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Asset Manager ← All Institutions

FSA Wealth Management LLC

Q2 2025 · Filed 2025-08-11
Market Value
$256M
+8.8%
Holdings
549
+2
New Purchases
51
Added To
77
Closed
13
Reduced
66
Top 10 Concentration
82.7%
Turnover
11.7%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IWF 24.70% 22.95% +1.75% $63M
IWP 7.10% 6.70% +0.40% $18M
IWO 4.07% 3.80% +0.26% $10M
MSFT 0.87% 0.75% +0.13% $2M
INTU 0.61% 0.53% +0.08% $2M
NVDA 0.27% 0.20% +0.07% $680K
SGOV 0.06% 0.00% +0.06% $151K
VTI 0.64% 0.60% +0.05% $2M
TSLA 1.18% 1.14% +0.04% $3M
AVAV 0.06% 0.03% +0.03% $142K
HDV 0.03% 0.01% +0.03% $87K
SPXL 0.02% 0.00% +0.02% $54K
JPM 0.25% 0.23% +0.02% $632K
TQQQ 0.02% 0.00% +0.02% $51K
VUG 0.25% 0.23% +0.02% $644K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IWD 20.17% 20.85% -0.68% $52M
IWS 5.71% 6.11% -0.41% $15M
VWO 3.18% 3.48% -0.30% $8M
VEA 9.76% 10.05% -0.30% $25M
AAPL 1.67% 1.97% -0.30% $4M
SDY 1.34% 1.49% -0.15% $3M
BND 0.32% 0.46% -0.14% $829K
IWN 3.73% 3.81% -0.07% $10M
XOM 0.32% 0.39% -0.07% $822K
SPY 0.24% 0.31% -0.07% $617K
PG 0.24% 0.27% -0.04% $606K
UNP 0.09% 0.13% -0.03% $241K
CWST 0.62% 0.65% -0.03% $2M
IEFA 0.00% 0.03% -0.03% $0
JNJ 0.09% 0.12% -0.03% $224K

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 68 $55M 21.6%
Large Cap 314 $197M 76.8%
Mid Cap 93 $3M 1.2%
Small Cap 56 $948K 0.4%
Micro Cap 18 $164K 0.1%

Portfolio Analytics

Avg Market Cap
$143.0B
Median Market Cap
$33.8B
Avg P/E
33.2
Median P/E
23.5
Avg Dividend Yield
0.03%
Avg Beta
0.96
# Stocks
372
# ETFs / Funds
177

Top Holdings (549 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 IWF 24.70% 149,047 $63M $424.58 $9M -667 -0.5%
2 IWD 20.17% 266,109 $52M $194.23 $3M +5,076 +1.9%
3 VEA 9.76% 438,479 $25M $57.01 $1M -27,361 -5.9%
4 IWP 7.10% 131,203 $18M $138.68 $2M -3,067 -2.3%
5 IWS 5.71% 110,646 $15M $132.14 $224K -3,638 -3.2%
6 IWO 4.07% 36,439 $10M $285.86 $1M +1,395 +4.0%
7 IWN 3.73% 60,646 $10M $157.76 $599K +1,243 +2.1%
8 VWO 3.18% 164,703 $8M $49.46 -$57K -16,540 -9.1%
9 IVV 2.60% 86,203 $7M $77.31 $499K -2,118 -2.4%
10 AAPL 1.67% 20,894 $4M $205.17 -$352K +10 +0.1%
11 SDY 1.34% 25,336 $3M $135.73 -$74K -558 -2.1%
12 TSLA 1.18% 9,523 $3M $317.66 $350K -800 -7.8%
13 MSFT 0.87% 4,504 $2M $497.43 $476K -197 -4.2%
14 VTI 0.64% 5,425 $2M $303.95 $242K +306 +6.0%
15 CWST 0.62% 13,820 $2M $115.38 $53K
16 INTU 0.61% 2,000 $2M $787.63 $325K -37 -1.8%
17 SPTM 0.58% 19,734 $1M $74.89 $134K -22 -0.1%
18 VPU 0.44% 6,440 $1M $176.74 $25K -7 -0.1%
19 BND 0.32% 11,262 $829K $73.63 -$261K -3,579 -24.1%
20 XOM 0.32% 7,628 $822K $107.80 -$94K -80 -1.0%
21 GOOG 0.28% 4,111 $729K $177.40 $83K -26 -0.6%
22 NVDA 0.27% 4,302 $680K $157.99 $216K +24 +0.6%
23 IJH 0.25% 1,043 $648K $621.07 $62K +1 +0.1%
24 VUG 0.25% 1,468 $644K $438.39 $97K -7 -0.5%
25 JPM 0.25% 2,181 $632K $289.85 $98K +5 +0.2%
26 SPY 0.24% 998 $617K $618.00 -$110K -301 -23.2%
27 PG 0.24% 3,804 $606K $159.32 -$41K +5 +0.1%
28 GOOGL 0.22% 3,187 $562K $176.24 $69K +2 +0.1%
29 BRK-B 0.21% 1,083 $526K $485.77 -$25K +48 +4.6%
30 KO 0.17% 6,012 $425K $70.75 -$19K -197 -3.2%
31 VOT 0.16% 2,502 $411K $164.43 $10K
32 COST 0.16% 411 $407K $990.30 $30K +13 +3.3%
33 IBM 0.15% 1,284 $379K $294.84 $58K -7 -0.5%
34 AMZN 0.14% 1,643 $360K $219.39 $44K -18 -1.1%
35 QQQ 0.14% 628 $347K $551.87 $52K
36 T 0.12% 10,998 $318K $28.94 $8K +12 +0.1%
37 PNC 0.12% 1,641 $306K $186.42 $10K -40 -2.4%
38 FITB 0.12% 7,402 $304K $41.13 $10K -104 -1.4%
39 V 0.12% 835 $296K $355.08 $4K
40 GLD 0.11% 938 $286K $304.83 $16K
41 DVY 0.11% 2,133 $283K $132.80 -$3K +1 +0.1%
42 SPDW 0.11% 6,855 $278K $40.49 $22K -164 -2.3%
43 LMT 0.11% 597 $277K $463.42 $6K -9 -1.5%
44 SO 0.10% 2,900 $266K $91.83 $8K +88 +3.1%
45 UNP 0.09% 1,049 $241K $229.99 -$58K -220 -17.3%
46 PANW 0.09% 1,174 $240K $204.64 $40K
47 LLY 0.09% 297 $232K $779.53 -$14K
48 JNJ 0.09% 1,469 $224K $152.77 -$51K -189 -11.4%
49 MPC 0.09% 1,347 $224K $166.11 $28K
50 IWM 0.09% 1,017 $220K $215.83 $12K -25 -2.4%
51 USB 0.08% 4,758 $215K $45.25 -$14K -670 -12.3%
52 ABBV 0.08% 1,151 $214K $185.62 -$40K -57 -4.7%
53 TDG 0.08% 139 $211K $1,520.64 $19K
54 HON 0.08% 878 $204K $232.88 $19K
55 VIOG 0.08% 2,284 $195K $85.59 $4K
56 BAC 0.08% 4,120 $195K $47.32 $23K +4 +0.1%
57 CI 0.07% 564 $187K $330.69 $898
58 CVX 0.07% 1,283 $184K $143.19 -$43K -71 -5.2%
59 ITOT 0.07% 1,288 $174K $135.04 $17K
60 ADP 0.07% 550 $170K $308.40 $2K
61 BA 0.07% 809 $170K $209.53 $18K -77 -8.7%
62 VNQ 0.06% 1,948 $166K $85.22 $6K +9 +0.5%
63 IWR 0.06% 1,681 $155K $91.94 $9K -30 -1.8%
64 VZ 0.06% 3,563 $154K $43.27 $407 +173 +5.1%
65 DE 0.06% 303 $154K $508.49 $12K
66 RTX 0.06% 1,042 $152K $146.00 $11K -21 -2.0%
67 SGOV 0.06% 1,500 $151K $100.69 +1,500 NEW
68 CL 0.06% 1,649 $150K $90.91 -$5K
69 NEE 0.06% 2,055 $143K $69.43 -$32K -412 -16.7%
70 HD 0.06% 389 $143K $366.43 -$6K -18 -4.4%
71 AVAV 0.06% 500 $142K $284.95 $83K
72 META 0.05% 187 $138K $738.26 $30K
73 VO 0.05% 483 $137K $284.65 $19K
74 CAT 0.05% 350 $136K $388.47 $20K
75 IVW 0.05% 1,180 $130K $110.10 $20K
76 MCK 0.05% 174 $128K $732.78 $10K
77 PHO 0.05% 1,774 $124K $69.91 $10K
78 PFE 0.05% 5,107 $124K $24.24 -$6K +3 +0.1%
79 ACWI 0.05% 925 $119K $128.60 -$6K -150 -13.9%
80 VTWV 0.04% 201 $114K $568.59 $11K
81 CRWD 0.04% 216 $110K $509.31 $27K -19 -8.1%
82 VGT 0.04% 162 $107K $662.05 $20K
83 ABT 0.04% 784 $107K $136.08 $3K
84 ROP 0.04% 187 $106K $565.51 -$4K
85 GS 0.04% 147 $104K $707.75 $24K
86 PLTR 0.04% 758 $103K $136.32 $41K +23 +3.1%
87 PYPL 0.04% 1,387 $103K $74.32 $13K
88 FTEC 0.04% 515 $102K $197.38 $19K
89 VOO 0.04% 959 $101K $104.96 $6K +3 +0.3%
90 NSC 0.04% 378 $97K $255.97 $7K
91 WEC 0.04% 900 $94K $104.20 -$4K
92 QQQM 0.04% 409 $93K $227.11 $14K +1 +0.2%
93 PH 0.04% 132 $92K $698.47 $12K
94 DBEF 0.04% 847 $91K $107.87 $6K
95 XOP 0.03% 703 $88K $125.78 -$4K +1 +0.1%
96 SPYD 0.03% 2,070 $88K $42.44 -$3K +24 +1.2%
97 RCS 0.03% 12,605 $88K $6.96 -$10K -3,000 -19.2%
98 HDV 0.03% 893 $87K $97.92 $70K +584 +189.0%
99 IJK 0.03% 950 $86K $90.98 $7K
100 COP 0.03% 961 $86K $89.75 -$22K -71 -6.9%

New Positions

SymbolValue% Port
SGOV $151K 0.06%
SPXL $54K 0.02%
TQQQ $51K 0.02%
TNA $47K 0.02%
BKLC $37K 0.01%
SCHW $36K 0.01%
BKAG $24K 0.01%
ACIO $20K 0.01%
ITW $20K 0.01%
CB $17K 0.01%
AEE $15K 0.01%
PWZ $14K 0.01%
AMLP $13K —%
EMLC $13K —%
MDXG $12K —%

Sold Out Positions

SymbolValue% Port
LYV —%
DSL —%
MTN —%
BSV —%
GDXJ —%
SVOL —%
VONV —%
VIOV —%
GDX —%
IEFA —%
EMQQ —%
EMTY —%
NOVA —%
View SEC EDGAR Filings for FSA Wealth Management LLC →

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