Fsa Wealth Management LLC Purchases in Q1 2024

Fsa Wealth Management LLC

  • $229 Million
  • Q1 2024
Stock Shares change Price Range Shares Held Trade History
IWD
Ishares Russell 1000 Val ETF

ETFs
7.17K
+ 2.96%
$161.84 - $179.11 $1.16M - $1.28M
249K $44.6M
VEA
Vanguard Ftse Developed Market

ETFs
19.1K
+ 4.1%
$46.21 - $50.27 $882K - $960K
484K $24.3M
IWP
Ishares Russell Mid Cap Growth

ETFs
1.53K
+ 1.12%
$100.66 - $114.14 $154K - $175K
138K $15.8M
IWS
Ishares Russell Midcap Value E

ETFs
3.09K
+ 2.81%
$112.43 - $125.33 $347K - $387K
113K $14.2M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
1.1K
+ 3.31%
$239.5 - $270.8 $263K - $298K
34.3K $9.29M
IWN
Ishares Russell2000 Val ETF

ETFs
1.89K
+ 3.48%
$145.61 - $158.81 $275K - $300K
56.2K $8.92M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
8.01K
+ 4.45%
$39.04 - $42.23 $313K - $338K
188K $7.84M
IXUS
Ishares Tr

ETFs
1.31K
+ 1.44%
$62.39 - $67.92 $81.6K - $88.8K
92K $6.24M
VTI
Vanguard Total Stock Market Et

ETFs
680
+ 17.24%
$232.77 - $260.14 $158K - $177K
4.63K $1.2M
MSFT
Microsoft Corp

Technology
123
+ 2.82%
$367.75 - $429.37 $45.2K - $52.8K
4.48K $1.89M
VUG
Vanguard Growth ETF

ETFs
425
+ 39.21%
$301.05 - $346.61 $128K - $147K
1.51K $519K
VONV
Vanguard Russell 1000 Value Et

ETFs
1.84K
New
$71.01 - $78.64 $131K - $145K
1.84K $144K
XOM
Exxon Mobil Corp

Energy
20
+ 0.26%
$96.8 - $116.24 $1.94K - $2.32K
7.58K $880K
VTV
Vanguard Value ETF

ETFs
94
+ 1.44%
$147.46 - $162.86 $13.9K - $15.3K
6.61K $1.08M
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
937
New
$90.9 - $103.01 $85.2K - $96.5K
937 $96K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
148
+ 296.0%
$429.43 - $481.35 $63.6K - $71.2K
198 $95K
SPY
Spdr S&P 500 ETF Trust

ETFs
4
+ 0.31%
$467.28 - $523.17 $1.87K - $2.09K
1.29K $675K
ABBV
Abb Vie Inc.

Healthcare
173
+ 14.91%
$159.82 - $182.1 $27.6K - $31.5K
1.33K $242K
VB
Vanguard Small Cap ETF

ETFs
269
+ 26900.0%
$204.0 - $228.59 $54.9K - $61.5K
270 $61K
PG
Procter & Gamble CO

Consumer Defensive
15
+ 0.42%
$147.42 - $162.61 $2.21K - $2.44K
3.62K $587K
COST
Costco Wholesale Corp

Consumer Defensive
36
+ 7.68%
$644.69 - $785.59 $23.2K - $28.3K
505 $369K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
19
+ 2.32%
$359.29 - $420.52 $6.83K - $7.99K
837 $351K
FNDX
Schwab Fundamental U S Large C

ETFs
854
New
$60.89 - $67.39 $52K - $57.6K
854 $57K
IVV
Ishares Core S&P 500 ETF

ETFs
1
+ 0.09%
$469.56 - $525.73 $470 - $526
1.15K $603K
IBM
International Business Machines Corp

Technology
113
+ 9.55%
$159.16 - $197.78 $18K - $22.3K
1.3K $247K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
1.17K
New
$44.98 - $46.29 $52.4K - $54K
1.17K $53K
EEM
Ishares Msci Emerging Markets

ETFs
1.01K
+ 65.44%
$37.68 - $41.36 $38.2K - $41.9K
2.56K $105K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
977
New
$43.87 - $44.99 $42.9K - $44K
977 $43K
VOE
Vanguard Mid Cap Value Index F

ETFs
100
+ 4.06%
$141.07 - $155.91 $14.1K - $15.6K
2.56K $399K
FNDE
Schwab Fundamental Emerging Mk

ETFs
1.35K
New
$25.58 - $27.83 $34.5K - $37.5K
1.35K $37K
MSTR
Microstrategy Inc

Technology
2
+ 6.9%
$450.19 - $1919.16 $900 - $3.84K
31 $52K
CVX
Chevron Corp

Energy
149
+ 14.97%
$141.82 - $157.74 $21.1K - $23.5K
1.14K $180K
FNDF
Schwab Fundamental Intl Large

ETFs
867
New
$32.59 - $35.65 $28.3K - $30.9K
867 $30K
TGT
Target Corp

Consumer Defensive
126
+ 62.07%
$137.4 - $177.21 $17.3K - $22.3K
329 $58K
MRK
Merck & Co., Inc.

Healthcare
1
+ 0.08%
$113.24 - $131.95 $113 - $132
1.23K $162K
AMGN
Amgen Inc

Healthcare
91
+ 182.0%
$268.87 - $324.56 $24.5K - $29.5K
141 $40K
MCD
Mcdonalds Corp

Consumer Cyclical
100
+ 49.26%
$278.58 - $300.53 $27.9K - $30.1K
303 $85K
SCHR
Schwab Intermediate Term Us Tr

ETFs
475
New
$48.64 - $49.88 $23.1K - $23.7K
475 $23K
HD
Home Depot, Inc.

Consumer Cyclical
27
+ 8.54%
$338.26 - $395.2 $9.13K - $10.7K
343 $131K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
323
+ 25.29%
$55.74 - $60.35 $18K - $19.5K
1.6K $96K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
886
New
$23.47 - $25.45 $20.8K - $22.5K
886 $22K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
569
+ 299.47%
$35.71 - $39.11 $20.3K - $22.3K
759 $29K
FNDC
Schwab Fundamental Intl Small

ETFs
613
New
$33.21 - $35.58 $20.4K - $21.8K
613 $21K
IWM
Ishares Russell 2000 ETF

ETFs
40
+ 3.68%
$189.48 - $210.3 $7.58K - $8.41K
1.13K $237K
BAC
Bank Of America Corp

Financial Services
5
+ 0.12%
$31.73 - $37.92 $159 - $190
4.19K $159K
VOT
Vanguard Mid Cap Growth Index

ETFs
47
+ 10.02%
$212.21 - $235.79 $9.97K - $11.1K
516 $121K
WM
Waste Management Inc

Industrials
41
+ 16.4%
$177.77 - $213.97 $7.29K - $8.77K
291 $62K
VZ
Verizon Communications Inc

Communication Services
17
+ 0.5%
$37.9 - $42.49 $644 - $722
3.42K $143K
XYL
Xylem Inc.

Industrials
1
+ 0.1%
$109.69 - $129.99 $110 - $130
967 $124K
Activity Summary
Buys All Purchases 141 New Holdings 30 Increased Positions 111 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Fsa Wealth Management LLC Portfolio

Follow Fsa Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fsa Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fsa Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email