Fsa Wealth Management LLC Purchases in Q2 2025

Fsa Wealth Management LLC

  • $303 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IWD
Ishares Russell 1000 Val ETF

ETFs
5.08K
+ 1.94%
$166.82 - $194.23 $847K - $986K
266K $51.7M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
1.4K
+ 3.98%
$224.16 - $285.86 $313K - $399K
36.4K $10.4M
IWN
Ishares Russell2000 Val ETF

ETFs
1.24K
+ 2.09%
$131.84 - $157.76 $164K - $196K
60.6K $9.57M
VTI
Vanguard Total Stock Market Et

ETFs
306
+ 5.98%
$243.75 - $303.93 $74.6K - $93K
5.43K $1.65M
NVDA
Nvidia Corp

Technology
24
+ 0.56%
$94.31 - $157.99 $2.26K - $3.79K
4.3K $679K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
1.5K
New
$100.35 - $100.71 $151K - $151K
1.5K $151K
JPM
Jpmorgan Chase & CO

Financial Services
5
+ 0.23%
$210.28 - $289.91 $1.05K - $1.45K
2.18K $632K
GOOGL
Alphabet Inc.

Communication Services
2
+ 0.06%
$144.7 - $178.6 $289 - $357
3.19K $561K
HDV
Ishares Core High Dividend ETF

ETFs
584
+ 189.0%
$108.41 - $120.51 $63.3K - $70.4K
893 $104K
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
310
New
$96.11 - $173.53 $29.8K - $53.8K
310 $53K
TQQQ
Proshares Ultrapro Qqq

ETFs
615
New
$38.9 - $83.0 $23.9K - $51K
615 $51K
TNA
Direxion Daily Small Cap Bull

ETFs
1.39K
New
$19.12 - $33.54 $26.6K - $46.6K
1.39K $46K
PLTR
Palantir Technologies Inc.

Technology
23
+ 3.13%
$74.01 - $144.25 $1.7K - $3.32K
758 $103K
BKLC
Bny Mellon ETF Tr Us Large Cap

ETFs
316
New
$94.74 - $118.43 $29.9K - $37.4K
316 $37K
SCHW
Schwab Charles Corp

Financial Services
400
New
$69.06 - $91.24 $27.6K - $36.5K
400 $36K
COST
Costco Wholesale Corp

Consumer Defensive
13
+ 3.27%
$908.13 - $1056.85 $11.8K - $13.7K
411 $406K
AZN
Astrazeneca PLC

Healthcare
376
+ 376.0%
$64.87 - $75.0 $24.4K - $28.2K
476 $33K
BKAG
Bny Mellon ETF Tr Core Bond Et

ETFs
559
New
$41.2 - $42.29 $23K - $23.6K
559 $23K
BAC
Bank Of America Corp

Financial Services
4
+ 0.1%
$34.39 - $47.46 $138 - $190
4.12K $194K
ACIO
ETF Ser Solutions Aptus Collar

ETFs
494
New
$36.36 - $41.4 $18K - $20.5K
494 $20K
ITW
Illinois Tool Works Inc

Industrials
81
New
$218.41 - $252.43 $17.7K - $20.4K
81 $20K
CB
Chubb LTD

Financial Services
59
New
$274.32 - $302.46 $16.2K - $17.8K
59 $17K
VTWO
Vanguard Russell 2000 ETF

ETFs
196
+ 445.45%
$70.56 - $87.22 $13.8K - $17.1K
240 $20K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
40
+ 35.71%
$141.37 - $228.57 $5.65K - $9.14K
152 $34K
GE
General Electric CO

Industrials
1
+ 0.35%
$166.81 - $257.39 $167 - $257
287 $73K
AEE
Ameren Corp

Utilities
160
New
$94.23 - $101.68 $15.1K - $16.3K
160 $15K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.25%
$171.4 - $227.1 $171 - $227
409 $92K
PWZ
Invesco California Amt Free Mu

ETFs
592
New
$22.71 - $24.18 $13.4K - $14.3K
592 $13K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
260
New
$45.07 - $52.57 $11.7K - $13.7K
260 $12K
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
500
New
$23.19 - $25.35 $11.6K - $12.7K
500 $12K
MDXG
Mimedx Group, Inc.

Healthcare
2K
New
$5.88 - $7.69 $11.8K - $15.4K
2K $12K
ROBO
Robo Global Robotics And Autom

ETFs
180
+ 409.09%
$43.89 - $59.78 $7.9K - $10.8K
224 $13K
AMD
Advanced Micro Devices Inc

Technology
30
+ 16.04%
$78.21 - $143.81 $2.35K - $4.31K
217 $30K
MS
Morgan Stanley

Financial Services
1
+ 0.22%
$99.83 - $140.86 $99.8 - $141
451 $63K
BKIE
Bny Mellon ETF Tr Internationa

ETFs
120
New
$69.01 - $86.17 $8.28K - $10.3K
120 $10K
IXUS
Ishares Tr

ETFs
3
+ 0.22%
$62.37 - $77.63 $187 - $233
1.34K $103K
SU
Suncor Energy Inc

Energy
245
New
$31.54 - $41.04 $7.73K - $10.1K
245 $9K
WMT
Walmart Inc.

Consumer Defensive
1
+ 0.12%
$81.79 - $99.98 $81.8 - $100
851 $83K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
3
+ 0.63%
$104.23 - $134.39 $313 - $403
483 $64K
T
At&T Inc.

Communication Services
12
+ 0.11%
$26.33 - $28.94 $316 - $347
11K $318K
SO
Southern CO

Utilities
88
+ 3.13%
$84.91 - $92.56 $7.47K - $8.15K
2.9K $266K
RGTI
Rigetti Computing, Inc.

Technology
755
New
$7.5 - $14.29 $5.66K - $10.8K
755 $8K
DRSK
ETF Ser Solutions Aptus Define

ETFs
309
New
$26.75 - $28.79 $8.27K - $8.9K
309 $8K
MU
Micron Technology Inc

Technology
73
New
$64.72 - $127.91 $4.72K - $9.34K
73 $8K
PBA
Pembina Pipeline Corp

Energy
212
New
$35.16 - $40.88 $7.45K - $8.67K
212 $7K
VMC
Vulcan Materials CO

Basic Materials
1
+ 0.44%
$226.49 - $276.01 $226 - $276
227 $59K
EEM
Ishares Msci Emerging Markets

ETFs
7
+ 0.47%
$38.52 - $48.28 $270 - $338
1.49K $71K
AVD
American Vanguard Corp

Basic Materials
2K
New
$3.47 - $4.94 $6.94K - $9.88K
2K $7K
EBND
Spdr Bloomberg Emerging Market

ETFs
350
+ 546.88%
$19.57 - $21.4 $6.85K - $7.49K
414 $8K
Activity Summary
Buys All Purchases 130 New Holdings 52 Increased Positions 78 Sells All Sells 68 Reductions 68 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Fsa Wealth Management LLC Portfolio

Follow Fsa Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fsa Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fsa Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email