Fsc Wealth Advisors, LLC Purchases in Q4 2024

Fsc Wealth Advisors, LLC

  • $149 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
563
New
$38.63 - $39.95 $21.7K - $22.5K
563 $22K
DDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
541
New
$39.4 - $40.57 $21.3K - $21.9K
541 $21K
DNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
497
New
$42.25 - $43.54 $21K - $21.6K
497 $21K
DSEP
First Tr ETF Viii Cboe Vest Us

ETFs
409
+ 300.74%
$39.78 - $41.04 $16.3K - $16.8K
545 $22K
MBB
Ishares Tr

ETFs
419
+ 7.95%
$91.26 - $95.82 $38.2K - $40.1K
5.69K $521K
IJS
Ishares S&P Smallcap 600 Value

ETFs
143
+ 893.75%
$104.59 - $118.05 $15K - $16.9K
159 $17K
FDVV
Fidelity High Dividend ETF

ETFs
416
+ 3.48%
$49.66 - $52.63 $20.7K - $21.9K
12.4K $617K
WMT
Walmart Inc.

Consumer Defensive
25
+ 2.86%
$79.1 - $95.7 $1.98K - $2.39K
900 $81K
LSCC
Lattice Semiconductor Corp

Technology
200
New
$48.58 - $63.46 $9.72K - $12.7K
200 $11K
JEPI
J P Morgan Exchange Traded Fd

ETFs
443
+ 6.23%
$57.53 - $60.83 $25.5K - $26.9K
7.56K $434K
PFF
Ishares Trust Ishares Pfd And

ETFs
670
+ 10.59%
$31.23 - $33.51 $20.9K - $22.5K
7K $220K
SQ
Block, Inc.

Technology
100
New
$65.06 - $98.92 $6.51K - $9.89K
100 $8K
KD
Kyndryl Holdings, Inc.

Technology
206
+ 515.0%
$22.43 - $35.79 $4.62K - $7.37K
246 $8K
XOM
Exxon Mobil Corp

Energy
207
+ 13.22%
$105.51 - $125.37 $21.8K - $26K
1.77K $190K
AFRM
Affirm Holdings, Inc.

Technology
100
New
$38.48 - $72.86 $3.85K - $7.29K
100 $6K
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
200
New
$32.56 - $42.89 $6.51K - $8.58K
200 $6K
TME
Tencent Music Entertainment Group

Communication Services
400
New
$10.67 - $13.73 $4.27K - $5.49K
400 $4K
ENB
Enbridge Inc

Energy
33
+ 1.76%
$40.4 - $43.92 $1.33K - $1.45K
1.91K $80K
TAL
Tal Education Group

Consumer Defensive
400
New
$9.45 - $12.13 $3.78K - $4.85K
400 $4K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
216
+ 3.26%
$49.79 - $51.14 $10.8K - $11K
6.84K $342K
ASTS
Ast Space Mobile, Inc.

Communication Services
200
New
$21.1 - $28.49 $4.22K - $5.7K
200 $4K
CPNG
Coupang, Inc.

Consumer Cyclical
200
New
$21.98 - $26.89 $4.4K - $5.38K
200 $4K
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
200
New
$17.13 - $34.23 $3.43K - $6.85K
200 $4K
FXI
Ishares Tr

ETFs
100
New
$29.52 - $36.69 $2.95K - $3.67K
100 $3K
JD
Jd.Com, Inc.

Consumer Cyclical
100
New
$33.35 - $47.1 $3.34K - $4.71K
100 $3K
TMAT
Northern Lts Fd Tr Iv Main The

ETFs
179
New
$17.5 - $22.47 $3.13K - $4.02K
179 $3K
ETR
Entergy Corp

Utilities
155
+ 95.09%
$73.19 - $156.4 $11.3K - $24.2K
318 $24K
RIOT
Riot Blockchain, Inc.

Technology
200
New
$7.08 - $14.97 $1.42K - $2.99K
200 $2K
RLY
Ssga Active ETF Tr

ETFs
775
+ 6.53%
$26.85 - $29.18 $20.8K - $22.6K
12.6K $341K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
4
+ 0.05%
N/A
7.96K $683K
SUB
Ishares Short Term National Mu

ETFs
6
+ 0.76%
$104.94 - $106.2 $630 - $637
796 $83K
Biohaven LTD
500
+ 3.33%
N/A
15.5K $0
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
2
+ 1.71%
$58.88 - $64.8 $118 - $130
119 $7K
VVX
V2 X, Inc.

Industrials
6
New
$46.98 - $68.82 $282 - $413
6 $0
Blackrock Inc
55
New
N/A
55 $0
South Bow Corp
73
New
N/A
73 $0
DAPP
Vaneck ETF Tr Digital Transfor

ETFs
2
+ 3.33%
$11.14 - $20.2 $22.3 - $40.4
62 $0
Sunrise Communications Ag
60
New
N/A
60 $0
Listed Fd Tr
67.8K
New
N/A
67.8K $0
BUYW
Northern Lts Fd Tr Iv Main Buy
167
New
N/A
167 $0
Tcw ETF Trust
877
+ 6.38%
N/A
14.6K $0
Morgan Stanley ETF Trust
434
+ 6.97%
N/A
6.66K $0
Lam Research Corp
200
New
N/A
200 $0
COP
Conocophillips

Energy
11
+ 2.76%
$95.12 - $114.72 $1.05K - $1.26K
409 $40K
EEM
Ishares Msci Emerging Markets

ETFs
8
+ 1.72%
$41.82 - $47.36 $335 - $379
473 $19K
BND
Vanguard Bd Index Fd Inc Total

ETFs
1
+ 0.11%
$71.75 - $75.11 $71.8 - $75.1
881 $63K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
308
+ 6.47%
$67.29 - $73.38 $20.7K - $22.6K
5.07K $343K
DOW
Dow Inc.

Basic Materials
4
+ 0.96%
$39.1 - $55.34 $156 - $221
421 $16K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
518
+ 6.3%
$40.41 - $45.12 $20.9K - $23.4K
8.73K $353K
Activity Summary
Buys All Purchases 105 New Holdings 38 Increased Positions 67 Sells All Sells 72 Reductions 72 Sold out 0 Options Calls 0 Puts 0
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