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
INTC
Intel Corp

Technology
157
+ 13.77%
$19.1 - $27.39 $3K - $4.3K
1.3K $29K
AMGN
Amgen Inc

Healthcare
1
+ 0.7%
$258.59 - $327.36 $259 - $327
144 $44K
UNH
Unitedhealth Group Inc

Healthcare
2
+ 0.73%
$461.52 - $548.18 $923 - $1.1K
276 $144K
RSG
Republic Services, Inc.

Industrials
1
+ 0.81%
$200.09 - $242.16 $200 - $242
124 $30K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
68
+ 144.68%
$76.94 - $78.28 $5.23K - $5.32K
115 $9K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
4
+ 0.24%
$58.01 - $64.46 $232 - $258
1.65K $102K
BR
Broadridge Financial Solutions, Inc.

Technology
7
+ 3.8%
$221.46 - $244.83 $1.55K - $1.71K
191 $46K
CRWD
Crowd Strike Holdings, Inc.

Technology
7
+ 3.07%
$308.86 - $455.36 $2.16K - $3.19K
235 $82K
ICE
Intercontinental Exchange, Inc.

Financial Services
1
+ 0.51%
$142.8 - $176.36 $143 - $176
197 $33K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
100
+ 10.0%
$11.66 - $14.98 $1.17K - $1.5K
1.1K $14K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
20
+ 0.99%
$42.18 - $45.16 $844 - $903
2.05K $90K
VFC
V F Corp

Consumer Cyclical
164
+ 8200.0%
$15.52 - $26.93 $2.55K - $4.42K
166 $2K
XLE
Energy Sector Spdr

ETFs
1
+ 0.41%
$85.7 - $93.96 $85.7 - $94
247 $23K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
2
+ 0.38%
$65.44 - $70.64 $131 - $141
528 $36K
BB
Blackberry LTD

Technology
650
+ 108.33%
$3.68 - $6.07 $2.39K - $3.95K
1.25K $4K
TFC
Truist Financial Corp

Financial Services
43
+ 69.35%
$39.48 - $48.15 $1.7K - $2.07K
105 $4K
VTWG
Vanguard Russell 2000 Growth E

ETFs
20
+ 46.51%
$185.73 - $221.19 $3.71K - $4.42K
63 $11K
CTVA
Corteva, Inc.

Basic Materials
1
+ 0.27%
$55.94 - $66.15 $55.9 - $66.2
378 $23K
NTAP
Net App, Inc.

Technology
41
+ 64.06%
$87.84 - $126.3 $3.6K - $5.18K
105 $9K
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
100
+ 3.33%
$11.96 - $13.56 $1.2K - $1.36K
3.1K $39K
BAX
Baxter International Inc

Healthcare
1
+ 0.63%
$29.26 - $36.57 $29.3 - $36.6
159 $5K
BDX
Becton Dickinson & CO

Healthcare
1
+ 0.31%
$222.79 - $249.08 $223 - $249
327 $74K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
20
+ 30.3%
$44.41 - $45.98 $888 - $920
86 $3K
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
49
+ 1.82%
$10.53 - $11.08 $516 - $543
2.74K $29K
FANG
Diamondback Energy, Inc.

Energy
7
+ 50.0%
$139.9 - $180.18 $979 - $1.26K
21 $3K
ECL
Ecolab Inc.

Basic Materials
1
+ 1.64%
$229.72 - $269.82 $230 - $270
62 $15K
CPRT
Copart Inc

Consumer Cyclical
24
+ 18.18%
$52.3 - $59.83 $1.26K - $1.44K
156 $8K
HERO
Global X Fds Video Games & Esp

ETFs
5
+ 0.92%
$23.07 - $27.32 $115 - $137
550 $13K
DIV
Global X Superdividend Us ETF

ETFs
5
+ 1.42%
N/A
358 $6K
EL
Estee Lauder Companies Inc

Consumer Defensive
1
+ 1.61%
$64.26 - $85.48 $64.3 - $85.5
63 $4K
Linde PLC F
36
+ 78.26%
N/A
82 $0
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1
+ 0.7%
$408.78 - $448.82 $409 - $449
144 $60K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
1
+ 1.69%
$73.78 - $76.59 $73.8 - $76.6
60 $4K
IYZ
Ishares Tr Us Telecommunicatio

ETFs
3
+ 0.21%
$26.51 - $28.57 $79.5 - $85.7
1.46K $39K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
2
+ 0.37%
$66.3 - $74.17 $133 - $148
541 $37K
PDM
Piedmont Office Realty Trust, Inc.

Real Estate
28
+ 2.36%
N/A
1.21K $8K
VIG
Vanguard Dividend Appreciation

ETFs
1
+ 0.29%
N/A
340 $61K
CC
Chemours CO

Basic Materials
1
+ 0.65%
$13.41 - $19.99 $13.4 - $20
154 $2K
DAN
Dana Inc

Consumer Cyclical
1
+ 0.93%
$11.27 - $16.88 $11.3 - $16.9
108 $1K
NOV
Nov Inc.

Energy
1
+ 0.45%
$13.99 - $16.43 $14 - $16.4
222 $3K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
1
+ 0.78%
N/A
129 $4K
QAI
Iq Hedge Multi Strategy Compos

ETFs
1
+ 4.76%
$31.16 - $32.27 $31.2 - $32.3
22 $0
OVV
Ovintiv Inc.

Energy
1
+ 0.99%
$37.84 - $45.91 $37.8 - $45.9
102 $4K
USLM
United States Lime & Minerals Inc

Basic Materials
19
+ 76.0%
$85.17 - $125.32 $1.62K - $2.38K
44 $3K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
1
+ 1.61%
$92.51 - $102.81 $92.5 - $103
63 $5K
PFE
Pfizer Inc

Healthcare
203
+ 4.14%
$25.01 - $27.13 $5.08K - $5.51K
5.1K $129K
PAVE
Global X Fds Us Infrastructure

ETFs
1
+ 0.44%
$37.31 - $43.82 $37.3 - $43.8
230 $8K
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.16%
$28.64 - $32.91 $28.6 - $32.9
609 $17K
SCHX
Schwab Strategic Tr Us Large C

ETFs
1
+ 0.25%
$21.75 - $24.28 $21.8 - $24.3
403 $8K
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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