Fsc Wealth Advisors, LLC Incresed Positions in Q2 2025

Fsc Wealth Advisors, LLC

  • $162 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MGK
Vanguard Mega Cap Growth ETF

ETFs
12.3K
+ 144.26%
$273.67 - $366.17 $3.37M - $4.5M
20.8K $7.62M
IWM
Ishares Russell 2000 ETF

ETFs
18.2K
+ 416.64%
$174.82 - $215.79 $3.17M - $3.92M
22.5K $4.86M
SPY
Spdr S&P 500 ETF Trust

ETFs
3.54K
+ 14.75%
$496.48 - $617.85 $1.76M - $2.19M
27.6K $17M
CWB
Spdr Bloomberg Convertible Sec

ETFs
468
+ 0.38%
$71.86 - $82.66 $33.6K - $38.7K
124K $10.2M
NVDA
Nvidia Corp

Technology
2.35K
+ 45.32%
$94.31 - $157.99 $222K - $371K
7.54K $1.19M
QQQ
Invesco Qqq Trust, Series 1

ETFs
99
+ 1.55%
$416.06 - $551.64 $41.2K - $54.6K
6.5K $3.59M
SCHG
Schwab Strategic Tr Us Large C

ETFs
244
+ 0.18%
$22.27 - $29.21 $5.43K - $7.13K
133K $3.87M
IVV
Ishares Core S&P 500 ETF

ETFs
181
+ 5.86%
$498.8 - $620.9 $90.3K - $112K
3.27K $2.03M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.99K
+ 6.19%
$51.16 - $62.02 $102K - $123K
34K $2.11M
MGV
Vanguard Mega Cap Value

ETFs
625
+ 1.19%
$114.87 - $131.25 $71.8K - $82K
53.1K $6.97M
AMZN
Amazon Com Inc

Consumer Cyclical
165
+ 3.99%
$167.32 - $223.3 $27.6K - $36.8K
4.3K $943K
EFG
Msci Eafe Growth ETF

ETFs
471
+ 5.57%
$89.8 - $112.0 $42.3K - $52.8K
8.93K $1M
VGIT
Vanguard Intermediate Term Tre

ETFs
2.04K
+ 4.94%
$58.63 - $59.9 $120K - $122K
43.4K $2.59M
VTV
Vanguard Value ETF

ETFs
509
+ 5.78%
$153.67 - $176.74 $78.2K - $90K
9.31K $1.65M
VNQ
Vanguard Specialized Funds Van

ETFs
1.6K
+ 5.82%
$79.79 - $91.42 $128K - $147K
29.2K $2.6M
VCIT
Vanguard Intermediate Term Cor

ETFs
662
+ 3.07%
$79.56 - $82.92 $52.7K - $54.9K
22.2K $1.84M
CFG
Citizens Financial Group Inc

Financial Services
1.39K
+ 56.21%
$34.27 - $44.75 $47.5K - $62K
3.85K $172K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
271
+ 5.17%
$57.14 - $72.68 $15.5K - $19.7K
5.51K $400K
VZ
Verizon Communications Inc

Communication Services
1.58K
+ 37.62%
$41.67 - $45.62 $65.9K - $72.1K
5.78K $250K
AMD
Advanced Micro Devices Inc

Technology
150
+ 18.77%
$78.21 - $143.81 $11.7K - $21.6K
949 $134K
IEMG
Ishares Inc

ETFs
898
+ 5.36%
N/A
17.7K $947K
PECO
Phillips Edison & Company, Inc.

Real Estate
1K
+ 40.11%
$33.53 - $37.33 $33.5K - $37.3K
3.49K $122K
IGOV
Ishares 1 3 International Trea

ETFs
264
+ 5.67%
$39.53 - $43.1 $10.4K - $11.4K
4.92K $212K
IWN
Ishares Russell2000 Val ETF

ETFs
108
+ 8.48%
$131.84 - $157.76 $14.2K - $17K
1.38K $217K
MO
Altria Group, Inc.

Consumer Defensive
500
+ 15.44%
$55.56 - $60.91 $27.8K - $30.5K
3.74K $219K
IWY
Ishares Tr Russell 200 Growth

ETFs
1
+ 0.19%
$187.5 - $246.51 $188 - $247
528 $130K
BP
Bp PLC

Energy
1.01K
+ 37.33%
$26.11 - $33.81 $26.3K - $34.1K
3.71K $110K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
194
+ 0.1%
$59.8 - $60.07 $11.6K - $11.7K
200K $12M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
659
+ 8.08%
$20.12 - $21.0 $13.3K - $13.8K
8.82K $184K
O
Realty Income Corp

Real Estate
274
+ 44.7%
$52.27 - $58.52 $14.3K - $16K
887 $51K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
149
+ 0.12%
$91.43 - $91.74 $13.6K - $13.7K
121K $11.1M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
228
+ 8.6%
N/A
2.88K $179K
MBB
Ishares Tr

ETFs
108
+ 1.28%
$91.41 - $94.22 $9.87K - $10.2K
8.56K $803K
ARCC
Ares Capital Corp

Financial Services
530
+ 10.0%
$18.91 - $22.43 $10K - $11.9K
5.83K $128K
VONE
Vanguard Russell 1000 ETF

ETFs
1
+ 0.81%
$225.48 - $280.86 $225 - $281
125 $35K
PG
Procter & Gamble CO

Consumer Defensive
100
+ 9.65%
$157.66 - $172.39 $15.8K - $17.2K
1.14K $180K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
165
+ 2.26%
$48.13 - $49.85 $7.94K - $8.23K
7.47K $366K
EEM
Ishares Msci Emerging Markets

ETFs
5
+ 1.06%
$38.52 - $48.28 $193 - $241
478 $23K
SUB
Ishares Short Term National Mu

ETFs
5
+ 0.63%
$104.77 - $106.34 $524 - $532
804 $85K
IJS
Ishares S&P Smallcap 600 Value

ETFs
3
+ 0.62%
$83.54 - $100.04 $251 - $300
488 $48K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1
+ 0.84%
$55.54 - $69.09 $55.5 - $69.1
120 $8K
TIP
Ishares Tr Tips Bd ETF

ETFs
1
+ 1.82%
$107.93 - $110.97 $108 - $111
56 $6K
TSLL
Direxion Shs ETF Tr Daily Tsla
1
+ 1.0%
N/A
101 $0
VTRS
Viatris Inc

Healthcare
1
+ 0.18%
$7.26 - $9.12 $7.26 - $9.12
548 $4K
DD
Du Pont De Nemours, Inc.

Basic Materials
2
+ 0.56%
$55.13 - $75.25 $110 - $151
362 $24K
DOW
Dow Inc.

Basic Materials
5
+ 1.18%
$25.81 - $34.89 $129 - $174
429 $11K
AES
Aes Corp

Utilities
4
+ 0.06%
$9.63 - $12.55 $38.5 - $50.2
7.26K $76K
XOM
Exxon Mobil Corp

Energy
7
+ 0.44%
$99.93 - $119.04 $700 - $833
1.59K $171K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
30
+ 2.13%
$483.48 - $539.8 $14.5K - $16.2K
1.44K $699K
Activity Summary
Buys All Purchases 81 New Holdings 29 Increased Positions 52 Sells All Sells 50 Reductions 50 Sold out 0 Options Calls 0 Puts 0
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