Fsa Wealth Management LLC Incresed Positions in Q2 2025

Fsa Wealth Management LLC

  • $303 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IWD
Ishares Russell 1000 Val ETF

ETFs
5.08K
+ 1.94%
$166.82 - $194.23 $847K - $986K
266K $51.7M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
1.4K
+ 3.98%
$224.16 - $285.86 $313K - $399K
36.4K $10.4M
IWN
Ishares Russell2000 Val ETF

ETFs
1.24K
+ 2.09%
$131.84 - $157.76 $164K - $196K
60.6K $9.57M
VTI
Vanguard Total Stock Market Et

ETFs
306
+ 5.98%
$243.75 - $303.93 $74.6K - $93K
5.43K $1.65M
NVDA
Nvidia Corp

Technology
24
+ 0.56%
$94.31 - $157.99 $2.26K - $3.79K
4.3K $679K
JPM
Jpmorgan Chase & CO

Financial Services
5
+ 0.23%
$210.28 - $289.91 $1.05K - $1.45K
2.18K $632K
GOOGL
Alphabet Inc.

Communication Services
2
+ 0.06%
$144.7 - $178.6 $289 - $357
3.19K $561K
HDV
Ishares Core High Dividend ETF

ETFs
584
+ 189.0%
$108.41 - $120.51 $63.3K - $70.4K
893 $104K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3
+ 0.31%
$456.74 - $568.03 $1.37K - $1.7K
959 $544K
PLTR
Palantir Technologies Inc.

Technology
23
+ 3.13%
$74.01 - $144.25 $1.7K - $3.32K
758 $103K
AZN
Astrazeneca PLC

Healthcare
376
+ 376.0%
$64.87 - $75.0 $24.4K - $28.2K
476 $33K
BAC
Bank Of America Corp

Financial Services
4
+ 0.1%
$34.39 - $47.46 $138 - $190
4.12K $194K
VTWO
Vanguard Russell 2000 ETF

ETFs
196
+ 445.45%
$70.56 - $87.22 $13.8K - $17.1K
240 $20K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
40
+ 35.71%
$141.37 - $228.57 $5.65K - $9.14K
152 $34K
GE
General Electric CO

Industrials
1
+ 0.35%
$166.81 - $257.39 $167 - $257
287 $73K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.25%
$171.4 - $227.1 $171 - $227
409 $92K
MS
Morgan Stanley

Financial Services
1
+ 0.22%
$99.83 - $140.86 $99.8 - $141
451 $63K
ROBO
Robo Global Robotics And Autom

ETFs
180
+ 409.09%
$43.89 - $59.78 $7.9K - $10.8K
224 $13K
AMD
Advanced Micro Devices Inc

Technology
30
+ 16.04%
$78.21 - $143.81 $2.35K - $4.31K
217 $30K
IXUS
Ishares Tr

ETFs
3
+ 0.22%
$62.37 - $77.63 $187 - $233
1.34K $103K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
3
+ 0.63%
$104.23 - $134.39 $313 - $403
483 $64K
WMT
Walmart Inc.

Consumer Defensive
1
+ 0.12%
$81.79 - $99.98 $81.8 - $100
851 $83K
SO
Southern CO

Utilities
88
+ 3.13%
$84.91 - $92.56 $7.47K - $8.15K
2.9K $266K
T
At&T Inc.

Communication Services
12
+ 0.11%
$26.33 - $28.94 $316 - $347
11K $318K
EEM
Ishares Msci Emerging Markets

ETFs
7
+ 0.47%
$38.52 - $48.28 $270 - $338
1.49K $71K
EBND
Spdr Bloomberg Emerging Market

ETFs
350
+ 546.88%
$19.57 - $21.4 $6.85K - $7.49K
414 $8K
VMC
Vulcan Materials CO

Basic Materials
1
+ 0.44%
$226.49 - $276.01 $226 - $276
227 $59K
WFC
Wells Fargo & Company

Financial Services
1
+ 0.17%
$60.98 - $80.12 $61 - $80.1
599 $47K
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
VB
Vanguard Small Cap ETF

ETFs
1
+ 0.34%
$193.73 - $237.37 $194 - $237
299 $70K
FCX
Freeport Mcmoran Inc

Basic Materials
30
+ 6.9%
$29.15 - $44.46 $875 - $1.33K
465 $20K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
2
+ 0.37%
$61.08 - $74.04 $122 - $148
543 $40K
VOE
Vanguard Mid Cap Value Index F

ETFs
1
+ 0.15%
$141.87 - $164.49 $142 - $164
647 $106K
AOR
Ishares Tr Core Growth Allocat

ETFs
2
+ 0.42%
$53.36 - $61.57 $107 - $123
474 $29K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
100
+ 9.09%
$10.79 - $14.14 $1.08K - $1.41K
1.2K $16K
SYK
Stryker Corp

Healthcare
1
+ 1.64%
$337.37 - $395.63 $337 - $396
62 $24K
VCIT
Vanguard Intermediate Term Cor

ETFs
28
+ 107.69%
$79.56 - $82.92 $2.23K - $2.32K
54 $4K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
1
+ 0.81%
$97.68 - $121.38 $97.7 - $121
125 $15K
IONQ
Ion Q, Inc.

Technology
10
+ 14.29%
$20.68 - $48.04 $207 - $480
80 $3K
AMT
American Tower Corp

Real Estate
1
+ 0.26%
$203.96 - $228.19 $204 - $228
390 $86K
VFQY
Vanguard Wellington Fd U S Qua

ETFs
1
+ 1.82%
$118.46 - $143.72 $118 - $144
56 $8K
CRM
Salesforce, Inc.

Technology
1
+ 1.08%
$236.26 - $291.15 $236 - $291
94 $25K
SCHX
Schwab Strategic Tr Us Large C

ETFs
2
+ 0.5%
$19.6 - $24.44 $39.2 - $48.9
405 $9K
VZ
Verizon Communications Inc

Communication Services
173
+ 5.1%
$41.67 - $45.62 $7.21K - $7.89K
3.56K $154K
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
51
+ 1.86%
$9.73 - $11.03 $496 - $563
2.79K $30K
USLM
United States Lime & Minerals Inc

Basic Materials
5
+ 11.36%
$85.25 - $107.02 $426 - $535
49 $4K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
2
+ 0.53%
$17.76 - $22.1 $35.5 - $44.2
379 $8K
TIP
Ishares Tr Tips Bd ETF

ETFs
2
+ 1.39%
$107.93 - $110.97 $216 - $222
146 $16K
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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