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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 65.82% of FSA Wealth Management's stock portfolio.
Added to shares of these 10 stocks: IWD, VEA, NVDA, IWS, IWN, IWO, VWO, IWP, JPM, WPC.
Started 18 new stock positions in EMN, MGM, NVRI, CXT, MRVL, SVOL, GRID, PDN, XVV, PRFZ. HAL, SPIP, PDI, VYM, VCIT, VO, PXF, GEV.
Reduced shares in these 10 stocks: IWF, BND, FNDX, , MSTR, COST, MUB, SCHX, SDY, SCHI.
Sold out of its positions in EADSY, AKAM, ALIZY, AMSWA, Cencora, ASXC, BYDDY, AZTA, BRKR, CYRS.
FSA Wealth Management was a net buyer of stock by $2.3M.
FSA Wealth Management has $250M in assets under management (AUM), dropping by 8.91%.
Central Index Key (CIK): 0001804256

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Portfolio Holdings for FSA Wealth Management

FSA Wealth Management holds 561 positions in its portfolio as reported in the September 2024 quarterly 13F filing

FSA Wealth Management has 561 total positions. Only the first 250 positions are shown.

Sign up to view all of the FSA Wealth Management Sept. 30, 2024 positions
Download the FSA Wealth Management September 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Russell 1000 Growth Etf Equity (IWF)	23.3	$58M		155k	375.38	View chart
Ishares Russell 1000 Value Etf Equity (IWD)	19.3	$48M	+2%	255k	189.80	View chart
Vanguard Ftse Developed Markets Etf Equity (VEA)	10.5	$26M	+3%	500k	52.81	View chart
Ishares Russell Mid Cap Growth Etf Equity (IWP)	6.5	$16M		140k	117.29	View chart
Ishares Russell Mid Cap Value Etf Equity (IWS)	6.1	$15M	+2%	116k	132.25	View chart
Ishares Russell 2000 Growth Etf Equity (IWO)	4.0	$10M	+2%	35k	284.00	View chart
Ishares Russell 2000 Value Etf Equity (IWN)	3.8	$9.6M	+2%	58k	166.82	View chart
Vanguard Ftse Emerging Markets Etf Equity (VWO)	3.7	$9.2M	+2%	192k	47.85	View chart
Ishares Core Msci Totl Intl Stck Etf Equity (IXUS)	2.7	$6.7M		92k	72.63	View chart
Apple Equity (AAPL)	1.9	$4.8M		21k	233.00	View chart
Tesla Equity (TSLA)	1.5	$3.7M		14k	261.63	View chart
Spdr S&p Dividend Etf Equity (SDY)	1.4	$3.5M		25k	142.04	View chart
Microsoft Corp Equity (MSFT)	0.8	$2.0M	+2%	4.6k	430.30	View chart
Spdr Portfolio S P 1500 Cmpst St Etf Equity (SPTM)	0.6	$1.5M		21k	70.06	View chart
Casella Waste Sys Inc Class A Equity (CWST)	0.5	$1.4M		14k	99.49	View chart
Vanguard Total Stock Market Etf Equity (VTI)	0.5	$1.4M	+3%	4.8k	283.14	View chart
Intuit Equity (INTU)	0.5	$1.3M	-2%	2.1k	621.00	View chart
Vanguard Value Etf Equity (VTV)	0.5	$1.2M		6.6k	174.56	View chart
Vanguard Total Bond Market Etf Equity (BND)	0.4	$947k	-26%	13k	75.11	View chart
Exxon Mobil Corp Equity (XOM)	0.4	$894k		7.6k	117.21	View chart
Spdr S&p 500 Etf Equity (SPY)	0.3	$741k		1.3k	573.54	View chart
Alphabet Inc Class C Equity (GOOG)	0.3	$718k	+3%	4.3k	167.17	View chart
Nvidia Corp Equity (NVDA)	0.3	$663k	+1023%	5.5k	121.44	View chart
Ishares Core S&p 500 Etf Equity (IVV)	0.3	$662k		1.1k	576.71	View chart
Procter & Gamble Equity (PG)	0.3	$659k	+5%	3.8k	173.21	View chart
Alphabet Inc Class A Equity (GOOGL)	0.2	$589k	+11%	3.6k	165.86	View chart
Vanguard Growth Etf Equity (VUG)	0.2	$582k		1.5k	383.98	View chart
Jpmorgan Chase & Co Equity (JPM)	0.2	$468k	+25%	2.2k	210.88	View chart
The Coca-cola Equity (KO)	0.2	$444k		6.2k	71.86	View chart
Vanguard Mid Cap Value Etf Equity (VOE)	0.2	$428k		2.6k	167.69	View chart
Amazon.com Equity (AMZN)	0.2	$414k	+13%	2.2k	186.33	View chart
Costco Whsl Corp Equity (COST)	0.2	$399k	-10%	450.00	886.70	View chart
Berkshire Hathaway Class B Equity (BRK.B)	0.2	$381k		827.00	460.26	View chart
Ishares Select Dividend Etf Equity (DVY)	0.1	$360k		2.7k	135.09	View chart
Lockheed Martin Corp Equity (LMT)	0.1	$338k		578.00	584.80	View chart
Fifth Third Bancorp Equity (FITB)	0.1	$333k		7.8k	42.84	View chart
Invsc Qqq Trust Srs 1 Etf Equity (QQQ)	0.1	$330k		675.00	488.21	View chart
Pnc Finl Services Equity (PNC)	0.1	$311k		1.7k	184.85	View chart
Ibm Corp Equity (IBM)	0.1	$307k	+7%	1.4k	221.15	View chart
Eli Lilly And Equity (LLY)	0.1	$301k	+24%	340.00	885.94	View chart
Union Pac Corp Equity (UNP)	0.1	$277k	-6%	1.1k	246.49	View chart
Palo Alto Networks Equity (PANW)	0.1	$275k	+36%	803.00	341.80	View chart
Johnson & Johnson Equity (JNJ)	0.1	$267k		1.6k	162.03	View chart
Southern Equity (SO)	0.1	$254k		2.8k	90.18	View chart
Ishares Russell 2000 Etf Equity (IWM)	0.1	$249k		1.1k	220.94	View chart
Us Bancorp Del Equity (USB)	0.1	$248k		5.4k	45.73	View chart
Abbvie Equity (ABBV)	0.1	$245k	-6%	1.2k	197.41	View chart
Spdr Portfolio Dvlpd Wrld Ex-us Etf Equity (SPDW)	0.1	$245k	+8%	6.5k	37.56	View chart
At&t Equity (T)	0.1	$241k		11k	22.00	View chart
Chevron Corp Equity (CVX)	0.1	$240k	+42%	1.6k	147.29	View chart
Visa Inc Class A Equity (V)	0.1	$228k		830.00	274.80	View chart
Spdr Gold Shares Etf Equity (GLD)	0.1	$228k	+27%	938.00	243.06	View chart
Marathon Pete Corp Equity (MPC)	0.1	$219k		1.3k	162.91	View chart
Honeywell Intl Equity (HON)	0.1	$216k	+18%	1.0k	206.71	View chart
Vanguard S&p Small Cap 600 Value Etf Equity (VIOV)	0.1	$211k		2.3k	92.48	View chart
Colgate Palmolive Equity (CL)	0.1	$207k	+20%	2.0k	103.82	View chart
Ishares National Muni Bond Etf Equity (MUB)	0.1	$200k	-18%	1.8k	108.63	View chart
Transdigm Group Equity (TDG)	0.1	$198k		139.00	1427.13	View chart
The Cigna Group Equity (CI)	0.1	$195k		564.00	346.52	View chart
Caterpillar Equity (CAT)	0.1	$191k	+40%	489.00	391.10	View chart
Ishares Total Us Stock Market Etf Equity (ITOT)	0.1	$187k		1.5k	125.62	View chart
Invsc Water Resc Portfolio Etf Equity (PHO)	0.1	$184k		2.6k	70.54	View chart
Nextera Energy Equity (NEE)	0.1	$174k	-2%	2.1k	84.55	View chart
Bank Of America Corp Equity (BAC)	0.1	$163k	-2%	4.1k	39.68	View chart
Unitedhealth Group Equity (UNH)	0.1	$160k		274.00	584.68	View chart
Home Depot Equity (HD)	0.1	$160k	+14%	394.00	405.48	View chart
Vanguard Russell 1000 Value Etf Equity (VONV)	0.1	$154k		1.9k	83.35	View chart
Ishares Msci Acwi Etf Equity (ACWI)	0.1	$153k	-2%	1.3k	119.55	View chart
Automatic Data Processin Equity (ADP)	0.1	$152k		550.00	276.73	View chart
Ishares Russell Mid Cap Etf Equity (IWR)	0.1	$151k		1.7k	88.12	View chart
Verizon Communications I Equity (VZ)	0.1	$151k		3.4k	44.91	View chart
Rtx Corp Equity (RTX)	0.1	$145k	+18%	1.2k	121.20	View chart
Pfizer Equity (PFE)	0.1	$142k	+4%	4.9k	28.94	View chart
Merck & Co Equity (MRK)	0.1	$140k		1.2k	113.57	View chart
Meta Platforms Inc Class A Equity (META)	0.1	$136k	+85%	237.00	572.49	View chart
Xylem Equity (XYL)	0.1	$131k		970.00	135.01	View chart
Deere & Co Equity (DE)	0.1	$127k		303.00	417.33	View chart
Vanguard Mid Cap Growth Etf Equity (VOT)	0.0	$121k	-3%	497.00	243.56	View chart
Ishares Msci Emerging Markets Etf Equity (EEM)	0.0	$119k		2.6k	45.87	View chart
Mckesson Corp Equity (MCK)	0.0	$116k	+35%	235.00	494.42	View chart
Pepsico Equity (PEP)	0.0	$114k	-12%	672.00	170.04	View chart
Ishares S&p 500 Growth Etf Equity (IVW)	0.0	$113k		1.2k	95.75	View chart
Abbott Labs Equity (ABT)	0.0	$112k	+26%	986.00	114.01	View chart
Walmart Equity (WMT)	0.0	$112k	+162%	1.4k	80.76	View chart
Vanguard S&p 500 Etf Equity (VOO)	0.0	$111k	+6%	211.00	526.98	View chart
Paypal Hldgs Equity (PYPL)	0.0	$108k	-17%	1.4k	78.03	View chart
Conocophillips Equity (COP)	0.0	$108k		1.0k	105.23	View chart
Pimco Strategic Income C Equity (RCS)	0.0	$108k	+16%	14k	7.69	View chart
Boeing Equity (BA)	0.0	$106k	+14%	700.00	152.04	View chart
Vanguard Total International Stk Etf Equity (VXUS)	0.0	$105k		1.6k	64.72	View chart
Roper Technologies Equity (ROP)	0.0	$103k		185.00	557.61	View chart
Aerovironment Equity (AVAV)	0.0	$100k		500.00	200.50	View chart
Morgan Stanley Equity (MS)	0.0	$100k	+94%	957.00	104.29	View chart
Vanguard S&p Mid Cap 400etf Equity (IVOO)	0.0	$99k		941.00	105.58	View chart
Goldman Sachs Group Equity (GS)	0.0	$96k	+31%	193.00	495.11	View chart
Vanguard Information Technology Etf Equity (VGT)	0.0	$95k	+46%	161.00	588.06	View chart
Norfolk Southn Corp Equity (NSC)	0.0	$94k		378.00	248.50	View chart
Bristol Myers Squibb Equity (BMY)	0.0	$94k	-12%	1.8k	51.74	View chart
Amgen Equity (AMGN)	0.0	$94k	+106%	291.00	322.35	View chart
Spdr S&p Oil & Gas Expl & Prod Etf Equity (XOP)	0.0	$92k		701.00	131.53	View chart
Spdr S&p 500 High Dividend Etf Equity (SPYD)	0.0	$91k	+3%	2.0k	45.65	View chart
Fidelity Msci Infor Techindx Etf Equity (FTEC)	0.0	$90k		514.00	174.34	View chart
American Tower Corp New Reit Equity (AMT)	0.0	$89k		382.00	232.35	View chart
Ishares S&p Mid Cap 400 Grwth Etf Equity (IJK)	0.0	$87k		950.00	91.93	View chart
Wec Energy Group Equity (WEC)	0.0	$87k		900.00	96.18	View chart
Invesco Nasdaq 100 Etf Equity (QQQM)	0.0	$86k		427.00	200.94	View chart
Digitalocean Hldgs Equity (DOCN)	0.0	$85k		2.1k	40.39	View chart
Zoetis Inc Class A Equity (ZTS)	0.0	$83k	+42%	427.00	195.38	View chart
Parker-hannifin Corp Equity (PH)	0.0	$83k		132.00	631.82	View chart
Spdr S&p Midcap 400 Etf Equity (MDY)	0.0	$83k		145.00	569.66	View chart
W P Carey Inc Reit Equity (WPC)	0.0	$81k	+1280%	1.3k	62.30	View chart
Ishares Core Msci Emerging Etf Equity (IEMG)	0.0	$81k	+4%	1.4k	57.43	View chart
Adobe Equity (ADBE)	0.0	$81k		156.00	517.78	View chart
Caretrust Reit Inc Reit Equity (CTRE)	0.0	$80k	+4%	2.6k	30.86	View chart
Thermo Fisher Scientific Equity (TMO)	0.0	$80k		129.00	619.68	View chart
Sysco Corp Equity (SYY)	0.0	$78k		993.00	78.10	View chart
Nuveen Amt Free Mncpl Cr Equity (NVG)	0.0	$76k		5.7k	13.39	View chart
Eversource Energy Equity (ES)	0.0	$75k		1.1k	68.05	View chart
Biogen Equity (BIIB)	0.0	$74k	+11%	384.00	193.84	View chart
Spdr S&p Biotech Etf Equity (XBI)	0.0	$74k		749.00	98.80	View chart
Guggenheim Strategic Opp Equity (GOF)	0.0	$74k		4.7k	15.76	View chart
Medtronic Plc F Equity (MDT)	0.0	$72k		803.00	90.04	View chart
Mcdonalds Corp Equity (MCD)	0.0	$72k	-22%	236.00	304.90	View chart
Blackstone Equity (BX)	0.0	$71k	+23%	460.00	153.21	View chart
Vanguard Small Cap Etf Equity (VB)	0.0	$68k	+6%	288.00	237.14	View chart
Pgim High Yield Bond Fun Equity (ISD)	0.0	$68k		4.9k	13.94	View chart
Vanguard Dividend Appreciation Etf Equity (VIG)	0.0	$67k		338.00	198.24	View chart
Ishares Core High Dividend Etf Equity (HDV)	0.0	$66k		563.00	117.64	View chart
American Express Equity (AXP)	0.0	$66k		243.00	271.20	View chart
Palantir Technologies Inclass A Equity (PLTR)	0.0	$65k	+25%	1.8k	37.20	View chart
Ishares Biotechnology Etf Equity (IBB)	0.0	$65k		447.00	145.60	View chart
Vanguard Real Estate Etf Equity (VNQ)	0.0	$65k		668.00	97.35	View chart
Lam Resh Corp Class Equity Equity (LRCX)	0.0	$65k		80.00	812.58	View chart
Waste Mgmt Inc Del Equity (WM)	0.0	$64k	+5%	306.00	207.60	View chart
Vanguard S&p Small Cap 600 Grwth Etf Equity (VIOG)	0.0	$61k	-8%	510.00	119.77	View chart
Spdr Dow Jones Industrial Avrg Etf @ Equity (DIA)	0.0	$60k		143.00	422.47	View chart
Comcast Corp New Class A Equity (CMCSA)	0.0	$60k	-12%	1.4k	41.76	View chart
Eog Res Equity (EOG)	0.0	$59k		483.00	122.93	View chart
Vgrd Ftse All Wrld Ex Ussml Cap Etf Equity (VSS)	0.0	$59k		470.00	125.86	View chart
Welltower Inc Reit Equity (WELL)	0.0	$59k		461.00	128.05	View chart
Booking Hldgs Equity (BKNG)	0.0	$59k		14.00	4212.14	View chart
Becton Dickinson & Co Equity (BDX)	0.0	$58k		241.00	241.17	View chart
Agnico Eagle Mines Ltd F Equity (AEM)	0.0	$58k		721.00	80.56	View chart
Ishares Core S&p Mid Capetf Equity (IJH)	0.0	$58k		925.00	62.32	View chart
Crowdstrike Hldgs Inc Class A Equity (CRWD)	0.0	$58k	+1950%	205.00	280.47	View chart
Oneok Equity (OKE)	0.0	$57k		629.00	91.13	View chart
Accenture Plc Ireland Fclass A Equity (ACN)	0.0	$57k		161.00	353.48	View chart
Vulcan Matls Equity (VMC)	0.0	$57k		226.00	250.53	View chart
Ishares Russell 1000 Etf Equity (IWB)	0.0	$57k		180.00	314.39	View chart
Cisco Sys Equity (CSCO)	0.0	$56k	-4%	1.0k	53.22	View chart
Consolidated Edison Equity (ED)	0.0	$55k		530.00	104.13	View chart
Ebay Equity (EBAY)	0.0	$55k		846.00	65.11	View chart
S&p Global Equity (SPGI)	0.0	$54k		105.00	516.62	View chart
Ge Aerospace Equity (GE)	0.0	$54k		286.00	188.66	View chart
Mastercard Inc Class A Equity (MA)	0.0	$54k	+101%	109.00	493.80	View chart
Vaneck Biotech Etf Equity (BBH)	0.0	$54k		303.00	177.52	View chart
Vaneck Clo Etf Equity (CLOI)	0.0	$53k	+42%	1.0k	53.04	View chart
Kla Corp Equity (KLAC)	0.0	$53k		68.00	774.41	View chart
Salesforce Equity (CRM)	0.0	$53k	+52%	192.00	274.02	View chart
Disney Walt Equity (DIS)	0.0	$51k	-8%	528.00	96.23	View chart
Duke Energy Corp Equity (DUK)	0.0	$50k		437.00	115.30	View chart
Danaher Corp Equity (DHR)	0.0	$50k		180.00	278.02	View chart
Starbucks Corp Equity (SBUX)	0.0	$49k	+5%	500.00	97.52	View chart
Mondelez Intl Inc Class A Equity (MDLZ)	0.0	$47k	-9%	636.00	73.67	View chart
D R Horton Equity (DHI)	0.0	$47k		244.00	191.04	View chart
Ishares Us Home Construct Etf Equity (ITB)	0.0	$46k		363.00	127.10	View chart
Freeport-mcmoran Equity (FCX)	0.0	$46k	+70%	917.00	49.92	View chart
Tjx Cos Equity (TJX)	0.0	$45k		380.00	117.54	View chart
Csx Corp Equity (CSX)	0.0	$43k	+41%	1.3k	34.52	View chart
Constellation Brands Incclass A Equity (STZ)	0.0	$42k	+136%	163.00	257.09	View chart
Brookfield Corp Fclass A Equity (BN)	0.0	$42k		788.00	53.16	View chart
Texas Instrs Equity (TXN)	0.0	$41k		200.00	206.57	View chart
Old Rep Intl Corp Equity (ORI)	0.0	$41k		1.1k	35.42	View chart
Advanced Micro Device In Equity (AMD)	0.0	$41k	-47%	247.00	164.08	View chart
Waste Connections Inc F Equity (WCN)	0.0	$40k		224.00	178.82	View chart
Spdr S&p Insurance Etf Equity (KIE)	0.0	$40k		700.00	56.75	View chart
Broadridge Finl Solution Equity (BR)	0.0	$40k		184.00	214.54	View chart
Dupont De Nemours Equity (DD)	0.0	$39k	-12%	437.00	89.17	View chart
Netflix Equity (NFLX)	0.0	$38k		54.00	709.28	View chart
Fidelity Msci Health Care Indx Etf Equity (FHLC)	0.0	$38k		524.00	72.84	View chart
Ishares Core Msci Eafe Etf Equity (IEFA)	0.0	$38k	-8%	484.00	78.13	View chart
Williams Cos Equity (WMB)	0.0	$38k	-23%	824.00	45.65	View chart
Hess Corp Equity (HES)	0.0	$38k	+430%	276.00	135.80	View chart
Nuveen Quality Municipal Equity (NAD)	0.0	$37k		3.0k	12.38	View chart
Ishares Us Telecom Etf Equity (IYZ)	0.0	$37k		1.5k	25.25	View chart
Target Corp Equity (TGT)	0.0	$36k	-29%	232.00	156.11	View chart
Nuveen Amt Free Quality Equity (NEA)	0.0	$36k		3.0k	11.97	View chart
United Parcel Svc Inc Class B Equity (UPS)	0.0	$36k	-26%	262.00	136.34	View chart
Northrop Grumman Corp Equity (NOC)	0.0	$36k		68.00	525.28	View chart
Vanguard Extended Marketetf Equity (VXF)	0.0	$36k		196.00	182.09	View chart
Alliancebernstein Hld Equity (AB)	0.0	$36k	+2%	1.0k	34.91	View chart
Fidelity Msci Financialsindx Etf Equity (FNCL)	0.0	$34k		537.00	63.85	View chart
Intel Corp Equity (INTC)	0.0	$34k	-21%	1.5k	23.46	View chart
Canadian Pacific Kansa F Equity (CP)	0.0	$34k		400.00	85.54	View chart
Wells Fargo & Co Equity (WFC)	0.0	$34k	-33%	598.00	56.48	View chart
Kayne Anderson Energy In Equity (KYN)	0.0	$33k		3.0k	11.00	View chart
Nxp Semiconductors N V F Equity (NXPI)	0.0	$33k		136.00	240.58	View chart
Sherwin-williams Equity (SHW)	0.0	$32k		84.00	381.82	View chart
Intercontinental Exchang Equity (ICE)	0.0	$31k	-24%	196.00	160.37	View chart
Edwards Lifesciences Cor Equity (EW)	0.0	$30k		455.00	65.99	View chart
Alliancebernstein Glbl H Equity (AWF)	0.0	$30k	+3%	2.6k	11.34	View chart
Motorola Solutions Equity (MSI)	0.0	$29k		64.00	449.62	View chart
Vanguard Us Quality Factor Etf Equity (VFQY)	0.0	$29k	-33%	200.00	142.88	View chart
Carrier Global Corp Equity (CARR)	0.0	$28k		353.00	80.39	View chart
Invesco Advantage Muni Income Trust Ii Equity (VKI)	0.0	$28k		3.0k	9.31	View chart
Vanguard Small Cap Valueetf Equity (VBR)	0.0	$28k		139.00	200.66	View chart
3M Equity (MMM)	0.0	$27k		200.00	136.70	View chart
New Jersey Res Corp Equity (NJR)	0.0	$27k		574.00	47.20	View chart
Select Sector Industrialspdr Etf Equity (XLI)	0.0	$27k		200.00	135.44	View chart
Check Point Software T F Equity (CHKP)	0.0	$27k		140.00	192.81	View chart
Regeneron Pharmaceutical Equity (REGN)	0.0	$26k	+400%	25.00	1051.24	View chart
Doubleline Yield Opportu Equity (DLY)	0.0	$26k		1.6k	16.59	View chart
Allstate Corp Equity (ALL)	0.0	$26k		138.00	189.65	View chart
Totalenergies Se Fsponsored Adr 1 Adr Reps 1 Ord Equity (TTE)	0.0	$26k	-14%	400.00	64.62	View chart
Vanguard High Dividend Yield Etf Equity (VYM)	0.0	$26k	NEW	200.00	128.20	View chart
Blackrock Inc Class Equity Equity (BLK)	0.0	$26k	+145%	27.00	949.52	View chart
Idexx Labs Equity (IDXX)	0.0	$25k		50.00	505.22	View chart
Wisdomtree Internationalhgh Div Etf Equity (DTH)	0.0	$25k	+50%	600.00	41.44	View chart
Pimco 25yr Zero Cupn Us Trs Indx Etf Equity (ZROZ)	0.0	$25k	+200%	300.00	82.42	View chart
Republic Svcs Equity (RSG)	0.0	$25k		123.00	200.54	View chart
Applied Matls Equity (AMAT)	0.0	$24k		117.00	202.82	View chart
MPLX Equity (MPLX)	0.0	$24k		532.00	44.46	View chart
Ishares Semiconductor Etf Equity (SOXX)	0.0	$23k	+85%	100.00	230.59	View chart
Fedex Corp Equity (FDX)	0.0	$22k	+355%	82.00	273.68	View chart
Corteva Equity (CTVA)	0.0	$22k	-14%	377.00	58.81	View chart
Stryker Corp Equity (SYK)	0.0	$22k		61.00	361.84	View chart
Warner Bros Discovery In Equity (WBD)	0.0	$22k		2.7k	8.25	View chart
Ishares Msci Eafe Etf Equity (EFA)	0.0	$22k		263.00	83.65	View chart
Simplify Volatility Premium Etf Equity (SVOL)	0.0	$22k	NEW	1.0k	21.96	View chart
Linde Plc F Equity (LIN)	0.0	$22k		46.00	476.87	View chart
Wisdomtree Intl Largecp Dividend Etf Equity (DOL)	0.0	$22k		400.00	53.97	View chart
Cvs Health Corp Equity (CVS)	0.0	$22k		342.00	62.94	View chart
Energy Select Sector Spdr Etf Equity (XLE)	0.0	$22k		245.00	87.71	View chart
Ishares Core Moderate Allocatin Etf Equity (AOM)	0.0	$21k		470.00	45.15	View chart
Kimberly Clark Corp Equity (KMB)	0.0	$21k	+85%	148.00	142.28	View chart
Pacer Us Cash Cows 100 Etf Equity (COWZ)	0.0	$21k		363.00	57.83	View chart
Travelers Cos Equity (TRV)	0.0	$21k		90.00	232.90	View chart
Ishares Us Treasury Bondetf Equity (GOVT)	0.0	$21k		881.00	23.45	View chart
Osisko Gold Royalties F Equity (OR)	0.0	$21k		1.1k	18.51	View chart
Evergy Equity (EVRG)	0.0	$20k		330.00	61.96	View chart
Ishares Core S&p Small Cap Etf Equity (IJR)	0.0	$20k		169.00	116.96	View chart
Ishares S&p Small Cap 600 Etf Equity (IJS)	0.0	$20k		181.00	107.66	View chart
Taiwan Semiconductor M Fsponsored Adr 1 Adr Reps 5 Ord Equity (TSM)	0.0	$20k		112.00	173.70	View chart
Gilead Sciences Equity (GILD)	0.0	$19k	+15%	230.00	83.84	View chart
Iqvia Hldgs Equity (IQV)	0.0	$19k		81.00	236.98	View chart
Uber Technologies Equity (UBER)	0.0	$19k		250.00	75.16	View chart
Watsco Equity (WSO)	0.0	$19k	+2%	38.00	488.42	View chart
Invesco Nasdaq Next Gen 100 Etf Equity (QQQJ)	0.0	$18k		607.00	30.38	View chart
Micron Technology Equity (MU)	0.0	$18k	+193%	176.00	103.71	View chart
Select Str Financial Select Spdr Etf Equity (XLF)	0.0	$18k	-33%	400.00	45.32	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 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
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

View all past filings

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