Fsa Wealth Management LLC Incresed Positions in Q3 2025

Fsa Wealth Management LLC

  • $323 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1
+ 0.69%
$435.72 - $463.74 $436 - $464
145 $67K
IYZ
Ishares Tr Us Telecommunicatio

ETFs
3
+ 0.21%
$29.27 - $32.3 $87.8 - $96.9
1.47K $47K
LLY
Eli Lilly & CO

Healthcare
12
+ 4.04%
$625.65 - $812.69 $7.51K - $9.75K
309 $235K
VTWV
Vanguard Russell 2000 Value Et

ETFs
1
+ 0.5%
$138.45 - $158.63 $138 - $159
202 $31K
CVS
Cvs Health Corp

Healthcare
1
+ 0.29%
$58.75 - $76.5 $58.8 - $76.5
346 $26K
ABNB
Airbnb, Inc.

Consumer Cyclical
30
+ 51.72%
$118.3 - $142.16 $3.55K - $4.26K
88 $10K
SOFI
So Fi Technologies, Inc.

Financial Services
125
+ 12500.0%
$17.64 - $29.81 $2.21K - $3.73K
126 $3K
MDLZ
Mondelez International, Inc.

Consumer Defensive
100
+ 15.72%
$60.9 - $70.75 $6.09K - $7.08K
736 $45K
VZ
Verizon Communications Inc

Communication Services
19
+ 0.53%
$40.84 - $45.06 $776 - $856
3.58K $157K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
92
+ 103.37%
$23.29 - $23.38 $2.14K - $2.15K
181 $4K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
1
+ 0.12%
$43.65 - $46.42 $43.7 - $46.4
848 $39K
XLE
Energy Sector Spdr

ETFs
2
+ 0.81%
$84.25 - $91.99 $169 - $184
250 $22K
GILD
Gilead Sciences, Inc.

Healthcare
10
+ 4.35%
$108.22 - $120.47 $1.08K - $1.2K
240 $26K
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
SCHX
Schwab Strategic Tr Us Large C

ETFs
1
+ 0.25%
$24.46 - $26.5 $24.5 - $26.5
406 $10K
SHW
Sherwin Williams CO

Basic Materials
1
+ 1.19%
$330.88 - $375.23 $331 - $375
85 $29K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
1
+ 1.02%
$50.82 - $51.09 $50.8 - $51.1
99 $5K
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
TOLZ
Dj Brookfield Global

ETFs
4
+ 2.45%
$52.67 - $54.58 $211 - $218
167 $9K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
1
+ 1.56%
$71.86 - $87.45 $71.9 - $87.5
65 $5K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
2
+ 0.37%
$72.91 - $77.23 $146 - $154
545 $41K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
1
+ 1.67%
$76.16 - $78.59 $76.2 - $78.6
61 $4K
AMGN
Amgen Inc

Healthcare
1
+ 0.84%
$271.18 - $309.22 $271 - $309
120 $33K
HST
Host Hotels & Resorts, Inc.

Real Estate
1
+ 2.08%
$15.27 - $17.68 $15.3 - $17.7
49 $0
Linde PLC F
14
+ 19.72%
N/A
85 $0
NOV
Nov Inc.

Energy
1
+ 0.45%
$11.88 - $14.16 $11.9 - $14.2
224 $2K
ADBE
Adobe Inc.

Technology
15
+ 9.62%
$333.65 - $392.1 $5K - $5.88K
171 $60K
HERO
Global X Fds Video Games & Esp

ETFs
3
+ 0.55%
$31.09 - $34.46 $93.3 - $103
553 $18K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
1
+ 0.77%
N/A
131 $4K
SCHA
Schwab Strategic Tr Us Small C

ETFs
1
+ 0.6%
$25.29 - $28.33 $25.3 - $28.3
167 $4K
TIP
Ishares Tr Tips Bd ETF

ETFs
1
+ 0.68%
$109.11 - $111.88 $109 - $112
147 $16K
WSO
Watsco Inc

Industrials
1
+ 2.63%
$381.94 - $489.97 $382 - $490
39 $15K
BAX
Baxter International Inc

Healthcare
1
+ 0.63%
$21.71 - $31.23 $21.7 - $31.2
160 $3K
DOW
Dow Inc.

Basic Materials
2
+ 0.6%
$20.87 - $30.37 $41.7 - $60.7
337 $7K
WM
Waste Management Inc

Industrials
5
+ 1.69%
$213.88 - $237.1 $1.07K - $1.19K
301 $66K
TGT
Target Corp

Consumer Defensive
3
+ 1.26%
$86.56 - $107.43 $260 - $322
242 $21K
ICE
Intercontinental Exchange, Inc.

Financial Services
1
+ 0.51%
$167.28 - $188.45 $167 - $188
198 $33K
IBM
International Business Machines Corp

Technology
4
+ 0.31%
$234.77 - $292.47 $939 - $1.17K
1.29K $363K
HON
Honeywell International Inc

Industrials
10
+ 1.14%
$207.7 - $240.4 $2.08K - $2.4K
888 $186K
KO
Coca Cola CO

Consumer Defensive
31
+ 0.52%
$65.67 - $71.67 $2.04K - $2.22K
6.04K $400K
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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