FSC Wealth Advisors, LLC has disclosed 292 total holdings in their latest 13F filing with the SEC for the portfolio
date of 2024-06-30. The current portfolio value is calculated to be $135.00 Mil. The turnover rate is 13%.
In FSC Wealth Advisors, LLC's current portfolio as of 2024-06-30, the top 5 holdings are
S&P 500 ETF TRUST ETF (SPY), First Trust Enhanced Short Maturity ETF (FTSM), SPDR Bloomberg 1-3 Month T-Bill ETF (BIL), INVESCO QQQ Trust (QQQ), SPDR Bloomberg Convertible Securities ETF (CWB), not including call and put options.
FSC Wealth Advisors, LLC did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for FSC Wealth Advisors, LLC, as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at
52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for FSC Wealth Advisors, LLC, which include data from
13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for FSC Wealth Advisors, LLC.