FW

FSA Wealth Management LLC

13F
FSA Wealth Management LLC
Last update 2025-05-16 510 Stocks (0 new)
Value $236.00 Mil Turnover 5 %
Countries:
Top Holdings: IWF(22.94%)IWD(20.85%)VEA(10.05%)IWP(6.70%)IWS(6.11%)
Summary Stock Picks Current Portfolio
FSA Wealth Management LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IWF
iShares Russell 1000 Growth ETF
149,714
54,060.1
+0.02%
22.940
0%
0.060
+27.24%
+8.36%
113,776.0
 
IWD
iShares Russell 1000 Value ETF
261,033
49,115.9
+2.81%
20.850
+0.57%
0.080
+11.59%
+6.73%
62,643.2
 
VEA
Vanguard FTSE Developed Markets ETF
465,840
23,678.7
-7.90%
10.050
-0.78%
0.020
+12.49%
+19.94%
157,607.2
 
IWP
iShares Russell Mid-Cap Growth ETF
134,270
15,775.4
-1.44%
6.700
-0.10%
0.100
+24.23%
+11.16%
19,689.7
 
IWS
iShares Russell Mid-Cap Value ETF
114,284
14,396.3
-0.69%
6.110
-0.04%
0.110
+14.83%
+5.35%
13,579.9
 
IWN
iShares Russell 2000 Value ETF
59,403
8,968.6
+2.99%
3.810
+0.11%
0.080
+17.14%
+0.27%
10,960.3
 
IWO
iShares Russell 2000 Growth ETF
35,044
8,954.8
+0.97%
3.800
+0.04%
0.080
+21.69%
+1.98%
11,944.7
 
VWO
Vanguard FTSE Emerging Markets ETF
181,243
8,203.1
-6.16%
3.480
-0.21%
0.010
+16.94%
+15.09%
86,951.2
 
IVV
iShares Core S&P 500 ETF
88,321
6,165.7
+8,169.76%
2.620
+2.59%
0.010
+19.67%
+7.80%
634,518.9
 
AAPL
Apple Inc
20,884
4,638.9
+6.93%
1.970
+0.13%
0.000
+7.35%
-15.47%
3,154,147.7
Hardware

FSA Wealth Management LLC's Historical Top Holdings Breakdowns

FSA Wealth Management LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
IVV
iShares Core S&P 500 ETF
2025-03-31
Add
Add
+2.59%
●
554.06 ($590.51) 615.85
$630.67
6.80%
Add 8169.76%
88,321
87,253
IXUS
iShares Core MSCI Total International Stock ETF
iShares Core MSCI Total International Stock ETF
2025-03-31
Reduce
Reduce
-2.42%
●
65.06 ($69.34) 72.31
$77.40
11.62%
Reduce -98.54%
1,336
-90,294
VEA
Vanguard FTSE Developed Markets ETF
2025-03-31
Reduce
Reduce
-0.78%
●
47.4 ($50.6) 52.99
$56.64
11.94%
Reduce -7.9%
465,840
-39,954
IWD
iShares Russell 1000 Value ETF
2025-03-31
Add
Add
+0.57%
●
182.82 ($190.45) 196.21
$195.88
2.85%
Add 2.81%
261,033
7,140
VPU
Vanguard Utilities ETF
2025-03-31
Add
Add
+0.47%
●
161.24 ($168.92) 173.33
$181.10
7.21%
Add 11621.82%
6,447
6,392
VTV
Vanguard Value ETF
2025-03-31
Sold Out
Sold Out
-0.45%
●
167.73 ($174.39) 179.21
$177.66
1.88%
Sold Out
0
-6,616
VWO
Vanguard FTSE Emerging Markets ETF
2025-03-31
Reduce
Reduce
-0.21%
●
42.5 ($45.01) 46.71
$50.49
12.18%
Reduce -6.16%
181,243
-11,895
VOT
Vanguard Mid-Cap Growth ETF
2025-03-31
Add
Add
+0.14%
●
237.55 ($260.02) 276.98
$288.96
11.13%
Add 418.01%
2,502
2,019
AAPL
Apple Inc
2025-03-31
Add
Add
+0.13%
●
209.68 ($231.67) 247.1
$211.18
-8.84%
Add 6.93%
20,884
1,353
VOE
Vanguard Mid-Cap Value ETF
2025-03-31
Reduce
Reduce
-0.12%
●
156.61 ($163.49) 168.02
$167.16
2.24%
Reduce -74.17%
646
-1,855

FSA Wealth Management LLC Total Holding History ($B)

To

FSA Wealth Management LLC's Asset Allocation

To

FSA Wealth Management LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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FSA Wealth Management LLC's Hypothetical Growth since 2025-03-31

FSA Wealth Management LLC's Yearly Returns

Year Portfolio % % Excess Gain %

FSA Wealth Management LLC's Holdings Heat Map

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FSA Wealth Management LLC's Holdings Bubble Chart

FSA Wealth Management LLC News

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