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CIK: 0001925685
Total reported value
$513.3K
$513.3K
260 檔
11002.0%
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 $513.3K across 260 reported positions.
In Q1 2025, FSC Wealth Advisors, LLC displayed an active expansion posture, initiating 5 new positions and adding to 24 existing holdings, outstripping position reductions.
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% | -12.63% | EXIT | |
| 2 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 7.83% | -10.40% | EXIT | |
| 3 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 7.29% | -7.46% | EXIT | |
| 4 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 6.93% | -8.15% | EXIT | |
| 5 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 6.19% | -8.26% | EXIT | |
| 6 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 4.96% | -9.55% | EXIT | |
| 7 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 4.44% | -7.92% | EXIT | |
| 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% | -7.52% | EXIT | |
| 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% | -3.83% | EXIT | |
| 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% | +88.02% | +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% | -4.28% | EXIT | |
| 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% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VGK | Vanguard Ftse Europe ETF | +6.9% | NEW | New buy |
| 2 | SPLV | Invesco S&p 500 Low Volatili | +4.5% | +899.70% | Add |
| 3 | FXI | Ishares China Large-cap ETF | +2.6% | +110636.00% | Add |
| 4 | XLP | Ss Consumer Staples Sel Sect | +2.5% | +135.90% | Add |
| 5 | VGIT | Vanguard Intermediate-term T | +0.6% | +54.43% | Add |
| 6 | VCIT | Vanguard Int-term Corporate | +0.5% | +72.39% | Add |
| 7 | PDBC | Invesco Optimum Yield Divers | +0.5% | +151.45% | Add |
| 8 | VNQ | Vanguard Real Estate ETF | +0.4% | +23.85% | Add |
| 9 | PYLD | Pimco Multisector Bond Actv | +0.3% | NEW | New buy |
| 10 | EFV | Ishares Msci Eafe Value ETF | +0.3% | +26.27% | Add |
| 11 | IVV | Ishares Core S&p 500 ETF | +0.2% | +27.40% | Add |
| 12 | VTV | Vanguard Value ETF | +0.2% | +21.65% | Add |
| 13 | MBB | Ishares Mbs ETF | +0.2% | +48.54% | Add |
| 14 | IEMG | Ishares Core Msci Emerging | +0.2% | +37.91% | Add |
| 15 | EFG | Ishares Msci Eafe Growth ETF | +0.2% | +35.13% | Add |
| 16 | IJH | Ishares Core S&p Midcap ETF | +0.2% | +20.72% | Add |
| 17 | SCHY | Schwab International Dvd ETF | +0.2% | +156.05% | Add |
| 18 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +18.91% | Add |
| 19 | SCHD | Schwab US Dvd Equity ETF | +0.1% | -0.13% | Trim |
| 20 | EVLN | Eaton Vance Floating-rate | +0.1% | +50.26% | Add |
| 21 | PFF | Ishares Preferred & Income S | +0.1% | +62.25% | Add |
| 22 | IGOV | Ishares International Treasu | +0.1% | +180.42% | Add |
| 23 | TLTW | Ishares 20+ Bond Buywrite | +0.1% | +94.39% | Add |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | -1.88% | Trim |
| 25 | FTSM | First Trust Enh Short Mat Fd | +0.1% | -1.23% | Trim |
| 26 | PECO | Phillips Edison & Company In | +0.1% | NEW | New buy |
| 27 | AES | Aes CORP | +0.1% | NEW | New buy |
| 28 | SCZ | Ishares Msci Eafe Small-cap | +0.1% | +30.58% | Add |
| 29 | ESGU | Ishares Esg Aware Msci USA | +0.1% | NEW | New buy |
| 30 | BIL | Ss Spdr Bb 1-3m T-bill ETF | 0% | -1.66% | Trim |
| 31 | AMZN | Amazon.com Inc | -0.1% | +3.19% | Add |
| 32 | VIG | Vanguard Dividend Apprec ETF | -0.1% | -2.26% | Trim |
| 33 | NVDA | Nvidia CORP | -0.1% | -0.13% | Trim |
| 34 | MSFT | Microsoft CORP | -0.1% | +1.83% | Add |
| 35 | CWB | Ss Spdr Bb Conv Sec ETF | -0.1% | -1.91% | Trim |
| 36 | QQQ | Invesco Qqq Trust Series 1 | -0.1% | +1.83% | Add |
| 37 | ACWX | Ishares Msci Acwi Ex US ETF | -0.1% | EXIT | Sold out |
| 38 | BHVN | Biohaven Ltd. | -0.1% | — | Unchanged |
| 39 | MGK | Vanguard Mega Cap Growth ETF | -0.2% | — | Unchanged |
| 40 | SCHG | Schwab US Large-cap Growth | -0.2% | -0.14% | Trim |
| 41 | AAPL | Apple Inc | -0.3% | -2.35% | Trim |
| 42 | AGG | Ishares Core U.s. Aggregate | -0.3% | EXIT | Sold out |
| 43 | FLXR | Tcw Flexible Income ETF | -0.4% | EXIT | Sold out |
| 44 | IWL | Ishares Russell Top 200 ETF | -0.4% | EXIT | Sold out |
| 45 | MAGS | Roundhill Magnificent Seven | -2.4% | EXIT | Sold out |
| 46 | IVW | Ishares S&p 500 Growth ETF | -2.5% | EXIT | Sold out |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | -2.8% | -21.99% | Trim |
| 48 | XLY | Ss Consumer Disc Select Sect | -2.8% | EXIT | Sold out |
| 49 | VOO | Vanguard S&p 500 ETF | -4.5% | -98.61% | Trim |
| 50 | SPYM | Ste Str Spdr Pt S&p 500 ETF | -4.5% | -99.76% | Trim |
According to official SEC Form 13F filings, FSC Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $513.3K 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 11002.0% 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 48 total portfolio adjustments, initiating 5 new buys, adding to 24 positions, trimming 12 holdings, and fully liquidating 7 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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