Fsa Wealth Management LLC Purchases in Q3 2024

Fsa Wealth Management LLC

  • $250 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ABT
Abbott Laboratories

Healthcare
204
+ 26.09%
$100.07 - $118.13 $20.4K - $24.1K
986 $112K
MCK
Mckesson Corp

Healthcare
61
+ 35.06%
$479.06 - $630.38 $29.2K - $38.5K
235 $116K
STZ
Constellation Brands, Inc.

Consumer Defensive
94
+ 136.23%
$236.42 - $259.82 $22.2K - $24.4K
163 $41K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
20
+ 400.0%
$1024.09 - $1201.76 $20.5K - $24K
25 $26K
SVOL
Simplify ETF Simplify Volatili

ETFs
1K
New
$20.05 - $22.81 $20.1K - $22.8K
1K $21K
BX
Blackstone Inc.

Financial Services
87
+ 23.32%
$120.77 - $159.66 $10.5K - $13.9K
460 $70K
CTRE
Care Trust Reit, Inc.

Real Estate
100
+ 4.0%
$25.14 - $31.2 $2.51K - $3.12K
2.6K $80K
FCX
Freeport Mcmoran Inc

Basic Materials
380
+ 70.76%
$39.52 - $51.92 $15K - $19.7K
917 $45K
FDX
Fedex Corp

Industrials
64
+ 355.56%
$254.64 - $313.52 $16.3K - $20.1K
82 $22K
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
200
+ 200.0%
$72.41 - $86.76 $14.5K - $17.4K
300 $24K
CLOI
Vaneck ETF Tr

ETFs
300
+ 42.86%
$52.65 - $53.04 $15.8K - $15.9K
1K $53K
BLK
Black Rock Inc.

Financial Services
16
+ 145.45%
$782.27 - $949.51 $12.5K - $15.2K
27 $25K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
13
+ 6.57%
$475.2 - $527.7 $6.18K - $6.86K
211 $111K
CRM
Salesforce, Inc.

Technology
66
+ 52.38%
$238.42 - $276.53 $15.7K - $18.3K
192 $52K
EEM
Ishares Msci Emerging Markets

ETFs
26
+ 1.02%
$40.42 - $46.7 $1.05K - $1.21K
2.59K $118K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
76
+ 3.95%
$39.95 - $45.86 $3.04K - $3.49K
2K $91K
AMT
American Tower Corp

Real Estate
1
+ 0.26%
$192.27 - $242.73 $192 - $243
382 $88K
XOM
Exxon Mobil Corp

Energy
47
+ 0.62%
$109.72 - $119.0 $5.16K - $5.59K
7.63K $893K
QCOM
Qualcomm Inc

Technology
73
+ 280.77%
$156.12 - $209.64 $11.4K - $15.3K
99 $16K
KMB
Kimberly Clark Corp

Consumer Defensive
68
+ 85.0%
$135.05 - $148.35 $9.18K - $10.1K
148 $21K
PFE
Pfizer Inc

Healthcare
206
+ 4.39%
$27.7 - $31.39 $5.71K - $6.47K
4.9K $141K
CSX
Csx Corp

Industrials
370
+ 41.86%
$32.48 - $35.45 $12K - $13.1K
1.25K $43K
MU
Micron Technology Inc

Technology
116
+ 193.33%
$86.27 - $136.82 $10K - $15.9K
176 $18K
SOXX
Ishares Semiconductor ETF

ETFs
46
+ 85.19%
$199.29 - $265.49 $9.17K - $12.2K
100 $23K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
2
+ 0.39%
$152.9 - $180.39 $306 - $361
514 $89K
VONV
Vanguard Russell 1000 Value Et

ETFs
9
+ 0.49%
$76.07 - $83.33 $685 - $750
1.85K $154K
DTH
Wisdomtree Tr

ETFs
200
+ 50.0%
$37.62 - $41.83 $7.52K - $8.37K
600 $24K
MRVL
Marvell Technology, Inc.

Technology
131
New
$56.15 - $76.24 $7.36K - $9.99K
131 $9K
MGM
Mgm Resorts International

Consumer Cyclical
250
New
$34.07 - $46.78 $8.52K - $11.7K
250 $9K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
18
+ 1.13%
$58.03 - $65.37 $1.04K - $1.18K
1.62K $104K
PDI
Pimco Dynamic Income Fund

Financial Services
412
New
$18.7 - $20.25 $7.7K - $8.34K
412 $8K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.23%
$178.94 - $207.0 $179 - $207
427 $85K
VNQ
Vanguard Specialized Funds Van

ETFs
1
+ 0.15%
$82.97 - $98.97 $83 - $99
668 $65K
HSC
Harsco Corp

Industrials
1.18K
New
N/A
1.18K $8K
DHI
Horton D R Inc

Consumer Cyclical
1
+ 0.41%
$135.21 - $197.06 $135 - $197
244 $46K
EMN
Eastman Chemical CO

Basic Materials
70
New
$93.82 - $113.74 $6.57K - $7.96K
70 $7K
PSX
Phillips 66

Energy
66
+ 264.0%
$125.0 - $147.17 $8.25K - $9.71K
91 $11K
VB
Vanguard Small Cap ETF

ETFs
18
+ 6.67%
$214.77 - $237.72 $3.87K - $4.28K
288 $68K
NVS
Novartis Ag

Healthcare
33
+ 36.67%
$106.13 - $120.89 $3.5K - $3.99K
123 $14K
IEMG
Ishares Inc

ETFs
60
+ 4.45%
$53.64 - $53.64 $3.22K - $3.22K
1.41K $75K
VO
Vanguard Mid Cap ETF

ETFs
26
New
$237.84 - $263.83 $6.18K - $6.86K
26 $6K
XYL
Xylem Inc.

Industrials
3
+ 0.31%
$126.14 - $141.53 $378 - $425
970 $130K
IYZ
Ishares Tr Us Telecommunicatio

ETFs
5
+ 0.34%
$21.65 - $25.28 $108 - $126
1.46K $36K
PRF
Invesco Exchange Traded Fd Tr

ETFs
119
+ 793.33%
$37.33 - $40.63 $4.44K - $4.83K
134 $5K
HDV
Ishares Core High Dividend ETF

ETFs
5
+ 0.9%
$107.62 - $118.76 $538 - $594
563 $66K
SBUX
Starbucks Corp

Consumer Cyclical
26
+ 5.49%
$72.51 - $98.6 $1.89K - $2.56K
500 $48K
XVV
Ishares Tr Esg Screened S&P 50

ETFs
125
New
$39.71 - $44.22 $4.96K - $5.53K
125 $5K
GILD
Gilead Sciences, Inc.

Healthcare
30
+ 15.0%
$66.59 - $83.99 $2K - $2.52K
230 $19K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
6
+ 1.29%
$112.99 - $126.45 $678 - $759
470 $59K
Activity Summary
Buys All Purchases 169 New Holdings 18 Increased Positions 151 Sells All Sells 89 Reductions 89 Sold out 0 Options Calls 0 Puts 0
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