Fsa Wealth Management LLC Sells in Q1 2025

Fsa Wealth Management LLC

  • $279 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IXUS
Ishares Tr

ETFs
-90.3K
- 98.54%
$65.06 - $72.31 $5.87M - $6.53M
1.34K $93K
TSLA
Tesla, Inc.

Consumer Cyclical
-393
- 3.67%
$222.15 - $428.22 $87.3K - $168K
10.3K $2.68M
IWP
Ishares Russell Mid Cap Growth

ETFs
-1.96K
- 1.44%
$114.9 - $139.6 $225K - $273K
134K $15.8M
VEA
Vanguard Ftse Developed Market

ETFs
-40K
- 7.9%
$47.4 - $52.99 $1.89M - $2.12M
466K $23.7M
IWS
Ishares Russell Midcap Value E

ETFs
-793
- 0.69%
$122.59 - $135.24 $97.2K - $107K
114K $14.4M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-11.9K
- 6.16%
$42.5 - $46.71 $506K - $556K
181K $8.2M
VOE
Vanguard Mid Cap Value Index F

ETFs
-1.86K
- 74.17%
$156.61 - $168.02 $291K - $312K
646 $103K
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
-2.24K
- 98.07%
$82.81 - $96.53 $185K - $216K
44 $3K
GOOG
Alphabet Inc.

Communication Services
-118
- 2.77%
$156.06 - $207.71 $18.4K - $24.5K
4.14K $646K
VONV
Vanguard Russell 1000 Value Et

ETFs
-1.68K
- 89.52%
$80.21 - $86.14 $134K - $144K
196 $16K
XYL
Xylem Inc.

Industrials
-883
- 90.84%
$114.02 - $132.04 $101K - $117K
89 $10K
VUG
Vanguard Growth ETF

ETFs
-55
- 3.59%
$369.1 - $427.61 $20.3K - $23.5K
1.48K $546K
AMZN
Amazon Com Inc

Consumer Cyclical
-95
- 5.41%
$190.26 - $242.06 $18.1K - $23K
1.66K $316K
IEMG
Ishares Inc

ETFs
-1.1K
- 77.57%
N/A
317 $17K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-49
- 7.24%
$468.34 - $539.52 $22.9K - $26.4K
628 $294K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
-437
- 46.15%
$96.85 - $111.39 $42.3K - $48.7K
510 $50K
PLTR
Palantir Technologies Inc.

Technology
-715
- 49.31%
$64.98 - $124.62 $46.5K - $89.1K
735 $62K
EEM
Ishares Msci Emerging Markets

ETFs
-1.16K
- 43.89%
$40.81 - $45.34 $47.2K - $52.4K
1.48K $64K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-447
- 59.68%
$81.1 - $94.7 $36.3K - $42.3K
302 $24K
INTU
Intuit Inc

Technology
-16
- 0.78%
$555.63 - $630.23 $8.89K - $10.1K
2.04K $1.25M
IWM
Ishares Russell 2000 ETF

ETFs
-60
- 5.44%
$198.1 - $229.79 $11.9K - $13.8K
1.04K $207K
PHO
Invesco Exchange Traded Fd Tr

ETFs
-415
- 18.96%
$63.77 - $68.75 $26.5K - $28.5K
1.77K $114K
OKE
Oneok Inc

Energy
-263
- 61.31%
$89.57 - $109.85 $23.6K - $28.9K
166 $16K
HDV
Ishares Core High Dividend ETF

ETFs
-266
- 46.26%
$110.86 - $121.12 $29.5K - $32.2K
309 $37K
AMD
Advanced Micro Devices Inc

Technology
-200
- 51.68%
$96.63 - $129.55 $19.3K - $25.9K
187 $19K
DVY
Ishares Tr

ETFs
-247
- 10.38%
$128.58 - $138.1 $31.8K - $34.1K
2.13K $286K
FITB
Fifth Third Bancorp

Financial Services
-83
- 1.09%
$37.48 - $44.96 $3.11K - $3.73K
7.51K $294K
MRK
Merck & Co., Inc.

Healthcare
-162
- 13.14%
$83.01 - $101.02 $13.4K - $16.4K
1.07K $96K
ACWI
Ishares Msci Acwi ETF

ETFs
-205
- 16.02%
$115.16 - $124.13 $23.6K - $25.4K
1.08K $125K
VFQY
Vanguard Wellington Fd U S Qua

ETFs
-145
- 72.5%
$131.8 - $147.86 $19.1K - $21.4K
55 $7K
VBR
Vanguard Small Cap Value ETF

ETFs
-99
- 71.22%
$183.02 - $207.75 $18.1K - $20.6K
40 $7K
AOM
Ishares Tr Core Moderate Alloc

ETFs
-446
- 93.7%
$42.93 - $44.71 $19.1K - $19.9K
30 $1K
SVOL
Simplify ETF Simplify Volatili

ETFs
-838
- 55.87%
$17.92 - $21.7 $15K - $18.2K
662 $12K
WMT
Walmart Inc.

Consumer Defensive
-177
- 17.23%
$84.5 - $105.05 $15K - $18.6K
850 $74K
SYY
Sysco Corp

Consumer Defensive
-197
- 19.8%
$70.0 - $77.13 $13.8K - $15.2K
798 $59K
AB
Alliancebernstein Holding L.P.

Financial Services
-430
- 41.59%
$35.0 - $40.73 $15.1K - $17.5K
604 $23K
VTWO
Vanguard Russell 2000 ETF

ETFs
-152
- 77.55%
$80.08 - $92.93 $12.2K - $14.1K
44 $3K
IONQ
Ion Q, Inc.

Technology
-280
- 80.0%
$18.27 - $51.07 $5.12K - $14.3K
70 $1K
AM
Antero Midstream Corp

Energy
-900
- 78.95%
$15.47 - $18.04 $13.9K - $16.2K
240 $4K
BMY
Bristol Myers Squibb CO

Healthcare
-330
- 18.18%
$53.9 - $63.11 $17.8K - $20.8K
1.49K $90K
CMCSA
Comcast Corp

Communication Services
-236
- 16.34%
$33.19 - $38.23 $7.83K - $9.02K
1.21K $44K
KIE
Spdr S&P Insurance ETF

ETFs
-200
- 28.57%
$54.24 - $60.81 $10.8K - $12.2K
500 $30K
DVYE
Ishares Emerging Markets Divid

ETFs
-302
- 75.5%
$25.08 - $27.99 $7.57K - $8.45K
98 $2K
DEO
Diageo PLC

Consumer Defensive
-36
- 27.69%
$104.79 - $126.12 $3.77K - $4.54K
94 $9K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-37
- 20.44%
$96.3 - $112.23 $3.56K - $4.15K
144 $14K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-33
- 45.83%
$121.0 - $142.28 $3.99K - $4.7K
39 $4K
KD
Kyndryl Holdings, Inc.

Technology
-88
- 48.89%
$31.32 - $43.45 $2.76K - $3.82K
92 $2K
META
Meta Platforms, Inc.

Communication Services
-1
- 0.53%
$576.36 - $736.67 $576 - $737
187 $107K
MBB
Ishares Tr

ETFs
-38
- 38.78%
$90.37 - $94.08 $3.43K - $3.58K
60 $5K
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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