Fsa Wealth Management LLC Incresed Positions 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
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
SPY
Spdr S&P 500 ETF Trust

ETFs
2
+ 0.15%
$567.81 - $607.81 $1.14K - $1.22K
1.29K $758K
BAC
Bank Of America Corp

Financial Services
5
+ 0.12%
$39.22 - $47.77 $196 - $239
4.11K $180K
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
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
VGT
Vanguard Information Technolog

ETFs
1
+ 0.62%
$571.78 - $647.97 $572 - $648
162 $100K
AMD
Advanced Micro Devices Inc

Technology
140
+ 56.68%
$118.88 - $172.8 $16.6K - $24.2K
387 $46K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
80
+ 8.65%
$61.68 - $67.87 $4.93K - $5.43K
1.01K $62K
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
IYZ
Ishares Tr Us Telecommunicatio

ETFs
2
+ 0.14%
$25.22 - $28.15 $50.4 - $56.3
1.46K $39K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
2
+ 0.37%
$63.19 - $73.31 $126 - $147
539 $37K
AB
Alliancebernstein Holding L.P.

Financial Services
13
+ 1.27%
$34.59 - $38.68 $450 - $503
1.03K $38K
VXF
Vanguard Extended Market ETF

ETFs
1
+ 0.51%
$179.17 - $207.15 $179 - $207
197 $37K
DIV
Global X Superdividend Us ETF

ETFs
5
+ 1.44%
N/A
353 $6K
ETR
Entergy Corp

Utilities
62
+ 100.0%
$73.19 - $156.4 $4.54K - $9.7K
124 $9K
CRBU
Caribou Biosciences, Inc.

Healthcare
1.9K
+ 39.75%
$1.59 - $2.79 $3.02K - $5.3K
6.68K $10K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
1
+ 0.81%
$111.85 - $120.71 $112 - $121
124 $14K
VB
Vanguard Small Cap ETF

ETFs
2
+ 0.69%
$233.76 - $261.58 $468 - $523
290 $69K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
1
+ 0.79%
N/A
128 $4K
COMB
Graniteshares ETF Tr Bloomber

ETFs
2
+ 3.23%
$19.74 - $20.97 $39.5 - $41.9
64 $1K
HST
Host Hotels & Resorts, Inc.

Real Estate
1
+ 2.17%
$17.24 - $19.07 $17.2 - $19.1
47 $0
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.16%
$29.46 - $32.64 $29.5 - $32.6
608 $18K
AOA
Ishares Tr Core Aggressive All

ETFs
1
+ 3.45%
$76.61 - $79.88 $76.6 - $79.9
30 $2K
XPEV
Xpeng Inc.

Consumer Cyclical
50
+ 11.11%
$10.22 - $15.3 $511 - $765
500 $5K
TIP
Ishares Tr Tips Bd ETF

ETFs
1
+ 0.7%
$106.33 - $110.69 $106 - $111
144 $15K
IEMG
Ishares Inc

ETFs
5
+ 0.36%
N/A
1.41K $75K
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
1
+ 0.14%
$125.5 - $148.67 $126 - $149
702 $92K
Spdr Index Shs Fds
1
+ 3.03%
N/A
34 $0
SCHX
Schwab Strategic Tr Us Large C

ETFs
269
+ 202.26%
$22.4 - $68.28 $6.03K - $18.4K
402 $9K
NOV
Nov Inc.

Energy
1
+ 0.45%
$14.06 - $16.79 $14.1 - $16.8
221 $3K
VIG
Vanguard Dividend Appreciation

ETFs
1
+ 0.3%
N/A
339 $61K
EMBC
Embecta Corp.

Healthcare
17
+ 154.55%
$12.51 - $20.83 $213 - $354
28 $0
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
1
+ 0.88%
$20.55 - $23.26 $20.6 - $23.3
114 $2K
EMLP
First Tr Exchange Traded Iv

ETFs
1
+ 3.13%
$33.69 - $38.24 $33.7 - $38.2
33 $1K
DAN
Dana Inc

Consumer Cyclical
1
+ 0.94%
$7.67 - $13.0 $7.67 - $13
107 $1K
EMQQ
Emqq Emerging Markets Internet

ETFs
2
+ 1.98%
$34.48 - $41.58 $69 - $83.2
103 $3K
XLE
Energy Sector Spdr

ETFs
1
+ 0.41%
$83.32 - $97.27 $83.3 - $97.3
246 $21K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
6
+ 0.64%
$104.52 - $115.08 $627 - $690
947 $99K
VPU
Vanguard Utilities ETF

ETFs
1
+ 1.85%
$160.52 - $179.11 $161 - $179
55 $8K
SYY
Sysco Corp

Consumer Defensive
2
+ 0.2%
$73.63 - $81.77 $147 - $164
995 $76K
AOR
Ishares Tr Core Growth Allocat

ETFs
5
+ 1.64%
$57.32 - $59.66 $287 - $298
309 $17K
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
Track This Portfolio

Track Fsa Wealth Management LLC Portfolio

Follow Fsa Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fsa Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fsa Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email