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
DJAN
First Exc Trd Viii Cboe Vest U

ETFs
559
New
$37.69 - $39.76 $21.1K - $22.2K
559 $21K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
459
+ 6.71%
$49.25 - $50.66 $22.6K - $23.3K
7.3K $362K
GBIL
Goldman Sachs Access Treasury

ETFs
73
+ 0.32%
$99.85 - $100.19 $7.29K - $7.31K
23K $2.3M
GE
General Electric CO

Industrials
1
+ 0.3%
$168.59 - $212.13 $169 - $212
331 $66K
AEP
American Electric Power CO Inc

Utilities
37
+ 10.72%
$90.32 - $109.27 $3.34K - $4.04K
382 $41K
BIDU
Baidu, Inc.

Communication Services
100
New
$77.43 - $102.51 $7.74K - $10.3K
100 $9K
USO
United States Oil Fund, LP

ETFs
100
New
$70.89 - $84.34 $7.09K - $8.43K
100 $7K
AMGN
Amgen Inc

Healthcare
1
+ 0.87%
$258.59 - $327.36 $259 - $327
116 $36K
FCX
Freeport Mcmoran Inc

Basic Materials
200
New
$34.5 - $43.01 $6.9K - $8.6K
200 $7K
KR
Kroger CO

Consumer Defensive
100
New
$58.36 - $67.72 $5.84K - $6.77K
100 $6K
DUK
Duke Energy Corp

Utilities
3
+ 0.93%
$105.87 - $121.97 $318 - $366
324 $39K
MOS
Mosaic CO

Basic Materials
200
New
$23.08 - $28.8 $4.62K - $5.76K
200 $5K
PAAS
Pan American Silver Corp

Basic Materials
200
New
$20.61 - $26.7 $4.12K - $5.34K
200 $5K
BTI
British American Tobacco P.L.C.

Consumer Defensive
9
+ 1.34%
$35.35 - $42.74 $318 - $385
681 $28K
GILD
Gilead Sciences, Inc.

Healthcare
1
+ 0.7%
$89.14 - $117.41 $89.1 - $117
144 $16K
CCI
Crown Castle International Corp

Real Estate
3
+ 1.51%
$84.33 - $106.39 $253 - $319
202 $21K
NGG
National Grid PLC

Utilities
7
+ 1.83%
$56.13 - $65.61 $393 - $459
390 $25K
SO
Southern CO

Utilities
2
+ 0.58%
$80.96 - $92.96 $162 - $186
346 $31K
ETR
Entergy Corp

Utilities
2
+ 0.63%
$75.26 - $87.89 $151 - $176
320 $27K
KMB
Kimberly Clark Corp

Consumer Defensive
1
+ 0.66%
$124.46 - $147.4 $124 - $147
152 $21K
D
Dominion Energy, Inc

Utilities
5
+ 0.78%
$52.85 - $57.43 $264 - $287
647 $36K
COST
Costco Wholesale Corp

Consumer Defensive
1
+ 2.22%
$890.62 - $1076.86 $891 - $1.08K
46 $43K
UL
Unilever PLC

Consumer Defensive
3
+ 0.9%
$54.72 - $60.29 $164 - $181
337 $20K
SYM
Symbotic Inc.

Financial Services
100
+ 100.0%
$20.16 - $33.5 $2.02K - $3.35K
200 $4K
PPL
Ppl Corp

Utilities
3
+ 0.77%
$31.68 - $36.11 $95 - $108
393 $14K
BND
Vanguard Bd Index Fd Inc Total

ETFs
1
+ 0.11%
$71.17 - $73.66 $71.2 - $73.7
882 $64K
VIPS
Vipshop Holdings LTD

Consumer Cyclical
100
New
$12.68 - $17.71 $1.27K - $1.77K
100 $1K
AMCR
Amcor PLC

Consumer Cyclical
14
+ 1.34%
$9.33 - $10.39 $131 - $145
1.06K $10K
MDT
Medtronic PLC

Healthcare
2
+ 1.42%
$79.84 - $94.5 $160 - $189
143 $12K
SUB
Ishares Short Term National Mu

ETFs
3
+ 0.38%
$105.3 - $106.24 $316 - $319
799 $84K
INTC
Intel Corp

Technology
82
New
$19.1 - $27.39 $1.57K - $2.25K
82 $1K
AG
First Majestic Silver Corp

Basic Materials
200
New
$5.28 - $7.25 $1.06K - $1.45K
200 $1K
TRP
Tc Energy Corp

Energy
7
+ 1.36%
$44.29 - $49.27 $310 - $345
523 $24K
TSLL
Direxion Shs ETF Tr Daily Tsla
100
New
N/A
100 $0
Globalstar Inc
3
New
N/A
3 $0
BCE
Bce Inc

Communication Services
20
+ 3.16%
$22.14 - $25.18 $443 - $504
653 $14K
Morgan Stanley ETF Trust
3.35K
+ 50.26%
N/A
10K $0
LYB
Lyondell Basell Industries N.V.

Basic Materials
5
+ 1.77%
$69.82 - $78.67 $349 - $393
287 $20K
Pimco ETF Tr
16.4K
New
N/A
16.4K $0
TLTW
Ishares Tr 20+ Yr Treas Bd Buy
4.39K
+ 94.39%
N/A
9.04K $0
KD
Kyndryl Holdings, Inc.

Technology
28
+ 11.38%
$31.32 - $43.45 $877 - $1.22K
274 $8K
CAG
Conagra Brands Inc.

Consumer Defensive
5
+ 1.49%
$23.9 - $27.67 $120 - $138
340 $9K
HBAN
Huntington Bancshares Inc

Financial Services
15
+ 0.99%
$14.28 - $17.39 $214 - $261
1.54K $23K
VTWO
Vanguard Russell 2000 ETF

ETFs
1
+ 1.25%
$80.08 - $92.93 $80.1 - $92.9
81 $6K
VTRS
Viatris Inc

Healthcare
80
+ 17.13%
$8.68 - $12.42 $694 - $994
547 $4K
TFC
Truist Financial Corp

Financial Services
4
+ 1.02%
$39.48 - $48.15 $158 - $193
396 $16K
DD
Du Pont De Nemours, Inc.

Basic Materials
1
+ 0.28%
$72.7 - $84.32 $72.7 - $84.3
360 $26K
DOW
Dow Inc.

Basic Materials
3
+ 0.71%
$34.36 - $41.92 $103 - $126
424 $14K
CM
Canadian Imperial Bank Of Commerce

Financial Services
4
+ 1.27%
$55.05 - $64.52 $220 - $258
318 $17K
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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