FW

FSR Wealth Management Ltd.

13F
FSR Wealth Management Ltd.
Last update 2025-04-28 39 Stocks (7 new)
Value $76.00 Mil Turnover 16 %
Countries:
Top Holdings: AZBJ(15.11%)GDEC(11.85%)DECW(11.54%)AZBO(6.25%)AZAO(5.87%)
Summary Stock Picks Current Portfolio
FSR Wealth Management Ltd. 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
AZBJ
AZBJ
344,774
11,450.0
+4.80%
15.110
+0.69%
-
+8.98%
+4.67%
0
 
GDEC
FT Vest U.S. Equity Moderate Buffer ETF - December
FT Vest U.S. Equity Moderate Buffer ETF - December
271,240
8,980.8
+3.06%
11.850
+0.35%
2.350
+10.31%
+5.63%
298.4
 
DECW
AllianzIM U.S. Large Cap Buffer20 Dec ETF
AllianzIM U.S. Large Cap Buffer20 Dec ETF
292,013
8,745.8
+4.54%
11.540
+0.50%
2.230
+8.54%
+5.22%
396.1
 
AZBO
AZBO
134,945
4,739.3
+2.89%
6.250
+0.18%
-
+9.19%
+4.92%
0
 
AZAO
AZAO
119,420
4,444.8
-1.69%
5.870
-0.10%
-
+13.45%
+6.12%
0
 
AZAJ
AZAJ
126,441
4,444.0
-1.35%
5.870
-0.08%
-
+13.20%
+5.74%
0
 
SIXD
AllianzIM U.S. Large Cap 6 Month Buffer10 Jun/Dec ETF
AllianzIM U.S. Large Cap 6 Month Buffer10 Jun/Dec ETF
161,744
4,241.7
New Holding
5.600
+5.60%
3.580
+7.28%
+4.29%
33.9
 
DECT
AllianzIM U.S. Large Cap Buffer10 Dec ETF
AllianzIM U.S. Large Cap Buffer10 Dec ETF
109,080
3,382.0
-1.03%
4.460
-0.05%
3.000
+12.49%
+6.63%
108.7
 
QBER
TrueShares Quarterly Bear Hedge ETF
111,875
2,773.4
+1.33%
3.660
+0.05%
2.250
-1.40%
+0.16%
205.3
 
JPM
JPMorgan Chase & Co
10,076
2,471.6
-0.62%
3.260
-0.02%
0.000
+23.79%
+25.81%
815,993.3
Banks

FSR Wealth Management Ltd.'s Historical Top Holdings Breakdowns

FSR Wealth Management Ltd.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SIXD
AllianzIM U.S. Large Cap 6 Month Buffer10 Jun/Dec ETF
AllianzIM U.S. Large Cap 6 Month Buffer10 Jun/Dec ETF
2025-03-31
New Buy
New Buy
+5.60%
●
25.98 ($26.71) 27.29
$27.70
3.71%
New holding
161,744
161,744
PSEP
Innovator U.S. Equity Power Buffer ETF - September
Innovator U.S. Equity Power Buffer ETF - September
2025-03-31
Sold Out
Sold Out
-5.49%
●
38.04 ($39.25) 40.01
$41.52
5.78%
Sold Out
0
-111,675
PFEB
Innovator U.S. Equity Power Buffer ETF - February
Innovator U.S. Equity Power Buffer ETF - February
2025-03-31
New Buy
New Buy
+2.43%
●
35.54 ($36.72) 37.42
$38.55
4.98%
New holding
51,352
51,352
AUGZ
TrueShares Structured Outcome (August) ETF
TrueShares Structured Outcome (August) ETF
2025-03-31
New Buy
New Buy
+1.77%
●
36.95 ($38.75) 40.01
$41.28
6.54%
New holding
35,962
35,962
ONEZ
TrueShares Seasonality Laddered Buffered ETF
TrueShares Seasonality Laddered Buffered ETF
2025-03-31
New Buy
New Buy
+1.71%
●
23.51 ($24.4) 25.31
$25.74
5.49%
New holding
54,701
54,701
SIXF
AllianzIM U.S. Large Cap 6 Month Buffer10 Feb/Aug ETF
AllianzIM U.S. Large Cap 6 Month Buffer10 Feb/Aug ETF
2025-03-31
New Buy
New Buy
+1.39%
●
27.6 ($28.48) 29.1
$30.20
6.04%
New holding
37,670
37,670
SMAX
iShares Large Cap Max Buffer Sep ETF
iShares Large Cap Max Buffer Sep ETF
2025-03-31
Reduce
Reduce
-1.26%
●
24.94 ($25.32) 25.58
$26.29
3.81%
Reduce -49.82%
39,994
-39,707
BILZ
PIMCO Ultra Short Government Active Exchange-Traded Fund
PIMCO Ultra Short Government Active Exchange-Traded Fund
2025-03-31
Reduce
Reduce
-1.21%
●
100.83 ($101.03) 101.21
$101.10
0.07%
Reduce -62.29%
5,760
-9,515
NVDA
NVIDIA Corp
2025-03-31
Reduce
Reduce
-1.07%
●
106.98 ($126.74) 149.43
$170.78
34.75%
Reduce -52.84%
5,685
-6,370
OCTZ
TrueShares Structured Outcome (October) ETF
TrueShares Structured Outcome (October) ETF
2025-03-31
New Buy
New Buy
+0.87%
●
37.57 ($39.32) 40.52
$41.66
5.96%
New holding
17,268
17,268

FSR Wealth Management Ltd. Total Holding History ($B)

To

FSR Wealth Management Ltd.'s Asset Allocation

To

FSR Wealth Management Ltd. Past Portfolios

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

Top Ranked Articles

  • 1

FSR Wealth Management Ltd.'s Hypothetical Growth since 2025-03-31

FSR Wealth Management Ltd.'s Yearly Returns

Year Portfolio % % Excess Gain %

FSR Wealth Management Ltd.'s Holdings Heat Map

Size field:

FSR Wealth Management Ltd.'s Holdings Bubble Chart

FSR Wealth Management Ltd. News

  • 1

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