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Financial Advisory Service

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

Top 5 stock holdings are JEPI, ILCG, MDYV, AVLV, EFG, and represent 21.31% of FAS Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: IEI (+$29M), SCHV (+$20M), SCHM (+$9.7M), SCHG (+$8.6M), PTRB, LRCX, LLY, LUV, PLTR, LNG.
Started 19 new stock positions in SCHQ, MLPX, RHI, BLK, IYG, IEI, ITB, LUV, ESGU, LNG. RSPH, AIA, IEUR, SPDW, BITB, ASTS, TSM, LRCX, IXN.
Reduced shares in these 10 stocks: TLH (-$70M), JEPI (-$5.3M), ILCG, Lam Research Corporation, LMT, DIS, MDT, , , MDYV.
Sold out of its positions in AZN, BlackRock, CP, STZ, DHI, EW, FBND, FCG, FBIN, FCX.
FAS Wealth Partners was a net seller of stock by $-8.0M.
FAS Wealth Partners has $1.2B in assets under management (AUM), dropping by -5.28%.
Central Index Key (CIK): 0001596957

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Portfolio Holdings for FAS Wealth Partners

FAS Wealth Partners holds 428 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
J P Morgan Exchange Traded F Equity Premium (JEPI)	6.4	$76M	-6%	1.3M	57.53	View chart
Ishares Tr Morningstar Grwt (ILCG)	4.5	$53M	-8%	593k	89.60	View chart
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)	3.7	$44M	-3%	548k	80.20	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	3.5	$42M		623k	66.77	View chart
Ishares Tr Eafe Grwth Etf (EFG)	3.3	$40M	+3%	409k	96.83	View chart
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)	3.3	$40M		455k	86.89	View chart
Apple (AAPL)	3.0	$36M		143k	250.42	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	2.6	$31M	+189%	1.2M	26.07	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	2.4	$29M	NEW	250k	115.55	View chart
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)	2.2	$26M	-3%	292k	90.35	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.6	$19M		188k	101.53	View chart
Pgim Etf Tr Total Return Bon (PTRB)	1.5	$18M	+17%	441k	40.96	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.5	$18M	-5%	91k	195.83	View chart
NVIDIA Corporation (NVDA)	1.5	$18M		132k	134.29	View chart
Microsoft Corporation (MSFT)	1.5	$18M		42k	421.50	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	1.3	$16M		180k	87.25	View chart
Corcept Therapeutics Incorporated (CORT)	1.3	$16M	-2%	309k	50.39	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	1.2	$15M	+189%	534k	27.71	View chart
Amazon (AMZN)	1.2	$15M		67k	219.39	View chart
American Centy Etf Tr International Lr (AVIV)	1.2	$14M	+5%	273k	51.90	View chart
American Centy Etf Tr Avantis Us Larg (AVLC)	1.2	$14M	-4%	210k	67.55	View chart
Ishares Tr Eafe Value Etf (EFV)	1.2	$14M		269k	52.47	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	1.1	$13M	+7%	331k	39.39	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	1.1	$13M	-3%	234k	54.36	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	1.0	$12M	+13%	265k	46.07	View chart
Kraneshares Trust Msci Emg Ex Ch (KEMX)	1.0	$12M	+7%	434k	27.71	View chart
Broadcom (AVGO)	1.0	$12M	+2%	50k	231.84	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.0	$12M	+293%	412k	27.87	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.9	$11M	+8%	179k	61.37	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.9	$10M	+2%	59k	175.23	View chart
Meta Platforms Cl A (META)	0.8	$9.7M		17k	585.49	View chart
Alphabet Cap Stk Cl C (GOOG)	0.8	$9.6M	+9%	50k	190.44	View chart
Ishares Tr Core High Dv Etf (HDV)	0.8	$9.5M	+3%	85k	112.26	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.8	$9.0M		93k	96.53	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.7	$8.7M		46k	190.88	View chart
JPMorgan Chase & Co. (JPM)	0.7	$8.5M		35k	239.71	View chart
Vaneck Etf Trust Ig Floating Rate (FLTR)	0.7	$8.2M	+10%	324k	25.45	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.6	$7.7M	-3%	13k	586.10	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.6	$7.4M	+2%	224k	33.21	View chart
Wal-Mart Stores (WMT)	0.6	$7.1M		78k	90.35	View chart
Eli Lilly & Co. (LLY)	0.6	$6.8M	+57%	8.9k	772.04	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.6	$6.8M	+4%	247k	27.38	View chart
Proshares Tr S&p Mdcp 400 Div (REGL)	0.6	$6.6M	+4%	81k	80.66	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.6	$6.6M	-3%	129k	50.97	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.5	$6.4M		72k	88.79	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.5	$6.2M	+4%	217k	28.67	View chart
Exxon Mobil Corporation (XOM)	0.5	$6.1M	+15%	56k	107.57	View chart
Arcbest (ARCB)	0.5	$5.9M		63k	93.32	View chart
Costco Wholesale Corporation (COST)	0.5	$5.8M	+2%	6.4k	916.22	View chart
Johnson & Johnson (JNJ)	0.5	$5.6M		39k	144.62	View chart
Chevron Corporation (CVX)	0.5	$5.6M	+2%	38k	144.84	View chart
McDonald's Corporation (MCD)	0.5	$5.4M		19k	289.89	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.5	$5.4M		33k	161.77	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.5	$5.4M	-2%	42k	128.62	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$5.1M	-2%	18k	289.81	View chart
Caterpillar (CAT)	0.4	$5.0M	+2%	14k	362.77	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.4	$4.8M	-3%	22k	220.96	View chart
Home Depot (HD)	0.4	$4.8M		12k	388.98	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$4.8M		8.1k	588.67	View chart
Ishares Core Msci Emkt (IEMG)	0.4	$4.7M	-3%	91k	52.22	View chart
Procter & Gamble Company (PG)	0.4	$4.6M	+2%	28k	167.65	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$4.6M	-2%	25k	189.30	View chart
Abbvie (ABBV)	0.4	$4.5M	+2%	25k	177.70	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$4.3M		8.0k	538.81	View chart
Managed Portfolio Series Tortoise Nram Pi (TPYP)	0.3	$4.1M	-10%	121k	34.09	View chart
Eaton Corp SHS (ETN)	0.3	$4.0M	+3%	12k	331.87	View chart
Hercules Technology Growth Capital (HTGC)	0.3	$3.9M	-5%	196k	20.09	View chart
Ishares Tr Select Divid Etf (DVY)	0.3	$3.8M	-2%	29k	131.29	View chart
Visa Com Cl A (V)	0.3	$3.8M		12k	316.04	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$3.6M	-2%	9.1k	401.57	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$3.6M	-6%	31k	115.22	View chart
UnitedHealth (UNH)	0.3	$3.6M	-14%	7.1k	505.83	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.3	$3.5M		18k	198.18	View chart
Blackstone Group Inc Com Cl A (BX)	0.3	$3.5M	-5%	20k	172.42	View chart
Merck & Co (MRK)	0.3	$3.5M	+2%	35k	99.48	View chart
Duke Energy Corp Com New (DUK)	0.3	$3.5M	+2%	32k	107.74	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$3.4M	-4%	49k	70.28	View chart
American Centy Etf Tr Diversified Mu (TAXF)	0.3	$3.3M	+10%	67k	50.14	View chart
Garmin SHS (GRMN)	0.3	$3.2M	-19%	16k	206.26	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.3	$3.2M	-4%	40k	79.99	View chart
Pepsi (PEP)	0.3	$3.2M	+2%	21k	152.06	View chart
Union Pacific Corporation (UNP)	0.3	$3.2M	+2%	14k	228.04	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.3	$3.2M	-2%	63k	50.37	View chart
Ishares Tr Msci Intl Moment (IMTM)	0.3	$3.2M		84k	37.40	View chart
Starbucks Corporation (SBUX)	0.3	$3.1M	+9%	34k	91.25	View chart
Nextera Energy (NEE)	0.3	$3.1M	+3%	43k	71.69	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.3	$3.0M	+8%	59k	51.91	View chart
Travelers Companies (TRV)	0.2	$3.0M	+2%	12k	240.88	View chart
Morgan Stanley Com New (MS)	0.2	$2.9M	+3%	23k	125.72	View chart
Texas Instruments Incorporated (TXN)	0.2	$2.9M		16k	187.50	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.2	$2.8M		22k	129.34	View chart
Honeywell International (HON)	0.2	$2.8M	+3%	13k	225.88	View chart
Palantir Technologies Cl A (PLTR)	0.2	$2.7M	+248%	36k	75.63	View chart
Cme (CME)	0.2	$2.7M	+3%	12k	232.23	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$2.7M		36k	75.61	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.2	$2.7M	+176%	118k	22.70	View chart
Lam Research Corp Com New (LRCX)	0.2	$2.7M	NEW	37k	72.23	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$2.6M		30k	88.40	View chart
Ishares Tr Ishares Biotech (IBB)	0.2	$2.6M	-13%	19k	132.21	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.2	$2.6M		9.1k	280.05	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.2	$2.5M	-3%	92k	26.63	View chart
Bank of America Corporation (BAC)	0.2	$2.4M	-24%	54k	43.95	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$2.4M		38k	62.31	View chart
FedEx Corporation (FDX)	0.2	$2.3M	+3%	8.3k	281.33	View chart
Southwest Airlines (LUV)	0.2	$2.3M	NEW	70k	33.62	View chart
Amgen (AMGN)	0.2	$2.3M	+3%	8.9k	260.65	View chart
Southern Company (SO)	0.2	$2.3M	+4%	28k	82.32	View chart
Principal Financial (PFG)	0.2	$2.2M	+3%	29k	77.41	View chart
Danaher Corporation (DHR)	0.2	$2.2M	+20%	9.6k	229.55	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$2.2M	+188%	95k	23.18	View chart
American Tower Reit (AMT)	0.2	$2.1M	+3%	11k	183.41	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.2	$2.0M		3.00	680920.00	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$2.0M		11k	185.12	View chart
Cheniere Energy Com New (LNG)	0.2	$1.9M	NEW	9.0k	214.87	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.2	$1.9M		7.3k	253.75	View chart
Schlumberger Com Stk (SLB)	0.2	$1.9M	+8%	48k	38.34	View chart
Robert Half International (RHI)	0.2	$1.8M	NEW	26k	70.46	View chart
Ishares Tr Global Reit Etf (REET)	0.2	$1.8M		76k	23.97	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.2	$1.8M		11k	164.16	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$1.8M		17k	106.55	View chart
International Business Machines (IBM)	0.1	$1.8M		8.0k	219.83	View chart
Lowe's Companies (LOW)	0.1	$1.7M	+133%	7.1k	246.79	View chart
Tesla Motors (TSLA)	0.1	$1.7M	-43%	4.1k	403.84	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$1.6M	-2%	3.2k	511.25	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.1	$1.6M		25k	63.75	View chart
Calumet Call Option (Principal) (CLMT)	0.1	$1.6M	+3%	71k	22.02	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$1.4M	+93%	77k	18.50	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$1.4M	-2%	11k	127.59	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.1	$1.4M	-4%	77k	17.70	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$1.4M		11k	126.74	View chart
Vanguard World Energy Etf (VDE)	0.1	$1.3M	-2%	11k	121.32	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$1.3M	-6%	12k	108.61	View chart
Lockheed Martin Corporation (LMT)	0.1	$1.3M	-65%	2.7k	485.94	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$1.2M		9.8k	124.96	View chart
ConocoPhillips (COP)	0.1	$1.2M	-4%	12k	99.17	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$1.2M		29k	40.92	View chart
J P Morgan Exchange Traded F Short Dura Core (JSCP)	0.1	$1.2M		25k	46.63	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$1.2M		4.3k	269.70	View chart
Coca-Cola Company (KO)	0.1	$1.1M	-3%	18k	62.26	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$1.1M	-2%	4.7k	242.13	View chart
Waste Management (WM)	0.1	$1.1M		5.6k	201.80	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$1.1M	-22%	34k	31.44	View chart
Netflix (NFLX)	0.1	$1.0M		1.2k	891.45	View chart
Watsco, Incorporated (WSO)	0.1	$1.0M		2.2k	473.81	View chart
Watsco Cl B Conv (WSO.B)	0.1	$1.0M		2.2k	472.38	View chart
Sprott Physical Gold Tr Unit (PHYS)	0.1	$1.0M		50k	20.14	View chart
Silverback Therapeutics (SPRY)	0.1	$999k	+11%	95k	10.55	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$990k	+6%	20k	50.71	View chart
Medtronic SHS (MDT)	0.1	$981k	-66%	12k	79.88	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.1	$964k	+12%	27k	35.65	View chart
Commerce Bancshares (CBSH)	0.1	$958k	+5%	15k	62.31	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.1	$958k	-2%	19k	50.15	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$953k	+189%	35k	27.32	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$942k	-3%	5.9k	159.51	View chart
Cisco Systems (CSCO)	0.1	$934k		16k	59.20	View chart
Raytheon Technologies Corp (RTX)	0.1	$915k		7.9k	115.72	View chart
First Tr Exch Traded Fd Iii Merger Arbitra (MARB)	0.1	$881k	+5%	44k	19.88	View chart
salesforce (CRM)	0.1	$875k		2.6k	334.33	View chart
Us Bancorp Del Com New (USB)	0.1	$854k		18k	47.83	View chart
Cloudflare Cl A Com (NET)	0.1	$852k	-10%	7.9k	107.68	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$852k		3.0k	287.83	View chart
Vaneck Bitcoin Etf Sh Ben Int (HODL)	0.1	$833k	+65%	7.9k	105.71	View chart
UMB Financial Corporation (UMBF)	0.1	$826k	-4%	7.3k	112.86	View chart
Blackrock (BLK)	0.1	$823k	NEW	803.00	1025.34	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$806k	-15%	17k	47.82	View chart
Verizon Communications (VZ)	0.1	$798k	-2%	20k	39.99	View chart
Unum (UNM)	0.1	$791k		11k	73.03	View chart
At&t (T)	0.1	$749k		33k	22.77	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$743k		2.8k	264.09	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.1	$742k		11k	67.88	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$737k	-2%	4.4k	169.29	View chart
Walt Disney Company (DIS)	0.1	$733k	-73%	6.6k	111.36	View chart
Deere & Company (DE)	0.1	$730k		1.7k	423.64	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$727k	+2%	7.3k	99.55	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$722k		3.1k	232.49	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$719k		8.4k	85.66	View chart
Shopify Cl A (SHOP)	0.1	$697k	-23%	6.6k	106.33	View chart
Pfizer (PFE)	0.1	$682k	-4%	26k	26.53	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$671k		2.0k	343.41	View chart
Vaneck Etf Trust Vaneck Shrt Muni (SMB)	0.1	$671k	+3%	39k	17.09	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$656k	+35%	12k	53.05	View chart
Boston Scientific Corporation (BSX)	0.1	$649k	-66%	7.3k	89.32	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$649k		1.6k	410.42	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$648k		33k	19.59	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.1	$644k		4.8k	135.37	View chart
Wells Fargo & Company (WFC)	0.1	$622k		8.8k	70.24	View chart
Oracle Corporation (ORCL)	0.1	$615k	-6%	3.7k	166.64	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$612k		984.00	621.49	View chart
O'reilly Automotive (ORLY)	0.1	$611k		515.00	1185.80	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$601k	+99%	23k	25.86	View chart
Abbott Laboratories (ABT)	0.1	$599k		5.3k	113.11	View chart
Oneok (OKE)	0.1	$599k	-2%	6.0k	100.40	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$596k		1.0k	569.57	View chart
Cardinal Health (CAH)	0.0	$593k		5.0k	118.28	View chart
Boeing Company (BA)	0.0	$590k	-30%	3.3k	176.98	View chart
Colgate-Palmolive Company (CL)	0.0	$581k		6.4k	90.91	View chart
Phillips 66 (PSX)	0.0	$550k	-2%	4.8k	113.92	View chart
Vanguard World Health Car Etf (VHT)	0.0	$548k	-5%	2.2k	253.64	View chart
First Tr Exchange-traded Nasd Tech Div (TDIV)	0.0	$543k		6.9k	78.46	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.0	$542k	-9%	2.3k	240.32	View chart
Mastercard Incorporated Cl A (MA)	0.0	$541k	+7%	1.0k	526.36	View chart
Ast Spacemobile Com Cl A (ASTS)	0.0	$540k	NEW	26k	21.10	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.0	$534k	-8%	4.0k	132.11	View chart
Nike CL B (NKE)	0.0	$533k	-12%	7.0k	75.67	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$520k	-8%	5.4k	96.91	View chart
Invesco Exch Traded Fd Tr Ii Msci Gbl Timbr (CUT)	0.0	$514k	+3%	16k	31.67	View chart
Ishares Tr Mbs Etf (MBB)	0.0	$503k	+21%	5.5k	91.68	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.0	$501k		6.5k	77.27	View chart
Emerson Electric (EMR)	0.0	$498k	-3%	4.0k	123.94	View chart
Seaboard Corporation (SEB)	0.0	$496k		204.00	2432.33	View chart
Williams Companies (WMB)	0.0	$493k		9.1k	54.12	View chart
Kla Corp Com New (KLAC)	0.0	$485k		770.00	630.04	View chart
Intuitive Surgical Com New (ISRG)	0.0	$481k		921.00	522.11	View chart
Enterprise Products Partners (EPD)	0.0	$481k		15k	31.36	View chart
Select Sector Spdr Tr Indl (XLI)	0.0	$470k	-9%	3.6k	131.76	View chart
The Trade Desk Com Cl A (TTD)	0.0	$465k	-21%	4.0k	117.53	View chart
Ishares Msci Gbl Min Vol (ACWV)	0.0	$464k	-16%	4.2k	109.20	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.0	$458k		1.4k	322.09	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.0	$438k	+7%	4.7k	92.72	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$430k	-23%	5.5k	78.01	View chart
Shell Spon Ads (SHEL)	0.0	$421k		6.7k	62.65	View chart
Prudential Financial (PRU)	0.0	$421k		3.6k	118.54	View chart
Bristol Myers Squibb (BMY)	0.0	$421k		7.4k	56.56	View chart
Palo Alto Networks (PANW)	0.0	$417k	+100%	2.3k	182.00	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.0	$416k	+126%	18k	22.70	View chart
Oaktree Specialty Lending Corp (OCSL)	0.0	$412k	-10%	27k	15.28	View chart
Ares Capital Corporation (ARCC)	0.0	$412k		19k	21.89	View chart
Kroger (KR)	0.0	$410k		6.7k	61.15	View chart
Draftkings Com Cl A (DKNG)	0.0	$398k	-4%	11k	37.20	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$397k	+4%	3.4k	117.48	View chart
First Tr Lrge Cp Core Alpha Com Shs (FEX)	0.0	$396k		3.8k	104.30	View chart
Spdr Ser Tr S&p Biotech (XBI)	0.0	$393k		4.4k	90.06	View chart
Ford Motor Company (F)	0.0	$390k	-3%	39k	9.90	View chart
Invesco Exchange Traded Fd T S&P SML600 GWT (RZG)	0.0	$389k		7.8k	49.53	View chart
Intel Corporation (INTC)	0.0	$388k	-15%	19k	20.05	View chart
Evergy (EVRG)	0.0	$383k		6.2k	61.55	View chart
Vanguard Scottsdale Fds Vng Rus2000val (VTWV)	0.0	$375k		2.6k	144.61	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.0	$372k		5.3k	70.71	View chart
Ecolab (ECL)	0.0	$371k		1.6k	234.36	View chart
McKesson Corporation (MCK)	0.0	$366k		642.00	570.20	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.0	$365k	-99%	3.7k	99.53	View chart
Ge Aerospace Com New (GE)	0.0	$364k		2.2k	166.77	View chart
Selectquote Ord (SLQT)	0.0	$363k		98k	3.72	View chart
Qualcomm (QCOM)	0.0	$358k		2.3k	153.65	View chart
Paychex (PAYX)	0.0	$350k		2.5k	140.24	View chart
Goldman Sachs (GS)	0.0	$349k	+6%	609.00	572.50	View chart
Jack Henry & Associates (JKHY)	0.0	$346k		2.0k	175.30	View chart
Archer Daniels Midland Company (ADM)	0.0	$346k		6.8k	50.52	View chart
Hca Holdings (HCA)	0.0	$342k		1.1k	300.15	View chart
Sherwin-Williams Company (SHW)	0.0	$341k		1.0k	339.92	View chart
Invesco Exchange Traded Fd T S&p500 Eql Ind (RSPN)	0.0	$340k		6.8k	50.20	View chart
Kimberly-Clark Corporation (KMB)	0.0	$332k		2.5k	131.03	View chart
Norfolk Southern (NSC)	0.0	$324k	-17%	1.4k	234.74	View chart
TJX Companies (TJX)	0.0	$322k		2.7k	120.79	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$319k	-57%	3.6k	89.08	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.0	$317k	-12%	3.5k	90.94	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$311k	-28%	7.1k	44.04	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$305k	-7%	5.2k	58.93	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.0	$303k		1.2k	243.17	View chart
Chipotle Mexican Grill (CMG)	0.0	$293k		4.9k	60.30	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.0	$290k	-17%	3.0k	96.95	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ)	0.0	$289k	-2%	6.9k	41.61	View chart
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)	0.0	$275k	NEW	5.4k	50.85	View chart
Ishares Tr Core Msci Intl (IDEV)	0.0	$272k		4.2k	64.48	View chart
Target Corporation (TGT)	0.0	$270k		2.0k	135.20	View chart
Vanguard Admiral Fds Smlcp 600 Val (VIOV)	0.0	$270k		2.9k	93.34	View chart
Thermo Fisher Scientific (TMO)	0.0	$269k	-17%	517.00	519.76	View chart
3M Company (MMM)	0.0	$267k		2.1k	129.10	View chart
Altria (MO)	0.0	$261k	-6%	5.0k	52.29	View chart
Kimco Realty Corporation (KIM)	0.0	$259k		11k	23.43	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.0	$254k	-2%	1.1k	242.17	View chart
First Tr Mid Cap Core Alphad Com Shs (FNX)	0.0	$253k	-8%	2.2k	115.72	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.0	$253k	+70%	2.1k	117.48	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$249k		4.2k	59.72	View chart
Cohen & Steers infrastucture Fund (UTF)	0.0	$245k		10k	24.04	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.0	$244k	-23%	1.2k	206.98	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)	0.0	$244k		6.0k	40.34	View chart
Sofi Technologies (SOFI)	0.0	$244k		16k	15.40	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.0	$236k		5.8k	40.41	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.0	$234k	+213%	9.9k	23.68	View chart
Nucor Corporation (NUE)	0.0	$234k		2.0k	116.70	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$230k		654.00	351.96	View chart
Clorox Company (CLX)	0.0	$229k		1.4k	162.38	View chart
W.W. Grainger (GWW)	0.0	$229k		217.00	1056.07	View chart
Adobe Systems Incorporated (ADBE)	0.0	$228k		512.00	444.68	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$225k	NEW	1.1k	197.53	View chart
Metropcs Communications (TMUS)	0.0	$220k		996.00	220.62	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.0	$215k		2.4k	87.90	View chart
Marsh & McLennan Companies (MMC)	0.0	$213k		1.0k	212.45	View chart
Rbc Cad (RY)	0.0	$210k		1.7k	120.53	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.0	$208k	-2%	1.8k	114.48	View chart
CSX Corporation (CSX)	0.0	$207k		6.4k	32.27	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$205k	-11%	2.8k	71.90	View chart
American Centy Etf Tr Core Muni Fxd In (AVMU)	0.0	$199k		4.3k	46.13	View chart
Crossfirst Bankshares	0.0	$192k		13k	15.15	View chart
Ishares Tr U.s. Energy Etf (IYE)	0.0	$186k		4.1k	45.57	View chart
Multiplan Corporation Cl A New	0.0	$185k	-5%	13k	14.78	View chart
Vaneck Etf Trust Real Assets Etf (RAAX)	0.0	$180k	+2%	6.4k	28.19	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.0	$177k		2.3k	78.64	View chart
Ishares Msci World Etf (URTH)	0.0	$163k		1.0k	155.57	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.0	$159k	-40%	3.3k	47.77	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$157k	-14%	2.7k	57.42	View chart
Spdr Index Shs Fds Portfli Msci Gbl (SPGM)	0.0	$155k		2.4k	63.34	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.0	$146k		2.5k	58.35	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$131k	+22%	2.4k	55.45	View chart
Plug Power Com New (PLUG)	0.0	$129k		60k	2.13	View chart
Invesco Exch Traded Fd Tr Ii Equal Wegt 0-30 (GOVI)	0.0	$121k	-79%	4.5k	27.03	View chart
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)	0.0	$119k		2.0k	59.08	View chart
First Tr Exchange Traded Materials Alph (FXZ)	0.0	$114k		2.0k	56.81	View chart
Peloton Interactive Cl A Com (PTON)	0.0	$111k	-22%	13k	8.70	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.0	$106k		726.00	145.42	View chart
Proshares Tr Russ 2000 Divd (SMDV)	0.0	$105k		1.6k	67.68	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.0	$104k		5.7k	18.34	View chart
Global X Fds Glbl X Mlp Etf (MLPA)	0.0	$104k		2.1k	49.41	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.0	$104k		5.2k	20.13	View chart
Ishares Msci Equal Weite (EUSA)	0.0	$104k	-31%	1.1k	95.36	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.0	$102k		471.00	215.49	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$101k	-16%	2.4k	41.81	View chart
Ishares Tr Msci Usa Esg Slc (SUSA)	0.0	$99k	-2%	814.00	121.61	View chart
Ishares Tr U.s. Utilits Etf (IDU)	0.0	$94k		980.00	96.21	View chart
Lumen Technologies (LUMN)	0.0	$94k	-2%	18k	5.31	View chart
Ishares Tr Expanded Tech (IGV)	0.0	$85k		850.00	100.12	View chart
Ishares Tr Core Total Usd (IUSB)	0.0	$85k	+5%	1.9k	45.20	View chart
Invesco Exch Traded Fd Tr Ii Fndmntl Hy Crp (PHB)	0.0	$85k		4.7k	18.08	View chart
First Tr Exchange-traded Nasdq Oil Gas (FTXN)	0.0	$76k		2.6k	28.75	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$76k	+20%	1.2k	61.33	View chart
Vanguard World Consum Dis Etf (VCR)	0.0	$71k		190.00	374.44	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.0	$71k	+3%	1.6k	45.33	View chart
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO)	0.0	$70k	-3%	1.6k	42.90	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.0	$70k	+3%	796.00	87.30	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$68k	+51%	383.00	178.09	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.0	$67k		632.00	106.11	View chart
Vaneck Etf Trust Preferred Securt (PFXF)	0.0	$63k	+3%	3.6k	17.25	View chart
Ishares Tr Msci Kld400 Soc (DSI)	0.0	$61k		553.00	110.33	View chart
Ishares Tr Msci Usa Value (VLUE)	0.0	$59k	+3%	562.00	105.62	View chart
Spdr Ser Tr Nuveen Bloomberg (HYMB)	0.0	$59k	+30%	2.3k	25.58	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	0.0	$59k		1.8k	32.77	View chart
Global X Fds Artificial Etf (AIQ)	0.0	$58k		1.5k	38.64	View chart
Vaneck Etf Trust Clo Etf (CLOI)	0.0	$58k	+27%	1.1k	52.76	View chart
Mdxhealth Sa Shs New (MDXH)	0.0	$58k	+49%	24k	2.37	View chart
Ishares Msci Gbl Etf New (PICK)	0.0	$57k		1.6k	34.99	View chart
Spdr Ser Tr Aerospace Def (XAR)	0.0	$54k		324.00	165.78	View chart
Ishares Tr Core Msci Total (IXUS)	0.0	$52k	-29%	780.00	66.13	View chart
Lucid Group (LCID)	0.0	$51k		17k	3.02	View chart
Vaneck Etf Trust Uranium And Nucl (NLR)	0.0	$51k	+2%	625.00	81.31	View chart
Ishares Tr Global Energ Etf (IXC)	0.0	$51k	-42%	1.3k	38.18	View chart
Vaneck Etf Trust Morningstar Smid (SMOT)	0.0	$51k		1.5k	34.47	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.0	$49k	+97%	1.7k	29.71	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.0	$49k	+5%	637.00	76.12	View chart
Vanguard World Utilities Etf (VPU)	0.0	$48k		293.00	163.58	View chart
Spdr Ser Tr Port Mtg Bk Etf (SPMB)	0.0	$46k		2.1k	21.55	View chart
First Tr Exchange Traded Indls Prod Dur (FXR)	0.0	$44k		581.00	74.81	View chart
First Tr Exchange Traded Tech Alphadex (FXL)	0.0	$43k		292.00	148.73	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.0	$43k		311.00	137.68	View chart
Ishares Msci Mexico Etf (EWW)	0.0	$38k		810.00	46.82	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$37k		268.00	139.17	View chart
First Tr Exchange Traded Consumr Discre (FXD)	0.0	$37k		575.00	64.63	View chart
First Tr Exchange-traded Nasdaq Transn (FTXR)	0.0	$36k		1.1k	34.38	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.0	$36k		1.0k	35.48	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.0	$34k		480.00	71.43	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	0.0	$32k	+18%	1.1k	29.05	View chart
Global X Fds Global X Uranium (URA)	0.0	$30k		1.1k	26.78	View chart
Kraneshares Trust Bosera Msci Chin (KBA)	0.0	$30k		1.3k	23.45	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.0	$29k	+3%	392.00	74.64	View chart
Vanguard World Consum Stp Etf (VDC)	0.0	$29k		136.00	210.99	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.0	$28k		431.00	65.08	View chart
Ishares Msci Eurzone Etf (EZU)	0.0	$27k		566.00	47.17	View chart
Spdr Ser Tr S&p Homebuild (XHB)	0.0	$26k		250.00	104.50	View chart
Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Emrg (PIE)	0.0	$26k		1.3k	19.22	View chart
Spdr Index Shs Fds S&p Intl Etf (DWX)	0.0	$25k		720.00	34.95	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.0	$25k	-11%	234.00	104.89	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$24k	-58%	125.00	189.72	View chart
Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF)	0.0	$24k		493.00	47.89	View chart
Ishares Esg Awr Msci Em (ESGE)	0.0	$22k	+7%	668.00	33.39	View chart
Spdr Ser Tr Comp Software (XSW)	0.0	$22k		118.00	188.97	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	0.0	$22k		683.00	31.96	View chart
Vaneck Etf Trust Agribusiness Etf (MOO)	0.0	$22k	+3%	334.00	64.46	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.0	$21k	NEW	616.00	34.13	View chart
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV)	0.0	$21k		232.00	90.22	View chart
Kraneshares Trust Csi Chi Internet (KWEB)	0.0	$20k		696.00	29.26	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.0	$19k	+4805%	834.00	22.99	View chart
Global X Fds Lithium Btry Etf (LIT)	0.0	$19k		468.00	40.78	View chart
Invesco Exchange Traded Fd T Intl Divi Achi (PID)	0.0	$18k		975.00	18.30	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.0	$17k		291.00	58.79	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.0	$16k		484.00	33.88	View chart
First Tr Exchange Traded Cloud Computing (SKYY)	0.0	$16k		135.00	119.13	View chart
American Centy Etf Tr Avantis Us Mid C (AVMV)	0.0	$16k		239.00	65.40	View chart
Schwab Strategic Tr Fundamental Intl (FNDC)	0.0	$16k		455.00	34.14	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.0	$15k		253.00	58.18	View chart
Twin Vee Powercats (VEEE)	0.0	$13k		24k	0.55	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.0	$11k	+28%	487.00	22.72	View chart
Wells Fargo Perp Pfd Cnv A (WFC.PL)	0.0	$11k		9.00	1194.33	View chart
Ishares Tr Us Home Cons Etf (ITB)	0.0	$11k	NEW	103.00	103.40	View chart
Ishares Tr Faln Angls Usd (FALN)	0.0	$9.9k		369.00	26.72	View chart
Ishares Tr Mortge Rel Etf (REM)	0.0	$9.0k	+3%	420.00	21.36	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.0	$8.0k	NEW	62.00	128.82	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.0	$7.5k		124.00	60.84	View chart
Spdr Index Shs Fds S&p Glbdiv Etf (WDIV)	0.0	$7.4k		119.00	62.26	View chart
Vaneck Etf Trust Natural Resourc (HAP)	0.0	$7.3k	-91%	160.00	45.60	View chart
Spdr Ser Tr Portfolio Crport (SPBO)	0.0	$6.9k		242.00	28.66	View chart
Ishares Msci Jpn Etf New (EWJ)	0.0	$6.9k	+114%	103.00	66.89	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.0	$6.6k		104.00	63.50	View chart
Spdr Index Shs Fds S&p Em Mkt Div (EDIV)	0.0	$6.2k		177.00	35.29	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.0	$6.2k	-76%	106.00	58.42	View chart
Ishares Tr Glb Cnsm Stp Etf (KXI)	0.0	$6.0k		100.00	60.29	View chart
First Tr Exchange Traded Dj Glbl Divid (FGD)	0.0	$6.0k		270.00	22.26	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.0	$5.6k		53.00	106.51	View chart
Schwab Strategic Tr Long Term Us (SCHQ)	0.0	$5.4k	NEW	171.00	31.43	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.0	$4.5k		82.00	54.70	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.0	$4.0k	-85%	117.00	34.41	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.0	$4.0k		40.00	100.60	View chart
Ishares Tr Core Msci Euro (IEUR)	0.0	$3.5k	NEW	64.00	53.98	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.0	$3.3k		60.00	55.35	View chart
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH)	0.0	$2.3k	NEW	80.00	29.30	View chart
Ishares Tr Global Tech Etf (IXN)	0.0	$2.0k	NEW	24.00	84.75	View chart
Global X Fds Global X Copper (COPX)	0.0	$1.7k		45.00	38.20	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.0	$1.7k		32.00	52.78	View chart
Global X Fds Glb X Mlp Enrg I (MLPX)	0.0	$1.5k	NEW	25.00	61.24	View chart
Ishares Tr U.s. Fin Svc Etf (IYG)	0.0	$1.4k	NEW	18.00	77.83	View chart
Vaneck Etf Trust Junior Gold Mine (GDXJ)	0.0	$1.2k	+3%	29.00	42.34	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.0	$825.000000		16.00	51.56	View chart
Ishares Tr Msci India Etf (INDA)	0.0	$796.000500		15.00	53.07	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$731.000200		7.00	104.43	View chart
Ishares Tr Asia 50 Etf (AIA)	0.0	$679.000000	NEW	10.00	67.90	View chart
Ishares Tr Agency Bond Etf (AGZ)	0.0	$540.000000		5.00	108.00	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.0	$507.000000	-98%	24.00	21.12	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.0	$478.000000	+100%	20.00	23.90	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.0	$30.000000		1.00	30.00	View chart

Past Filings by FAS Wealth Partners

SEC 13F filings are viewable for FAS Wealth Partners going back to 2013

FAS Wealth Partners 2024 Q4 filed Feb. 14, 2025
FAS Wealth Partners 2024 Q3 filed Oct. 17, 2024
FAS Wealth Partners 2024 Q2 filed July 29, 2024
FAS Wealth Partners 2024 Q1 filed April 29, 2024
FAS Wealth Partners 2023 Q4 filed Jan. 23, 2024
FAS Wealth Partners 2023 Q3 filed Oct. 23, 2023
FAS Wealth Partners 2023 Q2 filed Aug. 8, 2023
FAS Wealth Partners 2023 Q1 filed May 11, 2023
FAS Wealth Partners 2022 Q4 filed Feb. 1, 2023
FAS Wealth Partners 2022 Q3 filed Oct. 20, 2022
Financial Advisory Service 2022 Q2 filed Aug. 2, 2022
Financial Advisory Service 2022 Q1 filed May 4, 2022
Financial Advisory Service 2021 Q4 filed Feb. 11, 2022
Financial Advisory Service 2021 Q3 filed Nov. 15, 2021
Financial Advisory Service 2021 Q2 filed July 29, 2021
Financial Advisory Service 2021 Q1 filed May 17, 2021

View all past filings

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