Fsa Wealth Management LLC Incresed Positions in Q4 2024

Fsa Wealth Management LLC

  • $246 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
48
+ 1.82%
$10.56 - $11.31 $507 - $543
2.69K $28K
FNDX
Schwab Fundamental U S Large C

ETFs
67
+ 136.73%
$23.49 - $71.77 $1.57K - $4.81K
116 $2K
WELL
Welltower Inc.

Real Estate
2
+ 0.43%
$123.11 - $139.3 $246 - $279
463 $58K
OGN
Organon & Co.

Healthcare
1
+ 1.59%
$14.44 - $18.83 $14.4 - $18.8
64 $0
INDA
Ishares Msci India Index Fund

ETFs
1
+ 0.79%
$52.64 - $58.16 $52.6 - $58.2
127 $6K
TOLZ
Dj Brookfield Global

ETFs
2
+ 1.25%
$48.31 - $52.66 $96.6 - $105
162 $7K
BAX
Baxter International Inc

Healthcare
2
+ 1.28%
$28.63 - $37.84 $57.3 - $75.7
158 $4K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
1
+ 1.64%
$97.29 - $122.68 $97.3 - $123
62 $6K
AOM
Ishares Tr Core Moderate Alloc

ETFs
6
+ 1.28%
$43.44 - $45.05 $261 - $270
476 $20K
WWD
Woodward, Inc.

Industrials
1
+ 0.99%
$159.67 - $187.29 $160 - $187
102 $16K
HDV
Ishares Core High Dividend ETF

ETFs
12
+ 2.13%
$110.82 - $121.28 $1.33K - $1.46K
575 $64K
VONV
Vanguard Russell 1000 Value Et

ETFs
20
+ 1.08%
$80.87 - $87.69 $1.62K - $1.75K
1.87K $152K
IEFA
Ishares Tr

ETFs
3
+ 0.62%
$70.06 - $77.43 $210 - $232
487 $34K
SCHA
Schwab Strategic Tr Us Small C

ETFs
4
+ 2.48%
$25.33 - $51.16 $101 - $205
165 $4K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
25
+ 1.25%
$43.02 - $47.32 $1.08K - $1.18K
2.03K $87K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
2
+ 0.38%
$64.85 - $73.04 $130 - $146
526 $34K
AMAT
Applied Materials Inc

Technology
1
+ 0.85%
$161.44 - $213.89 $161 - $214
118 $19K
NIO
Nio Inc.

Consumer Cyclical
100
+ 5.0%
$4.31 - $7.21 $431 - $721
2.1K $9K
DD
Du Pont De Nemours, Inc.

Basic Materials
1
+ 0.23%
$75.95 - $88.05 $76 - $88.1
438 $33K
DOW
Dow Inc.

Basic Materials
1
+ 0.3%
$39.1 - $55.34 $39.1 - $55.3
331 $13K
TGT
Target Corp

Consumer Defensive
2
+ 0.86%
$121.59 - $160.69 $243 - $321
234 $31K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
10
+ 2.13%
$114.08 - $125.68 $1.14K - $1.26K
480 $54K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
508
+ 7.8%
$34.13 - $37.35 $17.3K - $19K
7.02K $239K
CVS
Cvs Health Corp

Healthcare
1
+ 0.29%
$43.78 - $67.46 $43.8 - $67.5
343 $15K
BBH
Vaneck ETF Tr Biotech ETF

ETFs
2
+ 0.66%
$156.32 - $178.25 $313 - $357
305 $47K
COP
Conocophillips

Energy
4
+ 0.39%
$95.12 - $114.72 $380 - $459
1.03K $101K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
82
+ 27.8%
$18.41 - $40.87 $1.51K - $3.35K
377 $6K
LRCX
Lam Research Corp

Technology
716
+ 895.0%
$70.05 - $814.09 $50.2K - $583K
796 $57K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
24
+ 1.48%
$58.88 - $64.8 $1.41K - $1.56K
1.64K $96K
EEM
Ishares Msci Emerging Markets

ETFs
47
+ 1.82%
$41.82 - $47.36 $1.97K - $2.23K
2.63K $110K
PFE
Pfizer Inc

Healthcare
3
+ 0.06%
$24.8 - $30.19 $74.4 - $90.6
4.9K $130K
DHI
Horton D R Inc

Consumer Cyclical
1
+ 0.41%
$137.24 - $194.56 $137 - $195
245 $34K
VZ
Verizon Communications Inc

Communication Services
19
+ 0.57%
$39.6 - $45.21 $752 - $859
3.37K $134K
MRK
Merck & Co., Inc.

Healthcare
1
+ 0.08%
$96.31 - $114.76 $96.3 - $115
1.23K $122K
XYL
Xylem Inc.

Industrials
2
+ 0.21%
$116.02 - $137.45 $232 - $275
972 $112K
UNP
Union Pacific Corp

Industrials
1
+ 0.09%
$223.15 - $249.32 $223 - $249
1.12K $256K
ABBV
Abb Vie Inc.

Healthcare
4
+ 0.32%
$164.99 - $203.87 $660 - $815
1.25K $221K
VTV
Vanguard Value ETF

ETFs
13
+ 0.2%
$168.32 - $181.87 $2.19K - $2.36K
6.62K $1.12M
KO
Coca Cola CO

Consumer Defensive
61
+ 0.99%
$61.74 - $71.71 $3.77K - $4.37K
6.25K $388K
PANW
Palo Alto Networks Inc

Technology
371
+ 46.2%
$181.96 - $405.9 $67.5K - $151K
1.17K $213K
XOM
Exxon Mobil Corp

Energy
12
+ 0.16%
$105.51 - $125.37 $1.27K - $1.5K
7.64K $821K
IWN
Ishares Russell2000 Val ETF

ETFs
119
+ 0.21%
$162.69 - $181.35 $19.4K - $21.6K
57.7K $9.47M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.2K
+ 0.62%
$44.04 - $49.49 $52.8K - $59.3K
193K $8.51M
VEA
Vanguard Ftse Developed Market

ETFs
5.86K
+ 1.17%
$47.57 - $52.44 $279K - $307K
506K $24.2M
Activity Summary
Buys All Purchases 125 New Holdings 30 Increased Positions 95 Sells All Sells 83 Reductions 83 Sold out 0 Options Calls 0 Puts 0
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