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CIK: 0001925685
Total reported value
$513.3K
$513.3K
254 檔
11689.9%
At the close of Q1 2024, FSC Wealth Advisors, LLC disclosed equity holdings valued at approximately $513.3K, spread across 254 reported holdings.
During Q1 2024, FSC Wealth Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 254 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 10.39% | -12.63% | EXIT | |
| 2 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 8.95% | -10.40% | EXIT | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 8.64% | -4.28% | EXIT | |
| 4 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 8.45% | -7.46% | EXIT | |
| 5 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 5.80% | -8.26% | EXIT | |
| 6 | XLV | Ss Health Care Select Sector | ETF-Other | 4.56% | — | — | |
| 7 | FDN | First Trust Dj Internet Ind | ETF-Other | 4.48% | — | — | |
| 8 | SCHG | Schwab US Large-cap Growth | ETF-Other | 4.01% | — | — | |
| 9 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 3.97% | — | -4.11% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.81% | — | +7216.88% | |
| 11 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 3.34% | — | +212.18% | |
| 12 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 3.24% | — | — | |
| 13 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 2.50% | -7.52% | EXIT | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.40% | — | — | |
| 15 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 2.06% | — | — | |
| 16 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 1.91% | — | -68.12% | |
| 17 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 1.70% | — | -76.18% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 1.61% | — | -0.07% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 1.08% | — | -1.11% | |
| 20 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.73% | — | +61.24% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.69% | -3.83% | EXIT | |
| 22 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.65% | — | +100.72% | |
| 23 | BHVN | Biohaven Ltd. | Stock-Other | 0.58% | — | — | |
| 24 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.52% | — | +634.18% | |
| 25 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.48% | — | +5.02% | |
| 26 | FVD | First Trust Value Line Dvd | ETF-Other | 0.48% | — | +4.00% | |
| 27 | VTV | Vanguard Value ETF | ETF-Other | 0.48% | — | +35.56% | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.48% | — | -6.31% | |
| 29 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.45% | — | +31.75% | |
| 30 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.45% | — | +76.05% | |
| 31 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.42% | — | +0.93% | |
| 32 | PFE | Pfizer Inc | Stock-Healthcare | 0.41% | — | -0.73% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.39% | — | -0.75% | |
| 34 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-Large Cap & Growth | 0.36% | — | +200.47% | |
| 35 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 0.36% | — | -8.26% | |
| 36 | FDVV | Fidelity High Dividend ETF | ETF-Other | 0.36% | — | +62.89% | |
| 37 | RLY | Ss Multi-asset Real Ret ETF | ETF-Other | 0.32% | — | +67.76% | |
| 38 | PDBC | Invesco Optimum Yield Divers | ETF-Other | 0.28% | +88.02% | +271.90% | |
| 39 | ABBV | Abbvie Inc | Stock-Healthcare | 0.27% | — | -3.63% | |
| 40 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.27% | — | +78.97% | |
| 41 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.25% | — | — | |
| 42 | MBB | Ishares Mbs ETF | ETF-Other | 0.23% | — | +65.13% | |
| 43 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.23% | — | — | |
| 44 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.23% | — | — | |
| 45 | DEM | Wisdomtree Emerging Markets | ETF-Emerging Markets | 0.23% | — | +75.36% | |
| 46 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 0.21% | — | +80.62% | |
| 47 | IBM | Intl Business Machines CORP | Stock-Tech | 0.21% | — | +80.97% | |
| 48 | NVDA | Nvidia CORP | Stock-Tech | 0.19% | — | — | |
| 49 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.18% | — | — | |
| 50 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.18% | — | +61.69% |
According to official SEC Form 13F filings, FSC Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $513.3K across 254 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPY, FTSM, IWM) accounted for 11689.9% of total reported equity market value during Q1 2024.
During Q1 2024, FSC Wealth Advisors, LLC's top holdings by market value included SPY (10.4%)、FTSM (8.9%)、IWM (8.6%). The largest single position, SPY, represented 10.4% of total portfolio value.
In Q1 2024, FSC Wealth Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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