Fsc Wealth Advisors, LLC has filed its 13F form on October 21, 2024 for Q3 2024 where it was disclosed a total value porftolio of $137 Million distributed in 293 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $17M, First Tr Enhanced Traded Fd Iv with a value of $12.4M, Spdr Bloomberg 1 3 Month T Bil with a value of $11.6M, Vanguard Index Fds S&P 500 ETF with a value of $5.84M, and Vanguard Mega Cap Value with a value of $5.78M.

Examining the 13F form we can see an increase of $2.46M in the current position value, from $134M to 137M.

Below you can find more details about Fsc Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $137 Million
ETFs: $122 Million
Technology: $6.09 Million
Healthcare: $2 Million
Communication Services: $1.49 Million
Financial Services: $1.47 Million
Consumer Cyclical: $1.23 Million
Consumer Defensive: $724,000
Industrials: $719,000
Other: $1.16 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 293
  • Current Value $137 Million
  • Prior Value $134 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 21, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 28 stocks
  • Additional Purchases 93 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 40 stocks
Track This Portfolio

Track Fsc Wealth Advisors, LLC Portfolio

Follow Fsc Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fsc Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fsc Wealth Advisors, LLC with notifications on news.