Fsc Wealth Advisors, LLC Purchases in Q1 2025

Fsc Wealth Advisors, LLC

  • $150 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
150K
New
$63.07 - $73.5 $9.49M - $11.1M
150K $10.6M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
91K
+ 899.7%
$68.32 - $75.06 $6.22M - $6.83M
101K $7.55M
FXI
Ishares Tr

ETFs
111K
+ 110636.0%
$28.65 - $38.55 $3.17M - $4.27M
111K $3.97M
XLP
Consumer Staples Sector Spdr

ETFs
44.8K
+ 135.9%
N/A
77.7K $5.91M
VGIT
Vanguard Intermediate Term Tre

ETFs
14.6K
+ 54.43%
$57.44 - $59.4 $836K - $865K
41.3K $2.45M
VCIT
Vanguard Intermediate Term Cor

ETFs
9.06K
+ 72.39%
$79.17 - $82.04 $717K - $743K
21.6K $1.76M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
50.6K
+ 151.45%
$13.05 - $13.97 $660K - $707K
84K $1.14M
VNQ
Vanguard Specialized Funds Van

ETFs
5.31K
+ 23.85%
$85.55 - $94.34 $454K - $501K
27.5K $2.49M
EFV
Msci Eafe Value ETF

ETFs
4.69K
+ 26.27%
$51.88 - $60.73 $243K - $285K
22.5K $1.33M
IVV
Ishares Core S&P 500 ETF

ETFs
664
+ 27.4%
$554.06 - $615.85 $368K - $409K
3.09K $1.73M
MBB
Ishares Tr

ETFs
2.76K
+ 48.54%
$90.37 - $94.08 $250K - $260K
8.45K $792K
IEMG
Ishares Inc

ETFs
4.61K
+ 37.91%
N/A
16.8K $898K
SCHY
Schwab Strategic Tr Intl Divid

ETFs
9K
+ 156.05%
$22.91 - $25.71 $206K - $231K
14.8K $374K
EFG
Msci Eafe Growth ETF

ETFs
2.2K
+ 35.13%
$96.1 - $106.37 $211K - $234K
8.46K $846K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
5.5K
+ 20.72%
$57.21 - $65.8 $315K - $362K
32K $1.87M
IEFA
Ishares Tr

ETFs
1.88K
+ 18.91%
$69.57 - $78.65 $130K - $147K
11.8K $891K
PFF
Ishares Trust Ishares Pfd And

ETFs
4.36K
+ 62.25%
$30.73 - $32.26 $134K - $141K
11.4K $348K
IGOV
Ishares 1 3 International Trea

ETFs
3K
+ 180.42%
$37.39 - $39.79 $112K - $119K
4.66K $183K
AES
Aes Corp

Utilities
7.25K
New
$9.93 - $13.23 $72K - $96K
7.25K $90K
PECO
Phillips Edison & Company, Inc.

Real Estate
2.49K
New
$34.43 - $37.49 $85.8K - $93.5K
2.49K $90K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
1.23K
+ 30.58%
$59.28 - $66.1 $72.7K - $81.1K
5.24K $332K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
677
New
$120.24 - $134.3 $81.4K - $90.9K
677 $82K
ABBV
Abb Vie Inc.

Healthcare
1
+ 0.04%
$169.2 - $216.66 $169 - $217
2.53K $530K
IBM
International Business Machines Corp

Technology
144
+ 9.86%
$217.4 - $264.74 $31.3K - $38.1K
1.6K $398K
TLT
Ishares Barclays 20+ Year Trea

ETFs
707
+ 42.08%
$85.29 - $92.57 $60.3K - $65.4K
2.39K $217K
IWM
Ishares Russell 2000 ETF

ETFs
738
+ 20.39%
$198.1 - $229.79 $146K - $170K
4.36K $869K
MO
Altria Group, Inc.

Consumer Defensive
832
+ 34.58%
$50.81 - $60.02 $42.3K - $49.9K
3.24K $194K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
465
New
$80.53 - $147.57 $37.4K - $68.6K
465 $61K
HESM
Hess Midstream LP

Energy
1.38K
New
$37.59 - $43.88 $52K - $60.7K
1.38K $58K
ADP
Automatic Data Processing Inc

Industrials
180
New
$286.85 - $318.64 $51.6K - $57.4K
180 $54K
KAR
Kar Auction Services, Inc.

Consumer Cyclical
2.65K
New
$19.28 - $22.3 $51.1K - $59.1K
2.65K $51K
DE
Deere & CO

Industrials
110
New
$408.57 - $509.27 $44.9K - $56K
110 $51K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
1.37K
+ 8.19%
$28.55 - $29.09 $39K - $39.8K
18.1K $521K
KHC
Kraft Heinz CO

Consumer Defensive
1.42K
+ 1245.61%
$28.51 - $32.22 $40.5K - $45.8K
1.53K $46K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
1.1K
New
$32.74 - $36.2 $35.9K - $39.7K
1.1K $38K
BNDX
Vanguard Total International B

ETFs
735
+ 11.21%
$48.33 - $49.5 $35.5K - $36.4K
7.29K $356K
KEY
Keycorp

Financial Services
2.1K
New
$15.15 - $18.3 $31.9K - $38.5K
2.1K $33K
GOOG
Alphabet Inc.

Communication Services
301
+ 75.25%
$156.06 - $207.71 $47K - $62.5K
701 $109K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
529
+ 24.94%
N/A
2.65K $165K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
1.6K
+ 24.35%
$20.7 - $21.15 $33.1K - $33.8K
8.16K $168K
IJS
Ishares S&P Smallcap 600 Value

ETFs
326
+ 205.03%
$96.3 - $112.23 $31.4K - $36.6K
485 $47K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
1.26K
New
$22.42 - $23.22 $28.2K - $29.3K
1.26K $29K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
1.17K
New
$24.6 - $24.99 $28.8K - $29.2K
1.17K $29K
IWN
Ishares Russell2000 Val ETF

ETFs
276
+ 27.68%
$149.27 - $169.4 $41.2K - $46.8K
1.27K $192K
T
At&T Inc.

Communication Services
98
+ 2.01%
$21.56 - $28.28 $2.11K - $2.77K
4.97K $140K
PM
Philip Morris International Inc.

Consumer Defensive
4
+ 0.56%
$117.15 - $158.79 $469 - $635
722 $114K
O
Realty Income Corp

Real Estate
455
+ 287.97%
$51.67 - $58.49 $23.5K - $26.6K
613 $35K
UPS
United Parcel Service Inc

Industrials
251
+ 374.63%
$109.66 - $136.26 $27.5K - $34.2K
318 $34K
VZ
Verizon Communications Inc

Communication Services
83
+ 2.02%
$37.81 - $46.49 $3.14K - $3.86K
4.2K $190K
Activity Summary
Buys All Purchases 109 New Holdings 26 Increased Positions 83 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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