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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, RSP, ILCG, MDYV, EFG, and represent 22.87% of FAS Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: RSP (+$58M), JEPI (+$5.7M), JAAA, PTRB, TOTL, MDYV, AVUS, HODL, SPRY, SLYG.
Started 16 new stock positions in GWX, JIRE, LMB, DGS, SDG, SPEM, IMCV, SPAB, JAAA, SPLG. SMLF, CHKP, SCHW, ICE, ENB, SPHQ.
Reduced shares in these 10 stocks: IEI (-$30M), LOW, SCHV, CORT, AVGO, IVW, ILCG, IVE, AAPL, SCHG.
Sold out of its positions in ADBE, CSX, Crossfirst Bankshares, MLPX, INDA, IEUR, KIM, RY, SCHQ, TSM. Twin Vee Powercats, PFXF, GDXJ, VXUS, ESGV.
FAS Wealth Partners was a net buyer of stock by $45M.
FAS Wealth Partners has $1.2B in assets under management (AUM), dropping by 2.94%.
Central Index Key (CIK): 0001596957

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Portfolio Holdings for FAS Wealth Partners

FAS Wealth Partners holds 429 positions in its portfolio as reported in the March 2025 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)	6.6	$81M	+7%	1.4M	57.14	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	5.6	$68M	+570%	393k	173.23	View chart
Ishares Tr Morningstar Grwt (ILCG)	3.9	$47M		585k	80.99	View chart
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)	3.5	$43M		556k	77.05	View chart
Ishares Tr Eafe Grwth Etf (EFG)	3.4	$41M		411k	100.00	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	3.3	$41M		629k	65.21	View chart
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)	3.0	$37M		461k	79.46	View chart
Corcept Therapeutics Incorporated (CORT)	2.8	$34M	-2%	300k	114.22	View chart
Apple (AAPL)	2.6	$31M		141k	222.13	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	2.5	$30M	-3%	1.1M	26.58	View chart
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)	2.0	$25M	+2%	298k	83.00	View chart
Pgim Etf Tr Total Return Bon (PTRB)	1.6	$20M	+7%	474k	41.74	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.4	$17M		89k	193.99	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.4	$17M	-3%	181k	92.83	View chart
Microsoft Corporation (MSFT)	1.3	$16M	+2%	43k	375.39	View chart
Ishares Tr Eafe Value Etf (EFV)	1.3	$16M		266k	58.94	View chart
American Centy Etf Tr International Lr (AVIV)	1.3	$16M		273k	56.68	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	1.2	$15M	+3%	186k	78.40	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	1.2	$14M	+2%	546k	26.20	View chart
NVIDIA Corporation (NVDA)	1.2	$14M		131k	108.38	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	1.2	$14M	+5%	351k	40.29	View chart
American Centy Etf Tr Avantis Us Larg (AVLC)	1.1	$14M		212k	64.20	View chart
Amazon (AMZN)	1.1	$13M	+2%	69k	190.26	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	1.1	$13M	+4%	276k	47.04	View chart
Kraneshares Trust Msci Emg Ex Ch (KEMX)	1.0	$12M	+2%	445k	27.88	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	1.0	$12M		179k	66.27	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	1.0	$12M	+4%	244k	48.40	View chart
Ishares Tr Core High Dv Etf (HDV)	0.8	$10M		83k	121.12	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.8	$9.9M	-4%	394k	25.04	View chart
Meta Platforms Cl A (META)	0.8	$9.7M	+2%	17k	576.36	View chart
JPMorgan Chase & Co. (JPM)	0.7	$8.9M	+2%	36k	245.30	View chart
Vaneck Etf Trust Ig Floating Rate (FLTR)	0.7	$8.3M		327k	25.55	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.7	$8.3M		95k	87.17	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.7	$8.2M	-5%	43k	190.58	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$7.9M		51k	156.23	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.6	$7.9M		220k	36.14	View chart
Broadcom (AVGO)	0.6	$7.6M	-9%	45k	167.43	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.6	$7.6M	+3%	14k	559.37	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.6	$7.5M		243k	31.02	View chart
Eli Lilly & Co. (LLY)	0.6	$7.4M		9.0k	825.93	View chart
Wal-Mart Stores (WMT)	0.6	$7.3M	+6%	84k	87.79	View chart
Exxon Mobil Corporation (XOM)	0.6	$7.0M	+4%	59k	118.93	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.6	$6.9M	+2%	74k	93.66	View chart
Chevron Corporation (CVX)	0.6	$6.7M	+5%	40k	167.29	View chart
Proshares Tr S&p Mdcp 400 Div (REGL)	0.5	$6.7M	+2%	83k	80.65	View chart
Johnson & Johnson (JNJ)	0.5	$6.7M	+3%	40k	165.84	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.5	$6.4M	+2%	222k	28.86	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.5	$6.3M		128k	49.52	View chart
Costco Wholesale Corporation (COST)	0.5	$6.3M	+4%	6.6k	945.72	View chart
McDonald's Corporation (MCD)	0.5	$6.0M	+2%	19k	312.37	View chart
Abbvie (ABBV)	0.5	$5.5M	+4%	26k	209.52	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.4	$5.4M		34k	160.54	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.4	$5.0M		41k	122.01	View chart
Procter & Gamble Company (PG)	0.4	$4.9M	+3%	29k	170.42	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$4.8M		17k	274.84	View chart
Caterpillar (CAT)	0.4	$4.7M	+3%	14k	329.80	View chart
Home Depot (HD)	0.4	$4.7M	+3%	13k	366.50	View chart
Ishares Core Msci Emkt (IEMG)	0.4	$4.6M	-5%	86k	53.97	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.4	$4.5M	NEW	89k	50.71	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$4.5M		8.0k	561.87	View chart
Arcbest (ARCB)	0.4	$4.5M		63k	70.58	View chart
Visa Com Cl A (V)	0.4	$4.4M	+3%	13k	350.45	View chart
Managed Portfolio Series Tortoise Nram Pi	0.3	$4.1M	-5%	114k	36.37	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$4.1M	-5%	21k	199.49	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$4.1M		8.0k	513.91	View chart
Duke Energy Corp Com New (DUK)	0.3	$4.1M	+3%	33k	121.97	View chart
Ishares Tr Select Divid Etf (DVY)	0.3	$3.8M	-2%	28k	134.29	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$3.8M		50k	75.65	View chart
UnitedHealth (UNH)	0.3	$3.7M		7.1k	523.76	View chart
American Centy Etf Tr Diversified Mu (TAXF)	0.3	$3.6M	+10%	74k	49.48	View chart
Hercules Technology Growth Capital (HTGC)	0.3	$3.6M	-4%	188k	19.21	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$3.6M	-5%	23k	154.64	View chart
Garmin SHS (GRMN)	0.3	$3.5M	+3%	16k	217.13	View chart
Eaton Corp SHS (ETN)	0.3	$3.5M	+6%	13k	271.83	View chart
Travelers Companies (TRV)	0.3	$3.4M	+4%	13k	264.46	View chart
Union Pacific Corporation (UNP)	0.3	$3.4M	+3%	14k	236.25	View chart
Pepsi (PEP)	0.3	$3.4M	+7%	22k	149.94	View chart
Cme (CME)	0.3	$3.4M	+8%	13k	265.29	View chart
Nextera Energy (NEE)	0.3	$3.4M	+9%	47k	70.89	View chart
Ishares Tr Msci Intl Moment (IMTM)	0.3	$3.3M		84k	39.94	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.3	$3.3M		40k	82.94	View chart
Starbucks Corporation (SBUX)	0.3	$3.3M		34k	98.09	View chart
Palantir Technologies Cl A (PLTR)	0.3	$3.3M	+8%	39k	84.40	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.3	$3.2M		64k	50.63	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.3	$3.2M	-2%	17k	186.29	View chart
Merck & Co (MRK)	0.3	$3.2M	+2%	36k	89.76	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$3.2M	-2%	30k	104.57	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$3.1M	-4%	8.6k	361.08	View chart
Amgen (AMGN)	0.2	$3.0M	+7%	9.6k	311.56	View chart
Blackstone Group Inc Com Cl A (BX)	0.2	$3.0M	+4%	21k	139.78	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.2	$2.9M		58k	51.18	View chart
Texas Instruments Incorporated (TXN)	0.2	$2.9M	+3%	16k	179.70	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$2.9M		36k	81.73	View chart
Lam Research Corp Com New (LRCX)	0.2	$2.8M	+5%	39k	72.70	View chart
Morgan Stanley Com New (MS)	0.2	$2.8M	+4%	24k	116.67	View chart
Honeywell International (HON)	0.2	$2.8M	+5%	13k	211.76	View chart
Southern Company (SO)	0.2	$2.7M	+4%	29k	91.95	View chart
American Tower Reit (AMT)	0.2	$2.7M	+9%	12k	217.61	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.2	$2.6M	-6%	21k	125.97	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$2.6M		30k	85.07	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.2	$2.6M		119k	21.53	View chart
Principal Financial (PFG)	0.2	$2.5M	+3%	30k	84.37	View chart
Southwest Airlines (LUV)	0.2	$2.4M	+4%	73k	33.58	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.2	$2.4M	-5%	87k	27.57	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.2	$2.4M		3.00	798441.67	View chart
Ishares Tr Ishares Biotech (IBB)	0.2	$2.4M	-4%	19k	127.90	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.2	$2.3M		9.1k	251.77	View chart
Bank of America Corporation (BAC)	0.2	$2.2M		54k	41.73	View chart
Schlumberger Com Stk (SLB)	0.2	$2.2M	+10%	53k	41.80	View chart
Cheniere Energy Com New (LNG)	0.2	$2.2M	+6%	9.6k	231.39	View chart
FedEx Corporation (FDX)	0.2	$2.1M	+5%	8.8k	243.79	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$2.1M	-4%	36k	58.35	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$2.1M		94k	22.08	View chart
Danaher Corporation (DHR)	0.2	$2.1M	+5%	10k	204.99	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$2.0M		11k	188.15	View chart
International Business Machines (IBM)	0.2	$1.9M	-2%	7.8k	248.66	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$1.9M	+9%	18k	105.44	View chart
Ishares Tr Global Reit Etf (REET)	0.2	$1.9M		77k	24.26	View chart
Silverback Therapeutics (SPRY)	0.1	$1.8M	+47%	140k	12.58	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$1.7M	-4%	7.0k	244.63	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$1.6M	-3%	11k	150.99	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$1.5M		3.3k	468.96	View chart
Robert Half International (RHI)	0.1	$1.5M	+7%	28k	54.55	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.1	$1.5M		25k	60.48	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$1.5M		75k	19.78	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$1.4M		11k	128.96	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$1.4M	+21%	35k	41.21	View chart
Vanguard World Energy Etf (VDE)	0.1	$1.4M		11k	129.71	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$1.3M		4.7k	288.14	View chart
Tesla Motors (TSLA)	0.1	$1.3M	+22%	5.0k	259.18	View chart
Waste Management (WM)	0.1	$1.3M		5.6k	231.51	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.1	$1.3M	-5%	73k	17.59	View chart
Coca-Cola Company (KO)	0.1	$1.3M	-2%	18k	71.62	View chart
ConocoPhillips (COP)	0.1	$1.3M		12k	105.02	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$1.2M	-2%	10k	117.48	View chart
Lockheed Martin Corporation (LMT)	0.1	$1.2M		2.7k	446.66	View chart
Sprott Physical Gold Tr Unit (PHYS)	0.1	$1.2M		50k	24.06	View chart
J P Morgan Exchange Traded F Short Dura Core (JSCP)	0.1	$1.2M		25k	47.21	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$1.2M	+6%	4.5k	257.03	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$1.1M	-2%	12k	97.48	View chart
Calumet (CLMT)	0.1	$1.1M	+26%	89k	12.68	View chart
Watsco, Incorporated (WSO)	0.1	$1.1M		2.2k	508.21	View chart
Medtronic SHS (MDT)	0.1	$1.1M		12k	89.86	View chart
Watsco Cl B Conv (WSO.B)	0.1	$1.1M		2.2k	506.15	View chart
Ast Spacemobile Com Cl A (ASTS)	0.1	$1.1M	+88%	48k	22.74	View chart
Netflix (NFLX)	0.1	$1.1M		1.2k	932.53	View chart
Raytheon Technologies Corp (RTX)	0.1	$1.0M		7.9k	132.46	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$1.0M	-11%	8.7k	119.73	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.1	$1.0M		27k	37.49	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$1.0M		20k	50.85	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$984k		35k	27.96	View chart
Cisco Systems (CSCO)	0.1	$979k		16k	61.71	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.1	$965k		19k	50.00	View chart
Commerce Bancshares (CBSH)	0.1	$961k		15k	62.23	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$955k	-8%	31k	30.73	View chart
At&t (T)	0.1	$932k		33k	28.28	View chart
First Tr Exch Traded Fd Iii Merger Arbitra (MARB)	0.1	$927k	+4%	46k	19.97	View chart
Verizon Communications (VZ)	0.1	$926k	+2%	20k	45.36	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.1	$920k	+233%	10k	92.38	View chart
Unum (UNM)	0.1	$887k		11k	81.46	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$855k		17k	50.83	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$822k		5.9k	140.44	View chart
Cloudflare Cl A Com (NET)	0.1	$822k	-7%	7.3k	112.69	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.1	$809k		11k	73.69	View chart
Deere & Company (DE)	0.1	$805k		1.7k	469.44	View chart
Vaneck Bitcoin Etf Sh Ben Int (HODL)	0.1	$784k	+326%	34k	23.31	View chart
Blackrock (BLK)	0.1	$765k		808.00	946.12	View chart
UMB Financial Corporation (UMBF)	0.1	$746k		7.4k	101.10	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$744k		7.3k	102.18	View chart
Us Bancorp Del Com New (USB)	0.1	$738k		18k	42.22	View chart
O'reilly Automotive (ORLY)	0.1	$738k		515.00	1432.58	View chart
Boston Scientific Corporation (BSX)	0.1	$733k		7.3k	100.88	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$730k		2.8k	258.58	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$723k	-4%	2.8k	255.49	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$719k	+12%	3.5k	206.49	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$716k	-8%	7.7k	93.44	View chart
salesforce (CRM)	0.1	$711k		2.6k	268.35	View chart
Abbott Laboratories (ABT)	0.1	$707k		5.3k	132.66	View chart
Cardinal Health (CAH)	0.1	$694k		5.0k	137.76	View chart
Vaneck Etf Trust Vaneck Shrt Muni (SMB)	0.1	$692k	+2%	40k	17.13	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$649k	+16%	1.2k	533.59	View chart
Walt Disney Company (DIS)	0.1	$649k		6.6k	98.70	View chart
Wells Fargo & Company (WFC)	0.1	$637k		8.9k	71.79	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$627k	+2%	34k	18.59	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$608k	+4%	13k	46.81	View chart
Shopify Cl A (SHOP)	0.0	$603k	-3%	6.3k	95.48	View chart
Phillips 66 (PSX)	0.0	$600k		4.9k	123.47	View chart
Vanguard World Mega Grwth Ind (MGK)	0.0	$585k	-3%	1.9k	308.87	View chart
Vanguard Index Fds Value Etf (VTV)	0.0	$584k	-22%	3.4k	172.75	View chart
Williams Companies (WMB)	0.0	$566k	+3%	9.5k	59.76	View chart
Oneok (OKE)	0.0	$564k	-4%	5.7k	99.22	View chart
Mastercard Incorporated Cl A (MA)	0.0	$559k		1.0k	548.10	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$558k	-4%	1.5k	370.93	View chart
Seaboard Corporation (SEB)	0.0	$551k		204.00	2702.33	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.0	$550k		4.1k	135.68	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$545k		23k	23.43	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.0	$544k	-8%	4.4k	124.49	View chart
Vanguard World Health Car Etf (VHT)	0.0	$544k	-4%	2.1k	264.72	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.0	$543k	+8%	2.4k	221.74	View chart
Boeing Company (BA)	0.0	$540k	-5%	3.2k	170.53	View chart
Enterprise Products Partners (EPD)	0.0	$526k		15k	34.14	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$525k		5.3k	98.93	View chart
Kla Corp Com New (KLAC)	0.0	$524k		770.00	680.03	View chart
Colgate-Palmolive Company (CL)	0.0	$509k	-15%	5.4k	93.69	View chart
Invesco Exch Traded Fd Tr Ii Msci Gbl Timbr (CUT)	0.0	$499k		16k	30.74	View chart
Ishares Tr Mbs Etf (MBB)	0.0	$498k	-3%	5.3k	93.79	View chart
Oracle Corporation (ORCL)	0.0	$498k	-3%	3.6k	139.79	View chart
Shell Spon Ads (SHEL)	0.0	$495k		6.8k	73.28	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.0	$495k	-2%	6.7k	73.61	View chart
Ishares Msci Gbl Min Vol (ACWV)	0.0	$490k		4.2k	116.37	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$478k	-10%	880.00	542.65	View chart
Intel Corporation (INTC)	0.0	$471k	+7%	21k	22.71	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.0	$460k	+8%	20k	23.16	View chart
Intuitive Surgical Com New (ISRG)	0.0	$456k		921.00	495.27	View chart
Kroger (KR)	0.0	$456k		6.7k	67.69	View chart
Ge Aerospace Com New (GE)	0.0	$450k	+3%	2.2k	200.14	View chart
Nike CL B (NKE)	0.0	$448k		7.1k	63.48	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.0	$447k	+7%	5.1k	88.00	View chart
Emerson Electric (EMR)	0.0	$444k		4.0k	109.65	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.0	$436k		1.4k	306.73	View chart
Bristol Myers Squibb (BMY)	0.0	$435k	-4%	7.1k	60.99	View chart
McKesson Corporation (MCK)	0.0	$432k		643.00	672.48	View chart
Evergy (EVRG)	0.0	$432k		6.3k	68.95	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.0	$421k	-17%	5.4k	78.29	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.0	$411k		5.3k	77.93	View chart
Select Sector Spdr Tr Indl (XLI)	0.0	$407k	-12%	3.1k	131.07	View chart
Prudential Financial (PRU)	0.0	$402k		3.6k	111.69	View chart
Ecolab (ECL)	0.0	$398k		1.6k	253.46	View chart
Ford Motor Company (F)	0.0	$396k		40k	10.03	View chart
Hca Holdings (HCA)	0.0	$394k		1.1k	345.55	View chart
Palo Alto Networks (PANW)	0.0	$393k		2.3k	170.64	View chart
Pfizer (PFE)	0.0	$392k	-39%	16k	25.34	View chart
First Tr Lrge Cp Core Alpha Com Shs (FEX)	0.0	$389k		3.8k	102.46	View chart
Paychex (PAYX)	0.0	$388k		2.5k	154.29	View chart
Qualcomm (QCOM)	0.0	$383k	+6%	2.5k	153.58	View chart
Ares Capital Corporation (ARCC)	0.0	$379k	-9%	17k	22.16	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.0	$373k		3.6k	103.75	View chart
Lowe's Companies (LOW)	0.0	$372k	-77%	1.6k	233.26	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$367k	-15%	4.7k	78.95	View chart
Invesco Exchange Traded Fd T S&P SML600 GWT (RZG)	0.0	$367k		7.9k	46.76	View chart
Claritev Corporation Cl A New (CTEV)	0.0	$366k	+42%	18k	20.63	View chart
Jack Henry & Associates (JKHY)	0.0	$362k		2.0k	182.56	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$354k	-9%	3.1k	115.95	View chart
Spdr Ser Tr S&p Biotech (XBI)	0.0	$354k		4.4k	81.10	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$351k	+8%	3.9k	90.55	View chart
Goldman Sachs (GS)	0.0	$349k	+4%	639.00	545.89	View chart
Vanguard Scottsdale Fds Vng Rus2000val (VTWV)	0.0	$347k		2.6k	133.08	View chart
Draftkings Com Cl A (DKNG)	0.0	$333k	-6%	10k	33.21	View chart
Kimberly-Clark Corporation (KMB)	0.0	$333k	-7%	2.3k	142.24	View chart
Archer Daniels Midland Company (ADM)	0.0	$332k		6.9k	48.01	View chart
TJX Companies (TJX)	0.0	$327k		2.7k	121.79	View chart
Norfolk Southern (NSC)	0.0	$327k		1.4k	236.77	View chart
Selectquote Ord (SLQT)	0.0	$326k		98k	3.34	View chart
Sherwin-Williams Company (SHW)	0.0	$316k	-9%	906.00	349.20	View chart
Oaktree Specialty Lending Corp (OCSL)	0.0	$310k	-25%	20k	15.36	View chart
3M Company (MMM)	0.0	$306k		2.1k	146.89	View chart
Altria (MO)	0.0	$291k	-2%	4.8k	60.02	View chart
Ishares Tr Core Msci Intl (IDEV)	0.0	$290k		4.2k	68.90	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.0	$289k		3.5k	83.29	View chart
Invesco Exchange Traded Fd T S&p500 Eql Ind (RSPN)	0.0	$285k	-13%	5.8k	48.93	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$283k	-11%	6.3k	45.26	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$279k		4.1k	67.85	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.0	$276k		1.2k	222.15	View chart
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)	0.0	$266k	+9%	5.9k	44.88	View chart
Metropcs Communications (TMUS)	0.0	$264k		991.00	266.73	View chart
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ)	0.0	$263k		6.9k	37.86	View chart
Cohen & Steers infrastucture Fund (UTF)	0.0	$261k		10k	25.55	View chart
Thermo Fisher Scientific (TMO)	0.0	$257k		517.00	497.34	View chart
Chipotle Mexican Grill (CMG)	0.0	$251k	+3%	5.0k	50.21	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.0	$250k		2.1k	116.37	View chart
Marsh & McLennan Companies (MMC)	0.0	$246k		1.0k	244.06	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.0	$245k		6.1k	40.41	View chart
Vanguard Admiral Fds Smlcp 600 Val (VIOV)	0.0	$243k		2.9k	83.90	View chart
Nucor Corporation (NUE)	0.0	$242k		2.0k	120.36	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.0	$239k		1.2k	202.10	View chart
First Tr Mid Cap Core Alphad Com Shs (FNX)	0.0	$238k		2.2k	108.98	View chart
Check Point Software Tech Lt Ord (CHKP)	0.0	$228k	NEW	1.0k	227.92	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.0	$226k	-3%	9.6k	23.61	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.0	$221k		5.8k	37.73	View chart
W.W. Grainger (GWW)	0.0	$217k		220.00	986.45	View chart
Intercontinental Exchange (ICE)	0.0	$217k	NEW	1.3k	172.51	View chart
The Trade Desk Com Cl A (TTD)	0.0	$217k		4.0k	54.72	View chart
Limbach Hldgs (LMB)	0.0	$216k	NEW	2.9k	74.47	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.0	$212k	-4%	1.0k	211.47	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$210k		2.9k	73.45	View chart
Clorox Company (CLX)	0.0	$209k		1.4k	147.25	View chart
Target Corporation (TGT)	0.0	$209k		2.0k	104.37	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$207k		665.00	311.84	View chart
Vaneck Etf Trust Real Assets Etf (RAAX)	0.0	$207k	+6%	6.8k	30.43	View chart
Enbridge (ENB)	0.0	$204k	NEW	4.6k	44.31	View chart
Charles Schwab Corporation (SCHW)	0.0	$203k	NEW	2.6k	78.27	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.0	$203k	-3%	1.8k	115.60	View chart
Ishares Tr U.s. Energy Etf (IYE)	0.0	$203k		4.1k	49.30	View chart
American Centy Etf Tr Core Muni Fxd In (AVMU)	0.0	$197k		4.3k	45.49	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.0	$197k		2.5k	80.35	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.0	$179k		2.3k	78.87	View chart
Sofi Technologies (SOFI)	0.0	$172k	-6%	15k	11.63	View chart
Global X Fds Artificial Etf (AIQ)	0.0	$164k	+198%	4.5k	36.38	View chart
Ishares Msci World Etf (URTH)	0.0	$161k		1.1k	153.24	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.0	$161k		3.3k	48.35	View chart
Spdr Index Shs Fds Portfli Msci Gbl (SPGM)	0.0	$153k		2.4k	62.43	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.0	$150k		2.5k	60.19	View chart
Global X Fds Glbl X Mlp Etf (MLPA)	0.0	$115k		2.2k	53.22	View chart
First Tr Exchange Traded Materials Alph (FXZ)	0.0	$112k		2.0k	55.45	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.0	$111k		728.00	153.00	View chart
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)	0.0	$111k		2.0k	54.85	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.0	$107k		5.2k	20.35	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.0	$107k		5.8k	18.53	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$106k	-18%	1.9k	55.09	View chart
Proshares Tr Russ 2000 Divd (SMDV)	0.0	$102k		1.6k	65.60	View chart
Ishares Msci Equal Weite (EUSA)	0.0	$102k		1.1k	93.59	View chart
Ishares Tr U.s. Utilits Etf (IDU)	0.0	$99k		980.00	101.42	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$97k	-8%	2.2k	43.69	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.0	$97k	-99%	822.00	118.18	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$95k	-42%	1.6k	60.66	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.0	$89k		471.00	188.17	View chart
Vaneck Etf Trust Clo Etf (CLOI)	0.0	$89k	+51%	1.7k	52.84	View chart
Plug Power Com New (PLUG)	0.0	$82k		60k	1.35	View chart
Invesco Exch Traded Fd Tr Ii Fndmntl Hy Crp (PHB)	0.0	$81k	-3%	4.5k	18.06	View chart
Peloton Interactive Cl A Com (PTON)	0.0	$81k		13k	6.32	View chart
First Tr Exchange Traded Nasdq Oil Gas (FTXN)	0.0	$80k		2.7k	30.28	View chart
Ishares Tr Expanded Tech (IGV)	0.0	$76k		850.00	88.99	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.0	$73k		1.6k	46.30	View chart
Invesco Exch Traded Fd Tr Ii Equal Wegt 0-30 (GOVI)	0.0	$71k	-42%	2.6k	27.82	View chart
Ishares Tr Msci Usa Esg Slc (SUSA)	0.0	$71k	-24%	616.00	114.81	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.0	$71k	-2%	775.00	91.07	View chart
Lumen Technologies (LUMN)	0.0	$69k		18k	3.92	View chart
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO)	0.0	$69k		1.6k	43.64	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$63k	-17%	1.0k	61.78	View chart
Vanguard World Consum Dis Etf (VCR)	0.0	$62k		190.00	325.44	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.0	$61k		632.00	96.58	View chart
Ishares Tr Msci Usa Value (VLUE)	0.0	$60k		565.00	106.74	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	0.0	$60k		1.8k	33.24	View chart
Spdr Ser Tr Nuveen Bloomberg (HYMB)	0.0	$59k		2.3k	25.21	View chart
Ishares Msci Gbl Etf New (PICK)	0.0	$58k		1.6k	35.88	View chart
Ishares Tr Global Energ Etf (IXC)	0.0	$56k		1.3k	42.07	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.0	$56k		542.00	102.38	View chart
Ishares Tr Core Msci Total (IXUS)	0.0	$54k		780.00	69.80	View chart
Spdr Ser Tr Aerospace Def (XAR)	0.0	$52k		324.00	160.83	View chart
Vanguard World Utilities Etf (VPU)	0.0	$51k		295.00	171.06	View chart
Ishares Tr Core Total Usd (IUSB)	0.0	$48k	-45%	1.0k	46.08	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.0	$46k	-10%	568.00	81.67	View chart
Vaneck Etf Trust Uranium And Nucl (NLR)	0.0	$46k		625.00	73.24	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.0	$46k		312.00	146.17	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$44k	-33%	255.00	170.62	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.0	$41k	-9%	1.5k	27.38	View chart
Lucid Group (LCID)	0.0	$41k		17k	2.43	View chart
Ishares Msci Mexico Etf (EWW)	0.0	$41k		810.00	50.96	View chart
First Tr Exchange Traded Indls Prod Dur (FXR)	0.0	$41k		582.00	69.63	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.0	$40k		1.0k	39.36	View chart
First Tr Exchange Traded Tech Alphadex (FXL)	0.0	$39k		292.00	132.41	View chart
Spdr Ser Tr Port Mtg Bk Etf (SPMB)	0.0	$38k	-18%	1.7k	22.05	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$34k		268.00	127.09	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	0.0	$34k		1.1k	30.80	View chart
First Tr Exchange Traded Consumr Discre (FXD)	0.0	$33k		576.00	57.93	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.0	$33k		480.00	68.01	View chart
Mdxhealth Sa Shs New (MDXH)	0.0	$32k	-7%	23k	1.42	View chart
First Tr Exchange Traded Nasdaq Transn (FTXR)	0.0	$32k		1.1k	29.69	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.0	$30k		394.00	76.52	View chart
Ishares Msci Eurzone Etf (EZU)	0.0	$30k		566.00	53.21	View chart
Kraneshares Trust Bosera Msci Chin (KBA)	0.0	$30k		1.3k	23.62	View chart
Vanguard World Consum Stp Etf (VDC)	0.0	$30k		136.00	219.60	View chart
Spdr Index Shs Fds S&p Intl Etf (DWX)	0.0	$28k		724.00	38.35	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.0	$26k		431.00	59.75	View chart
Global X Fds Global X Uranium (URA)	0.0	$26k		1.1k	22.92	View chart
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF)	0.0	$26k		493.00	51.99	View chart
Kraneshares Trust Csi Chi Internet (KWEB)	0.0	$24k		696.00	34.93	View chart
Spdr Ser Tr S&p Homebuild (XHB)	0.0	$24k		250.00	96.90	View chart
Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Emrg (PIE)	0.0	$24k		1.3k	18.18	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.0	$23k	+4%	641.00	36.41	View chart
Vaneck Etf Trust Agribusiness Etf (MOO)	0.0	$23k		334.00	67.83	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.0	$22k	+13%	943.00	23.00	View chart
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV)	0.0	$22k		234.00	92.24	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$22k		125.00	172.61	View chart
Ishares Esg Awr Msci Em (ESGE)	0.0	$21k	-9%	605.00	34.98	View chart
Vaneck Etf Trust Morningstar Smid (SMOT)	0.0	$21k	-56%	634.00	32.79	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.0	$21k	-7%	448.00	45.98	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	0.0	$19k		683.00	28.47	View chart
Spdr Ser Tr Comp Software (XSW)	0.0	$19k		118.00	159.86	View chart
Invesco Exchange Traded Fd T Intl Divi Achi (PID)	0.0	$19k		983.00	19.07	View chart
Global X Fds Lithium Btry Etf (LIT)	0.0	$18k		468.00	38.80	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.0	$18k		291.00	60.18	View chart
Schwab Strategic Tr Fundamental Intl (FNDC)	0.0	$17k		455.00	36.20	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.0	$15k		253.00	58.69	View chart
American Centy Etf Tr Avantis Us Mid C (AVMV)	0.0	$15k		240.00	61.52	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.0	$14k	+24%	606.00	23.06	View chart
First Tr Exchange Traded Cloud Computing (SKYY)	0.0	$14k		135.00	102.24	View chart
Wells Fargo Perp Pfd Cnv A (WFC.PL)	0.0	$11k		9.00	1200.89	View chart
Ishares Tr Faln Angls Usd (FALN)	0.0	$10k		373.00	26.79	View chart
Ishares Tr Us Home Cons Etf (ITB)	0.0	$9.8k		103.00	95.21	View chart
Ishares Tr Mortge Rel Etf (REM)	0.0	$9.5k		422.00	22.46	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.0	$9.4k	NEW	141.00	66.34	View chart
Vaneck Etf Trust Natural Resourc (HAP)	0.0	$8.0k		160.00	49.82	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.0	$7.9k		124.00	63.62	View chart
Spdr Index Shs Fds S&p Glbdiv Etf (WDIV)	0.0	$7.8k		119.00	65.34	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.0	$7.6k		62.00	121.92	View chart
Spdr Ser Tr Portfolio Crport (SPBO)	0.0	$7.1k		244.00	29.07	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.0	$6.6k		104.00	63.05	View chart
First Tr Exchange Traded Dj Glbl Divid (FGD)	0.0	$6.5k		270.00	24.21	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.0	$6.5k		107.00	60.63	View chart
Ishares Tr Glb Cnsm Stp Etf (KXI)	0.0	$6.4k		100.00	64.05	View chart
Spdr Index Shs Fds S&p Em Mkt Div (EDIV)	0.0	$6.3k		177.00	35.72	View chart
Ishares Tr Mrgstr Md Cp Val (IMCV)	0.0	$6.0k	NEW	81.00	74.63	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.0	$5.8k		53.00	109.15	View chart
Ishares Tr Us Sml Cap Eqt (SMLF)	0.0	$5.6k	NEW	90.00	61.84	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	0.0	$4.8k	NEW	76.00	63.64	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.0	$4.8k	+13%	93.00	51.20	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.0	$4.2k		117.00	35.96	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.0	$4.1k		40.00	103.47	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.0	$3.5k		60.00	57.62	View chart
Ishares Msci Jpn Etf New (EWJ)	0.0	$3.3k	-52%	49.00	68.10	View chart
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH)	0.0	$2.4k		80.00	29.75	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.0	$1.8k	NEW	28.00	66.00	View chart
Ishares Tr Global Tech Etf (IXN)	0.0	$1.8k		24.00	75.75	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.0	$1.8k		32.00	56.12	View chart
Global X Fds Global X Copper (COPX)	0.0	$1.8k	+2%	46.00	38.74	View chart
Ishares Tr U.s. Fin Svc Etf (IYG)	0.0	$1.4k		18.00	78.56	View chart
Ishares Tr Msci Gbl Sus Dev (SDG)	0.0	$1.2k	NEW	16.00	72.44	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.0	$841.000000		16.00	52.56	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$761.999700		7.00	108.86	View chart
Ishares Tr Asia 50 Etf (AIA)	0.0	$724.000000		10.00	72.40	View chart
Ishares Tr Agency Bond Etf (AGZ)	0.0	$548.000000		5.00	109.60	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.0	$519.000000		24.00	21.62	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.0	$511.999800	NEW	13.00	39.38	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.0	$493.000000		20.00	24.65	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.0	$360.000200	NEW	14.00	25.71	View chart
Spdr Index Shs Fds S&p Intl Smlcp (GWX)	0.0	$192.000000	NEW	6.00	32.00	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	0.0	$146.000100	NEW	3.00	48.67	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.0	$31.000000		1.00	31.00	View chart

Past Filings by FAS Wealth Partners

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

FAS Wealth Partners 2025 Q1 filed May 5, 2025
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

View all past filings

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