Fsc Wealth Advisors, LLC has filed its 13F form on January 22, 2025 for Q4 2024 where it was disclosed a total value porftolio of $149 Million distributed in 307 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 $18M, First Tr Enhanced Traded Fd Iv with a value of $12.1M, Spdr Bloomberg 1 3 Month T Bil with a value of $11.3M, Spdr Bloomberg Convertible Sec with a value of $9.77M, and Vanguard Index Fds S&P 500 ETF with a value of $7.07M.
Examining the 13F form we can see an increase of $12.8M in the current position value, from $137M to 149M.
Below you can find more details about Fsc Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$149 Million
ETFs: $135 Million
Technology: $6.54 Million
Healthcare: $1.65 Million
Communication Services: $1.55 Million
Consumer Cyclical: $1.26 Million
Financial Services: $1.24 Million
Consumer Defensive: $719,000
Energy: $700,000
Other: $1.15 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
