Fsc Wealth Advisors, LLC Incresed Positions in Q3 2024

Fsc Wealth Advisors, LLC

  • $137 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
735
+ 2.55%
$517.38 - $573.86 $380K - $422K
29.6K $17M
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
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
IEFA
Ishares Tr

ETFs
361
+ 4.08%
$70.09 - $78.74 $25.3K - $28.4K
9.2K $718K
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
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
595
+ 25.56%
$60.13 - $68.17 $35.8K - $40.6K
2.92K $197K
JEPI
J P Morgan Exchange Traded Fd

ETFs
338
+ 4.99%
$54.98 - $59.51 $18.6K - $20.1K
7.11K $423K
PFF
Ishares Trust Ishares Pfd And

ETFs
750
+ 13.45%
$31.18 - $33.5 $23.4K - $25.1K
6.33K $210K
IWN
Ishares Russell2000 Val ETF

ETFs
157
+ 26.3%
$150.05 - $171.34 $23.6K - $26.9K
754 $125K
FPE
First Tr Pfd Secs & Income ETF

ETFs
1.65K
+ 75.87%
$17.35 - $18.22 $28.6K - $30K
3.82K $69K
GE
General Electric CO

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

Consumer Cyclical
296
+ 7.84%
$161.02 - $200.0 $47.7K - $59.2K
4.07K $758K
BNDX
Vanguard Total International B

ETFs
326
+ 6.14%
$48.42 - $50.35 $15.8K - $16.4K
5.63K $283K
JNJ
Johnson & Johnson

Healthcare
5
+ 0.36%
$145.48 - $167.38 $727 - $837
1.38K $223K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
376
+ 4.8%
$40.48 - $45.39 $15.2K - $17.1K
8.22K $361K
TLT
Ishares Barclays 20+ Year Trea

ETFs
92
+ 4.55%
$89.91 - $101.33 $8.27K - $9.32K
2.11K $207K
PFE
Pfizer Inc

Healthcare
8
+ 0.04%
$27.7 - $31.39 $222 - $251
21.6K $623K
IGOV
Ishares 1 3 International Trea

ETFs
441
+ 229.69%
$38.52 - $42.09 $17K - $18.6K
633 $26K
VZ
Verizon Communications Inc

Communication Services
215
+ 8.27%
$38.89 - $45.0 $8.36K - $9.68K
2.81K $126K
VIG
Vanguard Dividend Appreciation

ETFs
153
+ 0.51%
$182.15 - $182.15 $27.9K - $27.9K
30.3K $5.52M
T
At&T Inc.

Communication Services
17
+ 0.34%
$18.21 - $22.28 $310 - $379
4.98K $109K
PM
Philip Morris International Inc.

Consumer Defensive
5
+ 0.7%
$101.25 - $127.45 $506 - $637
720 $87K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
157
+ 2.43%
$49.93 - $51.15 $7.84K - $8.03K
6.63K $338K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
702
+ 16.75%
$20.69 - $21.17 $14.5K - $14.9K
4.89K $102K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
232
+ 16.93%
$62.4 - $62.4 $14.5K - $14.5K
1.6K $99K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
259
+ 5.38%
$49.7 - $56.11 $12.9K - $14.5K
5.07K $278K
PNC
Pnc Financial Services Group, Inc.

Financial Services
1
+ 0.29%
$156.14 - $187.2 $156 - $187
350 $64K
DUK
Duke Energy Corp

Utilities
3
+ 0.73%
$99.35 - $117.71 $298 - $353
412 $47K
BSX
Boston Scientific Corp

Healthcare
8
+ 0.84%
$72.96 - $84.0 $584 - $672
962 $80K
D
Dominion Energy, Inc

Utilities
5
+ 0.64%
$48.01 - $58.53 $240 - $293
787 $45K
NGG
National Grid PLC

Utilities
17
+ 4.49%
$57.14 - $70.48 $971 - $1.2K
396 $27K
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
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