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FSA Wealth Management LLC Buys JPMorgan Chase, Raytheon Technologies Corp, Coca-Cola Co, Sells Union Pacific Corp

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Nov 15, 2021
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Investment company FSA Wealth Management LLC (Current Portfolio) buys JPMorgan Chase, Raytheon Technologies Corp, Coca-Cola Co, sells Union Pacific Corp during the 3-months ended 2021Q3, according to the most recent filings of the investment company, FSA Wealth Management LLC. As of 2021Q3, FSA Wealth Management LLC owns 43 stocks with a total value of $161 million. These are the details of the buys and sells.

For the details of FSA Wealth Management LLC's stock buys and sells, go to https://www.gurufocus.com/guru/fsa+wealth+management+llc/current-portfolio/portfolio

These are the top 5 holdings of FSA Wealth Management LLC
  1. iShares Russell 1000 Growth ETF (IWF) - 122,154 shares, 20.82% of the total portfolio. Shares added by 1.05%
  2. iShares Russell 1000 Value ETF (IWD) - 191,203 shares, 18.61% of the total portfolio. Shares added by 2.70%
  3. Vanguard FTSE Developed Markets ETF (VEA) - 316,131 shares, 9.93% of the total portfolio. Shares added by 0.96%
  4. VANGUARD BD IDX FD (BND) - 118,441 shares, 6.30% of the total portfolio. Shares added by 3.56%
  5. iShares Russell Mid-Cap Growth ETF (IWP) - 86,896 shares, 6.06% of the total portfolio. Shares added by 1.82%
New Purchase: JPMorgan Chase & Co (JPM)

FSA Wealth Management LLC initiated holding in JPMorgan Chase & Co. The purchase prices were between $146.97 and $166.98, with an estimated average price of $156.81. The stock is now traded at around $167.090000. The impact to a portfolio due to this purchase was 0.22%. The holding were 2,180 shares as of 2021-09-30.

New Purchase: Raytheon Technologies Corp (RTX)

FSA Wealth Management LLC initiated holding in Raytheon Technologies Corp. The purchase prices were between $81.05 and $88.62, with an estimated average price of $85.51. The stock is now traded at around $88.980000. The impact to a portfolio due to this purchase was 0.14%. The holding were 2,641 shares as of 2021-09-30.

Added: Coca-Cola Co (KO)

FSA Wealth Management LLC added to a holding in Coca-Cola Co by 26.45%. The purchase prices were between $52.47 and $57.48, with an estimated average price of $55.73. The stock is now traded at around $56.600000. The impact to a portfolio due to this purchase was 0.05%. The holding were 6,588 shares as of 2021-09-30.

Sold Out: Union Pacific Corp (UNP)

FSA Wealth Management LLC sold out a holding in Union Pacific Corp. The sale prices were between $196.01 and $228.35, with an estimated average price of $216.07.



Here is the complete portfolio of FSA Wealth Management LLC. Also check out:

1. FSA Wealth Management LLC's Undervalued Stocks
2. FSA Wealth Management LLC's Top Growth Companies, and
3. FSA Wealth Management LLC's High Yield stocks
4. Stocks that FSA Wealth Management LLC keeps buying
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