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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 66.82% of FSA Wealth Management's stock portfolio.
Added to shares of these 10 stocks: IWD, Lam Research Corporation, VTI, IWN, VBK, VOOV, VYM, VO, AVGO, ALIZY.
Started 48 new stock positions in ALIZY, FGPR, PYLD, RBGLY, BTGD, LVMUY, Lam Research Corporation, Oatly Group Ads Rep Ord, CTGSP, Solventum Corp.
Reduced shares in these 10 stocks: IWF, VEA, AAPL, IWP, MSFT, JPM, TSLA, CRWD, VWO, IVV.
Sold out of its positions in AMLP, AMED, AVD, SPXL, TDIV, FF, HES, PJP, IBTH, KMB. MDXG, TQQQ, PACK, SAGE, SCHW, EUAD, NOVAQ, CHAT, VERU, PARA, Walgreen Boots Alliance.
FSA Wealth Management was a net seller of stock by $-2.3M.
FSA Wealth Management has $273M in assets under management (AUM), dropping by 6.67%.
Central Index Key (CIK): 0001804256

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Portfolio Holdings for FSA Wealth Management

FSA Wealth Management holds 574 positions in its portfolio as reported in the September 2025 quarterly 13F filing

FSA Wealth Management has 574 total positions. Only the first 250 positions are shown.

Sign up to view all of the FSA Wealth Management Sept. 30, 2025 positions
Download the FSA Wealth Management September 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Russell 1000 Growth Etf Equity (IWF)	25.1	$69M		146k	468.41	View chart
Ishares Russell 1000 Value Etf Equity (IWD)	19.9	$55M		268k	203.59	View chart
Vanguard Ftse Developed Markets Etf Equity (VEA)	9.4	$26M	-2%	429k	59.92	View chart
Ishares Russell Mid Cap Growth Etf Equity (IWP)	6.7	$18M		129k	142.41	View chart
Ishares Russell Mid Cap Value Etf Equity (IWS)	5.7	$16M		111k	139.67	View chart
Ishares Russell 2000 Growth Etf Equity (IWO)	4.3	$12M		37k	320.04	View chart
Ishares Russell 2000 Value Etf Equity (IWN)	4.0	$11M		61k	176.81	View chart
Vanguard Ftse Emerging Markets Etf Equity (VWO)	3.2	$8.9M		163k	54.18	View chart
Ishares Core Msci Totl Intl Stck Etf Equity (IVV)	2.6	$7.1M		86k	82.58	View chart
Apple Equity (AAPL)	1.8	$5.0M	-6%	20k	254.63	View chart
Tesla Equity (TSLA)	1.5	$4.1M	-2%	9.3k	444.72	View chart
Spdr S&p Dividend Etf Equity (SDY)	1.3	$3.5M		25k	140.05	View chart
Microsoft Corp Equity (MSFT)	0.8	$2.1M	-10%	4.1k	517.95	View chart
Vanguard Total Stock Market Etf Equity (VTI)	0.7	$1.9M	+4%	5.7k	328.16	View chart
Spdr Portfolio S P 1500 Cmpst St Etf Equity (SPTM)	0.6	$1.6M		20k	80.65	View chart
Intuit Equity (INTU)	0.5	$1.3M	-2%	2.0k	682.91	View chart
Casella Waste Sys Inc Class A Equity (CWST)	0.5	$1.3M		14k	94.88	View chart
Vanguard Value Etf Equity (VPU)	0.5	$1.2M	+3%	6.7k	186.50	View chart
Alphabet Inc Class C Equity (GOOG)	0.4	$1.0M		4.2k	243.56	View chart
Exxon Mobil Corp Equity (XOM)	0.3	$867k		7.7k	112.75	View chart
Vanguard Total Bond Market Etf Equity (BND)	0.3	$841k		11k	74.37	View chart
Nvidia Corp Equity (NVDA)	0.3	$786k	-2%	4.2k	186.58	View chart
Alphabet Inc Class Class A Equity (GOOGL)	0.3	$775k		3.2k	243.07	View chart
Vanguard Growth Etf Equity (VUG)	0.3	$703k		1.5k	479.77	View chart
Ishares Core S&p 500 Etf Equity (IJH)	0.3	$689k		1.0k	669.48	View chart
Spdr S&p 500 Etf Equity (SPY)	0.2	$666k		1.0k	666.16	View chart
Procter & Gamble Equity (PG)	0.2	$572k	-2%	3.7k	153.66	View chart
Jpmorgan Chase & Co Equity (JPM)	0.2	$562k	-18%	1.8k	315.46	View chart
Berkshire Hathaway Class B Equity (BRK.B)	0.2	$501k	-8%	996.00	502.74	View chart
Vanguard Mid Cap Value Etf Equity (VOT)	0.2	$436k		2.5k	174.57	View chart
The Coca-cola Equity (KO)	0.1	$401k		6.0k	66.32	View chart
Costco Whsl Corp Equity (COST)	0.1	$381k		411.00	926.02	View chart
Invsc Qqq Trust Srs 1 Etf Equity (QQQ)	0.1	$378k		630.00	600.12	View chart
Ibm Corp Equity (IBM)	0.1	$364k		1.3k	282.19	View chart
Amazon.com Equity (AMZN)	0.1	$361k		1.6k	219.57	View chart
Spdr Gold Shares Etf Equity (GLD)	0.1	$333k		938.00	355.47	View chart
Pnc Finl Services Equity (PNC)	0.1	$330k		1.6k	200.93	View chart
Fifth Third Bancorp Equity (FITB)	0.1	$318k	-3%	7.1k	44.55	View chart
At&t Equity (T)	0.1	$308k		11k	28.24	View chart
Ishares Select Dividend Etf Equity (DVY)	0.1	$303k		2.1k	142.07	View chart
Spdr Portfolio Dvlpd Wrld Ex-us Etf Equity (SPDW)	0.1	$288k		6.7k	42.79	View chart
Lockheed Martin Corp Equity (LMT)	0.1	$287k	-3%	575.00	499.54	View chart
Visa Inc Class A Equity (V)	0.1	$285k		835.00	341.48	View chart
Abbvie Equity (ABBV)	0.1	$275k	+3%	1.2k	231.50	View chart
Southern Equity (SO)	0.1	$275k		2.9k	94.77	View chart
Johnson & Johnson Equity (JNJ)	0.1	$263k	-3%	1.4k	185.47	View chart
Marathon Pete Corp Equity (MPC)	0.1	$260k		1.3k	192.74	View chart
Union Pac Corp Equity (UNP)	0.1	$248k		1.0k	236.27	View chart
Ishares Russell 2000 Etf Equity (IWM)	0.1	$245k		1.0k	242.01	View chart
Palo Alto Networks Equity (PANW)	0.1	$239k		1.2k	203.62	View chart
Eli Lilly And Equity (LLY)	0.1	$236k	+4%	309.00	763.00	View chart
Us Bancorp Del Equity (USB)	0.1	$230k		4.8k	48.33	View chart
Vanguard S&p Small Cap 600 Value Etf Equity (VIOG)	0.1	$218k		2.3k	95.24	View chart
Bank Of America Corp Equity (BAC)	0.1	$213k		4.1k	51.60	View chart
Chevron Corp Equity (CVX)	0.1	$208k	+4%	1.3k	155.28	View chart
Vanguard Mid Cap Growth Etf Equity (VO)	0.1	$197k	+38%	671.00	293.58	View chart
Rtx Corp Equity (RTX)	0.1	$190k	+9%	1.1k	167.28	View chart
Ishares Total Us Stock Market Etf Equity (ITOT)	0.1	$188k		1.3k	145.65	View chart
Honeywell Intl Equity (HON)	0.1	$187k		888.00	210.50	View chart
Transdigm Group Equity (TDG)	0.1	$183k		139.00	1318.02	View chart
Vanguard Russell 1000 Value Etf Equity (VNQ)	0.1	$175k		2.0k	89.37	View chart
Boeing Equity (BA)	0.1	$175k		809.00	215.83	View chart
Nextera Energy Equity (NEE)	0.1	$163k	+4%	2.2k	75.50	View chart
The Cigna Group Equity (CI)	0.1	$163k		564.00	288.36	View chart
Automatic Data Processin Equity (ADP)	0.1	$161k		550.00	293.50	View chart
Home Depot Equity (HD)	0.1	$158k		389.00	405.12	View chart
Aerovironment Equity (AVAV)	0.1	$157k		500.00	314.89	View chart
Verizon Communications I Equity (VZ)	0.1	$157k		3.6k	43.95	View chart
Ishares 0-3 Month Treasury Bond Etf Equity (SGOV)	0.1	$151k		1.5k	100.70	View chart
Ishares S&p 500 Growth Etf Equity (IVW)	0.1	$142k		1.2k	120.72	View chart
Ishares Russell Mid Cap Etf Equity (IWR)	0.1	$142k	-12%	1.5k	96.52	View chart
Deere & Co Equity (DE)	0.1	$139k		303.00	457.26	View chart
Meta Platforms Inc Class A Equity (META)	0.1	$137k		187.00	734.57	View chart
Mckesson Corp Equity (MCK)	0.0	$134k		174.00	772.54	View chart
Pfizer Equity (PFE)	0.0	$130k		5.1k	25.48	View chart
Invsc Water Resc Portfolio Etf Equity (PHO)	0.0	$128k		1.8k	72.11	View chart
Colgate Palmolive Equity (CL)	0.0	$128k	-2%	1.6k	79.94	View chart
Vanguard S&p 500 Etf Equity (VTWV)	0.0	$124k		202.00	611.35	View chart
Vanguard Information Technology Etf Equity (VGT)	0.0	$121k		162.00	745.53	View chart
Caterpillar Equity (CAT)	0.0	$119k	-28%	250.00	477.59	View chart
Norfolk Southn Corp Equity (NSC)	0.0	$119k	+5%	397.00	300.41	View chart
Abbott Labs Equity (ABT)	0.0	$119k	+12%	885.00	133.92	View chart
Ishares Msci Acwi Etf Equity (ACWI)	0.0	$118k	-8%	851.00	138.24	View chart
Goldman Sachs Group Equity (GS)	0.0	$117k		147.00	796.35	View chart
Fidelity Msci Infor Techindx Etf Equity (FTEC)	0.0	$115k		516.00	222.14	View chart
Lam Resh Corp Equity	0.0	$107k	NEW	796.00	133.90	View chart
Vanguard S&p Mid Cap 400etf Equity (VOO)	0.0	$106k		962.00	110.40	View chart
Wec Energy Group Equity (WEC)	0.0	$103k		900.00	114.59	View chart
Agnico Eagle Mines Ltd F Equity (AEM)	0.0	$102k		607.00	168.56	View chart
Invesco Nasdaq 100 Etf Equity (QQQM)	0.0	$101k		410.00	246.83	View chart
Parker-hannifin Corp Equity (PH)	0.0	$100k		132.00	758.15	View chart
Pimco Strategic Income C Equity (RCS)	0.0	$96k		13k	7.59	View chart
Unitedhealth Group Equity (UNH)	0.0	$95k		276.00	345.30	View chart
Paypal Hldgs Equity (PYPL)	0.0	$93k		1.4k	67.06	View chart
Spdr S&p Oil & Gas Expl & Prod Etf Equity (XOP)	0.0	$93k		704.00	132.11	View chart
Spdr S&p 500 High Dividend Etf Equity (SPYD)	0.0	$92k		2.1k	44.00	View chart
Vanguard High Dividend Yield Etf Equity (VYM)	0.0	$92k	+225%	651.00	140.95	View chart
Conocophillips Equity (COP)	0.0	$91k		965.00	94.61	View chart
Ishares S&p Mid Cap 400 Grwth Etf Equity (IJK)	0.0	$91k		950.00	95.89	View chart
Ishares Core Msci Emerging Etf Equity (IXUS)	0.0	$88k		1.3k	65.90	View chart
W P Carey Inc Reit Equity (WPC)	0.0	$88k		1.3k	67.57	View chart
Walmart Equity (WMT)	0.0	$88k		851.00	103.06	View chart
Spdr S&p Midcap 400 Etf Equity (MDY)	0.0	$86k		145.00	596.03	View chart
Ge Aerospace Equity (GE)	0.0	$86k		287.00	300.59	View chart
Vanguard Total International Stk Etf Equity (VXUS)	0.0	$85k		1.2k	73.49	View chart
Welltower Inc Reit Equity (WELL)	0.0	$84k		470.00	177.97	View chart
Palantir Technologies Inclass A Equity (PLTR)	0.0	$84k	-39%	458.00	182.42	View chart
Rockwell Automation Equity (ROP)	0.0	$81k	+24%	232.00	349.53	View chart
Caretrust Reit Inc Reit Equity (CTRE)	0.0	$81k		2.3k	34.68	View chart
American Express Equity (AXP)	0.0	$81k		243.00	332.16	View chart
Merck & Co Equity (MRK)	0.0	$80k	-7%	951.00	83.90	View chart
Eversource Energy Equity (ES)	0.0	$79k		1.1k	71.14	View chart
Ishares Msci Emerging Markets Etf Equity (EEM)	0.0	$78k		1.5k	53.39	View chart
Ebay Equity (EBAY)	0.0	$77k		846.00	90.95	View chart
Broadcom Equity (AVGO)	0.0	$77k	+130%	233.00	329.91	View chart
Netflix Equity (NFLX)	0.0	$77k		64.00	1198.92	View chart
Vanguard Small Cap Etf Equity (VB)	0.0	$76k		300.00	254.34	View chart
Mcdonalds Corp Equity (MCD)	0.0	$76k	-6%	249.00	303.89	View chart
Booking Hldgs Equity (BKNG)	0.0	$76k		14.00	5399.29	View chart
American Tower Corp New Reit Equity (AMT)	0.0	$75k		390.00	192.42	View chart
Vanguard Dividend Appreciation Etf Equity (VIG)	0.0	$73k		340.00	215.81	View chart
Kla Corp Equity (KLAC)	0.0	$73k		68.00	1078.60	View chart
Morgan Stanley Equity (MS)	0.0	$72k		452.00	159.02	View chart
Digitalocean Hldgs Equity (DOCN)	0.0	$72k		2.1k	34.16	View chart
Pgim High Yield Bond Fun Equity (ISD)	0.0	$70k		4.9k	14.38	View chart
Vanguard Small Cap Growth Etf Equity (VBK)	0.0	$70k	NEW	236.00	297.62	View chart
Thermo Fisher Scientific Equity (TMO)	0.0	$70k	+11%	144.00	486.38	View chart
Vulcan Matls Equity (VMC)	0.0	$70k		227.00	307.13	View chart
Pepsico Equity (PEP)	0.0	$69k	-9%	493.00	140.44	View chart
Vgrd Ftse All Wrld Ex Ussml Cap Etf Equity (VSS)	0.0	$68k		477.00	142.56	View chart
Spdr Dow Jones Industrial Avrg Etf Equity (DIA)	0.0	$67k		145.00	463.80	View chart
Bristol Myers Squibb Equity (BMY)	0.0	$67k		1.5k	45.10	View chart
Waste Mgmt Inc Del Equity (WM)	0.0	$67k		301.00	220.88	View chart
Ishares Core S&p Mid Capetf Equity (IJR)	0.0	$66k		1.0k	65.26	View chart
Vanguard S&p 500 Value Etf Equity (VOOV)	0.0	$65k	NEW	326.00	199.47	View chart
Blackstone Equity (BX)	0.0	$65k		380.00	170.93	View chart
Ishares Biotechnology Etf Equity (IBB)	0.0	$65k		447.00	144.47	View chart
Vaneck Clo Etf Equity (CLOI)	0.0	$64k		1.2k	53.10	View chart
Nuveen Amt Free Mncpl Cr Equity (NVG)	0.0	$62k	-12%	5.0k	12.29	View chart
Adobe Equity (ADBE)	0.0	$60k	+9%	171.00	352.75	View chart
Disney Walt Equity (DIS)	0.0	$60k		526.00	114.55	View chart
Vanguard Real Estate Etf Equity (VOE)	0.0	$59k		647.00	91.40	View chart
Cisco Sys Equity (CSCO)	0.0	$59k		863.00	68.42	View chart
Ishares Core 60 40 Bal All Etf Equity (HDV)	0.0	$58k		901.00	64.35	View chart
Sysco Corp Equity (SYY)	0.0	$57k		697.00	82.40	View chart
Medtronic Plc F Equity (MDT)	0.0	$57k	-14%	599.00	95.24	View chart
Vanguard S&p Small Cap 600 Grwth Etf Equity (IVOO)	0.0	$55k	-7%	453.00	121.75	View chart
Tjx Cos Equity (TJX)	0.0	$55k		380.00	144.54	View chart
Eog Res Equity (EOG)	0.0	$54k		483.00	112.12	View chart
Brookfield Corp Fclass A Equity (BN)	0.0	$54k		788.00	68.59	View chart
S&p Global Equity (SPGI)	0.0	$51k		105.00	486.71	View chart
Vaneck Biotech Etf Equity (BBH)	0.0	$51k		305.00	165.59	View chart
Wells Fargo & Co Equity (WFC)	0.0	$50k		599.00	83.78	View chart
Becton Dickinson & Co Equity (BDX)	0.0	$49k	-4%	262.00	187.17	View chart
Old Rep Intl Corp Equity (ORI)	0.0	$49k		1.1k	42.47	View chart
Consolidated Edison Equity (ED)	0.0	$48k	-9%	480.00	100.52	View chart
Biogen Equity (BIIB)	0.0	$48k		344.00	140.08	View chart
Ishares Us Telecom Etf Equity (IYZ)	0.0	$47k		1.5k	32.25	View chart
Advanced Micro Devic Equity (AMD)	0.0	$46k	+32%	287.00	161.79	View chart
Mondelez Intl Inc Class A Equity (MDLZ)	0.0	$46k	+15%	736.00	62.47	View chart
Broadridge Finl Solution Equity (BR)	0.0	$46k		192.00	237.99	View chart
Ishares Russell 1000 Etf Equity (IWB)	0.0	$44k		120.00	365.48	View chart
Zoetis Inc Class A Equity (ZTS)	0.0	$44k		299.00	146.32	View chart
Ge Vernova Equity (GEV)	0.0	$43k		70.00	614.90	View chart
Warner Bros Discovery In Equity (WBD)	0.0	$43k	-18%	2.2k	19.53	View chart
Allianz Se Funsponsored Adr 1 Adr Reps 0.1 Ord Equity (ALIZY)	0.0	$42k	NEW	1.0k	41.97	View chart
D R Horton Equity (DHI)	0.0	$42k		247.00	169.54	View chart
Northrop Grumman Corp Equity (NOC)	0.0	$42k		69.00	605.29	View chart
Fidelity Msci Financialsindx Etf Equity (FNCL)	0.0	$42k		545.00	76.39	View chart
Vanguard Extended Marketetf Equity (VXF)	0.0	$41k		198.00	208.89	View chart
Starbucks Corp Equity (SBUX)	0.0	$41k		480.00	84.60	View chart
Bny Mellon Us Large Cap Cr Eq Etf Equity (BKLC)	0.0	$41k		316.00	128.38	View chart
Linde Plc F Equity (LIN)	0.0	$40k	+19%	85.00	475.00	View chart
Accenture Plc Ireland Fclass A Equity (ACN)	0.0	$40k		161.00	246.60	View chart
Waste Connections Inc F Equity (WCN)	0.0	$39k		224.00	175.80	View chart
Xtrackers Msci Eafe Hdgdeqy Etf Equity (DBEF)	0.0	$39k		848.00	46.42	View chart
Crane Equity	0.0	$39k	NEW	213.00	184.14	View chart
Ishares Us Home Construct Etf Equity (ITB)	0.0	$39k		363.00	107.25	View chart
Kayne Anderson Energy In Equity (KYN)	0.0	$38k		3.1k	12.37	View chart
Comcast Corp New Class A Equity (CMCSA)	0.0	$38k		1.2k	31.41	View chart
Taiwan Semiconductor M Fsponsored Adr 1 Adr Reps 5 Ord Equity (TSM)	0.0	$37k	-13%	132.00	279.33	View chart
Texas Instrs Equity (TXN)	0.0	$37k		200.00	183.73	View chart
Marsh & Mclennan Cos Equity (MMC)	0.0	$37k		182.00	201.53	View chart
Astrazeneca Plc Fsponsored Adr 1 Adr Reps 0.5 Ord Equity (AZN)	0.0	$37k		476.00	76.72	View chart
Blackrock Equity	0.0	$36k	NEW	31.00	1165.87	View chart
Danaher Corp Equity (DHR)	0.0	$36k		180.00	198.26	View chart
Fidelity Msci Health Care Indx Etf Equity (FHLC)	0.0	$36k		532.00	66.93	View chart
Edwards Lifesciences Cor Equity (EW)	0.0	$35k		455.00	77.77	View chart
Nuveen Quality Municipal Equity (NAD)	0.0	$35k		3.0k	11.69	View chart
Dupont De Nemours Equity (DD)	0.0	$34k		439.00	77.93	View chart
Republic Svcs Equity (RSG)	0.0	$34k	+20%	149.00	229.62	View chart
Nuveen Amt Free Quality Equity (NEA)	0.0	$34k		3.0k	11.39	View chart
Byd Co Ltd Funsponsored Adr 1 Adr Reps 1 Ord Equity (BYDDY)	0.0	$34k	NEW	2.4k	14.09	View chart
Amgen Equity (AMGN)	0.0	$34k		120.00	281.49	View chart
Intercontinental Exchang Equity (ICE)	0.0	$33k		198.00	168.14	View chart
Intel Corp Equity (INTC)	0.0	$33k		986.00	33.56	View chart
Ecolab Equity (ECL)	0.0	$32k	+88%	117.00	273.53	View chart
Idexx Labs Equity (IDXX)	0.0	$32k		50.00	638.90	View chart
Alliancebernstein Glbl H Equity (AWF)	0.0	$32k		2.8k	11.21	View chart
Carrier Global Corp Equity (CARR)	0.0	$32k	+49%	528.00	59.65	View chart
Csx Corp Equity (CSX)	0.0	$31k		884.00	35.50	View chart
Cencora Inc Class Series A Equity	0.0	$31k	NEW	100.00	312.53	View chart
Nxp Semiconductors N V F Equity (NXPI)	0.0	$31k		136.00	228.27	View chart
3M Equity (MMM)	0.0	$31k		200.00	155.18	View chart
Canadian Pacific Kan F Equity (CP)	0.0	$30k		400.00	74.49	View chart
Spdr S&p Insurance Etf Equity (KIE)	0.0	$30k		500.00	59.32	View chart
Allstate Corp Equity (ALL)	0.0	$30k		138.00	214.65	View chart
Sherwin-williams Equity (SHW)	0.0	$29k		85.00	344.53	View chart
Motorola Solutions Equity (MSI)	0.0	$29k		64.00	457.30	View chart
Gallagher Arthur J & Co Equity	0.0	$29k	NEW	94.00	309.74	View chart
Check Point Software T F Equity (CHKP)	0.0	$29k		140.00	206.91	View chart
Oracle Corp Equity (ORCL)	0.0	$28k	NEW	100.00	281.24	View chart
Ishares Core Msci Eafe Etf Equity (IEMG)	0.0	$28k		319.00	87.29	View chart
Illinois Tool Wks Equity (ITW)	0.0	$28k	+30%	106.00	260.76	View chart
Gilead Sciences Equity (GILD)	0.0	$27k	+4%	240.00	111.00	View chart
MPLX Equity (MPLX)	0.0	$27k		532.00	49.95	View chart
Guggenheim Strategic Opp Equity (GOF)	0.0	$26k	-62%	1.8k	14.98	View chart
Invesco Advantage Muni Income Trust Ii Equity (VKI)	0.0	$26k		3.0k	8.77	View chart
Bny Mellon Concentrated Gr Etf Equity (BKCG)	0.0	$26k	NEW	733.00	35.67	View chart
Cvs Health Corp Equity (CVS)	0.0	$26k		346.00	75.30	View chart
Woodward Equity (WWD)	0.0	$26k		102.00	252.60	View chart
Corteva Equity (CTVA)	0.0	$26k		378.00	67.64	View chart
Ishares Core S&p Small Cap Etf Equity (AGG)	0.0	$25k		212.00	118.83	View chart
Travelers Cos Equity (TRV)	0.0	$25k		90.00	278.60	View chart
Evergy Equity (EVRG)	0.0	$25k		330.00	75.95	View chart
Wisdomtree Intl Largecp Dividend Etf Equity (DOL)	0.0	$25k		400.00	62.26	View chart
Ishares Msci Eafe Etf Equity (EFA)	0.0	$25k		263.00	93.39	View chart
Uber Technologies Equity (UBER)	0.0	$25k		250.00	97.97	View chart
Labcorp Hldgs Equity	0.0	$24k	NEW	85.00	287.06	View chart
Applied Matls Equity (AMAT)	0.0	$24k		118.00	205.60	View chart
Ishares Convertible Bondetf Equity (AOA)	0.0	$24k		241.00	100.05	View chart
Bny Mellon Core Bond Etf Equity (BKAG)	0.0	$24k		559.00	42.60	View chart
United Parcel Svc Inc Class B Equity (UPS)	0.0	$24k		285.00	83.53	View chart
Enbridge Inc F Equity (ENB)	0.0	$24k	+140%	471.00	50.46	View chart
Vanguard Russell 2000 Etf Equity (VTWO)	0.0	$24k		240.00	97.74	View chart
Altria Group Equity (MO)	0.0	$23k		353.00	66.15	View chart
Alliancebernstein Hld Equity (AB)	0.0	$23k		604.00	38.20	View chart
Stryker Corp Equity (SYK)	0.0	$23k		62.00	367.47	View chart
Ishares Core 40 60 Mod All Etf Equity (AOR)	0.0	$23k		477.00	47.56	View chart
L3harris Technologies In Equity (LHX)	0.0	$23k	+289%	74.00	305.41	View chart
New Jersey Res Corp Equity (NJR)	0.0	$23k	-18%	468.00	48.15	View chart
Rigetti Computing Equity (RGTI)	0.0	$23k		755.00	29.79	View chart
Constellation Energy Cor Equity (CEG)	0.0	$22k		68.00	329.07	View chart
Energy Select Sector Spdr Etf Equity (XLE)	0.0	$22k		250.00	89.17	View chart
Salesforce Equity (CRM)	0.0	$22k		94.00	236.14	View chart
Philip Morris Intl Equity (PM)	0.0	$22k		136.00	161.97	View chart
Target Corp Equity Class Equity Equity (TGT)	0.0	$22k		242.00	89.75	View chart
Kinder Morgan Inc Del Equity (KMI)	0.0	$22k		758.00	28.31	View chart
Aptus Collared Inv Opportunity Etf Equity (ACIO)	0.0	$22k		494.00	43.43	View chart
Duke Energy Corp Equity (DUK)	0.0	$21k	-60%	171.00	123.75	View chart

Past Filings by FSA Wealth Management

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

FSA Wealth Management 2025 Q3 filed Nov. 17, 2025
FSA Wealth Management 2025 Q2 filed Aug. 11, 2025
FSA Wealth Management 2025 Q1 filed May 15, 2025
FSA Wealth Management 2024 Q4 filed Feb. 14, 2025
FSA Wealth Management 2024 Q3 filed Nov. 14, 2024
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

View all past filings

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