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FSA Wealth Management

Latest statistics and disclosures from FSA Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are IWF, IWD, VEA, IWP, IWS, and represent 66.25% of FSA Wealth Management's stock portfolio.
Added to shares of these 10 stocks: IWD, VEA, IWS, VWO, IWN, IWO, VTI, IWP, VUG, VONV.
Started 30 new stock positions in IONQ, IVOO, VONV, WDAY, iShares Gold Trust, PXH, RUM, BYDDY, FNDF, Cencora.
Reduced shares in these 10 stocks: IWF, SCHD, SPXL, TSLA, TNA, QQQ, SGOV, GOOG, VST, SPTM.
Sold out of its positions in DTEC, ATRI, BWA, CSIQ, CLNE, HTEC, BUG, HPQ, PBW, SGOV. PAAS, PEG, SCHD, XLY, TD, VDE.
FSA Wealth Management was a net buyer of stock by $4.3M.
FSA Wealth Management has $230M in assets under management (AUM), dropping by 9.05%.
Central Index Key (CIK): 0001804256

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Portfolio Holdings for FSA Wealth Management

FSA Wealth Management holds 627 positions in its portfolio as reported in the March 2024 quarterly 13F filing

FSA Wealth Management has 627 total positions. Only the first 250 positions are shown.

Sign up to view all of the FSA Wealth Management March 31, 2024 positions
Download the FSA Wealth Management March 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Russell 1000 Growth Etf Equity (IWF)	23.2	$53M		158k	337.05	View chart
Ishares Russell 1000 Value Etf Equity (IWD)	19.4	$45M	+2%	249k	179.11	View chart
Vanguard Ftse Developed Markets Etf Equity (VEA)	10.6	$24M	+4%	484k	50.17	View chart
Ishares Russell Mid Cap Growth Etf Equity (IWP)	6.9	$16M		138k	114.14	View chart
Ishares Russell Mid Cap Value Etf Equity (IWS)	6.2	$14M	+2%	113k	125.33	View chart
Ishares Russell 2000 Growth Etf Equity (IWO)	4.0	$9.3M	+3%	34k	270.80	View chart
Ishares Russell 2000 Value Etf Equity (IWN)	3.9	$8.9M	+3%	56k	158.81	View chart
Vanguard Ftse Emerging Markets Etf Equity (VWO)	3.4	$7.8M	+4%	188k	41.77	View chart
Ishares Core Msci Totl Intl Stck Etf Equity (IXUS)	2.7	$6.2M		92k	67.86	View chart
Apple Equity (AAPL)	1.5	$3.5M		20k	171.48	View chart
Spdr S&p Dividend Etf Equity (SDY)	1.4	$3.3M		25k	131.24	View chart
Tesla Equity (TSLA)	1.1	$2.4M	-2%	14k	175.79	View chart
Microsoft Corp Equity (MSFT)	0.8	$1.9M	+2%	4.5k	420.69	View chart
Intuit Equity (INTU)	0.6	$1.4M		2.2k	650.00	View chart
Casella Waste Sys Class A Equity (CWST)	0.6	$1.4M		14k	98.87	View chart
Spdr Portfolio S P 1500 Cmpst St Etf Equity (SPTM)	0.6	$1.3M	-2%	21k	64.15	View chart
Vanguard Total Bond Market Etf Equity (BND)	0.5	$1.2M		17k	72.63	View chart
Vanguard Total Stock Market Etf Equity (VTI)	0.5	$1.2M	+17%	4.6k	259.89	View chart
Vanguard Value Etf Equity (VTV)	0.5	$1.1M		6.6k	162.85	View chart
Exxon Mobil Corp Equity (XOM)	0.4	$881k		7.6k	116.24	View chart
Spdr S&p 500 Etf Equity (SPY)	0.3	$675k		1.3k	522.88	View chart
Alphabet Inc. Class C Equity (GOOG)	0.3	$631k	-5%	4.1k	152.26	View chart
Ishares Core S&p 500 Etf Equity (IVV)	0.3	$603k		1.1k	525.64	View chart
Procter & Gamble Equity (PG)	0.3	$587k		3.6k	162.23	View chart
Vanguard Growth Etf Equity (VUG)	0.2	$519k	+39%	1.5k	344.13	View chart
Alphabet Inc. Class A Equity (GOOGL)	0.2	$480k		3.2k	150.93	View chart
Nvidia Corp Equity (NVDA)	0.2	$439k	+2%	486.00	903.57	View chart
Vanguard Mid Cap Value Etf Equity (VOE)	0.2	$399k	+4%	2.6k	155.90	View chart
The Coca-cola Equity (KO)	0.2	$374k		6.1k	61.18	View chart
Costco Wholesale Equity (COST)	0.2	$370k	+7%	505.00	732.70	View chart
Jpmorgan Chase & Co Equity (JPM)	0.2	$355k	-7%	1.8k	200.26	View chart
Amazon.com Equity (AMZN)	0.2	$353k		2.0k	180.38	View chart
Berkshire Hathaway Class B Equity (BRK.B)	0.2	$352k	+2%	837.00	420.52	View chart
Ishares Select Dividend Etf Equity (DVY)	0.1	$333k	-2%	2.7k	123.16	View chart
Invsc Qqq Trust Srs 1 Etf Iv Equity (QQQ)	0.1	$304k	-18%	685.00	444.02	View chart
Union Pacific Corp Equity (UNP)	0.1	$294k		1.2k	245.95	View chart
Fifth Third Bancorp Equity (FITB)	0.1	$294k	-7%	7.9k	37.21	View chart
Pnc Finl Services Equity (PNC)	0.1	$272k		1.7k	161.60	View chart
Marathon Pete Corp Equity (MPC)	0.1	$271k		1.3k	201.50	View chart
Johnson & Johnson Equity (JNJ)	0.1	$265k	+4%	1.7k	158.16	View chart
Lockheed Martin Corp Equity (LMT)	0.1	$262k	+3%	576.00	454.94	View chart
Ibm Corp Equity (IBM)	0.1	$248k	+9%	1.3k	191.03	View chart
Ishares National Muni Bond Etf Equity (MUB)	0.1	$244k		2.3k	107.60	View chart
U S Bancorp Equity (USB)	0.1	$244k		5.5k	44.70	View chart
Abbvie Equity (ABBV)	0.1	$243k	+14%	1.3k	182.14	View chart
Ishares Russell 2000 Etf Equity (IWM)	0.1	$237k	+3%	1.1k	210.34	View chart
Visa Inc Class A Equity (V)	0.1	$231k		829.00	279.14	View chart
Spdr Portfolio Dvlpd Wrld Ex-us Etf Equity (SPDW)	0.1	$215k		6.0k	35.84	View chart
Eli Lilly And Equity (LLY)	0.1	$213k		274.00	777.96	View chart
The Cigna Group Equity (CI)	0.1	$205k		564.00	363.26	View chart
Vanguard S&p Small Cap 600 Value Etf Equity (VIOV)	0.1	$205k		2.3k	88.44	View chart
Southern Equity (SO)	0.1	$202k		2.8k	71.74	View chart
A T & T Equity (T)	0.1	$192k		11k	17.60	View chart
Chevron Corp Equity (CVX)	0.1	$180k	+14%	1.1k	157.69	View chart
Honeywell Intl Equity (HON)	0.1	$180k		878.00	205.25	View chart
Invsc Water Resc Portfolio Etf Equity (PHO)	0.1	$173k	-4%	2.6k	66.57	View chart
Ishares Core S&p Total Us Stock Mark Equity (ITOT)	0.1	$171k		1.5k	115.30	View chart
Transdigm Group Equity (TDG)	0.1	$171k		139.00	1231.60	View chart
Palo Alto Networks Equity (PANW)	0.1	$167k		587.00	284.13	View chart
Merck & Co Equity (MRK)	0.1	$162k		1.2k	131.95	View chart
Bank Of America Corp Equity (BAC)	0.1	$159k		4.2k	37.92	View chart
Spdr Gold Shares Etf Equity (GLD)	0.1	$151k		736.00	205.72	View chart
Colgate-palmolive Equity (CL)	0.1	$149k		1.6k	90.06	View chart
Ishares Msci Acwi Etf Equity (ACWI)	0.1	$145k		1.3k	110.13	View chart
Vanguard Russell 1000 Value Etf Equity (VONV)	0.1	$145k	NEW	1.8k	78.64	View chart
Ishares Russell Mid Cap Etf Equity (IWR)	0.1	$144k		1.7k	84.07	View chart
Verizon Communicatn Equity (VZ)	0.1	$143k		3.4k	41.96	View chart
Auto Data Processing Equity (ADP)	0.1	$137k		550.00	249.74	View chart
Unitedhealth Grp Equity (UNH)	0.1	$136k		274.00	494.70	View chart
Pepsico Equity (PEP)	0.1	$135k	-4%	772.00	175.01	View chart
Nextera Energy Equity (NEE)	0.1	$135k		2.1k	63.92	View chart
Home Depot Equity (HD)	0.1	$132k	+8%	343.00	383.52	View chart
Pfizer Equity (PFE)	0.1	$130k	+2%	4.7k	27.75	View chart
Conocophillips Equity (COP)	0.1	$130k	-12%	1.0k	127.22	View chart
Caterpillar Equity (CAT)	0.1	$128k		349.00	366.89	View chart
Xylem Equity (XYL)	0.1	$125k		967.00	129.25	View chart
Deere & Co Equity (DE)	0.1	$123k		300.00	410.74	View chart
Vanguard Mid Cap Growth Etf Equity (VOT)	0.1	$122k	+10%	516.00	235.84	View chart
Boeing Equity (BA)	0.1	$118k		609.00	192.99	View chart
Paypal Holdings Incorpor Equity (PYPL)	0.0	$113k		1.7k	66.99	View chart
Bristol-myers Squibb Equity (BMY)	0.0	$112k	-4%	2.1k	54.23	View chart
Spdr S&p Oil & Gas Expl & Prod Etf Equity (XOP)	0.0	$108k		700.00	154.90	View chart
Ishares Msci Emerging Markets Etf Equity (EEM)	0.0	$105k	+65%	2.6k	41.08	View chart
Roper Technologies Equity (ROP)	0.0	$104k		185.00	561.69	View chart
Ishares S&p 500 Growth Etf Equity (IVW)	0.0	$100k		1.2k	84.44	View chart
Rtx Corp Equity (RTX)	0.0	$99k	-5%	1.0k	97.48	View chart
Vanguard S&p Mid Cap 400etf Equity (IVOO)	0.0	$97k	NEW	937.00	103.01	View chart
Vanguard Total Interntl Stock Etf Iv Equity (VXUS)	0.0	$97k	+25%	1.6k	60.31	View chart
Norfolk Southern Equity (NSC)	0.0	$96k		378.00	254.87	View chart
Vanguard S&p 500 Etf Equity (VOO)	0.0	$95k	+296%	198.00	481.18	View chart
Mckesson Corp Equity (MCK)	0.0	$93k		174.00	536.85	View chart
Abbott Laboratories Equity (ABT)	0.0	$89k		782.00	113.65	View chart
Ishares S&p Mid Cap 400 Grwth Etf Equity (IJK)	0.0	$87k		950.00	91.25	View chart
Mcdonalds Corp Equity (MCD)	0.0	$86k	+49%	303.00	282.23	View chart
Advanced Micro Device In Equity (AMD)	0.0	$84k	-13%	467.00	180.49	View chart
Intel Corp Equity (INTC)	0.0	$82k		1.9k	44.17	View chart
Spdr S&p Midcap 400 Etf Equity (MDY)	0.0	$81k		145.00	556.40	View chart
Sysco Corp Equity (SYY)	0.0	$80k		990.00	81.15	View chart
Digitalocean Hldgs Equity (DOCN)	0.0	$80k		2.1k	38.18	View chart
Fidelity Msci Infor Techindx Etf Equity (FTEC)	0.0	$80k		512.00	155.88	View chart
Adobe Equity (ADBE)	0.0	$79k	+23%	156.00	504.60	View chart
Spdr S&p 500 High Dividend Etf Equity (SPYD)	0.0	$78k		1.9k	40.71	View chart
Invesco Nasdaq 100 Etf Equity (QQQM)	0.0	$78k		426.00	182.66	View chart
Lam Research Corp Equity (LRCX)	0.0	$77k		80.00	967.39	View chart
Aerovironment Equity (AVAV)	0.0	$77k		500.00	153.28	View chart
Amern Tower Corp Reit Equity (AMT)	0.0	$75k		381.00	197.52	View chart
Thermo Fisher Scntfc Equity (TMO)	0.0	$75k		129.00	581.93	View chart
Biogen Equity (BIIB)	0.0	$74k		344.00	215.63	View chart
W E C Energy Group Equity (WEC)	0.0	$74k		900.00	82.12	View chart
Parker-hannifin Corp Equity (PH)	0.0	$73k		132.00	555.79	View chart
Pimco Strategic Income C Equity (RCS)	0.0	$73k		12k	6.09	View chart
Comcast Corp Class A Equity (CMCSA)	0.0	$71k		1.6k	43.34	View chart
Spdr S&p Biotech Etf Equity (XBI)	0.0	$71k		749.00	94.89	View chart
Walt Disney Equity (DIS)	0.0	$71k		578.00	122.41	View chart
Medtronic Plc F Equity (MDT)	0.0	$70k		803.00	87.16	View chart
Ishares Core Msci Emerging Etf Equity (IEMG)	0.0	$70k	-4%	1.3k	51.58	View chart
Nuveen Amt Free Mncpl Cr Equity (NVG)	0.0	$69k		5.7k	12.15	View chart
Guggenheim Strategic Opp Equity (GOF)	0.0	$67k	+4%	4.7k	14.32	View chart
Eversource Energy Equity (ES)	0.0	$66k		1.1k	59.77	View chart
Pgim High Yield Bond Fun Equity (ISD)	0.0	$64k	+2%	4.9k	12.99	View chart
Vanguard S&p Small Cap 600 Grwth Etf Equity (VIOG)	0.0	$63k		557.00	112.42	View chart
Meta Platforms Inc Class A Equity (META)	0.0	$62k		128.00	485.61	View chart
Waste Management Equity (WM)	0.0	$62k	+16%	291.00	213.15	View chart
Eog Resources Equity (EOG)	0.0	$62k		483.00	127.84	View chart
Vanguard Dividend Appreciation Etf Equity (VIG)	0.0	$62k		338.00	182.52	View chart
Vanguard Small Cap Etf Iv Equity (VB)	0.0	$62k	+26900%	270.00	228.47	View chart
Vulcan Materials Equity (VMC)	0.0	$62k		226.00	272.69	View chart
Ishares Core High Dividend Etf Equity (HDV)	0.0	$62k		558.00	110.25	View chart
Goldman Sachs Group Equity (GS)	0.0	$61k		147.00	417.69	View chart
Ishares Biotechnology Etf Equity (IBB)	0.0	$61k		447.00	137.15	View chart
Caretrust Reit Inc Reit Equity (CTRE)	0.0	$61k		2.5k	24.37	View chart
Becton Dickinson&co Equity (BDX)	0.0	$60k		240.00	247.92	View chart
Target Corp Equity (TGT)	0.0	$58k	+62%	329.00	177.17	View chart
Vanguard Information Technology Etf Equity (VGT)	0.0	$58k		110.00	526.02	View chart
Vanguard Real Estate Etf Equity (VNQ)	0.0	$58k	-4%	667.00	86.50	View chart
Schwab Fundamental Us Large Co Etf Equity (FNDX)	0.0	$58k	NEW	854.00	67.39	View chart
Spdr Dow Jones Industrial Avrg Etf Equity (DIA)	0.0	$56k		142.00	396.79	View chart
Ishares Core S&p Mid-capetf Equity (IJH)	0.0	$56k	+400%	925.00	60.74	View chart
Accenture Plc Fclass A Equity (ACN)	0.0	$56k		161.00	346.61	View chart
American Express Equity (AXP)	0.0	$55k		243.00	227.69	View chart
Cisco Systems Equity (CSCO)	0.0	$55k		1.1k	49.91	View chart
Vgrd Ftse All Wrld Ex Ussml Cap Etf Equity (VSS)	0.0	$54k		464.00	116.92	View chart
Vanguard Mortgage Backedsec Etf Equity (VMBS)	0.0	$53k	NEW	1.2k	45.61	View chart
Microstrategy Inc Class A Equity (MSTR)	0.0	$53k	+6%	31.00	1704.55	View chart
United Parcel Srvc Class B Equity (UPS)	0.0	$53k		355.00	148.63	View chart
Wells Fargo & Co Equity (WFC)	0.0	$52k		897.00	57.99	View chart
Ishares Russell 1000 Etf Equity (IWB)	0.0	$52k		180.00	288.03	View chart
Booking Holdings Equity (BKNG)	0.0	$51k		14.00	3627.86	View chart
Zoetis Inc Class A Equity (ZTS)	0.0	$51k		299.00	169.21	View chart
Vaneck Biotech Etf Equity (BBH)	0.0	$50k		303.00	166.45	View chart
Oneok Equity (OKE)	0.0	$50k		629.00	80.17	View chart
General Electric Co Trades With Due Bills Equity (GE)	0.0	$50k		286.00	175.38	View chart
Mondelez Intl Class A Equity (MDLZ)	0.0	$49k		705.00	70.00	View chart
Blackstone Equity (BX)	0.0	$49k		373.00	131.48	View chart
Schwab Us Large Cap Etf Equity (SCHX)	0.0	$48k	-8%	779.00	62.06	View chart
Consolidated Edison Equity (ED)	0.0	$48k		530.00	90.81	View chart
Kla Corp Equity (KLAC)	0.0	$48k		68.00	698.57	View chart
Morgan Stanley Equity (MS)	0.0	$46k	+10%	492.00	94.21	View chart
Danaher Corp Equity (DHR)	0.0	$45k		180.00	249.72	View chart
S&p Global Equity (SPGI)	0.0	$45k		105.00	425.45	View chart
Ebay Equity (EBAY)	0.0	$45k		846.00	52.78	View chart
Edwards Lifesciences Equity (EW)	0.0	$44k		455.00	95.56	View chart
Schwab 5 10 Year Corp Bond Etf Equity (SCHI)	0.0	$44k	NEW	977.00	44.49	View chart
Starbucks Corp Equity (SBUX)	0.0	$43k		474.00	91.39	View chart
Agnico Eagle Mines F Equity (AEM)	0.0	$43k		721.00	59.65	View chart
Welltower Inc Reit Equity (WELL)	0.0	$43k		456.00	93.38	View chart
Duke Energy Corp Equity (DUK)	0.0	$42k		437.00	96.71	View chart
Ishares Us Home Construct Etf Equity (ITB)	0.0	$42k		363.00	115.77	View chart
Williams Cos Equity (WMB)	0.0	$42k		1.1k	38.97	View chart
Vanguard Us Quality Factor Etf Equity (VFQY)	0.0	$41k		300.00	136.93	View chart
D R Horton Equity (DHI)	0.0	$40k		243.00	164.84	View chart
Amgen Equity (AMGN)	0.0	$40k	+182%	141.00	283.96	View chart
Schwab Fundamental Us Small Com Etf Equity (FNDA)	0.0	$39k	-44%	688.00	57.03	View chart
Ishares Core Msci Eafe Etf Equity (IEFA)	0.0	$39k		527.00	74.27	View chart
Tjx Companies Equity (TJX)	0.0	$39k		380.00	101.42	View chart
Waste Connectionsinc F Equity (WCN)	0.0	$39k		224.00	172.01	View chart
Dupont De Nemours Inc Ia Equity (DD)	0.0	$39k		502.00	76.74	View chart
Salesforce Equity (CRM)	0.0	$38k	-17%	126.00	301.18	View chart
Broadridge Finl Solu Equity (BR)	0.0	$38k		183.00	204.76	View chart
Schwab Funda Emg Mkts Large Com Etf Equity (FNDE)	0.0	$37k	NEW	1.3k	27.76	View chart
Vaneck Clo Etf Equity (CLOI)	0.0	$37k		700.00	52.82	View chart
Spdr S&p Insurance Etf Equity (KIE)	0.0	$36k		700.00	52.07	View chart
Fidelity Msci Health Care Indx Etf Equity (FHLC)	0.0	$36k		521.00	69.72	View chart
Cohen And Steers Infrast Equity (UTF)	0.0	$36k		1.5k	23.58	View chart
Intercontinental Exc Equity (ICE)	0.0	$36k		261.00	137.29	View chart
Canadian Pacific Kansa F Equity (CP)	0.0	$35k		400.00	88.17	View chart
Old Republic Intl Equity (ORI)	0.0	$35k		1.1k	30.72	View chart
Texas Instruments Equity (TXN)	0.0	$35k		200.00	174.21	View chart
Alliancebernstein Hol Equity (AB)	0.0	$35k		998.00	34.73	View chart
Nuveen Quality Municipal Equity (NAD)	0.0	$34k		3.0k	11.46	View chart
Vanguard Extended Marketetf Equity (VXF)	0.0	$34k		196.00	175.08	View chart
Valero Energy Corp Equity (VLO)	0.0	$34k		200.00	170.69	View chart
Nxp Semiconductors F Equity (NXPI)	0.0	$34k		136.00	248.36	View chart
Nuveen Amt Free Quality Equity (NEA)	0.0	$33k		3.0k	11.07	View chart
Brookfield Corp Fclass A Equity (BN)	0.0	$33k		788.00	41.87	View chart
Netflix Equity (NFLX)	0.0	$33k		54.00	607.33	View chart
Csx Corp Equity (CSX)	0.0	$33k		884.00	37.06	View chart
Palantir Technologies Inclass A Equity (PLTR)	0.0	$32k	-9%	1.4k	23.01	View chart
Northrop Grumman Equity (NOC)	0.0	$32k	+21%	67.00	479.97	View chart
Totalenergies Se Fsponsored Adr 1 Adr Reps 1 Ord Equity (TTE)	0.0	$32k	+16%	466.00	68.83	View chart
Ishares Us Telecom Etf Equity (IYZ)	0.0	$32k		1.5k	21.97	View chart
Walmart Equity (WMT)	0.0	$32k	+253%	526.00	60.22	View chart
Fidelity Msci Financialsindx Etf Equity (FNCL)	0.0	$32k		532.00	59.45	View chart
Dominion Energy Equity (D)	0.0	$31k		629.00	49.19	View chart
Schwab Fundamental Inl Large Com Etf Equity (FNDF)	0.0	$31k	NEW	867.00	35.61	View chart
Kayne Anderson Energy In Equity (KYN)	0.0	$30k		3.0k	10.01	View chart
Allianz Se Funsponsored Adr 1 Adr Reps 0.1 Ord Equity (ALIZY)	0.0	$30k		1.0k	29.93	View chart
Schwab International Equity Etf Equity (SCHF)	0.0	$30k	+299%	759.00	39.04	View chart
Sherwin Williams Equity (SHW)	0.0	$29k		84.00	346.30	View chart
Schwab Us Small Cap Etf Equity (SCHA)	0.0	$28k	-29%	577.00	49.23	View chart
Cvs Health Corp Equity (CVS)	0.0	$27k		341.00	79.68	View chart
Alliancebernstein Glbl H Equity (AWF)	0.0	$27k		2.5k	10.62	View chart
Idexx Labs Equity (IDXX)	0.0	$27k		50.00	539.94	View chart
Vanguard Small Cap Valueetf Equity (VBR)	0.0	$27k		139.00	191.47	View chart
Mastercard Inc Class A Equity (MA)	0.0	$26k		54.00	481.57	View chart
Corteva Equity (CTVA)	0.0	$26k		443.00	57.62	View chart
Invesco Advantage Muni Income Trust Ii Equity (VKI)	0.0	$26k		3.0k	8.50	View chart
Select Str Financial Select Spdr Etf Equity (XLF)	0.0	$25k		600.00	42.12	View chart
Freeport-mcmoran Equity (FCX)	0.0	$25k	+23%	537.00	46.99	View chart
Doubleline Yield Opportu Equity (DLY)	0.0	$25k		1.6k	15.94	View chart
Blackrock Science Tcnlgy Equity (BSTZ)	0.0	$25k		1.3k	19.40	View chart
Select Sector Industrialspdr Etf Equity (XLI)	0.0	$25k		200.00	125.96	View chart
New Jersey Resource Equity (NJR)	0.0	$25k		574.00	42.91	View chart
Dow Equity (DOW)	0.0	$24k	+7%	421.00	57.94	View chart
Cencora Equity	0.0	$24k	NEW	100.00	242.99	View chart
Applied Materials Equity (AMAT)	0.0	$24k		117.00	206.32	View chart
Altria Group Equity (MO)	0.0	$24k		552.00	43.62	View chart
Allstate Corp Equity (ALL)	0.0	$24k		138.00	173.01	View chart
Arthur J Gallagher&c Equity (AJG)	0.0	$24k		94.00	250.04	View chart
Republic Services Equity (RSG)	0.0	$23k		122.00	191.66	View chart
Warner Brothers Discover Equity (WBD)	0.0	$23k		2.7k	8.73	View chart
Schwab Intermediate Termus Trs Etf Equity (SCHR)	0.0	$23k	NEW	475.00	49.05	View chart
Check Pt Software F Equity (CHKP)	0.0	$23k		140.00	164.01	View chart
Energy Select Sector Spdr Etf Equity (XLE)	0.0	$23k		242.00	94.58	View chart
Motorola Solutions Equity (MSI)	0.0	$23k		64.00	354.98	View chart
Schwab Emerging Markets Equity Etf Equity (SCHE)	0.0	$22k	NEW	886.00	25.25	View chart
MPLX Equity (MPLX)	0.0	$22k		532.00	41.56	View chart
Stryker Corp Equity (SYK)	0.0	$22k		61.00	356.72	View chart
Schwab Fundamental Intl Smal Com Etf Equity (FNDC)	0.0	$22k	NEW	613.00	35.47	View chart
Volkswagen A G Funsponsored Adr 1 Adr Reps 0.1 Ord Equity (VWAGY)	0.0	$22k		1.4k	15.25	View chart
Linde Plc F Equity (LIN)	0.0	$21k		46.00	464.33	View chart
3m Co Trades With Due Bills Equity (MMM)	0.0	$21k		200.00	106.07	View chart
Pacer Us Cash Cows 100 Etf Equity (COWZ)	0.0	$21k		363.00	58.11	View chart
Ishares Msci Eafe Etf Equity (EFA)	0.0	$21k		263.00	79.88	View chart
Wisdomtree Intl Largecp Dividend Etf Equity (DOL)	0.0	$21k		400.00	51.71	View chart
Travelers Companies Equity (TRV)	0.0	$21k		89.00	230.35	View chart
Carrier Global Corp Equity (CARR)	0.0	$21k		353.00	58.06	View chart
Iqvia Holdings Equity (IQV)	0.0	$21k		81.00	252.89	View chart
Mitsubishi U F J Finan Fsponsored Adr 1 Adr Reps 1 Ord Equity (MUFG)	0.0	$21k		2.0k	10.23	View chart
Lvmh Moet Hennessy Lou Fsponsored Adr 1 Adr Reps 0.2 Ord Equity (LVMUY)	0.0	$20k		111.00	181.11	View chart

Past Filings by FSA Wealth Management

SEC 13F filings are viewable for FSA Wealth Management going back to 2019

FSA Wealth Management 2024 Q1 filed May 16, 2024
FSA Wealth Management 2023 Q4 filed Feb. 14, 2024
FSA Wealth Management 2023 Q3 filed Nov. 15, 2023
FSA Wealth Management 2023 Q2 filed July 31, 2023
FSA Wealth Management 2023 Q1 filed April 21, 2023
FSA Wealth Management 2022 Q4 filed Feb. 14, 2023
FSA Wealth Management 2022 Q3 filed Nov. 9, 2022
FSA Wealth Management 2022 Q2 filed Aug. 15, 2022
FSA Wealth Management 2022 Q1 filed May 16, 2022
FSA Wealth Management 2021 Q4 filed Feb. 14, 2022
FSA Wealth Management 2021 Q3 filed Nov. 15, 2021
FSA Wealth Management 2021 Q2 filed Aug. 13, 2021
FSA Wealth Management 2021 Q1 filed May 17, 2021
FSA Wealth Management 2020 Q4 filed Feb. 11, 2021
FSA Wealth Management 2020 Q3 filed Nov. 13, 2020
FSA Wealth Management 2020 Q2 filed Aug. 14, 2020

View all past filings

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