Fsa Wealth Management LLC New Holdings in Q2 2025

Fsa Wealth Management LLC

  • $303 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
1.5K
New
$100.35 - $100.71 $151K - $151K
1.5K $151K
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
310
New
$96.11 - $173.53 $29.8K - $53.8K
310 $53K
TQQQ
Proshares Ultrapro Qqq

ETFs
615
New
$38.9 - $83.0 $23.9K - $51K
615 $51K
TNA
Direxion Daily Small Cap Bull

ETFs
1.39K
New
$19.12 - $33.54 $26.6K - $46.6K
1.39K $46K
BKLC
Bny Mellon ETF Tr Us Large Cap

ETFs
316
New
$94.74 - $118.43 $29.9K - $37.4K
316 $37K
SCHW
Schwab Charles Corp

Financial Services
400
New
$69.06 - $91.24 $27.6K - $36.5K
400 $36K
BKAG
Bny Mellon ETF Tr Core Bond Et

ETFs
559
New
$41.2 - $42.29 $23K - $23.6K
559 $23K
ACIO
ETF Ser Solutions Aptus Collar

ETFs
494
New
$36.36 - $41.4 $18K - $20.5K
494 $20K
ITW
Illinois Tool Works Inc

Industrials
81
New
$218.41 - $252.43 $17.7K - $20.4K
81 $20K
CB
Chubb LTD

Financial Services
59
New
$274.32 - $302.46 $16.2K - $17.8K
59 $17K
PWZ
Invesco California Amt Free Mu

ETFs
592
New
$22.71 - $24.18 $13.4K - $14.3K
592 $13K
MDXG
Mimedx Group, Inc.

Healthcare
2K
New
$5.88 - $7.69 $11.8K - $15.4K
2K $12K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
260
New
$45.07 - $52.57 $11.7K - $13.7K
260 $12K
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
500
New
$23.19 - $25.35 $11.6K - $12.7K
500 $12K
BKIE
Bny Mellon ETF Tr Internationa

ETFs
120
New
$69.01 - $86.17 $8.28K - $10.3K
120 $10K
SU
Suncor Energy Inc

Energy
245
New
$31.54 - $41.04 $7.73K - $10.1K
245 $9K
MU
Micron Technology Inc

Technology
73
New
$64.72 - $127.91 $4.72K - $9.34K
73 $8K
RGTI
Rigetti Computing, Inc.

Technology
755
New
$7.5 - $14.29 $5.66K - $10.8K
755 $8K
DRSK
ETF Ser Solutions Aptus Define

ETFs
309
New
$26.75 - $28.79 $8.27K - $8.9K
309 $8K
AVD
American Vanguard Corp

Basic Materials
2K
New
$3.47 - $4.94 $6.94K - $9.88K
2K $7K
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
118
New
$54.98 - $67.95 $6.49K - $8.02K
118 $7K
PBA
Pembina Pipeline Corp

Energy
212
New
$35.16 - $40.88 $7.45K - $8.67K
212 $7K
GRAB
Grab Holdings LTD

Technology
1.1K
New
$3.48 - $5.25 $3.83K - $5.78K
1.1K $5K
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
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
98
New
$50.1 - $51.02 $4.91K - $5K
98 $4K
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
57
New
$67.22 - $81.54 $3.83K - $4.65K
57 $4K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
48
New
$102.02 - $103.5 $4.9K - $4.97K
48 $4K
BKEM
Bny Mellon ETF Tr Emerging Mkt

ETFs
50
New
$52.86 - $67.09 $2.64K - $3.35K
50 $3K
FF
Future Fuel Corp.

Basic Materials
1K
New
$3.85 - $4.3 $3.85K - $4.3K
1K $3K
LQD
Ishares Iboxx $ Investment Gra

ETFs
20
New
$105.23 - $109.61 $2.1K - $2.19K
20 $2K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
200
New
$10.59 - $11.48 $2.12K - $2.3K
200 $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
COF
Capital One Financial Corp

Financial Services
8
New
$150.57 - $212.76 $1.2K - $1.7K
8 $1K
PACK
Ranpak Holdings Corp.

Consumer Cyclical
500
New
$3.01 - $5.21 $1.51K - $2.61K
500 $1K
PWR
Quanta Services, Inc.

Industrials
4
New
$239.47 - $381.26 $958 - $1.53K
4 $1K
PGR
Progressive Corp

Financial Services
6
New
$255.27 - $288.74 $1.53K - $1.73K
6 $1K
WANT
Direxion Shs ETF Tr Daily Cons

ETFs
36
New
$24.3 - $42.47 $875 - $1.53K
36 $1K
Howard Hughes Hldgs Inc
100
New
N/A
100 $0
VERU
Veru Inc.

Healthcare
1.5K
New
$0.49 - $0.7 $735 - $1.05K
1.5K $0
CHE
Chemed Corp

Healthcare
1
New
$486.93 - $619.21 $487 - $619
1 $0
Select Stoxx Europe Aspcdfn ETF
250
New
N/A
250 $0
Roundhill Generative Ai Tecng ETF
250
New
N/A
250 $0
Brookfield Wealth So A Fclass A
2
New
N/A
2 $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
JUCY
ETF Ser Solutions Aptus Enhanc
293
New
N/A
293 $0
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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