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
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
118
New
$54.98 - $67.95 $6.49K - $8.02K
118 $7K
WFC
Wells Fargo & Company

Financial Services
1
+ 0.17%
$60.98 - $80.12 $61 - $80.1
599 $47K
AEP
American Electric Power CO Inc

Utilities
56
New
$98.59 - $109.11 $5.52K - $6.11K
56 $5K
GIS
General Mills Inc

Consumer Defensive
100
New
$50.37 - $60.97 $5.04K - $6.1K
100 $5K
GRAB
Grab Holdings LTD

Technology
1.1K
New
$3.48 - $5.25 $3.83K - $5.78K
1.1K $5K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
48
New
$102.02 - $103.5 $4.9K - $4.97K
48 $4K
IYZ
Ishares Tr Us Telecommunicatio

ETFs
2
+ 0.14%
$24.53 - $29.78 $49.1 - $59.6
1.46K $43K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1
+ 0.1%
$51.16 - $62.02 $51.2 - $62
1.04K $64K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
98
New
$50.1 - $51.02 $4.91K - $5K
98 $4K
VB
Vanguard Small Cap ETF

ETFs
1
+ 0.34%
$193.73 - $237.37 $194 - $237
299 $70K
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
57
New
$67.22 - $81.54 $3.83K - $4.65K
57 $4K
VOE
Vanguard Mid Cap Value Index F

ETFs
1
+ 0.15%
$141.87 - $164.49 $142 - $164
647 $106K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
2
+ 0.37%
$61.08 - $74.04 $122 - $148
543 $40K
FF
Future Fuel Corp.

Basic Materials
1K
New
$3.85 - $4.3 $3.85K - $4.3K
1K $3K
BKEM
Bny Mellon ETF Tr Emerging Mkt

ETFs
50
New
$52.86 - $67.09 $2.64K - $3.35K
50 $3K
SYK
Stryker Corp

Healthcare
1
+ 1.64%
$337.37 - $395.63 $337 - $396
62 $24K
LQD
Ishares Iboxx $ Investment Gra

ETFs
20
New
$105.23 - $109.61 $2.1K - $2.19K
20 $2K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
92
New
$22.3 - $22.57 $2.05K - $2.08K
92 $2K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
89
New
$23.29 - $23.38 $2.07K - $2.08K
89 $2K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
89
New
$22.81 - $22.97 $2.03K - $2.04K
89 $2K
VCIT
Vanguard Intermediate Term Cor

ETFs
28
+ 107.69%
$79.56 - $82.92 $2.23K - $2.32K
54 $4K
IONQ
Ion Q, Inc.

Technology
10
+ 14.29%
$20.68 - $48.04 $207 - $480
80 $3K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
200
New
$10.59 - $11.48 $2.12K - $2.3K
200 $2K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
100
+ 9.09%
$10.79 - $14.14 $1.08K - $1.41K
1.2K $16K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
1
+ 0.81%
$97.68 - $121.38 $97.7 - $121
125 $15K
AOR
Ishares Tr Core Growth Allocat

ETFs
2
+ 0.42%
$53.36 - $61.57 $107 - $123
474 $29K
AMT
American Tower Corp

Real Estate
1
+ 0.26%
$203.96 - $228.19 $204 - $228
390 $86K
USLM
United States Lime & Minerals Inc

Basic Materials
5
+ 11.36%
$85.25 - $107.02 $426 - $535
49 $4K
COF
Capital One Financial Corp

Financial Services
8
New
$150.57 - $212.76 $1.2K - $1.7K
8 $1K
PGR
Progressive Corp

Financial Services
6
New
$255.27 - $288.74 $1.53K - $1.73K
6 $1K
PACK
Ranpak Holdings Corp.

Consumer Cyclical
500
New
$3.01 - $5.21 $1.51K - $2.61K
500 $1K
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
51
+ 1.86%
$9.73 - $11.03 $496 - $563
2.79K $30K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
2
+ 0.53%
$17.76 - $22.1 $35.5 - $44.2
379 $8K
VZ
Verizon Communications Inc

Communication Services
173
+ 5.1%
$41.67 - $45.62 $7.21K - $7.89K
3.56K $154K
PWR
Quanta Services, Inc.

Industrials
4
New
$239.47 - $381.26 $958 - $1.53K
4 $1K
SCHX
Schwab Strategic Tr Us Large C

ETFs
2
+ 0.5%
$19.6 - $24.44 $39.2 - $48.9
405 $9K
CRM
Salesforce, Inc.

Technology
1
+ 1.08%
$236.26 - $291.15 $236 - $291
94 $25K
TIP
Ishares Tr Tips Bd ETF

ETFs
2
+ 1.39%
$107.93 - $110.97 $216 - $222
146 $16K
WANT
Direxion Shs ETF Tr Daily Cons

ETFs
36
New
$24.3 - $42.47 $875 - $1.53K
36 $1K
VFQY
Vanguard Wellington Fd U S Qua

ETFs
1
+ 1.82%
$118.46 - $143.72 $118 - $144
56 $8K
Select Stoxx Europe Aspcdfn ETF
250
New
N/A
250 $0
Aptus Large Cap Enhancedyield ETF
269
New
N/A
269 $0
IDME
ETF Ser Solutions Intl Drawdow

ETFs
330
New
N/A
330 $0
Spdr Msci Emrg Mrkts Strategicfactors ETF
1
+ 2.94%
N/A
35 $0
JUCY
ETF Ser Solutions Aptus Enhanc
293
New
N/A
293 $0
UPS
United Parcel Service Inc

Industrials
23
+ 8.78%
$91.92 - $110.2 $2.11K - $2.53K
285 $28K
MXI
Ishares Global Materials ETF

ETFs
1
+ 0.97%
$71.63 - $86.87 $71.6 - $86.9
104 $8K
Howard Hughes Hldgs Inc
100
New
N/A
100 $0
IEMG
Ishares Inc

ETFs
2
+ 0.63%
N/A
319 $17K
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
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