Fsc Wealth Advisors, LLC Incresed Positions in Q4 2024

Fsc Wealth Advisors, LLC

  • $149 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CWB
Spdr Bloomberg Convertible Sec

ETFs
90K
+ 253.73%
$76.21 - $82.24 $6.86M - $7.4M
125K $9.77M
QQQ
Invesco Qqq Trust, Series 1

ETFs
6.12K
+ 3803.73%
$481.22 - $538.17 $2.95M - $3.3M
6.29K $3.21M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
27.6K
+ 37.06%
$66.77 - $71.52 $1.84M - $1.97M
102K $7.03M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.06K
+ 18.64%
$521.84 - $558.82 $1.08M - $1.15M
13.1K $7.07M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.19K
+ 4.0%
$567.81 - $607.81 $673K - $720K
30.8K $18M
MGV
Vanguard Mega Cap Value

ETFs
8.67K
+ 19.25%
$124.06 - $133.48 $1.08M - $1.16M
53.7K $6.71M
VIG
Vanguard Dividend Appreciation

ETFs
4.63K
+ 15.25%
N/A
35K $6.37M
XLY
Select Sector Spdr Consumer Di

ETFs
373
+ 1.96%
$194.8 - $239.43 $72.7K - $89.3K
19.4K $4.36M
SCHG
Schwab Strategic Tr Us Large C

ETFs
101K
+ 314.54%
$25.93 - $105.3 $2.61M - $10.6M
133K $3.69M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
5.34K
+ 25.17%
$61.68 - $67.87 $329K - $362K
26.5K $1.65M
AAPL
Apple Inc.

Technology
226
+ 1.74%
$221.69 - $259.02 $50.1K - $58.5K
13.2K $3.31M
EFV
Msci Eafe Value ETF

ETFs
4.82K
+ 37.02%
$51.78 - $57.15 $250K - $275K
17.8K $936K
NVDA
Nvidia Corp

Technology
942
+ 22.16%
$117.0 - $148.88 $110K - $140K
5.19K $697K
IEMG
Ishares Inc

ETFs
3.26K
+ 36.72%
N/A
12.2K $651K
VNQ
Vanguard Specialized Funds Van

ETFs
3.49K
+ 18.59%
$87.85 - $98.6 $306K - $344K
22.2K $1.98M
VTV
Vanguard Value ETF

ETFs
1.05K
+ 17.03%
$168.32 - $181.87 $177K - $192K
7.24K $1.23M
IWM
Ishares Russell 2000 ETF

ETFs
649
+ 21.84%
$216.13 - $242.4 $140K - $157K
3.62K $799K
IVV
Ishares Core S&P 500 ETF

ETFs
170
+ 7.55%
$570.51 - $610.59 $97K - $104K
2.42K $1.43M
EFG
Msci Eafe Growth ETF

ETFs
1.63K
+ 35.21%
$96.83 - $106.88 $158K - $174K
6.26K $606K
VCIT
Vanguard Intermediate Term Cor

ETFs
1.79K
+ 16.73%
$80.13 - $83.77 $144K - $150K
12.5K $1M
AXON
Axon Enterprise, Inc.

Industrials
88
+ 32.0%
$399.22 - $689.78 $35.1K - $60.7K
363 $215K
VGIT
Vanguard Intermediate Term Tre

ETFs
2.14K
+ 8.7%
$57.78 - $60.4 $124K - $129K
26.8K $1.55M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
1.09K
+ 37.29%
$60.13 - $67.31 $65.5K - $73.4K
4.01K $243K
MSTR
Microstrategy Inc

Technology
80
+ 61.54%
$162.69 - $473.83 $13K - $37.9K
210 $60K
VZ
Verizon Communications Inc

Communication Services
1.31K
+ 46.38%
$39.6 - $45.21 $51.7K - $59K
4.12K $164K
BNDX
Vanguard Total International B

ETFs
926
+ 16.44%
$48.91 - $50.61 $45.3K - $46.9K
6.56K $321K
IWN
Ishares Russell2000 Val ETF

ETFs
243
+ 32.23%
$162.69 - $181.35 $39.5K - $44.1K
997 $163K
IGOV
Ishares 1 3 International Trea

ETFs
1.03K
+ 162.24%
$38.42 - $41.79 $39.5K - $42.9K
1.66K $63K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
1.67K
+ 34.08%
$20.98 - $21.19 $35K - $35.3K
6.56K $138K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
519
+ 32.4%
N/A
2.12K $132K
RIO
Rio Tinto PLC

Basic Materials
600
+ 150.0%
$58.59 - $71.15 $35.2K - $42.7K
1K $58K
MO
Altria Group, Inc.

Consumer Defensive
500
+ 26.23%
$49.06 - $57.74 $24.5K - $28.9K
2.41K $125K
ARCC
Ares Capital Corp

Financial Services
1K
+ 18.87%
$20.74 - $22.27 $20.7K - $22.3K
6.3K $137K
ET
Energy Transfer LP

Energy
1K
+ 63.21%
$16.05 - $19.86 $16.1K - $19.9K
2.58K $50K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
310
+ 6.12%
$53.94 - $58.15 $16.7K - $18K
5.38K $303K
DSEP
First Tr ETF Viii Cboe Vest Us

ETFs
409
+ 300.74%
$39.78 - $41.04 $16.3K - $16.8K
545 $22K
IJS
Ishares S&P Smallcap 600 Value

ETFs
143
+ 893.75%
$104.59 - $118.05 $15K - $16.9K
159 $17K
MBB
Ishares Tr

ETFs
419
+ 7.95%
$91.26 - $95.82 $38.2K - $40.1K
5.69K $521K
FDVV
Fidelity High Dividend ETF

ETFs
416
+ 3.48%
$49.66 - $52.63 $20.7K - $21.9K
12.4K $617K
WMT
Walmart Inc.

Consumer Defensive
25
+ 2.86%
$79.1 - $95.7 $1.98K - $2.39K
900 $81K
JEPI
J P Morgan Exchange Traded Fd

ETFs
443
+ 6.23%
$57.53 - $60.83 $25.5K - $26.9K
7.56K $434K
PFF
Ishares Trust Ishares Pfd And

ETFs
670
+ 10.59%
$31.23 - $33.51 $20.9K - $22.5K
7K $220K
KD
Kyndryl Holdings, Inc.

Technology
206
+ 515.0%
$22.43 - $35.79 $4.62K - $7.37K
246 $8K
XOM
Exxon Mobil Corp

Energy
207
+ 13.22%
$105.51 - $125.37 $21.8K - $26K
1.77K $190K
ENB
Enbridge Inc

Energy
33
+ 1.76%
$40.4 - $43.92 $1.33K - $1.45K
1.91K $80K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
216
+ 3.26%
$49.79 - $51.14 $10.8K - $11K
6.84K $342K
ETR
Entergy Corp

Utilities
155
+ 95.09%
$73.19 - $156.4 $11.3K - $24.2K
318 $24K
RLY
Ssga Active ETF Tr

ETFs
775
+ 6.53%
$26.85 - $29.18 $20.8K - $22.6K
12.6K $341K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
4
+ 0.05%
N/A
7.96K $683K
Activity Summary
Buys All Purchases 105 New Holdings 38 Increased Positions 67 Sells All Sells 72 Reductions 72 Sold out 0 Options Calls 0 Puts 0
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