Fsa Wealth Management LLC Purchases in Q3 2025

Fsa Wealth Management LLC

  • $323 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IWD
Ishares Russell 1000 Val ETF

ETFs
1.53K
+ 0.58%
$192.76 - $203.86 $295K - $312K
268K $54.5M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
98
+ 0.27%
$284.45 - $324.95 $27.9K - $31.8K
36.5K $11.7M
IWN
Ishares Russell2000 Val ETF

ETFs
427
+ 0.7%
$157.1 - $178.94 $67.1K - $76.4K
61.1K $10.8M
IWS
Ishares Russell Midcap Value E

ETFs
47
+ 0.04%
$132.83 - $140.61 $6.24K - $6.61K
111K $15.5M
GOOG
Alphabet Inc.

Communication Services
77
+ 1.87%
$175.16 - $255.24 $13.5K - $19.7K
4.19K $1.02M
VTI
Vanguard Total Stock Market Et

ETFs
264
+ 4.87%
$303.93 - $329.86 $80.2K - $87.1K
5.69K $1.87M
GOOGL
Alphabet Inc.

Communication Services
2
+ 0.06%
$174.36 - $254.72 $349 - $509
3.19K $775K
VPU
Vanguard Utilities ETF

ETFs
223
+ 3.46%
$175.25 - $189.41 $39.1K - $42.2K
6.66K $1.26M
LRCX
Lam Research Corp

Technology
796
New
$94.84 - $133.9 $75.5K - $107K
796 $106K
VBK
Vanguard Small Cap Growth ETF

ETFs
236
New
$276.51 - $305.12 $65.3K - $72K
236 $70K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
451
+ 225.5%
$132.9 - $142.03 $59.9K - $64.1K
651 $91K
ABBV
Abb Vie Inc.

Healthcare
37
+ 3.21%
$184.85 - $231.54 $6.84K - $8.57K
1.19K $275K
VO
Vanguard Mid Cap ETF

ETFs
188
+ 38.92%
$279.83 - $293.74 $52.6K - $55.2K
671 $197K
SPY
Spdr S&P 500 ETF Trust

ETFs
2
+ 0.2%
$617.65 - $666.84 $1.24K - $1.33K
1K $666K
AVGO
Broadcom Inc.

Technology
132
+ 130.69%
$264.74 - $369.57 $34.9K - $48.8K
233 $76K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3
+ 0.31%
$567.77 - $614.76 $1.7K - $1.84K
962 $589K
XOM
Exxon Mobil Corp

Energy
62
+ 0.81%
$105.83 - $117.22 $6.56K - $7.27K
7.69K $867K
ALIZY
Allianz Se

Financial Services
1K
New
$38.69 - $44.12 $38.7K - $44.1K
1K $42K
RTX
Raytheon Technologies Corp

Industrials
96
+ 9.21%
$144.19 - $167.33 $13.8K - $16.1K
1.14K $190K
BLK
Black Rock Inc.

Financial Services
31
New
$1046.16 - $1175.56 $32.4K - $36.4K
31 $36K
BYDDY
Byd Company LTD Unsponsored Ad

Consumer Cyclical
2.42K
New
$13.31 - $101.87 $32.3K - $247K
2.42K $34K
QQQ
Invesco Qqq Trust, Series 1

ETFs
2
+ 0.32%
$546.99 - $602.2 $1.09K - $1.2K
630 $378K
ORCL
Oracle Corp

Technology
100
New
$218.96 - $328.33 $21.9K - $32.8K
100 $28K
LH
Laboratory Corp Of America Holdings

Healthcare
85
New
$243.04 - $287.06 $20.7K - $24.4K
85 $24K
CVX
Chevron Corp

Energy
55
+ 4.29%
$145.57 - $161.83 $8.01K - $8.9K
1.34K $207K
NSC
Norfolk Southern Corp

Industrials
19
+ 5.03%
$259.49 - $300.41 $4.93K - $5.71K
397 $119K
DVY
Ishares Tr

ETFs
1
+ 0.05%
$133.88 - $142.57 $134 - $143
2.13K $303K
NEE
Nextera Energy Inc

Utilities
100
+ 4.87%
$69.77 - $77.54 $6.98K - $7.75K
2.16K $162K
LHX
L3 Harris Technologies, Inc.

Industrials
55
+ 289.47%
$252.18 - $305.41 $13.9K - $16.8K
74 $22K
BAC
Bank Of America Corp

Financial Services
4
+ 0.1%
$44.92 - $52.42 $180 - $210
4.12K $212K
TMO
Thermo Fisher Scientific Inc.

Healthcare
15
+ 11.63%
$404.94 - $499.99 $6.07K - $7.5K
144 $69K
ETN
Eaton Corp PLC

Industrials
45
New
$342.99 - $392.76 $15.4K - $17.7K
45 $16K
ECL
Ecolab Inc.

Basic Materials
55
+ 88.71%
$259.39 - $285.47 $14.3K - $15.7K
117 $32K
AMD
Advanced Micro Devices Inc

Technology
70
+ 32.26%
$134.8 - $184.42 $9.44K - $12.9K
287 $46K
ENB
Enbridge Inc

Energy
275
+ 140.31%
$43.79 - $50.46 $12K - $13.9K
471 $23K
LVMUY
Lvmh Moet Hennessy Louis Vuitton

Consumer Cyclical
111
New
$105.8 - $123.14 $11.7K - $13.7K
111 $13K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
1
+ 0.19%
$195.29 - $223.85 $195 - $224
516 $114K
ABT
Abbott Laboratories

Healthcare
101
+ 12.88%
$120.51 - $136.62 $12.2K - $13.8K
885 $118K
WELL
Welltower Inc.

Real Estate
3
+ 0.64%
$150.71 - $178.14 $452 - $534
470 $83K
BND
Vanguard Bd Index Fd Inc Total

ETFs
39
+ 0.35%
$72.57 - $74.72 $2.83K - $2.91K
11.3K $840K
ROP
Roper Technologies Inc

Industrials
45
+ 24.06%
$495.03 - $573.0 $22.3K - $25.8K
232 $115K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
50
+ 357.14%
$103.83 - $179.9 $5.19K - $9K
64 $11K
DHI
Horton D R Inc

Consumer Cyclical
1
+ 0.41%
$129.82 - $184.04 $130 - $184
247 $41K
NOC
Northrop Grumman Corp

Industrials
1
+ 1.47%
$498.9 - $609.32 $499 - $609
69 $42K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.24%
$225.11 - $247.9 $225 - $248
410 $101K
FRFHF
Fairfax Financial Holdings LTD

Financial Services
5
New
$1698.0 - $1819.75 $8.49K - $9.1K
5 $8K
PRME
Prime Medicine, Inc.
1.5K
New
$2.73 - $5.56 $4.1K - $8.34K
1.5K $8K
MS
Morgan Stanley

Financial Services
1
+ 0.22%
$139.09 - $161.16 $139 - $161
452 $71K
FISV
Fiserv Inc

Technology
50
+ 217.39%
N/A
73 $9K
Activity Summary
Buys All Purchases 141 New Holdings 48 Increased Positions 93 Sells All Sells 58 Reductions 58 Sold out 0 Options Calls 0 Puts 0
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