Fsa Wealth Management LLC Sells in Q2 2025

Fsa Wealth Management LLC

  • $303 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BND
Vanguard Bd Index Fd Inc Total

ETFs
-3.58K
- 24.12%
$72.02 - $73.82 $258K - $264K
11.3K $829K
SPY
Spdr S&P 500 ETF Trust

ETFs
-301
- 23.17%
$496.48 - $617.85 $149K - $186K
998 $616K
XOM
Exxon Mobil Corp

Energy
-80
- 1.04%
$99.93 - $119.04 $7.99K - $9.52K
7.63K $822K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-558
- 2.15%
$121.58 - $136.74 $67.8K - $76.3K
25.3K $3.44M
UNP
Union Pacific Corp

Industrials
-220
- 17.34%
$208.27 - $238.46 $45.8K - $52.5K
1.05K $241K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-16.5K
- 9.13%
$39.89 - $49.46 $660K - $818K
165K $8.15M
JNJ
Johnson & Johnson

Healthcare
-189
- 11.4%
$146.36 - $159.82 $27.7K - $30.2K
1.47K $224K
CVX
Chevron Corp

Energy
-71
- 5.24%
$133.73 - $168.51 $9.49K - $12K
1.28K $183K
TXN
Texas Instruments Inc

Technology
-205
- 50.62%
N/A
200 $38K
ABBV
Abb Vie Inc.

Healthcare
-57
- 4.72%
$170.16 - $206.27 $9.7K - $11.8K
1.15K $213K
NEE
Nextera Energy Inc

Utilities
-412
- 16.7%
$64.11 - $75.0 $26.4K - $30.9K
2.06K $142K
PEP
Pepsico Inc

Consumer Defensive
-125
- 18.6%
$128.02 - $151.37 $16K - $18.9K
547 $72K
BDX
Becton Dickinson & CO

Healthcare
-53
- 16.21%
$165.15 - $226.42 $8.75K - $12K
274 $47K
MDT
Medtronic PLC

Healthcare
-256
- 26.81%
$80.68 - $88.86 $20.7K - $22.7K
699 $60K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-499
- 30.32%
$55.54 - $69.09 $27.7K - $34.5K
1.15K $79K
COP
Conocophillips

Energy
-71
- 6.88%
$82.66 - $106.1 $5.87K - $7.53K
961 $86K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-67
- 26.91%
$212.1 - $244.27 $14.2K - $16.4K
182 $39K
KO
Coca Cola CO

Consumer Defensive
-197
- 3.17%
$68.37 - $73.9 $13.5K - $14.6K
6.01K $425K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-202
- 66.89%
$69.8 - $85.28 $14.1K - $17.2K
100 $8K
MCD
Mcdonalds Corp

Consumer Cyclical
-31
- 10.4%
$285.55 - $321.23 $8.85K - $9.96K
267 $78K
MRK
Merck & Co., Inc.

Healthcare
-42
- 3.92%
$73.47 - $87.12 $3.09K - $3.66K
1.03K $81K
USB
Us Bancorp \De\

Financial Services
-670
- 12.34%
$36.4 - $45.76 $24.4K - $30.7K
4.76K $215K
AMGN
Amgen Inc

Healthcare
-25
- 17.36%
$262.28 - $309.85 $6.56K - $7.75K
119 $33K
CTRE
Care Trust Reit, Inc.

Real Estate
-500
- 17.64%
$26.65 - $30.69 $13.3K - $15.3K
2.34K $71K
RCS
Pimco Strategic Income Fund, Inc

Financial Services
-3K
- 19.22%
$5.27 - $7.02 $15.8K - $21.1K
12.6K $87K
PARA
Paramount Global

Communication Services
-801
- 80.1%
$10.65 - $12.9 $8.53K - $10.3K
199 $2K
DEO
Diageo PLC

Consumer Defensive
-85
- 90.43%
$99.86 - $115.75 $8.49K - $9.84K
9 $0
SYY
Sysco Corp

Consumer Defensive
-101
- 12.66%
$68.0 - $75.91 $6.87K - $7.67K
697 $52K
ACWI
Ishares Msci Acwi ETF

ETFs
-150
- 13.95%
$103.59 - $128.6 $15.5K - $19.3K
925 $118K
HD
Home Depot, Inc.

Consumer Cyclical
-18
- 4.42%
$335.24 - $380.78 $6.03K - $6.85K
389 $142K
INTC
Intel Corp

Technology
-311
- 23.98%
$18.13 - $22.69 $5.64K - $7.06K
986 $22K
GLW
Corning Inc

Technology
-100
- 90.09%
$39.07 - $52.59 $3.91K - $5.26K
11 $0
TFC
Truist Financial Corp

Financial Services
-43
- 40.95%
$34.79 - $42.99 $1.5K - $1.85K
62 $2K
CARR
Carrier Global Corp

Industrials
-82
- 18.85%
$55.55 - $75.83 $4.56K - $6.22K
353 $25K
VFC
V F Corp

Consumer Cyclical
-164
- 98.8%
$9.74 - $16.39 $1.6K - $2.69K
2 $0
DVYE
Ishares Emerging Markets Divid

ETFs
-80
- 81.63%
$23.95 - $29.03 $1.92K - $2.32K
18 $0
LCID
Lucid Group, Inc.

Consumer Cyclical
-5
- 2.44%
$2.1 - $2.96 $10.5 - $14.8
200 $0
EMBC
Embecta Corp.

Healthcare
-11
- 39.29%
$9.28 - $13.3 $102 - $146
17 $0
OGN
Organon & Co.

Healthcare
-7
- 10.94%
$8.04 - $14.72 $56.3 - $103
57 $0
Linde PLC F
-11
- 13.41%
N/A
71 $0
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
-20
- 3.92%
$86.58 - $104.98 $1.73K - $2.1K
490 $51K
DAL
Delta Air Lines, Inc.

Industrials
-17
- 6.85%
$35.88 - $52.99 $610 - $901
231 $11K
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
-4
- 0.66%
$25.48 - $31.98 $102 - $128
605 $19K
LMT
Lockheed Martin Corp

Industrials
-9
- 1.49%
$430.82 - $486.45 $3.88K - $4.38K
597 $276K
IWR
Ishares Russell Mid Cap ETF

ETFs
-30
- 1.75%
$74.88 - $91.97 $2.25K - $2.76K
1.68K $154K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-40
- 2.38%
$149.76 - $186.42 $5.99K - $7.46K
1.64K $305K
FITB
Fifth Third Bancorp

Financial Services
-104
- 1.39%
$33.32 - $41.51 $3.47K - $4.32K
7.4K $304K
RTX
Raytheon Technologies Corp

Industrials
-21
- 1.98%
$113.75 - $148.48 $2.39K - $3.12K
1.04K $152K
IWM
Ishares Russell 2000 ETF

ETFs
-25
- 2.4%
$174.82 - $215.79 $4.37K - $5.39K
1.02K $219K
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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