Fsa Wealth Management LLC Sells in Q1 2024

Fsa Wealth Management LLC

  • $229 Million
  • Q1 2024
Stock Shares change Price Range Shares Held Trade History
TSLA
Tesla, Inc.

Consumer Cyclical
-427
- 2.98%
$162.5 - $248.42 $69.4K - $106K
13.9K $2.44M
TNA
Direxion Daily Small Cap Bull

ETFs
-1.65K
- 81.48%
$32.8 - $42.92 $54.1K - $70.8K
375 $16K
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
-570
- 94.53%
$98.63 - $134.08 $56.2K - $76.4K
33 $4K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-155
- 18.45%
$396.28 - $446.38 $61.4K - $69.2K
685 $304K
FNDA
Schwab Fundamental U S Small C

ETFs
-544
- 44.16%
$52.35 - $57.03 $28.5K - $31K
688 $39K
HUBS
Hubspot Inc

Technology
-50
- 92.59%
$530.25 - $646.63 $26.5K - $32.3K
4 $2K
GIS
General Mills Inc

Consumer Defensive
-411
- 80.43%
$62.34 - $69.97 $25.6K - $28.8K
100 $6K
MIDU
Direxion Daily Mid Cap Bull 3 X

ETFs
-545
- 72.67%
$39.92 - $56.13 $21.8K - $30.6K
205 $11K
COP
Conocophillips

Energy
-146
- 12.54%
$106.93 - $127.28 $15.6K - $18.6K
1.02K $129K
TSLY
Tidal ETF Tr Ii Yieldmax Tsla
-715
- 42.31%
N/A
975 $0
SCHA
Schwab Strategic Tr Us Small C

ETFs
-237
- 29.12%
$44.84 - $49.24 $10.6K - $11.7K
577 $28K
ONTO
Onto Innovation Inc.

Technology
-60
- 60.0%
$136.19 - $196.61 $8.17K - $11.8K
40 $7K
MUB
Ishares National Muni Bond ETF

ETFs
-43
- 1.86%
$107.41 - $108.76 $4.62K - $4.68K
2.27K $243K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-314
- 44.04%
$19.39 - $20.93 $6.09K - $6.57K
399 $8K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-6
- 0.22%
$8.11 - $11.66 $48.7 - $70
2.67K $23K
HPI
John Hancock Preferred Income Fund

Financial Services
-450
- 47.32%
$15.37 - $16.69 $6.92K - $7.51K
501 $8K
VNQ
Vanguard Specialized Funds Van

ETFs
-31
- 4.44%
$82.58 - $89.12 $2.56K - $2.76K
667 $57K
AZO
Autozone Inc

Consumer Cyclical
-2
- 40.0%
$2521.28 - $3239.32 $5.04K - $6.48K
3 $9K
NEM
Newmont Corp

Basic Materials
-96
- 73.85%
$29.86 - $40.91 $2.87K - $3.93K
34 $1K
FRFHF
Fairfax Financial Holdings LTD

Financial Services
-5
- 50.0%
$907.19 - $1141.64 $4.54K - $5.71K
5 $5K
CRM
Salesforce, Inc.

Technology
-27
- 17.65%
$251.12 - $316.88 $6.78K - $8.56K
126 $37K
PEP
Pepsico Inc

Consumer Defensive
-40
- 4.93%
$162.04 - $175.01 $6.48K - $7K
772 $135K
FSLR
First Solar, Inc.

Technology
-12
- 48.0%
$139.8 - $172.16 $1.68K - $2.07K
13 $2K
FCNCA
First Citizens Bancshares Inc

Financial Services
-1
- 25.0%
$1373.91 - $1635.0 $1.37K - $1.64K
3 $4K
IEMG
Ishares Inc

ETFs
-64
- 4.53%
$47.6 - $51.96 $3.05K - $3.33K
1.35K $69K
USLM
United States Lime & Minerals Inc

Basic Materials
-9
- 50.0%
$216.97 - $304.88 $1.95K - $2.74K
9 $2K
CRWD
Crowd Strike Holdings, Inc.

Technology
-5
- 33.33%
$244.36 - $334.55 $1.22K - $1.67K
10 $3K
FANG
Diamondback Energy, Inc.

Energy
-12
- 30.77%
$149.62 - $198.17 $1.8K - $2.38K
27 $5K
MITSY
Mitsui & CO LTD Adr (Us)

Industrials
-3
- 30.0%
$738.63 - $946.67 $2.22K - $2.84K
7 $6K
HDRO
ETF Ser Solutions Defiance Nex

ETFs
-2
- 0.4%
$5.03 - $6.38 $10.1 - $12.8
498 $2K
BMY
Bristol Myers Squibb CO

Healthcare
-107
- 4.92%
$47.98 - $54.4 $5.13K - $5.82K
2.07K $112K
AOM
Ishares Tr Core Moderate Alloc

ETFs
-2
- 0.43%
$40.86 - $42.78 $81.7 - $85.6
466 $19K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-72
- 8.46%
$55.41 - $62.08 $3.99K - $4.47K
779 $48K
FITB
Fifth Third Bancorp

Financial Services
-611
- 7.18%
$32.82 - $37.21 $20.1K - $22.7K
7.9K $293K
AMD
Advanced Micro Devices Inc

Technology
-72
- 13.36%
$135.32 - $211.38 $9.74K - $15.2K
467 $84K
PLTR
Palantir Technologies Inc.

Technology
-150
- 9.68%
$15.98 - $26.46 $2.4K - $3.97K
1.4K $32K
DVY
Ishares Tr

ETFs
-69
- 2.49%
$113.31 - $123.18 $7.82K - $8.5K
2.7K $332K
RTX
Raytheon Technologies Corp

Industrials
-61
- 5.69%
$85.02 - $97.53 $5.19K - $5.95K
1.01K $98K
PHO
Invesco Exchange Traded Fd Tr

ETFs
-109
- 4.02%
$58.49 - $66.57 $6.38K - $7.26K
2.6K $173K
GOOG
Alphabet Inc.

Communication Services
-238
- 5.43%
$132.56 - $154.84 $31.5K - $36.9K
4.14K $630K
JPM
Jpmorgan Chase & CO

Financial Services
-149
- 7.75%
$167.09 - $200.3 $24.9K - $29.8K
1.77K $355K
INTU
Intuit Inc

Technology
-13
- 0.6%
$586.82 - $669.36 $7.63K - $8.7K
2.16K $1.4M
AMZN
Amazon Com Inc

Consumer Cyclical
-39
- 1.96%
$144.57 - $180.38 $5.64K - $7.03K
1.95K $352K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-553
- 2.59%
$57.38 - $64.15 $31.7K - $35.5K
20.8K $1.34M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-8
- 0.03%
$122.28 - $131.24 $978 - $1.05K
24.9K $3.26M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-580
- 0.36%
$294.43 - $339.01 $171K - $197K
158K $53.4M
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
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