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
AEP
American Electric Power CO Inc

Utilities
2
+ 0.57%
$87.11 - $104.95 $174 - $210
352 $36K
SO
Southern CO

Utilities
3
+ 0.86%
$77.0 - $90.52 $231 - $272
350 $31K
CCI
Crown Castle International Corp

Real Estate
3
+ 1.49%
$95.29 - $120.24 $286 - $361
204 $24K
TRP
Tc Energy Corp

Energy
8
+ 1.55%
$37.48 - $47.9 $300 - $383
525 $24K
ETR
Entergy Corp

Utilities
2
+ 1.24%
$104.75 - $131.61 $210 - $263
163 $21K
BTI
British American Tobacco P.L.C.

Consumer Defensive
10
+ 1.49%
$31.07 - $39.36 $311 - $394
681 $24K
CM
Canadian Imperial Bank Of Commerce

Financial Services
4
+ 1.26%
$47.28 - $62.24 $189 - $249
322 $19K
UL
Unilever PLC

Consumer Defensive
2
+ 0.58%
$54.7 - $65.59 $109 - $131
344 $22K
NVDA
Nvidia Corp

Technology
100
+ 2.41%
$98.91 - $134.91 $9.89K - $13.5K
4.25K $516K
ET
Energy Transfer LP

Energy
269
+ 20.49%
$15.43 - $16.44 $4.15K - $4.42K
1.58K $25K
MSTR
Microstrategy Inc

Technology
117
+ 900.0%
$114.3 - $1800.09 $13.4K - $211K
130 $21K
IWY
Ishares Tr Russell 200 Growth

ETFs
1
+ 0.19%
$194.66 - $225.97 $195 - $226
526 $115K
DD
Du Pont De Nemours, Inc.

Basic Materials
1
+ 0.28%
$77.22 - $89.49 $77.2 - $89.5
359 $31K
USB
Us Bancorp \De\

Financial Services
6
+ 1.19%
$39.04 - $47.23 $234 - $283
511 $23K
WMB
Williams Companies, Inc.

Energy
8
+ 1.0%
$41.24 - $46.22 $330 - $370
807 $36K
AMGN
Amgen Inc

Healthcare
1
+ 0.85%
$309.38 - $337.38 $309 - $337
118 $38K
BCE
Bce Inc

Communication Services
14
+ 2.2%
$31.33 - $36.08 $439 - $505
649 $22K
AMCR
Amcor PLC

Consumer Cyclical
12
+ 1.1%
$9.5 - $11.44 $114 - $137
1.11K $12K
HBAN
Huntington Bancshares Inc

Financial Services
18
+ 1.18%
$12.84 - $15.15 $231 - $273
1.55K $22K
MDT
Medtronic PLC

Healthcare
1
+ 0.68%
$76.84 - $91.03 $76.8 - $91
148 $13K
PPL
Ppl Corp

Utilities
4
+ 0.99%
$27.36 - $33.08 $109 - $132
410 $13K
VONE
Vanguard Russell 1000 ETF

ETFs
1
+ 0.81%
$234.0 - $260.07 $234 - $260
124 $32K
TFC
Truist Financial Corp

Financial Services
5
+ 1.25%
$38.22 - $44.94 $191 - $225
404 $17K
GILD
Gilead Sciences, Inc.

Healthcare
1
+ 0.67%
$66.59 - $83.99 $66.6 - $84
150 $12K
O
Realty Income Corp

Real Estate
2
+ 1.2%
$52.36 - $63.42 $105 - $127
169 $10K
SUB
Ishares Short Term National Mu

ETFs
4
+ 0.51%
$104.3 - $106.3 $417 - $425
790 $83K
PAYX
Paychex Inc

Industrials
1
+ 1.41%
$116.17 - $135.19 $116 - $135
72 $9K
LYB
Lyondell Basell Industries N.V.

Basic Materials
4
+ 1.42%
$92.56 - $99.46 $370 - $398
286 $27K
CAG
Conagra Brands Inc.

Consumer Defensive
4
+ 1.13%
$28.13 - $32.83 $113 - $131
358 $11K
KMB
Kimberly Clark Corp

Consumer Defensive
1
+ 0.65%
$135.05 - $148.35 $135 - $148
155 $22K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1
+ 0.86%
$58.03 - $65.37 $58 - $65.4
117 $7K
VTWO
Vanguard Russell 2000 ETF

ETFs
1
+ 1.27%
$81.17 - $90.77 $81.2 - $90.8
80 $7K
DOW
Dow Inc.

Basic Materials
2
+ 0.48%
$50.15 - $55.41 $100 - $111
417 $22K
UPS
United Parcel Service Inc

Industrials
1
+ 1.43%
$123.32 - $147.38 $123 - $147
71 $9K
Tcw ETF Trust
651
+ 4.97%
N/A
13.7K $0
TLTW
Ishares Tr 20+ Yr Treas Bd Buy
384
+ 5.27%
N/A
7.67K $0
IJS
Ishares S&P Smallcap 600 Value

ETFs
1
+ 6.67%
$95.81 - $109.03 $95.8 - $109
16 $1K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
14
+ 2.82%
$8.26 - $12.16 $116 - $170
510 $4K
DIS
Walt Disney CO

Communication Services
1
+ 0.13%
$85.6 - $98.61 $85.6 - $98.6
789 $75K
CVX
Chevron Corp

Energy
5
+ 0.69%
$137.88 - $161.97 $689 - $810
733 $107K
MSFT
Microsoft Corp

Technology
113
+ 3.1%
$395.15 - $467.56 $44.7K - $52.8K
3.76K $1.62M
GOOGL
Alphabet Inc.

Communication Services
100
+ 4.63%
$148.65 - $191.18 $14.9K - $19.1K
2.26K $374K
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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