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
SCHA
Schwab Strategic Tr Us Small C

ETFs
1
+ 0.61%
$23.16 - $27.04 $23.2 - $27
166 $3K
DOW
Dow Inc.

Basic Materials
2
+ 0.6%
$34.36 - $41.92 $68.7 - $83.8
333 $11K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
37
+ 3.68%
$57.21 - $65.8 $2.12K - $2.43K
1.04K $60K
MAR
Marriott International Inc

Consumer Cyclical
1
+ 1.39%
$237.01 - $304.45 $237 - $304
73 $17K
DHI
Horton D R Inc

Consumer Cyclical
1
+ 0.41%
$125.29 - $147.65 $125 - $148
246 $31K
VB
Vanguard Small Cap ETF

ETFs
8
+ 2.76%
$217.89 - $252.64 $1.74K - $2.02K
298 $66K
CRBU
Caribou Biosciences, Inc.

Healthcare
1.95K
+ 29.19%
$0.88 - $1.88 $1.72K - $3.67K
8.63K $7K
MS
Morgan Stanley

Financial Services
1
+ 0.22%
$111.68 - $141.08 $112 - $141
450 $52K
AVGO
Broadcom Inc.

Technology
1
+ 1.0%
$167.43 - $244.7 $167 - $245
101 $16K
TGT
Target Corp

Consumer Defensive
2
+ 0.85%
$103.65 - $142.5 $207 - $285
236 $24K
RCS
Pimco Strategic Income Fund, Inc

Financial Services
1.61K
+ 11.46%
$5.74 - $7.6 $9.21K - $12.2K
15.6K $97K
LMT
Lockheed Martin Corp

Industrials
28
+ 4.84%
$423.19 - $506.29 $11.8K - $14.2K
606 $270K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
1
+ 0.19%
$161.27 - $192.3 $161 - $192
515 $83K
SPY
Spdr S&P 500 ETF Trust

ETFs
5
+ 0.39%
$551.42 - $612.93 $2.76K - $3.06K
1.3K $726K
MSFT
Microsoft Corp

Technology
294
+ 6.67%
$375.39 - $447.2 $110K - $131K
4.7K $1.76M
NVDA
Nvidia Corp

Technology
57
+ 1.35%
$106.98 - $149.43 $6.1K - $8.52K
4.28K $463K
GOOGL
Alphabet Inc.

Communication Services
2
+ 0.06%
$154.33 - $206.19 $309 - $412
3.19K $492K
AAPL
Apple Inc.

Technology
1.35K
+ 6.93%
$209.68 - $247.1 $284K - $334K
20.9K $4.64M
IWN
Ishares Russell2000 Val ETF

ETFs
1.73K
+ 2.99%
$149.27 - $169.4 $257K - $292K
59.4K $8.97M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
336
+ 0.97%
$254.58 - $302.92 $85.5K - $102K
35K $8.95M
IWF
Ishares Russell 1000 Gr ETF

ETFs
28
+ 0.02%
$360.07 - $417.26 $10.1K - $11.7K
150K $54.1M
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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