Fsc Wealth Advisors, LLC has filed its 13F form on April 16, 2024 for Q1 2024 where it was disclosed a total value porftolio of $141 Million distributed in 254 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $14.8M, First Tr Enhanced Traded Fd Iv with a value of $12.7M, Ishares Russell 2000 ETF with a value of $12.3M, Spdr Bloomberg 1 3 Month T Bil with a value of $12M, and Spdr Bloomberg Convertible Sec with a value of $8.24M.

Examining the 13F form we can see an increase of $5.29M in the current position value, from $136M to 141M.

Below you can find more details about Fsc Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $141 Million
ETFs: $128 Million
Technology: $4.93 Million
Communication Services: $1.5 Million
Healthcare: $1.46 Million
Consumer Cyclical: $1.15 Million
Financial Services: $1.14 Million
Industrials: $735,000
Consumer Defensive: $707,000
Other: $1.24 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 254
  • Current Value $141 Million
  • Prior Value $136 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 16, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 25 stocks
  • Additional Purchases 64 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 67 stocks
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