The Analysis of FSA WEALTH PARTNERS, INC.'s Holdings
Currently, FSA WEALTH PARTNERS, INC. holds 66 types of securities in its portfolio with a total value $259.5M. In the most recent quarter, they have increased their positions in IWF (+36.3K shares, valued at $17.0M), OUSM (+166.6K shares, valued at $7.5M), FSMD (+126.6K shares, valued at $5.6M); decreased their positions in FDVV (-70.1K shares, valued at $3.9M), XLF (-40.0K shares, valued at $2.2M), VTV (-7.6K shares, valued at $1.4M); initiated new positions in IWF (+36.3K shares, valued at $17.0M), OUSM (+166.6K shares, valued at $7.5M), FSMD (+126.6K shares, valued at $5.6M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPY SPDR S&P 500 ETF TR40.0K shares8.71%2025-09-302025-11-04
IVV ISHARES TR39.2K shares-1.64%2025-09-302025-11-04 CGDV CAPITAL GROUP DIVIDEND VALUE615.5K shares3.80%2025-09-302025-11-04 MGC VANGUARD WORLD FD90.7K shares-1.62%2025-09-302025-11-04 IWF ISHARES TR36.3K sharesnew addition2025-09-302025-11-04 ACWX ISHARES TR243.4K shares-0.55%2025-09-302025-11-04 LQD ISHARES TR120.0K shares-3.15%2025-09-302025-11-04 XLK SELECT SECTOR SPDR TR35.2K shares61.56%2025-09-302025-11-04 OEF ISHARES TR29.2K shares-4.27%2025-09-302025-11-04 OUSM ALPS ETF TR166.6K sharesnew addition2025-09-302025-11-04 IWM ISHARES TR25.5K shares292.53%2025-09-302025-11-04 UITB VICTORY PORTFOLIOS II124.7K shares-3.43%2025-09-302025-11-04 FSMD FIDELITY COVINGTON TRUST126.6K sharesnew addition2025-09-302025-11-04 SCHG SCHWAB STRATEGIC TR134.0K shares-2.57%2025-09-302025-11-04 VOO VANGUARD INDEX FDS6.8K shares-1.41%2025-09-302025-11-04 SPHQ INVESCO EXCHANGE TRADED FD T54.5K shares-5.56%2025-09-302025-11-04 FDVV FIDELITY COVINGTON TRUST71.0K shares-49.69%2025-09-302025-11-04 IWB ISHARES TR10.7K shares-4.70%2025-09-302025-11-04 XLC SELECT SECTOR SPDR TR30.3K shares-4.30%2025-09-302025-11-04 EFA ISHARES TR27.5K shares62.50%2025-09-302025-11-04 AGG ISHARES TR24.7K shares146.00%2025-09-302025-11-04 REGL PROSHARES TR24.7K sharesnew addition2025-09-302025-11-04 ICLN ISHARES TR126.0K shares-0.33%2025-09-302025-11-04 SUSA ISHARES TR13.4K shares-0.28%2025-09-302025-11-04 VTV VANGUARD INDEX FDS9.7K shares-44.05%2025-09-302025-11-04 PTNQ PACER FDS TR22.4K shares-1.86%2025-09-302025-11-04 RSPN INVESCO EXCHANGE TRADED FD T29.9K shares-1.09%2025-09-302025-11-04 EEM ISHARES TR29.8K shares57.89%2025-09-302025-11-04 VNQ VANGUARD INDEX FDS16.6K shares75.97%2025-09-302025-11-04 SSO PROSHARES TR13.1K shares-8.05%2025-09-302025-11-04 AAL AMERICAN AIRLS GROUP INC110.7K shares0.00%2025-09-302025-11-04 DSI ISHARES TR9.8K shares241.36%2025-09-302025-11-04 DYNF BLACKROCK ETF TRUST19.8K sharesnew addition2025-09-302025-11-04 IBND SPDR SERIES TRUST34.7K shares251.67%2025-09-302025-11-04 GLD SPDR GOLD TR3.1K shares73.03%2025-09-302025-11-04 ESML ISHARES TR23.0K sharesnew addition2025-09-302025-11-04 HGER HARBOR ETF TRUST39.9K sharesnew addition2025-09-302025-11-04 SMH VANECK ETF TRUST2.8K sharesnew addition2025-09-302025-11-04 XTL SPDR SERIES TRUST6.6K sharesnew addition2025-09-302025-11-04 IYW ISHARES TR4.7K shares-7.92%2025-09-302025-11-04 PPI INVESTMENT MANAGERS SER TR I49.0K sharesnew addition2025-09-302025-11-04 XLF SELECT SECTOR SPDR TR16.1K shares-71.31%2025-09-302025-11-04 XRT SPDR SERIES TRUST9.8K sharesnew addition2025-09-302025-11-04 FDN FIRST TR EXCHANGE-TRADED FD3.0K shares-2.02%2025-09-302025-11-04 KBE SPDR SERIES TRUST13.7K sharesnew addition2025-09-302025-11-04 NLR VANECK ETF TRUST5.3K sharesnew addition2025-09-302025-11-04 PWRD TCW ETF TRUST6.9K sharesnew addition2025-09-302025-11-04 GRID FIRST TR EXCHANGE TRADED FD4.4K shares-7.58%2025-09-302025-11-04 FEZ SPDR INDEX SHS FDS10.7K shares-51.40%2025-09-302025-11-04 SPMO INVESCO EXCH TRADED FD TR II5.4K sharesnew addition2025-09-302025-11-04 AAPL APPLE INC2.2K shares35.60%2025-09-302025-11-04 IEI ISHARES TR4.6K shares-1.57%2025-09-302025-11-04 USFR WISDOMTREE TR7.9K shares0.00%2025-09-302025-11-04 ESGU ISHARES TR2.4K shares-1.93%2025-09-302025-11-04 VTWO VANGUARD SCOTTSDALE FDS3.4K shares12.82%2025-09-302025-11-04 MU MICRON TECHNOLOGY INC1.6K sharesnew addition2025-09-302025-11-04 IVW ISHARES TR2.1K sharesnew addition2025-09-302025-11-04 QUAL ISHARES TR1.3K sharesnew addition2025-09-302025-11-04 APUE TRUST FOR PROFESSIONAL MANAG5.9K sharesnew addition2025-09-302025-11-04 IVE ISHARES TR1.1K sharesnew addition2025-09-302025-11-04 JQUA J P MORGAN EXCHANGE TRADED F3.7K shares0.00%2025-09-302025-11-04 HYG ISHARES TR2.7K shares-2.45%2025-09-302025-11-04 EFV ISHARES TR3.1K sharesnew addition2025-09-302025-11-04 FIVE FIVE BELOW INC1.3K sharesnew addition2025-09-302025-11-04 SIVR ABRDN SILVER ETF TRUST4.5K sharesnew addition2025-09-302025-11-04 JOBY JOBY AVIATION INC10.0K sharesnew addition2025-09-302025-11-04 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available