Fsc Wealth Advisors, LLC has filed its 13F form on August 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $162 Million distributed in 247 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 $12M, Spdr Bloomberg 1 3 Month T Bil with a value of $11.1M, Spdr Bloomberg Convertible Sec with a value of $10.2M, and Vanguard Mega Cap Growth ETF with a value of $7.62M.
Examining the 13F form we can see an increase of $11.9M in the current position value, from $150M to 162M.
Below you can find more details about Fsc Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$162 Million
ETFs: $147 Million
Technology: $6.73 Million
Communication Services: $1.7 Million
Healthcare: $1.41 Million
Consumer Cyclical: $1.3 Million
Financial Services: $1.24 Million
Industrials: $882,000
Consumer Defensive: $760,000
Other: $1.07 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
