Fsc Wealth Advisors, LLC Purchases in Q3 2024

Fsc Wealth Advisors, LLC

  • $137 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MGV
Vanguard Mega Cap Value

ETFs
45K
New
$118.0 - $128.28 $5.31M - $5.78M
45K $5.78M
XLY
Select Sector Spdr Consumer Di

ETFs
19.1K
New
$170.05 - $200.86 $3.24M - $3.83M
19.1K $3.82M
XLF
Financial Sector Spdr

ETFs
80.3K
New
$40.84 - $45.74 $3.28M - $3.67M
80.3K $3.64M
IVW
Ishares S&P 500 Growth ETF

ETFs
37.8K
New
$84.77 - $97.13 $3.2M - $3.67M
37.8K $3.62M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
72K
New
$33.89 - $41.64 $2.44M - $3M
72K $2.87M
DGRO
Ishares Core Dividend Growth E

ETFs
43.2K
New
$57.47 - $62.76 $2.48M - $2.71M
43.2K $2.71M
SPY
Spdr S&P 500 ETF Trust

ETFs
735
+ 2.55%
$517.38 - $573.86 $380K - $422K
29.6K $17M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
10.1K
New
$64.57 - $71.76 $653K - $725K
10.1K $724K
VNQ
Vanguard Specialized Funds Van

ETFs
2.12K
+ 12.76%
$82.97 - $98.97 $176K - $210K
18.8K $1.83M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
51
+ 0.46%
$475.2 - $527.7 $24.2K - $26.9K
11.1K $5.84M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
814
+ 1.11%
$60.84 - $67.51 $49.5K - $55K
74.4K $5.03M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.95K
+ 16.14%
$57.32 - $62.65 $169K - $185K
21.2K $1.32M
VTV
Vanguard Value ETF

ETFs
732
+ 13.43%
$159.75 - $174.57 $117K - $128K
6.18K $1.08M
VGIT
Vanguard Intermediate Term Tre

ETFs
2.57K
+ 11.65%
$57.8 - $60.8 $148K - $156K
24.6K $1.49M
EFV
Msci Eafe Value ETF

ETFs
2.65K
+ 25.52%
$51.72 - $57.96 $137K - $153K
13K $748K
IVV
Ishares Core S&P 500 ETF

ETFs
192
+ 9.32%
$520.18 - $576.82 $99.9K - $111K
2.25K $1.3M
IWM
Ishares Russell 2000 ETF

ETFs
472
+ 18.89%
$200.87 - $224.6 $94.8K - $106K
2.97K $656K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
117
+ 8.71%
$405.19 - $478.57 $47.4K - $56K
1.46K $671K
EFG
Msci Eafe Growth ETF

ETFs
985
+ 27.01%
$96.84 - $108.77 $95.4K - $107K
4.63K $498K
VCIT
Vanguard Intermediate Term Cor

ETFs
969
+ 9.94%
$79.29 - $84.02 $76.8K - $81.4K
10.7K $897K
IEMG
Ishares Inc

ETFs
1.86K
+ 26.47%
$53.64 - $53.64 $99.8K - $99.8K
8.89K $476K
UNH
Unitedhealth Group Inc

Healthcare
118
+ 33.62%
$488.01 - $604.18 $57.6K - $71.3K
469 $274K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
517
+ 3.98%
$39.95 - $45.86 $20.7K - $23.7K
13.5K $616K
ARCC
Ares Capital Corp

Financial Services
4.5K
+ 562.5%
$19.8 - $21.28 $89.1K - $95.8K
5.3K $110K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
8.71K
+ 20.05%
$12.67 - $14.36 $110K - $125K
52.1K $700K
ABBV
Abb Vie Inc.

Healthcare
91
+ 3.72%
$163.84 - $199.33 $14.9K - $18.1K
2.54K $501K
DHI
Horton D R Inc

Consumer Cyclical
404
New
$135.21 - $197.06 $54.6K - $79.6K
404 $77K
IEFA
Ishares Tr

ETFs
361
+ 4.08%
$70.09 - $78.74 $25.3K - $28.4K
9.2K $718K
COF
Capital One Financial Corp

Financial Services
484
New
$131.42 - $153.05 $63.6K - $74.1K
484 $72K
UBS
Ubs Group Ag

Financial Services
2.31K
New
$27.97 - $31.42 $64.7K - $72.7K
2.31K $71K
FDVV
Fidelity High Dividend ETF

ETFs
476
+ 4.15%
$46.26 - $50.65 $22K - $24.1K
11.9K $604K
MBB
Ishares Tr

ETFs
491
+ 10.27%
$90.85 - $96.66 $44.6K - $47.5K
5.27K $505K
PAYO
Payoneer Global Inc.

Technology
9.01K
New
$5.21 - $7.66 $46.9K - $69K
9.01K $67K
MANH
Manhattan Associates Inc

Technology
233
New
$218.59 - $286.0 $50.9K - $66.6K
233 $65K
HALO
Halozyme Therapeutics, Inc.

Healthcare
1.13K
New
$51.3 - $64.42 $58.1K - $72.9K
1.13K $64K
SHG
Shinhan Financial Group CO LTD

Financial Services
1.8K
New
$34.61 - $34.61 $62.3K - $62.3K
1.8K $62K
CHKP
Check Point Software Technologies LTD

Technology
312
New
$165.0 - $195.47 $51.5K - $61K
312 $60K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
595
+ 25.56%
$60.13 - $68.17 $35.8K - $40.6K
2.92K $197K
RACE
Ferrari N.V.

Consumer Cyclical
100
New
$405.92 - $496.79 $40.6K - $49.7K
100 $47K
JEPI
J P Morgan Exchange Traded Fd

ETFs
338
+ 4.99%
$54.98 - $59.51 $18.6K - $20.1K
7.11K $423K
IWN
Ishares Russell2000 Val ETF

ETFs
157
+ 26.3%
$150.05 - $171.34 $23.6K - $26.9K
754 $125K
PFF
Ishares Trust Ishares Pfd And

ETFs
750
+ 13.45%
$31.18 - $33.5 $23.4K - $25.1K
6.33K $210K
AEM
Agnico Eagle Mines LTD

Basic Materials
400
New
$65.04 - $84.24 $26K - $33.7K
400 $32K
FPE
First Tr Pfd Secs & Income ETF

ETFs
1.65K
+ 75.87%
$17.35 - $18.22 $28.6K - $30K
3.82K $69K
WMT
Walmart Inc.

Consumer Defensive
275
+ 45.83%
$66.91 - $81.4 $18.4K - $22.4K
875 $70K
RLY
Ssga Active ETF Tr

ETFs
621
+ 5.52%
$26.98 - $28.77 $16.8K - $17.9K
11.9K $340K
GE
General Electric CO

Industrials
100
+ 27.25%
$156.66 - $189.66 $15.7K - $19K
467 $88K
AMZN
Amazon Com Inc

Consumer Cyclical
296
+ 7.84%
$161.02 - $200.0 $47.7K - $59.2K
4.07K $758K
RIO
Rio Tinto PLC

Basic Materials
400
New
$59.71 - $71.21 $23.9K - $28.5K
400 $28K
Activity Summary
Buys All Purchases 121 New Holdings 28 Increased Positions 93 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Fsc Wealth Advisors, LLC Portfolio

Follow Fsc Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fsc Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fsc Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email