Fsa Investment Group, LLC Portfolio Holdings

Fsa Investment Group, LLC

  • $115 Billion
  • Q4 2024

Fsa Investment Group, LLC has filed its 13F form on January 23, 2025 for Q4 2024 where it was disclosed a total value porftolio of $115 Billion distributed in 20 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $80.1B, Vanguard Small Cap Growth ETF with a value of $11.4B, Vanguard S&P Small Cap 600 Val with a value of $6.23B, Schwab Strategic Us Tips ETF with a value of $3.1B, and Vanguard Total Stock Market Et with a value of $1.78B.

Examining the 13F form we can see an increase of $115B in the current position value.

Fsa Investment Group, LLC is based out at Pensacola, FL

Below you can find more details about Fsa Investment Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $115 Billion
ETFs: $114 Billion
Technology: $495 Million
Real Estate: $247 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.5T
$495 Million 0.43% of portfolio
2,123
Q4 2024 New
$35B
$247 Million 0.21% of portfolio
4,638
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 20
  • Current Value $115 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 23, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 20 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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