Fsc Wealth Advisors, LLC Incresed Positions in Q1 2025

Fsc Wealth Advisors, LLC

  • $150 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
KMB
Kimberly Clark Corp

Consumer Defensive
1
+ 0.66%
$124.46 - $147.4 $124 - $147
152 $21K
SYM
Symbotic Inc.

Financial Services
100
+ 100.0%
$20.16 - $33.5 $2.02K - $3.35K
200 $4K
D
Dominion Energy, Inc

Utilities
5
+ 0.78%
$52.85 - $57.43 $264 - $287
647 $36K
PPL
Ppl Corp

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

ETFs
1
+ 0.11%
$71.17 - $73.66 $71.2 - $73.7
882 $64K
AMCR
Amcor PLC

Consumer Cyclical
14
+ 1.34%
$9.33 - $10.39 $131 - $145
1.06K $10K
TRP
Tc Energy Corp

Energy
7
+ 1.36%
$44.29 - $49.27 $310 - $345
523 $24K
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
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
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
DD
Du Pont De Nemours, Inc.

Basic Materials
1
+ 0.28%
$72.7 - $84.32 $72.7 - $84.3
360 $26K
TFC
Truist Financial Corp

Financial Services
4
+ 1.02%
$39.48 - $48.15 $158 - $193
396 $16K
VTRS
Viatris Inc

Healthcare
80
+ 17.13%
$8.68 - $12.42 $694 - $994
547 $4K
VTWO
Vanguard Russell 2000 ETF

ETFs
1
+ 1.25%
$80.08 - $92.93 $80.1 - $92.9
81 $6K
CM
Canadian Imperial Bank Of Commerce

Financial Services
4
+ 1.27%
$55.05 - $64.52 $220 - $258
318 $17K
DOW
Dow Inc.

Basic Materials
3
+ 0.71%
$34.36 - $41.92 $103 - $126
424 $14K
USB
Us Bancorp \De\

Financial Services
5
+ 1.0%
$40.92 - $50.9 $205 - $255
507 $21K
PFE
Pfizer Inc

Healthcare
787
+ 3.83%
$25.01 - $27.13 $19.7K - $21.4K
21.3K $540K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
2
+ 0.86%
$221.78 - $273.45 $444 - $547
235 $53K
DIS
Walt Disney CO

Communication Services
1
+ 0.13%
$96.87 - $114.0 $96.9 - $114
788 $77K
CRM
Salesforce, Inc.

Technology
1
+ 0.56%
$268.36 - $359.95 $268 - $360
179 $48K
IWY
Ishares Tr Russell 200 Growth

ETFs
1
+ 0.19%
$210.19 - $243.33 $210 - $243
527 $111K
AMZN
Amazon Com Inc

Consumer Cyclical
128
+ 3.19%
$190.26 - $242.06 $24.4K - $31K
4.14K $786K
MSFT
Microsoft Corp

Technology
68
+ 1.83%
$375.39 - $447.2 $25.5K - $30.4K
3.79K $1.42M
QQQ
Invesco Qqq Trust, Series 1

ETFs
115
+ 1.83%
$468.34 - $539.52 $53.9K - $62K
6.4K $3M
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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