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CIK: 0001925685
Total reported value
$623.9K
$623.9K
260 檔
9052.4%
During the Q1 2025 filing period, FSC Wealth Advisors, LLC (CIK: 0001925685) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $623.9K across 260 reported positions.
FSC Wealth Advisors, LLC executed strategic sector rebalancing during Q1 2025, establishing 15 new positions while fully exiting 43 holdings and trimming 39 positions.
Showing top 200 holdings (of 260 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 | 8.82% | — | -21.99% | |
| 2 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 7.83% | — | -1.23% | |
| 3 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 7.29% | — | -1.66% | |
| 4 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 6.93% | — | — | |
| 5 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 6.19% | — | -1.91% | |
| 6 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 4.96% | — | +899.70% | |
| 7 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 4.44% | — | -2.24% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 4.35% | — | -2.26% | |
| 9 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 4.16% | — | +135.90% | |
| 10 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 3.04% | — | -0.13% | |
| 11 | FXI | Ishares China Large-cap ETF | ETF-Emerging Markets | 2.60% | — | +110636.00% | |
| 12 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.17% | — | -0.14% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.97% | — | +1.83% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 1.88% | — | -2.35% | |
| 15 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 1.76% | — | — | |
| 16 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.75% | — | — | |
| 17 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 1.73% | — | — | |
| 18 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.64% | — | +23.85% | |
| 19 | VGIT | Vanguard Intermediate-term T | ETF-Other | 1.61% | — | +54.43% | |
| 20 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 1.51% | — | +0.32% | |
| 21 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.23% | — | +20.72% | |
| 22 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.16% | — | +72.39% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.14% | — | +27.40% | |
| 24 | VTV | Vanguard Value ETF | ETF-Other | 1.00% | — | +21.65% | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 0.93% | — | +1.83% | |
| 26 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.87% | — | +26.27% | |
| 27 | PDBC | Invesco Optimum Yield Divers | ETF-Other | 0.75% | — | +151.45% | |
| 28 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.59% | — | +37.91% | |
| 29 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.59% | — | +18.91% | |
| 30 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.57% | — | +20.39% | |
| 31 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.56% | — | +35.13% | |
| 32 | MBB | Ishares Mbs ETF | ETF-Other | 0.52% | — | +48.54% | |
| 33 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.52% | — | +3.19% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.49% | — | -1.88% | |
| 35 | FVD | First Trust Value Line Dvd | ETF-Other | 0.48% | — | -2.87% | |
| 36 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.44% | — | -3.20% | |
| 37 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-Large Cap & Growth | 0.37% | — | -8.07% | |
| 38 | NVDA | Nvidia CORP | Stock-Tech | 0.37% | — | -0.13% | |
| 39 | FDVV | Fidelity High Dividend ETF | ETF-Other | 0.36% | — | -10.32% | |
| 40 | PFE | Pfizer Inc | Stock-Healthcare | 0.35% | — | +3.83% | |
| 41 | ABBV | Abbvie Inc | Stock-Healthcare | 0.35% | — | +0.04% | |
| 42 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 0.34% | — | +8.19% | |
| 43 | EVLN | Eaton Vance Floating-rate | ETF-Other | 0.32% | — | +50.26% | |
| 44 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.28% | — | — | |
| 45 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.27% | — | -3.76% | |
| 46 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.27% | — | — | |
| 47 | IBM | Intl Business Machines CORP | Stock-Tech | 0.26% | — | +9.86% | |
| 48 | SCHY | Schwab International Dvd ETF | ETF-Other | 0.25% | — | +156.05% | |
| 49 | BHVN | Biohaven Ltd. | Stock-Other | 0.24% | — | — | |
| 50 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.24% | — | -1.99% |
According to official SEC Form 13F filings, FSC Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $623.9K across 260 disclosed positions in Q1 2025.
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, BIL) accounted for 9052.4% of total reported equity market value during Q1 2025.
Top New Position Initiated
VGK
市值: $10.6M
Top Position Liquidated / Trimmed
XLY
前期市值: $4.4M
During Q1 2025, FSC Wealth Advisors, LLC's top holdings by market value included SPY (8.8%)、FTSM (7.8%)、BIL (7.3%). The largest single position, SPY, represented 8.8% of total portfolio value.
In Q1 2025, FSC Wealth Advisors, LLC made 162 total portfolio adjustments, initiating 15 new buys, adding to 65 positions, trimming 39 holdings, and fully liquidating 43 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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