Fsc Wealth Advisors, LLC has filed its 13F form on July 17, 2024 for Q2 2024 where it was disclosed a total value porftolio of $134 Million distributed in 292 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 $15.7M, First Tr Enhanced Traded Fd Iv with a value of $12.5M, Spdr Bloomberg 1 3 Month T Bil with a value of $11.8M, Invesco Qqq Trust, Series 1 with a value of $9.73M, and Spdr Bloomberg Convertible Sec with a value of $8.01M.
Examining the 13F form we can see an decrease of $6.88M in the current position value, from $141M to 134M.
Below you can find more details about Fsc Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$134 Million
ETFs: $120 Million
Technology: $5.89 Million
Healthcare: $1.7 Million
Communication Services: $1.43 Million
Financial Services: $1.28 Million
Consumer Cyclical: $1.16 Million
Industrials: $881,000
Consumer Defensive: $751,000
Other: $1.09 Million
Stock Holdings Table Market Cap. of $200 Billions or more