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 Market Cap. of $2 Billions to $10 Billions
