K - $24K
3.8K $647K
CR
Crane Holdings, Co.

Industrials
214
+ 856.0%
$150.33 - $175.81 $32.2K - $37.6K
239 $36K
V
Visa Inc.

Financial Services
5
+ 0.6%
$306.92 - $362.71 $1.53K - $1.81K
835 $292K
NEE
Nextera Energy Inc

Utilities
412
+ 20.05%
$66.96 - $76.16 $27.6K - $31.4K
2.47K $174K
ACN
Accenture PLC

Technology
108
+ 67.08%
$300.91 - $398.25 $32.5K - $43K
269 $83K
HD
Home Depot, Inc.

Consumer Cyclical
89
+ 27.99%
$347.25 - $424.87 $30.9K - $37.8K
407 $149K
LLY
Eli Lilly & CO

Healthcare
13
+ 4.58%
$725.72 - $929.72 $9.43K - $12.1K
297 $245K
BND
Vanguard Bd Index Fd Inc Total

ETFs
24
+ 0.16%
$71.17 - $73.66 $1.71K - $1.77K
14.8K $1.09M
RTX
Raytheon Technologies Corp

Industrials
48
+ 4.73%
$114.1 - $135.66 $5.48K - $6.51K
1.06K $140K
MDT
Medtronic PLC

Healthcare
152
+ 18.93%
$79.84 - $94.5 $12.1K - $14.4K
955 $85K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
429
+ 102.63%
$41.61 - $44.72 $17.9K - $19.2K
847 $36K
VZ
Verizon Communications Inc

Communication Services
19
+ 0.56%
$37.81 - $46.49 $718 - $883
3.39K $153K
VTWV
Vanguard Russell 2000 Value Et

ETFs
138
+ 219.05%
$131.51 - $149.24 $18.1K - $20.6K
201 $26K
AOA
Ishares Tr Core Aggressive All

ETFs
211
+ 703.33%
$75.7 - $80.01 $16K - $16.9K
241 $18K
COST
Costco Wholesale Corp

Consumer Defensive
4
+ 1.02%
$890.62 - $1076.86 $3.56K - $4.31K
398 $376K
ABT
Abbott Laboratories

Healthcare
1
+ 0.13%
$111.1 - $140.22 $111 - $140
784 $103K
VTI
Vanguard Total Stock Market Et

ETFs
317
+ 6.6%
$271.18 - $303.12 $86K - $96.1K
5.12K $1.41M
ROP
Roper Technologies Inc

Industrials
2
+ 1.08%
$502.71 - $593.81 $1.01K - $1.19K
187 $110K
AMT
American Tower Corp

Real Estate
7
+ 1.83%
$173.46 - $217.6 $1.21K - $1.52K
389 $84K
WELL
Welltower Inc.

Real Estate
2
+ 0.43%
$124.05 - $156.86 $248 - $314
465 $71K
CTRE
Care Trust Reit, Inc.

Real Estate
235
+ 9.04%
$24.93 - $29.13 $5.86K - $6.85K
2.84K $81K
NFLX
Netflix Inc

Communication Services
10
+ 18.52%
$828.4 - $1058.6 $8.28K - $10.6K
64 $59K
CLOI
Vaneck ETF Tr

ETFs
200
+ 20.0%
$52.68 - $53.16 $10.5K - $10.6K
1.2K $63K
AOR
Ishares Tr Core Growth Allocat

ETFs
163
+ 52.75%
$56.63 - $59.39 $9.23K - $9.68K
472 $27K
IEFA
Ishares Tr

ETFs
92
+ 18.89%
$69.57 - $78.65 $6.4K - $7.24K
579 $43K
KMI
Kinder Morgan, Inc.

Energy
310
+ 69.2%
$26.1 - $31.22 $8.09K - $9.68K
758 $21K
PARA
Paramount Global

Communication Services
801
+ 402.51%
$10.16 - $12.14 $8.14K - $9.72K
1K $11K
CVS
Cvs Health Corp

Healthcare
1
+ 0.29%
$44.22 - $68.64 $44.2 - $68.6
344 $23K
COP
Conocophillips

Energy
4
+ 0.39%
$88.6 - $105.85 $354 - $423
1.03K $108K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
76
+ 55.88%
$95.85 - $99.25 $7.28K - $7.54K
212 $20K
Activity Summary
Buys All Purchases 122 New Holdings 0 Increased Positions 122 Sells All Sells 60 Reductions 60 Sold out 0 Options Calls 0 Puts 0
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