Fsc Wealth Advisors, LLC Reduced Holdings in Q1 2025

Fsc Wealth Advisors, LLC

  • $150 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-102K
- 99.76%
$64.88 - $72.1 $6.6M - $7.34M
249 $16K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-12.9K
- 98.61%
$507.05 - $563.67 $6.56M - $7.29M
183 $94K
SPY
Spdr S&P 500 ETF Trust

ETFs
-6.77K
- 21.99%
$551.42 - $612.93 $3.73M - $4.15M
24K $13.4M
AAPL
Apple Inc.

Technology
-311
- 2.35%
$209.68 - $247.1 $65.2K - $76.8K
12.9K $2.87M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-189
- 0.14%
$24.91 - $29.02 $4.71K - $5.48K
132K $3.31M
CWB
Spdr Bloomberg Convertible Sec

ETFs
-2.4K
- 1.91%
$75.99 - $81.58 $182K - $195K
123K $9.43M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-2.04K
- 1.66%
$91.45 - $91.75 $187K - $188K
121K $11.1M
VIG
Vanguard Dividend Appreciation

ETFs
-791
- 2.26%
N/A
34.2K $6.22M
NVDA
Nvidia Corp

Technology
-7
- 0.13%
$106.98 - $149.43 $749 - $1.05K
5.19K $561K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-2.48K
- 1.23%
$59.78 - $60.03 $148K - $149K
199K $11.9M
FDVV
Fidelity High Dividend ETF

ETFs
-1.28K
- 10.32%
$48.86 - $52.28 $62.3K - $66.7K
11.1K $549K
FPE
First Tr Pfd Secs & Income ETF

ETFs
-3.47K
- 90.84%
$17.53 - $17.87 $60.8K - $62K
350 $6K
RLY
Ssga Active ETF Tr

ETFs
-2.49K
- 19.71%
$27.21 - $28.6 $67.8K - $71.2K
10.1K $289K
ENB
Enbridge Inc

Energy
-1.13K
- 59.12%
$41.54 - $45.45 $46.9K - $51.3K
780 $34K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-414
- 7.7%
$51.45 - $58.51 $21.3K - $24.2K
4.97K $257K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-204
- 58.62%
$168.84 - $202.89 $34.4K - $41.4K
144 $25K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-1.13K
- 8.07%
$42.18 - $45.16 $47.7K - $51.1K
12.9K $570K
WMT
Walmart Inc.

Consumer Defensive
-300
- 33.33%
$84.5 - $105.05 $25.4K - $31.5K
600 $52K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-255
- 3.2%
N/A
7.7K $661K
ARCC
Ares Capital Corp

Financial Services
-1K
- 15.87%
$21.28 - $23.81 $21.3K - $23.8K
5.3K $117K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-284
- 3.76%
$56.17 - $59.71 $16K - $17K
7.27K $415K
NOW
Service Now, Inc.

Technology
-2
- 3.39%
$783.83 - $1170.39 $1.57K - $2.34K
57 $45K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-4
- 1.37%
$165.25 - $224.62 $661 - $898
289 $47K
BAC
Bank Of America Corp

Financial Services
-123
- 7.74%
$39.61 - $47.74 $4.87K - $5.87K
1.47K $61K
VOD
Vodafone Group Public LTD CO

Communication Services
-830
- 35.93%
$8.05 - $9.86 $6.68K - $8.18K
1.48K $13K
FVD
First Tr Value Line Divid Inde

ETFs
-485
- 2.87%
$42.61 - $45.51 $20.7K - $22.1K
16.4K $732K
CMCSA
Comcast Corp

Communication Services
-61
- 1.04%
$33.19 - $38.23 $2.02K - $2.33K
5.8K $213K
XOM
Exxon Mobil Corp

Energy
-193
- 10.89%
$105.44 - $118.93 $20.3K - $23K
1.58K $187K
TAL
Tal Education Group

Consumer Defensive
-300
- 75.0%
$9.04 - $14.79 $2.71K - $4.44K
100 $1K
PRU
Prudential Financial Inc

Financial Services
-7
- 11.67%
$105.04 - $122.33 $735 - $856
53 $5K
Blackrock Inc
-4
- 7.27%
N/A
51 $0
BP
Bp PLC

Energy
-300
- 10.0%
$29.93 - $35.31 $8.98K - $10.6K
2.7K $91K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
-246
- 2.82%
$39.65 - $43.35 $9.75K - $10.7K
8.49K $357K
VRSN
Verisign Inc

Technology
-11
- 4.04%
$205.1 - $254.74 $2.26K - $2.8K
261 $66K
CVX
Chevron Corp

Energy
-30
- 4.1%
$146.71 - $167.97 $4.4K - $5.04K
702 $117K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-101
- 1.99%
$67.08 - $76.14 $6.78K - $7.69K
4.97K $365K
JNJ
Johnson & Johnson

Healthcare
-28
- 2.02%
$142.06 - $167.7 $3.98K - $4.7K
1.36K $224K
MGV
Vanguard Mega Cap Value

ETFs
-1.2K
- 2.24%
$123.61 - $133.01 $149K - $160K
52.5K $6.76M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-223
- 0.13%
$27.01 - $28.54 $6.02K - $6.36K
166K $4.64M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-27
- 1.88%
$442.66 - $534.52 $12K - $14.4K
1.41K $750K
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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