Fsa Wealth Management LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $246 Million distributed in 571 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Russell 1000 Gr ETF with a value of $60.1M, Ishares Russell 1000 Val ETF with a value of $47M, Vanguard Ftse Developed Market with a value of $24.2M, Ishares Russell Mid Cap Growth with a value of $17.3M, and Ishares Russell Midcap Value E with a value of $14.9M.
Examining the 13F form we can see an decrease of $3.99M in the current position value, from $250M to 246M.
Fsa Wealth Management LLC is based out at Needham, MA
Below you can find more details about Fsa Wealth Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$246 Million
ETFs: $214 Million
Technology: $10.1 Million
Consumer Cyclical: $5.27 Million
Industrials: $3.93 Million
Financial Services: $3.54 Million
Healthcare: $2.14 Million
Communication Services: $2.1 Million
Consumer Defensive: $1.98 Million
Other: $2.85 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
