FW
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FSC Wealth Advisors, LLC13F | |
| FSC Wealth Advisors, LLC | |
| Last update 2025-04-22 | 260 Stocks (25 new) |
| Value $152.00 Mil | Turnover 21 % |
FSC Wealth Advisors, LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPY | SPDR S&P 500 ETF Trust | 24,025 | 13,439.5 | -21.99% | 8.820 | -2.56% | 0.000 | +19.62% | +7.94% | 648,846.5 | ||
FTSM |
First Trust Enhanced Short Maturity ETF
First Trust Enhanced Short Maturity ETF
| 199,484 | 11,937.2 | -1.23% | 7.830 | -0.10% | 0.180 | +1.22% | +2.60% | 6,255.0 | ||
BIL | SPDR Bloomberg 1-3 Month T-Bill ETF | 121,099 | 11,108.4 | -1.66% | 7.290 | -0.12% | 0.020 | +1.06% | +2.33% | 41,773.5 | ||
VGK | Vanguard FTSE Europe ETF | 150,406 | 10,560.0 | New Holding | 6.930 | +6.93% | 0.050 | +11.63% | +25.19% | 25,619.5 | ||
CWB |
SPDR Bloomberg Convertible Securities ETF
SPDR Bloomberg Convertible Securities ETF
| 123,101 | 9,432.0 | -1.91% | 6.190 | -0.12% | 0.260 | +14.14% | +10.51% | 4,033.7 | ||
SPLV | Invesco S&P 500 Low Volatility ETF | 101,100 | 7,554.2 | +899.70% | 4.960 | +4.46% | 0.100 | +2.59% | +6.38% | 7,659.6 | ||
MGV | Vanguard Mega Cap Value ETF | 52,501 | 6,764.3 | -2.24% | 4.440 | -0.10% | 0.070 | +10.12% | +6.91% | 9,110.2 | ||
VIG | Vanguard Dividend Appreciation FTF | 34,160 | 6,626.7 | -2.26% | 4.350 | -0.10% | 0.010 | +12.73% | +6.65% | 89,713.3 | ||
XLP | Consumer Staples Select Sector SPDR | 77,681 | 6,344.2 | +135.90% | 4.160 | +2.40% | 0.040 | -0.07% | +5.10% | 15,934.0 | ||
SCHD | Schwab US Dividend Equity ETF | 165,794 | 4,635.6 | -0.13% | 3.040 | 0% | 0.010 | +8.13% | +1.59% | 71,133.2 |
FSC Wealth Advisors, LLC's Historical Top Holdings Breakdowns
FSC Wealth Advisors, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
VGK | Vanguard FTSE Europe ETF | 2025-03-31 | New Buy New Buy | +6.93% | 63.07 ($68.94) 73.5 | $77.99 | 13.13% | New holding | 150,406 | 150,406 | |
SPLG | SPDR Portfolio S&P 500 ETF | 2025-03-31 | Reduce Reduce | -4.52% | 64.88 ($69.16) 72.1 | $73.98 | 6.97% | Reduce -99.76% | 249 | -101,785 | |
VOO | Vanguard S&P 500 ETF | 2025-03-31 | Reduce Reduce | -4.49% | 507.05 ($540.58) 563.67 | $577.95 | 6.91% | Reduce -98.61% | 183 | -12,939 | |
SPLV | Invesco S&P 500 Low Volatility ETF | 2025-03-31 | Add Add | +4.46% | 68.32 ($72.22) 75.06 | $73.65 | 1.98% | Add 899.7% | 101,100 | 90,987 | |
XLY |
Consumer Discretionary Select Sector SPDR
Consumer Discretionary Select Sector SPDR
| 2025-03-31 | Sold Out Sold Out | -2.81% | 192.6 ($216.89) 233.2 | $225.48 | 3.96% | Sold Out | 0 | -19,449 | |
FXI | iShares China Large-Cap ETF | 2025-03-31 | Add Add | +2.60% | 28.65 ($33.85) 38.55 | $38.74 | 14.45% | Add 110636% | 110,736 | 110,636 | |
SPY | SPDR S&P 500 ETF Trust | 2025-03-31 | Reduce Reduce | -2.56% | 551.42 ($587.78) 612.93 | $628.86 | 6.99% | Reduce -21.99% | 24,025 | -6,772 | |
IVW | iShares S&P 500 Growth ETF | 2025-03-31 | Sold Out Sold Out | -2.54% | 92.45 ($100.81) 106.69 | $111.98 | 11.08% | Sold Out | 0 | -38,838 | |
XLP | Consumer Staples Select Sector SPDR | 2025-03-31 | Add Add | +2.40% | 76.23 ($79.81) 83.6 | $81.62 | 2.27% | Add 135.9% | 77,681 | 44,752 | |
BIGT | Roundhill BIG Tech ETF | 2025-03-31 | Sold Out Sold Out | -2.37% | 45.86 ($52.22) 56.66 | $31.33 | -40.00% | Sold Out | 0 | -67,755 |
FSC Wealth Advisors, LLC Total Holding History ($B)
FSC Wealth Advisors, LLC's Asset Allocation
FSC Wealth Advisors, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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FSC Wealth Advisors, LLC's Hypothetical Growth since 2025-03-31
FSC Wealth Advisors, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
FSC Wealth Advisors, LLC's Holdings Heat Map
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FSC Wealth Advisors, LLC's Holdings Bubble Chart
FSC Wealth Advisors, LLC News
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