Fsc Wealth Advisors, LLC Purchases in Q3 2024

Fsc Wealth Advisors, LLC

  • $137 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BNDX
Vanguard Total International B

ETFs
326
+ 6.14%
$48.42 - $50.35 $15.8K - $16.4K
5.63K $283K
JNJ
Johnson & Johnson

Healthcare
5
+ 0.36%
$145.48 - $167.38 $727 - $837
1.38K $223K
TLT
Ishares Barclays 20+ Year Trea

ETFs
92
+ 4.55%
$89.91 - $101.33 $8.27K - $9.32K
2.11K $207K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
376
+ 4.8%
$40.48 - $45.39 $15.2K - $17.1K
8.22K $361K
PFE
Pfizer Inc

Healthcare
8
+ 0.04%
$27.7 - $31.39 $222 - $251
21.6K $623K
IGOV
Ishares 1 3 International Trea

ETFs
441
+ 229.69%
$38.52 - $42.09 $17K - $18.6K
633 $26K
VZ
Verizon Communications Inc

Communication Services
215
+ 8.27%
$38.89 - $45.0 $8.36K - $9.68K
2.81K $126K
VIG
Vanguard Dividend Appreciation

ETFs
153
+ 0.51%
$182.15 - $182.15 $27.9K - $27.9K
30.3K $5.52M
T
At&T Inc.

Communication Services
17
+ 0.34%
$18.21 - $22.28 $310 - $379
4.98K $109K
PYPL
Pay Pal Holdings, Inc.

Financial Services
200
New
$57.22 - $80.08 $11.4K - $16K
200 $15K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
157
+ 2.43%
$49.93 - $51.15 $7.84K - $8.03K
6.63K $338K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
702
+ 16.75%
$20.69 - $21.17 $14.5K - $14.9K
4.89K $102K
APLE
Apple Hospitality Reit, Inc.

Real Estate
1K
New
$13.7 - $15.35 $13.7K - $15.4K
1K $14K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
232
+ 16.93%
$62.4 - $62.4 $14.5K - $14.5K
1.6K $99K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
259
+ 5.38%
$49.7 - $56.11 $12.9K - $14.5K
5.07K $278K
PNC
Pnc Financial Services Group, Inc.

Financial Services
1
+ 0.29%
$156.14 - $187.2 $156 - $187
350 $64K
IOT
Samsara Inc.

Technology
200
New
$34.85 - $49.75 $6.97K - $9.95K
200 $9K
DUK
Duke Energy Corp

Utilities
3
+ 0.73%
$99.35 - $117.71 $298 - $353
412 $47K
BSX
Boston Scientific Corp

Healthcare
8
+ 0.84%
$72.96 - $84.0 $584 - $672
962 $80K
D
Dominion Energy, Inc

Utilities
5
+ 0.64%
$48.01 - $58.53 $240 - $293
787 $45K
AEP
American Electric Power CO Inc

Utilities
2
+ 0.57%
$87.11 - $104.95 $174 - $210
352 $36K
NGG
National Grid PLC

Utilities
17
+ 4.49%
$57.14 - $70.48 $971 - $1.2K
396 $27K
SO
Southern CO

Utilities
3
+ 0.86%
$77.0 - $90.52 $231 - $272
350 $31K
CCI
Crown Castle International Corp

Real Estate
3
+ 1.49%
$95.29 - $120.24 $286 - $361
204 $24K
TRP
Tc Energy Corp

Energy
8
+ 1.55%
$37.48 - $47.9 $300 - $383
525 $24K
DSEP
First Tr ETF Viii Cboe Vest Us

ETFs
136
New
$38.45 - $40.05 $5.23K - $5.45K
136 $5K
AG
First Majestic Silver Corp

Basic Materials
800
New
$4.62 - $6.84 $3.7K - $5.47K
800 $4K
ETR
Entergy Corp

Utilities
2
+ 1.24%
$104.75 - $131.61 $210 - $263
163 $21K
BTI
British American Tobacco P.L.C.

Consumer Defensive
10
+ 1.49%
$31.07 - $39.36 $311 - $394
681 $24K
ET
Energy Transfer LP

Energy
269
+ 20.49%
$15.43 - $16.44 $4.15K - $4.42K
1.58K $25K
NVDA
Nvidia Corp

Technology
100
+ 2.41%
$98.91 - $134.91 $9.89K - $13.5K
4.25K $516K
MSTR
Microstrategy Inc

Technology
117
+ 900.0%
$114.3 - $1800.09 $13.4K - $211K
130 $21K
XOM
Exxon Mobil Corp

Energy
6
+ 0.38%
$109.72 - $119.0 $658 - $714
1.57K $183K
UL
Unilever PLC

Consumer Defensive
2
+ 0.58%
$54.7 - $65.59 $109 - $131
344 $22K
CM
Canadian Imperial Bank Of Commerce

Financial Services
4
+ 1.26%
$47.28 - $62.24 $189 - $249
322 $19K
PTON
Peloton Interactive, Inc.

Consumer Cyclical
800
New
$2.88 - $5.17 $2.3K - $4.14K
800 $3K
DD
Du Pont De Nemours, Inc.

Basic Materials
1
+ 0.28%
$77.22 - $89.49 $77.2 - $89.5
359 $31K
IWY
Ishares Tr Russell 200 Growth

ETFs
1
+ 0.19%
$194.66 - $225.97 $195 - $226
526 $115K
WMB
Williams Companies, Inc.

Energy
8
+ 1.0%
$41.24 - $46.22 $330 - $370
807 $36K
USB
Us Bancorp \De\

Financial Services
6
+ 1.19%
$39.04 - $47.23 $234 - $283
511 $23K
O
Realty Income Corp

Real Estate
2
+ 1.2%
$52.36 - $63.42 $105 - $127
169 $10K
GILD
Gilead Sciences, Inc.

Healthcare
1
+ 0.67%
$66.59 - $83.99 $66.6 - $84
150 $12K
MDT
Medtronic PLC

Healthcare
1
+ 0.68%
$76.84 - $91.03 $76.8 - $91
148 $13K
AMCR
Amcor PLC

Consumer Cyclical
12
+ 1.1%
$9.5 - $11.44 $114 - $137
1.11K $12K
BCE
Bce Inc

Communication Services
14
+ 2.2%
$31.33 - $36.08 $439 - $505
649 $22K
TFC
Truist Financial Corp

Financial Services
5
+ 1.25%
$38.22 - $44.94 $191 - $225
404 $17K
VONE
Vanguard Russell 1000 ETF

ETFs
1
+ 0.81%
$234.0 - $260.07 $234 - $260
124 $32K
AMGN
Amgen Inc

Healthcare
1
+ 0.85%
$309.38 - $337.38 $309 - $337
118 $38K
PPL
Ppl Corp

Utilities
4
+ 0.99%
$27.36 - $33.08 $109 - $132
410 $13K
Activity Summary
Buys All Purchases 121 New Holdings 28 Increased Positions 93 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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