FW

FSA WEALTH PARTNERS, INC.

13F
FSA WEALTH PARTNERS, INC.
Last update 2025-05-12 45 Stocks (8 new)
Value $264.00 Mil Turnover 7 %
Countries:
Top Holdings: OEF(9.50%)JEPI(8.98%)SPY(8.37%)VOO(7.86%)MGC(7.47%)
Summary Stock Picks Current Portfolio
FSA WEALTH PARTNERS, INC. 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
OEF
iShares S&P 100 ETF
92,774
25,126.0
-13.01%
9.500
-0.94%
0.150
+22.12%
+7.63%
20,987.9
 
JEPI
JPMorgan Equity Premium Income ETF
415,469
23,739.9
+0.38%
8.980
+0.03%
0.060
+8.71%
+3.46%
41,037.7
 
SPY
SPDR S&P 500 ETF Trust
39,563
22,131.2
-63.38%
8.370
-9.41%
0.000
+19.57%
+7.72%
643,289.7
 
VOO
Vanguard S&P 500 ETF
40,451
20,788.2
-23.31%
7.860
-1.55%
0.000
+19.59%
+7.78%
660,834.1
 
MGC
Vanguard Mega Cap 300 Index ETF
98,078
19,751.0
+0.20%
7.470
+0.01%
0.300
+20.83%
+7.97%
6,864.3
 
JQUA
JPMorgan U.S. Quality Factor ETF
332,632
18,783.7
-16.17%
7.100
-0.86%
0.330
+12.76%
+5.72%
6,450.4
 
FJUL
FT Vest U.S. Equity Buffer ETF - July
FT Vest U.S. Equity Buffer ETF - July
327,931
15,620.6
-2.18%
5.910
-0.08%
1.640
+15.16%
+7.49%
930.4
 
HYG
iShares iBoxx USD High Yield Corporate Bond ETF
iShares iBoxx USD High Yield Corporate Bond ETF
162,912
12,852.1
-1.26%
4.860
-0.04%
0.090
+4.70%
+5.00%
17,310.3
 
LQD
iShares iBoxx USD Investment Grade Corporate Bond ETF
iShares iBoxx USD Investment Grade Corporate Bond ETF
117,752
12,798.5
New Holding
4.840
+4.84%
0.040
+2.60%
+3.68%
29,227.8
 
RSP
Invesco S&P 500 Equal Weight ETF
69,344
12,012.5
-1.50%
4.540
-0.04%
0.020
+13.69%
+6.04%
74,012.7
 

FSA WEALTH PARTNERS, INC.'s Historical Top Holdings Breakdowns

FSA WEALTH PARTNERS, INC.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SPY
SPDR S&P 500 ETF Trust
2025-03-31
Reduce
Reduce
-9.41%
●
551.42 ($587.78) 612.93
$627.58
6.77%
Reduce -63.38%
39,563
-68,461
SCHB
Schwab U.S. Broad Market ETF
2025-03-31
Sold Out
Sold Out
-5.85%
●
21.23 ($22.75) 23.75
$24.23
6.51%
Sold Out
0
-1,097,994
LQD
iShares iBoxx USD Investment Grade Corporate Bond ETF
iShares iBoxx USD Investment Grade Corporate Bond ETF
2025-03-31
New Buy
New Buy
+4.84%
●
105.1 ($107.75) 109.61
$108.29
0.50%
New holding
117,752
117,752
SPYG
SPDR Portfolio S&P 500 Growth ETF
2025-03-31
Sold Out
Sold Out
-4.45%
●
80.05 ($87.3) 92.39
$97.27
11.42%
Sold Out
0
-215,999
IWB
iShares Russell 1000 ETF
2025-03-31
Reduce
Reduce
-3.61%
●
302.31 ($323.34) 337.54
$345.18
6.75%
Reduce -80.79%
11,372
-47,821
CGDV
Capital Group Dividend Value ETF
2025-03-31
Reduce
Reduce
-2.69%
●
34.95 ($36.32) 37.36
$40.63
11.87%
Reduce -55.29%
262,822
-325,075
VIS
Vanguard Industrials ETF
2025-03-31
Sold Out
Sold Out
-2.09%
●
243.71 ($258.78) 273.99
$288.33
11.42%
Sold Out
0
-35,050
VOO
Vanguard S&P 500 ETF
2025-03-31
Reduce
Reduce
-1.55%
●
507.05 ($540.58) 563.67
$576.92
6.72%
Reduce -23.31%
40,451
-12,296
VUG
Vanguard Growth ETF
2025-03-31
Sold Out
Sold Out
-1.29%
●
369.1 ($404.54) 427.61
$448.39
10.84%
Sold Out
0
-13,414
XLG
Invesco S&P 500 Top 50 ETF
2025-03-31
Sold Out
Sold Out
-1.19%
●
45.72 ($49.35) 51.73
$53.12
7.64%
Sold Out
0
-101,196

FSA WEALTH PARTNERS, INC. Total Holding History ($B)

To

FSA WEALTH PARTNERS, INC.'s Asset Allocation

To

FSA WEALTH PARTNERS, INC. Past Portfolios

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

Top Ranked Articles

  • 1

FSA WEALTH PARTNERS, INC.'s Hypothetical Growth since 2025-03-31

FSA WEALTH PARTNERS, INC.'s Yearly Returns

Year Portfolio % % Excess Gain %

FSA WEALTH PARTNERS, INC.'s Holdings Heat Map

Size field:

FSA WEALTH PARTNERS, INC.'s Holdings Bubble Chart

FSA WEALTH PARTNERS, INC. News

  • 1

Discussions on FSA WEALTH PARTNERS, INC.

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.