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FAS Wealth Partners, Inc.

Q2 2025 · Filed 2025-08-14
Market Value
$1.3B
+10.6%
Holdings
464
+26
New Purchases
40
Added To
249
Closed
16
Reduced
91
Top 10 Concentration
36.4%
Turnover
12.1%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
NVDA 1.64% 1.16% +0.48% $22M
ILCG 4.30% 3.88% +0.41% $58M
AVGO 1.01% 0.62% +0.39% $14M
MSFT 1.66% 1.31% +0.35% $22M
TPYP 0.30% 0.00% +0.30% $4M
EFG 3.60% 3.37% +0.23% $49M
TSLA 0.31% 0.11% +0.20% $4M
META 1.00% 0.80% +0.20% $13M
RSP 5.76% 5.58% +0.18% $78M
PLD 0.17% 0.00% +0.17% $2M
BA 0.21% 0.04% +0.17% $3M
GLD 0.28% 0.11% +0.17% $4M
ISRG 0.19% 0.04% +0.15% $3M
PLTR 0.42% 0.27% +0.15% $6M
CMG 0.16% 0.02% +0.14% $2M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
CORT 1.64% 2.81% -1.17% $22M
JEPI 6.23% 6.63% -0.40% $84M
AAPL 2.22% 2.56% -0.34% $30M
MCD 0.21% 0.49% -0.28% $3M
SLYV 0.95% 1.20% -0.25% $13M
UNH 0.07% 0.31% -0.24% $909K
AMT 0.00% 0.22% -0.22% $0
PEP 0.06% 0.28% -0.22% $765K
SCHV 2.34% 2.47% -0.13% $32M
RHI 0.00% 0.12% -0.12% $0
CVX 0.45% 0.55% -0.10% $6M
HDV 0.73% 0.83% -0.10% $10M
XOM 0.48% 0.57% -0.09% $7M
JNJ 0.46% 0.55% -0.08% $6M
HYD 0.16% 0.24% -0.08% $2M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 63 $288M 21.3%
Large Cap 237 $659M 48.9%
Mid Cap 88 $307M 22.7%
Small Cap 55 $78M 5.8%
Micro Cap 21 $18M 1.3%

Portfolio Analytics

Avg Market Cap
$151.6B
Median Market Cap
$20.0B
Avg P/E
33.0
Median P/E
25.3
Avg Dividend Yield
0.02%
Avg Beta
0.95
# Stocks
166
# ETFs / Funds
298

Top Holdings (464 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 JEPI 6.23% 1,479,587 $84M $56.85 $3M +63,939 +4.5%
2 RSP 5.76% 427,572 $78M $181.74 $10M +34,363 +8.7%
3 ILCG 4.30% 598,563 $58M $96.90 $11M +13,236 +2.3%
4 EFG 3.60% 433,332 $49M $112.00 $7M +22,283 +5.4%
5 MDYV 3.46% 588,546 $47M $79.43 $4M +32,259 +5.8%
6 AVLV 3.31% 654,293 $45M $68.21 $4M +25,760 +4.1%
7 MDYG 3.09% 479,764 $42M $86.87 $5M +18,883 +4.1%
8 SCHV 2.34% 1,138,942 $32M $27.67 $1M +5,053 +0.5%
9 AAPL 2.22% 146,337 $30M $205.17 -$1M +5,488 +3.9%
10 SLYG 2.09% 318,280 $28M $88.75 $4M +20,164 +6.8%
11 MSFT 1.66% 45,075 $22M $497.41 $6M +2,367 +5.5%
12 CORT 1.64% 302,429 $22M $73.40 -$12M +2,166 +0.7%
13 NVDA 1.64% 140,453 $22M $157.99 $8M +9,544 +7.3%
14 PTRB 1.56% 503,436 $21M $41.83 $1M +29,030 +6.1%
15 IVW 1.49% 182,133 $20M $110.10 $3M +942 +0.5%
16 VIG 1.37% 90,445 $19M $204.67 $1M +1,268 +1.4%
17 AVIV 1.29% 280,322 $17M $62.23 $2M +7,055 +2.6%
18 EFV 1.28% 271,662 $17M $63.48 $2M +6,167 +2.3%
19 AMZN 1.18% 72,669 $16M $219.39 $3M +4,205 +6.1%
20 SCHM 1.16% 559,901 $16M $28.05 $1M +13,613 +2.5%
21 AVLC 1.12% 213,031 $15M $71.04 $2M +1,314 +0.6%
22 TOTL 1.08% 364,567 $15M $40.11 $491K +13,824 +3.9%
23 KEMX 1.06% 444,570 $14M $32.25 $2M -774 -0.2%
24 AVGO 1.01% 49,663 $14M $275.65 $6M +4,273 +9.4%
25 JCPB 1.00% 287,290 $14M $47.06 $528K +11,096 +4.0%
26 META 1.00% 18,279 $13M $738.07 $4M +1,375 +8.1%
27 AVDE 0.99% 180,736 $13M $74.01 $2M +1,703 +0.9%
28 AVSC 0.96% 250,786 $13M $51.57 $1M +7,070 +2.9%
29 SLYV 0.95% 160,891 $13M $79.76 -$2M -25,420 -13.6%
30 SCHG 0.85% 393,347 $11M $29.21 $2M -770 -0.2%
31 JPM 0.84% 38,982 $11M $289.91 $2M +2,770 +7.7%
32 AVUV 0.74% 110,078 $10M $91.10 $2M +15,360 +16.2%
33 HDV 0.73% 83,849 $10M $117.17 -$277K +447 +0.5%
34 GOOG 0.68% 51,562 $9M $177.39 $1M +757 +1.5%
35 SPY 0.66% 14,322 $9M $617.85 $1M +803 +5.9%
36 FNDF 0.65% 219,651 $9M $40.02 $855K +74 +0.0%
37 IDV 0.63% 246,532 $9M $34.51 $981K +3,885 +1.6%
38 WMT 0.62% 86,187 $8M $97.78 $1M +2,678 +3.2%
39 FLTR 0.62% 326,833 $8M $25.50 -$7K +357 +0.1%
40 IVE 0.62% 42,586 $8M $195.42 $74K -694 -1.6%
41 LLY 0.55% 9,539 $7M $779.56 $32K +574 +6.4%
42 REGL 0.52% 86,539 $7M $81.54 $337K +3,225 +3.9%
43 USMV 0.51% 74,030 $7M $93.87 $32K +175 +0.2%
44 COST 0.51% 6,892 $7M $989.98 $573K +283 +4.3%
45 XOM 0.48% 60,640 $7M $107.80 -$428K +2,073 +3.5%
46 DON 0.48% 130,223 $7M $50.12 $195K +2,363 +1.9%
47 ANGL 0.48% 221,067 $6M $29.28 $77K -543 -0.2%
48 JNJ 0.46% 40,868 $6M $152.75 -$438K +582 +1.4%
49 CVX 0.45% 42,441 $6M $143.19 -$668K +2,120 +5.3%
50 CAT 0.43% 14,886 $6M $388.22 $1M +677 +4.8%
51 ITOT 0.42% 42,137 $6M $135.04 $664K +946 +2.3%
52 PLTR 0.42% 41,490 $6M $136.32 $2M +2,214 +5.6%
53 VOE 0.41% 33,349 $5M $164.46 $105K -160 -0.5%
54 ARCB 0.40% 70,348 $5M $77.01 $966K +7,272 +11.5%
55 VTI 0.39% 17,416 $5M $303.93 $499K -29 -0.2%
56 ABBV 0.38% 27,726 $5M $185.62 -$375K +1,375 +5.2%
57 VOO 0.38% 9,023 $5M $568.06 $1M +1,050 +13.2%
58 IVV 0.37% 8,138 $5M $620.92 $563K +146 +1.8%
59 ETN 0.37% 13,839 $5M $356.98 $1M +913 +7.1%
60 HD 0.36% 13,345 $5M $366.63 $238K +644 +5.1%
61 IEMG 0.36% 80,649 $5M $60.03 $209K -5,193 -6.0%
62 V 0.36% 13,497 $5M $355.05 $427K +1,040 +8.3%
63 PG 0.35% 29,585 $5M $159.32 -$175K +903 +3.1%
64 JAAA 0.33% 87,276 $4M $50.75 -$74K -1,521 -1.7%
65 LRCX 0.32% 44,657 $4M $97.34 $2M +5,571 +14.2%
66 GOOGL 0.32% 24,437 $4M $176.23 $731K +1,315 +5.7%
67 IEFA 0.31% 50,919 $4M $83.48 $495K +1,274 +2.6%
68 TSLA 0.31% 13,173 $4M $317.67 $3M +8,142 +161.8%
69 DUK 0.31% 34,992 $4M $118.00 $61K +1,641 +4.9%
70 IWM 0.30% 18,732 $4M $215.79 -$70K -1,883 -9.1%
71 TPYP 0.30% 111,454 $4M $35.73 +111,454 NEW
72 IMTM 0.29% 84,214 $4M $45.69 $502K +440 +0.5%
73 JPST 0.28% 74,448 $4M $50.68 $527K +10,337 +16.1%
74 VIGI 0.28% 41,833 $4M $90.12 $438K +1,659 +4.1%
75 CME 0.28% 13,637 $4M $275.63 $398K +968 +7.6%
76 MS 0.28% 26,581 $4M $140.86 $905K +2,242 +9.2%
77 GLD 0.28% 12,225 $4M $304.83 $2M +7,546 +161.3%
78 TRV 0.27% 13,860 $4M $267.54 $286K +921 +7.1%
79 DVY 0.27% 27,841 $4M $132.81 -$83K -313 -1.1%
80 IWF 0.27% 8,549 $4M $424.56 $515K -76 -0.9%
81 GRMN 0.26% 17,099 $4M $208.72 $45K +870 +5.4%
82 TXN 0.26% 17,060 $4M $207.62 $636K +891 +5.5%
83 UNP 0.26% 15,184 $3M $230.07 $96K +803 +5.6%
84 BX 0.25% 22,830 $3M $149.58 $447K +1,594 +7.5%
85 HTGC 0.25% 186,543 $3M $18.28 -$203K -1,554 -0.8%
86 TAXF 0.25% 68,595 $3M $48.93 -$278K -4,865 -6.6%
87 VBR 0.25% 17,173 $3M $195.01 $112K -200 -1.1%
88 NEE 0.24% 47,366 $3M $69.42 -$67K +36 +0.1%
89 HON 0.24% 13,849 $3M $232.88 $434K +667 +5.1%
90 SBUX 0.24% 35,009 $3M $91.63 -$120K +1,086 +3.2%
91 IJR 0.24% 29,312 $3M $109.29 $34K -995 -3.3%
92 EFA 0.24% 35,687 $3M $89.39 $290K +200 +0.6%
93 SCHB 0.22% 121,874 $3M $23.83 $350K +3,258 +2.8%
94 AMGN 0.21% 10,309 $3M $279.20 -$101K +748 +7.8%
95 SO 0.21% 31,329 $3M $91.83 $179K +1,987 +6.8%
96 MCD 0.21% 9,840 $3M $292.17 -$3M -9,433 -48.9%
97 BA 0.21% 13,691 $3M $209.52 $2M +10,525 +332.4%
98 IWR 0.21% 31,158 $3M $91.97 $279K +754 +2.5%
99 MRK 0.21% 35,842 $3M $79.16 -$358K +244 +0.7%
100 IWS 0.20% 20,697 $3M $132.14 $145K +140 +0.7%

Options Breakdown

2 Calls $293K Call Value 1 Puts $221K Put Value 0.75 P/C Ratio

Top Calls

SymbolSharesValueStatus
MCK 200 $147K NEW
MCD 500 $146K NEW

Top Puts

SymbolSharesValueStatus
AVGO 800 $221K NEW

New Positions

SymbolValue% Port
TPYP $4M 0.30%
PLD $2M 0.17%
JEPQ $2M 0.11%
OUNZ $1M 0.08%
SGOL $510K 0.04%
INTU $340K 0.03%
RCL $335K 0.02%
ADI $301K 0.02%
TSM $260K 0.02%
CRWD $240K 0.02%
CTAS $236K 0.02%
CSX $236K 0.02%
C $235K 0.02%
RY $230K 0.02%
PM $224K 0.02%

Sold Out Positions

SymbolValue% Port
ACN —%
AMT —%
CLX —%
RHI —%
AIA —%
SPEM —%
HYMB —%
IMCV —%
ITB —%
JIRE —%
GWX —%
SPAB —%
DGS —%
SMLF —%
SPLG —%
View SEC EDGAR Filings for FAS Wealth Partners, Inc. →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms