Fsa Wealth Management LLC Purchases in Q4 2024

Fsa Wealth Management LLC

  • $246 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BND
Vanguard Bd Index Fd Inc Total

ETFs
2.21K
+ 17.56%
$71.75 - $75.11 $159K - $166K
14.8K $1.07M
VUG
Vanguard Growth ETF

ETFs
14
+ 0.92%
$378.79 - $428.11 $5.3K - $5.99K
1.53K $627K
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
600
+ 200.0%
$68.62 - $82.57 $41.2K - $49.5K
900 $61K
VTI
Vanguard Total Stock Market Et

ETFs
6
+ 0.13%
$280.04 - $302.45 $1.68K - $1.81K
4.8K $1.39M
ALIZY
Allianz Se

Financial Services
1K
New
$29.84 - $32.96 $29.8K - $33K
1K $30K
CRWD
Crowd Strike Holdings, Inc.

Technology
23
+ 11.22%
$275.15 - $388.2 $6.33K - $8.93K
228 $78K
RUM
Rumble Inc.

Technology
1K
+ 125.0%
$5.18 - $16.27 $5.18K - $16.3K
1.8K $23K
LH
Laboratory Corp Of America Holdings

Healthcare
85
New
$212.02 - $246.22 $18K - $20.9K
85 $19K
SPY
Spdr S&P 500 ETF Trust

ETFs
2
+ 0.15%
$567.81 - $607.81 $1.14K - $1.22K
1.29K $758K
QQQ
Invesco Qqq Trust, Series 1

ETFs
2
+ 0.3%
$481.22 - $538.17 $962 - $1.08K
677 $346K
BDX
Becton Dickinson & CO

Healthcare
85
+ 35.27%
$220.02 - $243.75 $18.7K - $20.7K
326 $73K
LVMUY
Lvmh Moet Hennessy Louis Vuitton

Consumer Cyclical
111
New
$120.52 - $149.33 $13.4K - $16.6K
111 $14K
DEO
Diageo PLC

Consumer Defensive
100
+ 333.33%
$118.0 - $139.88 $11.8K - $14K
130 $16K
SVOL
Simplify ETF Simplify Volatili

ETFs
500
+ 50.0%
$20.4 - $21.93 $10.2K - $11K
1.5K $31K
T
At&T Inc.

Communication Services
14
+ 0.13%
$21.22 - $23.88 $297 - $334
11K $249K
BYDDY
Byd Company LTD Unsponsored Ad

Consumer Cyclical
110
New
$65.72 - $83.52 $7.23K - $9.19K
110 $7K
AMD
Advanced Micro Devices Inc

Technology
140
+ 56.68%
$118.88 - $172.8 $16.6K - $24.2K
387 $46K
VGT
Vanguard Information Technolog

ETFs
1
+ 0.62%
$571.78 - $647.97 $572 - $648
162 $100K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
43
+ 25.44%
$113.92 - $127.38 $4.9K - $5.48K
212 $24K
KMI
Kinder Morgan, Inc.

Energy
100
+ 28.74%
$22.59 - $28.54 $2.26K - $2.85K
448 $12K
RHHBY
Roche Hldg LTD Spons Adr

Healthcare
148
New
$34.24 - $40.64 $5.07K - $6.01K
148 $5K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
80
+ 8.65%
$61.68 - $67.87 $4.93K - $5.43K
1.01K $62K
SIEGY
Siemens Aktiengesellschaft Ads

Industrials
44
New
$92.41 - $103.11 $4.07K - $4.54K
44 $4K
EADSY
Airbus Se

Industrials
110
New
$34.68 - $42.02 $3.81K - $4.62K
110 $4K
IYZ
Ishares Tr Us Telecommunicatio

ETFs
2
+ 0.14%
$25.22 - $28.15 $50.4 - $56.3
1.46K $39K
AB
Alliancebernstein Holding L.P.

Financial Services
13
+ 1.27%
$34.59 - $38.68 $450 - $503
1.03K $38K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
2
+ 0.37%
$63.19 - $73.31 $126 - $147
539 $37K
MITSY
Mitsui & CO LTD Adr (Us)

Industrials
6
New
$405.0 - $467.19 $2.43K - $2.8K
6 $2K
VXF
Vanguard Extended Market ETF

ETFs
1
+ 0.51%
$179.17 - $207.15 $179 - $207
197 $37K
BB
Blackberry LTD

Technology
600
New
$2.25 - $3.96 $1.35K - $2.38K
600 $2K
RBGLY
Reckitt Benckiser Group PLC

Consumer Defensive
223
New
$11.93 - $12.91 $2.66K - $2.88K
223 $2K
FRFHF
Fairfax Financial Holdings LTD

Financial Services
2
New
$1209.46 - $1452.1 $2.42K - $2.9K
2 $2K
ICAGY
International Cons Airls Grp

Industrials
345
New
$4.89 - $7.72 $1.69K - $2.66K
345 $2K
ETR
Entergy Corp

Utilities
62
+ 100.0%
$73.19 - $156.4 $4.54K - $9.7K
124 $9K
VB
Vanguard Small Cap ETF

ETFs
2
+ 0.69%
$233.76 - $261.58 $468 - $523
290 $69K
FQVLF
First Quantum Minerals LTD

Basic Materials
84
New
$12.15 - $14.78 $1.02K - $1.24K
84 $1K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
1
+ 0.81%
$111.85 - $120.71 $112 - $121
124 $14K
DIV
Global X Superdividend Us ETF

ETFs
5
+ 1.44%
N/A
353 $6K
VWAGY
Volkswagen A G (Germany, Fr)

Consumer Cyclical
213
New
$8.61 - $10.83 $1.83K - $2.31K
213 $1K
NTOIY
Neste Oyj American Depositary

Energy
300
New
$5.75 - $9.41 $1.73K - $2.82K
300 $1K
CRBU
Caribou Biosciences, Inc.

Healthcare
1.9K
+ 39.75%
$1.59 - $2.79 $3.02K - $5.3K
6.68K $10K
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.16%
$29.46 - $32.64 $29.5 - $32.6
608 $18K
Polarityte Inc
8
New
N/A
8 $0
AOA
Ishares Tr Core Aggressive All

ETFs
1
+ 3.45%
$76.61 - $79.88 $76.6 - $79.9
30 $2K
EMQQ
Emqq Emerging Markets Internet

ETFs
2
+ 1.98%
$34.48 - $41.58 $69 - $83.2
103 $3K
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
1
+ 0.14%
$125.5 - $148.67 $126 - $149
702 $92K
SOUHY
South32 LTD Sponsored Adr(Aust

Basic Materials
40
New
$10.19 - $12.99 $408 - $520
40 $0
Solventum Corp
50
New
N/A
50 $0
NOV
Nov Inc.

Energy
1
+ 0.45%
$14.06 - $16.79 $14.1 - $16.8
221 $3K
Activity Summary
Buys All Purchases 125 New Holdings 30 Increased Positions 95 Sells All Sells 83 Reductions 83 Sold out 0 Options Calls 0 Puts 0
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