Fsa Wealth Management LLC Incresed Positions in Q3 2024

Fsa Wealth Management LLC

  • $250 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
FHLC
Fidelity Covington Tr Msci Hea

ETFs
3
+ 0.58%
$67.43 - $74.23 $202 - $223
524 $38K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
47
+ 100.0%
$42.59 - $60.56 $2K - $2.85K
94 $4K
BR
Broadridge Financial Solutions, Inc.

Technology
1
+ 0.55%
$196.56 - $218.55 $197 - $219
184 $39K
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
95
+ 3.73%
$10.38 - $11.34 $986 - $1.08K
2.64K $29K
VPU
Vanguard Utilities ETF

ETFs
1
+ 1.89%
$146.64 - $174.54 $147 - $175
54 $9K
HERO
Global X Fds Video Games & Esp

ETFs
1
+ 0.18%
$20.55 - $24.34 $20.6 - $24.3
545 $13K
EQIX
Equinix Inc

Real Estate
1
+ 5.56%
$749.0 - $890.01 $749 - $890
19 $16K
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
119
+ 2380.0%
$20.27 - $20.27 $2.41K - $2.41K
124 $2K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
167
+ 55.67%
$11.03 - $18.11 $1.84K - $3.02K
467 $5K
TRV
Travelers Companies, Inc.

Financial Services
1
+ 1.12%
$201.87 - $242.35 $202 - $242
90 $21K
WM
Waste Management Inc

Industrials
15
+ 5.15%
$196.96 - $223.45 $2.95K - $3.35K
306 $63K
VTWV
Vanguard Russell 2000 Value Et

ETFs
1
+ 1.61%
$132.06 - $150.96 $132 - $151
63 $9K
MXI
Ishares Global Materials ETF

ETFs
2
+ 2.02%
$82.55 - $93.68 $165 - $187
101 $9K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
2
+ 1.6%
N/A
127 $4K
IDV
Ishares Tr

ETFs
5
+ 2.55%
$27.62 - $30.64 $138 - $153
201 $6K
RSG
Republic Services, Inc.

Industrials
1
+ 0.82%
$189.34 - $208.21 $189 - $208
123 $24K
APH
Amphenol Corp

Technology
58
+ 100.0%
$58.39 - $70.41 $3.39K - $4.08K
116 $7K
PJP
Invesco Exchange Traded Fd Tr

ETFs
1
+ 1.64%
$80.08 - $89.33 $80.1 - $89.3
62 $5K
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
3
+ 0.5%
$26.74 - $30.37 $80.2 - $91.1
607 $18K
IONQ
Ion Q, Inc.

Technology
200
+ 33.33%
$6.57 - $9.71 $1.31K - $1.94K
800 $6K
AB
Alliancebernstein Holding L.P.

Financial Services
23
+ 2.3%
$31.87 - $35.39 $733 - $814
1.02K $35K
OXY
Occidental Petroleum Corp

Energy
36
+ 22.5%
$49.91 - $63.73 $1.8K - $2.29K
196 $10K
Net Lease Office Pptys
81
+ 1350.0%
N/A
87 $0
TIP
Ishares Tr Tips Bd ETF

ETFs
3
+ 2.14%
$105.92 - $110.83 $318 - $332
143 $15K
DIV
Global X Superdividend Us ETF

ETFs
10
+ 2.96%
$17.18 - $17.18 $172 - $172
348 $5K
LIT
Global X Fds Global X Lithium

ETFs
1
+ 1.52%
$35.01 - $43.59 $35 - $43.6
67 $2K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
1
+ 1.67%
$111.59 - $129.08 $112 - $129
61 $7K
HST
Host Hotels & Resorts, Inc.

Real Estate
1
+ 2.22%
$15.92 - $18.86 $15.9 - $18.9
46 $0
HDRO
ETF Ser Solutions Defiance Nex

ETFs
2
+ 0.4%
$4.36 - $5.59 $8.72 - $11.2
500 $2K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1
+ 2.17%
$76.38 - $78.87 $76.4 - $78.9
47 $3K
BIIB
Biogen Inc.

Healthcare
40
+ 11.63%
$189.07 - $236.8 $7.56K - $9.47K
384 $74K
CC
Chemours CO

Basic Materials
1
+ 0.66%
$16.79 - $24.99 $16.8 - $25
153 $3K
Spdr Msci Emrg Mrkts Strategicfactors ETF
1
+ 3.13%
N/A
33 $0
USLM
United States Lime & Minerals Inc

Basic Materials
16
+ 177.78%
$69.25 - $395.38 $1.11K - $6.33K
25 $2K
DAN
Dana Inc

Consumer Cyclical
2
+ 1.92%
$9.34 - $12.71 $18.7 - $25.4
106 $1K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
2
+ 3.51%
$74.26 - $78.84 $149 - $158
59 $4K
PDM
Piedmont Office Realty Trust, Inc.

Real Estate
26
+ 2.25%
$7.12 - $7.12 $185 - $185
1.18K $8K
BAX
Baxter International Inc

Healthcare
2
+ 1.3%
$32.85 - $40.26 $65.7 - $80.5
156 $5K
CRBU
Caribou Biosciences, Inc.

Healthcare
2.8K
+ 141.41%
$1.56 - $2.73 $4.37K - $7.64K
4.78K $9K
BDX
Becton Dickinson & CO

Healthcare
1
+ 0.42%
$221.47 - $242.41 $221 - $242
241 $58K
XLE
Energy Sector Spdr

ETFs
3
+ 1.24%
$84.35 - $93.39 $253 - $280
245 $21K
NOV
Nov Inc.

Energy
2
+ 0.92%
$15.85 - $20.82 $31.7 - $41.6
220 $3K
V
Visa Inc.

Financial Services
1
+ 0.12%
$253.74 - $291.56 $254 - $292
830 $228K
EL
Estee Lauder Companies Inc

Consumer Defensive
1
+ 1.64%
$84.18 - $106.5 $84.2 - $107
62 $6K
SYY
Sysco Corp

Consumer Defensive
3
+ 0.3%
$69.16 - $78.98 $207 - $237
993 $77K
CVS
Cvs Health Corp

Healthcare
1
+ 0.29%
$55.81 - $63.18 $55.8 - $63.2
342 $21K
BA
Boeing CO

Industrials
91
+ 14.94%
$152.04 - $190.6 $13.8K - $17.3K
700 $106K
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
1
+ 0.14%
$126.87 - $148.36 $127 - $148
701 $92K
COP
Conocophillips

Energy
6
+ 0.59%
$102.3 - $116.61 $614 - $700
1.02K $107K
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
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