Fsc Wealth Advisors, LLC has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $150 Million distributed in 260 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 $13.4M, First Tr Enhanced Traded Fd Iv with a value of $11.9M, Spdr Bloomberg 1 3 Month T Bil with a value of $11.1M, Vanguard Ftse Europe ETF Ftse with a value of $10.6M, and Spdr Bloomberg Convertible Sec with a value of $9.43M.
Examining the 13F form we can see an increase of $508K in the current position value, from $149M to 150M.
Below you can find more details about Fsc Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$150 Million
ETFs: $135 Million
Technology: $5.69 Million
Healthcare: $1.7 Million
Communication Services: $1.53 Million
Financial Services: $1.27 Million
Consumer Cyclical: $1.16 Million
Consumer Defensive: $861,000
Industrials: $707,000
Other: $1.42 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
