The Analysis of FSR Wealth Management Ltd.'s Holdings
Currently, FSR Wealth Management Ltd. holds 34 types of securities in its portfolio with a total value $84.5M. In the most recent quarter, they have increased their positions in DECU (+392.5K shares, valued at $10.6M), GJUL (+183.9K shares, valued at $7.5M), SEPW (+164.5K shares, valued at $5.2M); decreased their positions in JANW (-190.4K shares, valued at $6.9M), SPYM (-2.4K shares, valued at $184.4K), NVDA (-602 shares, valued at $112.3K); initiated new positions in DECU (+392.5K shares, valued at $10.6M), GJUL (+183.9K shares, valued at $7.5M), SEPW (+164.5K shares, valued at $5.2M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DECU AIM ETF PRODUCTS TRUST392.5K sharesnew addition2025-09-302025-10-29
DECW AIM ETF PRODUCTS TRUST306.3K shares5.05%2025-09-302025-10-29 GJUL FIRST TR EXCHNG TRADED FD VI183.9K sharesnew addition2025-09-302025-10-29 SIXP AIM ETF PRODUCTS TRUST213.5K shares330.70%2025-09-302025-10-29 QBER ELEVATION SERIES TRUST244.8K shares46.17%2025-09-302025-10-29 JANW AIM ETF PRODUCTS TRUST153.7K shares-55.33%2025-09-302025-10-29 SEPW AIM ETF PRODUCTS TRUST164.5K sharesnew addition2025-09-302025-10-29 BILZ PIMCO ETF TR43.8K shares34.77%2025-09-302025-10-29 JULU AIM ETF PRODUCTS TRUST138.7K sharesnew addition2025-09-302025-10-29 DECT AIM ETF PRODUCTS TRUST110.2K shares-2.23%2025-09-302025-10-29 ONEZ ELEVATION SERIES TRUST131.9K shares51.22%2025-09-302025-10-29 SEPT AIM ETF PRODUCTS TRUST94.7K sharesnew addition2025-09-302025-10-29 META META PLATFORMS INC3.0K shares-0.30%2025-09-302025-10-29 SEPZ ELEVATION SERIES TRUST50.1K sharesnew addition2025-09-302025-10-29 SIXF AIM ETF PRODUCTS TRUST38.4K shares-1.31%2025-09-302025-10-29 NVDA NVIDIA CORPORATION4.9K shares-10.89%2025-09-302025-10-29 AAPL APPLE INC3.5K shares14.76%2025-09-302025-10-29 DECZ ELEVATION SERIES TRUST20.2K sharesnew addition2025-09-302025-10-29 SPYM SPDR SERIES TRUST9.9K shares-19.15%2025-09-302025-10-29 GLD SPDR GOLD TR1.6K shares-0.19%2025-09-302025-10-29 QUAL ISHARES TR2.5K shares-6.43%2025-09-302025-10-29 JPST J P MORGAN EXCHANGE TRADED F9.4K shares-3.26%2025-09-302025-10-29 DYNF BLACKROCK ETF TRUST6.8K shares17.73%2025-09-302025-10-29 IVW ISHARES TR3.0K shares-2.39%2025-09-302025-10-29 TUA SIMPLIFY EXCHANGE TRADED FUN15.0K shares-4.05%2025-09-302025-10-29 NVBU AIM ETF PRODUCTS TRUST10.7K shares-13.28%2025-09-302025-10-29 OCTU AIM ETF PRODUCTS TRUST10.7K shares-13.70%2025-09-302025-10-29 OEF ISHARES TR809 sharesnew addition2025-09-302025-10-29 JULW AIM ETF PRODUCTS TRUST6.8K sharesnew addition2025-09-302025-10-29 IEMG ISHARES INC3.9K sharesnew addition2025-09-302025-10-29 TSLA TESLA INC564 sharesnew addition2025-09-302025-10-29 MSFT MICROSOFT CORP476 shares13.33%2025-09-302025-10-29 IVE ISHARES TR1.2K shares9.63%2025-09-302025-10-29 VUG VANGUARD INDEX FDS437 sharesnew addition2025-09-302025-10-29 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available