Fsa Wealth Management LLC Purchases in Q3 2025

Fsa Wealth Management LLC

  • $323 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PFE
Pfizer Inc

Healthcare
4
+ 0.08%
$23.29 - $25.88 $93.2 - $104
5.11K $130K
ITW
Illinois Tool Works Inc

Industrials
25
+ 30.86%
$252.31 - $269.41 $6.31K - $6.74K
106 $27K
RHHBY
Roche Hldg LTD Spons Adr

Healthcare
148
New
$37.57 - $43.0 $5.56K - $6.36K
148 $6K
CARR
Carrier Global Corp

Industrials
175
+ 49.58%
$58.75 - $80.73 $10.3K - $14.1K
528 $31K
HSUN
Hartford Fds Exchange Traded T

ETFs
200
New
N/A
200 $6K
B
Barnes Group Inc

Industrials
200
New
$20.73 - $35.36 $4.15K - $7.07K
200 $6K
VB
Vanguard Small Cap ETF

ETFs
1
+ 0.33%
$237.58 - $259.17 $238 - $259
300 $76K
EADSY
Airbus Se

Industrials
110
New
$48.9 - $58.22 $5.38K - $6.4K
110 $6K
HDV
Ishares Core High Dividend ETF

ETFs
8
+ 0.9%
$118.16 - $123.66 $945 - $989
901 $110K
CHD
Church & Dwight CO Inc

Consumer Defensive
75
New
$85.84 - $99.09 $6.44K - $7.43K
75 $6K
COP
Conocophillips

Energy
4
+ 0.42%
$91.0 - $98.99 $364 - $396
965 $91K
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
1
+ 0.14%
$121.81 - $137.24 $122 - $137
704 $93K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
23
+ 1.11%
$42.43 - $45.05 $976 - $1.04K
2.09K $92K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
4
+ 0.35%
$68.24 - $73.73 $273 - $295
1.15K $84K
VNQ
Vanguard Specialized Funds Van

ETFs
9
+ 0.46%
$88.47 - $93.24 $796 - $839
1.96K $178K
VTWV
Vanguard Russell 2000 Value Et

ETFs
1
+ 0.5%
$138.45 - $158.63 $138 - $159
202 $31K
VXF
Vanguard Extended Market ETF

ETFs
1
+ 0.51%
$193.58 - $213.07 $194 - $213
198 $41K
FITE
Spdr S&P Kensho Future Securit

ETFs
50
New
$75.06 - $85.57 $3.75K - $4.28K
50 $4K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1
+ 0.69%
$435.72 - $463.74 $436 - $464
145 $67K
LLY
Eli Lilly & CO

Healthcare
12
+ 4.04%
$625.65 - $812.69 $7.51K - $9.75K
309 $235K
RSG
Republic Services, Inc.

Industrials
25
+ 20.16%
$225.33 - $246.01 $5.63K - $6.15K
149 $34K
IYZ
Ishares Tr Us Telecommunicatio

ETFs
3
+ 0.21%
$29.27 - $32.3 $87.8 - $96.9
1.47K $47K
MDLZ
Mondelez International, Inc.

Consumer Defensive
100
+ 15.72%
$60.9 - $70.75 $6.09K - $7.08K
736 $45K
RBGLY
Reckitt Benckiser Group PLC

Consumer Defensive
223
New
$13.48 - $15.76 $3.01K - $3.51K
223 $3K
VZ
Verizon Communications Inc

Communication Services
19
+ 0.53%
$40.84 - $45.06 $776 - $856
3.58K $157K
CVS
Cvs Health Corp

Healthcare
1
+ 0.29%
$58.75 - $76.5 $58.8 - $76.5
346 $26K
SOFI
So Fi Technologies, Inc.

Financial Services
125
+ 12500.0%
$17.64 - $29.81 $2.21K - $3.73K
126 $3K
TEL
Te Connectivity Ltd.

Technology
18
New
$170.27 - $219.66 $3.06K - $3.95K
18 $3K
ABNB
Airbnb, Inc.

Consumer Cyclical
30
+ 51.72%
$118.3 - $142.16 $3.55K - $4.26K
88 $10K
ICAGY
International Cons Airls Grp

Industrials
345
New
$9.33 - $10.71 $3.22K - $3.69K
345 $3K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
2
+ 0.38%
$61.56 - $66.95 $123 - $134
532 $35K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
1
+ 0.12%
$43.65 - $46.42 $43.7 - $46.4
848 $39K
VWAGY
Volkswagen A G (Germany, Fr)

Consumer Cyclical
213
New
$10.46 - $12.32 $2.23K - $2.62K
213 $2K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
124
New
$14.73 - $19.31 $1.83K - $2.39K
124 $2K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
92
+ 103.37%
$23.29 - $23.38 $2.14K - $2.15K
181 $4K
TOLZ
Dj Brookfield Global

ETFs
4
+ 2.45%
$52.67 - $54.58 $211 - $218
167 $9K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
2
+ 0.37%
$72.91 - $77.23 $146 - $154
545 $41K
SCHX
Schwab Strategic Tr Us Large C

ETFs
1
+ 0.25%
$24.46 - $26.5 $24.5 - $26.5
406 $10K
XLE
Energy Sector Spdr

ETFs
2
+ 0.81%
$84.25 - $91.99 $169 - $184
250 $22K
FQVLF
First Quantum Minerals LTD

Basic Materials
84
New
$16.1 - $22.69 $1.35K - $1.91K
84 $1K
GILD
Gilead Sciences, Inc.

Healthcare
10
+ 4.35%
$108.22 - $120.47 $1.08K - $1.2K
240 $26K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
1
+ 1.02%
$50.82 - $51.09 $50.8 - $51.1
99 $5K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
1
+ 1.56%
$71.86 - $87.45 $71.9 - $87.5
65 $5K
SHW
Sherwin Williams CO

Basic Materials
1
+ 1.19%
$330.88 - $375.23 $331 - $375
85 $29K
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
49
+ 1.76%
$10.85 - $11.41 $532 - $559
2.84K $31K
AOR
Ishares Tr Core Growth Allocat

ETFs
3
+ 0.63%
$60.99 - $64.39 $183 - $193
477 $30K
PPLT
Abrdn Platinum ETF Trust

ETFs
20
New
N/A
20 $1K
DAN
Dana Inc

Consumer Cyclical
1
+ 0.93%
$15.37 - $21.25 $15.4 - $21.3
109 $2K
VTWG
Vanguard Russell 2000 Growth E

ETFs
1
+ 1.59%
$208.02 - $237.84 $208 - $238
64 $14K
Activity Summary
Buys All Purchases 141 New Holdings 48 Increased Positions 93 Sells All Sells 58 Reductions 58 Sold out 0 Options Calls 0 Puts 0
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