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FSA Wealth Management LLC 13F Holdings
Holdings from the most recent 13F from FSA Wealth Management LLC
Filed: 2020-02-21 (Q4 2019) | Holdings: 476 | Value: $141.9M | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| IWF - ISHARES TRUST RUS 1000 GRW ETF | New Purchase | 15.81% | $22.4M | +153.05% | +0.31% | +36.81% | |
| IWD - ISHARES TRUST RUS 1000 VAL ETF | New Purchase | 14.45% | $20.5M | +66.22% | -17.83% | +11.31% | |
| VEA - VANGUARD FTSE DEV MKT ETF | New Purchase | 12.00% | $17.0M | +66.47% | -13.13% | +21.35% | |
| BND - VANGUARD TOTAL BND MRKT ETF | New Purchase | 9.56% | $13.6M | -0.05% | +2.35% | +2.19% | |
| IWP - ISHARES TRUST RUS MD CP GR ETF | New Purchase | 4.06% | $5.8M | +85.11% | -3.51% | +38.72% | |
| IWN - ISHARES TRUST RUS 2000 VAL ETF | New Purchase | 3.33% | $4.7M | +51.28% | -24.96% | +28.78% | |
| TFI - SPDR SERIES TRUST NUVEEN BRC MUNIC ETF | New Purchase | 3.14% | $4.5M | -2.59% | -0.19% | +1.85% | |
| IWS - ISHARES TRUST RUS MDCP VAL ETF | New Purchase | 3.01% | $4.3M | +60.17% | -22.13% | +15.02% | |
| SPYD - SPDR SERIES TRUST PRTFLO S&P500 HI ETF | New Purchase | 2.94% | $4.2M | +48.38% | -29.06% | +2.14% | |
| IWO - ISHARES TRUST RUS 2000 GRW ETF | New Purchase | 2.90% | $4.1M | +42.43% | -8.71% | +49.80% | |
| VWO - VANGUARD FTSE EMR MKT ETF | New Purchase | 2.54% | $3.6M | +45.00% | -12.80% | +34.16% | |
| SHM - SPDR SERIES TRUST NUVEEN BLMBRG SR ETF | New Purchase | 1.98% | $2.8M | +4.90% | +1.21% | +1.37% | |
| AAPL - APPLE INC COM | New Purchase | 1.58% | $2.2M | +214.07% | +7.57% | +70.86% | |
| IGSB - ISHARES TRUST SH TR CRPORT ETF | New Purchase | 1.39% | $2.0M | +14.29% | +0.47% | +3.85% | |
| SPTM - SPDR SERIES TRUST PORTFOLI S&P 1500 COMP STK ETF | New Purchase | 0.93% | $1.3M | +110.77% | -8.98% | +22.64% | |
| XOM - EXXON MOBIL CORPORATION COM | New Purchase | 0.75% | $1.1M | +143.21% | -21.10% | +2.03% | |
| MSFT - MICROSOFT CORP COM | New Purchase | 0.74% | $1.0M | +215.50% | +9.69% | +41.20% | |
| CWST - CASELLA WASTE SYSTEMS COM CL A | New Purchase | 0.69% | $985.0K | +91.22% | -3.67% | +11.67% | |
| PG - PROCTER & GAMBLE CO COM | New Purchase | 0.62% | $881.0K | +45.98% | -9.51% | +3.56% | |
| JNJ - JOHNSON & JOHNSON COM | New Purchase | 0.56% | $795.0K | +41.67% | -0.77% | +13.48% | |
| MUB - ISHARES TRUST NATIONAL MUN ETF | New Purchase | 0.50% | $715.0K | +1.84% | -1.36% | +1.58% | |
| NEE - NEXTERA ENERGY INC COM | New Purchase | 0.46% | $659.0K | +26.76% | -14.46% | +11.57% | |
| T - AT&T INC COM | New Purchase | 0.40% | $567.0K | +44.52% | -19.96% | -17.19% | |
| PFE - PFIZER INC COM | New Purchase | 0.38% | $546.0K | -1.20% | +8.09% | +7.50% | |
| TSLA - TESLA INC COM | New Purchase | 0.38% | $537.0K | +479.08% | -2.64% | +325.80% | |
| VSS - VANGUARD FTSE SMCAP ETF | New Purchase | 0.30% | $431.0K | +52.12% | -14.79% | +25.20% | |
| DIS - WALT DISNEY COMPANY (THE) COM | New Purchase | 0.26% | $374.0K | -10.47% | -11.20% | +44.29% | |
| DVY - ISHARES TRUST SELECT DIVID ETF | New Purchase | 0.26% | $370.0K | +65.86% | -22.72% | +8.03% | |
| USB - US BANCORP COM | New Purchase | 0.25% | $356.0K | +11.03% | -37.19% | +0.38% | |
| KO - COCA-COLA CO COM | New Purchase | 0.25% | $355.0K | +41.69% | -23.15% | -11.42% | |
| ABT - ABBOTT LABORATORIES COM | New Purchase | 0.25% | $353.0K | +70.83% | +7.50% | +45.65% | |
| IBM - INTERNATIONAL BUS MACH CORP COM | New Purchase | 0.25% | $350.0K | +122.34% | -17.55% | -12.33% | |
| INTC - INTEL CORP COM | New Purchase | 0.24% | $344.0K | -56.90% | +1.61% | +1.10% | |
| SPDW - SPDR INDEX SHARES FUNDS PORTFOLIO DEVLPD ETF | New Purchase | 0.24% | $336.0K | +65.45% | -13.02% | +22.09% | |
| FITB - FIFTH THIRD BANCORP COM | New Purchase | 0.23% | $333.0K | +88.66% | -37.22% | +29.05% | |
| GOOG - ALPHABET INC COM CL C | New Purchase | 0.22% | $310.0K | +182.42% | -1.10% | +44.79% | |
| PNC - PNC FINANCIAL SERVICES GROUP COM | New Purchase | 0.21% | $300.0K | +60.26% | -29.12% | +18.92% | |
| JPM - JP MORGAN CHASE & CO COM | New Purchase | 0.21% | $299.0K | +159.41% | -31.22% | +17.89% | |
| VZ - VERIZON COMMUNICATIONS COM | New Purchase | 0.20% | $281.0K | +6.13% | -6.00% | +1.32% | |
| BAC - BANK OF AMERICA CORPORATION COM | New Purchase | 0.18% | $261.0K | +67.03% | -31.27% | +8.78% | |
| SO - SOUTHERN CO COM | New Purchase | 0.18% | $256.0K | +71.15% | -19.66% | -9.86% | |
| HD - HOME DEPOT INC COM | New Purchase | 0.17% | $246.0K | +92.42% | +2.10% | +18.40% | |
| SPY - SPDR S&P500 ETF TRUST TR UNIT ETF | New Purchase | 0.17% | $246.0K | +114.27% | -8.03% | +22.01% | |
| CHKP - CHECK POINT SFTWRE COM | New Purchase | 0.17% | $239.0K | +67.11% | -5.61% | +2.36% | |
| MFC - MANULIFE FINANCIAL CORP COM | New Purchase | 0.17% | $237.0K | +112.98% | -37.97% | +10.78% | |
| UNP - UNION PACIFIC CORP COM | New Purchase | 0.17% | $235.0K | +44.57% | -5.71% | +19.90% | |
| TIP - ISHARES TRUST TIPS BD ETF | New Purchase | 0.16% | $229.0K | +11.16% | +2.02% | +6.29% | |
| VTI - VANGUARD TOTAL STK MKT ETF | New Purchase | 0.16% | $228.0K | +107.20% | -8.81% | +26.23% | |
| MCI - BARINGS CORPORATE INVESTORS COM | New Purchase | 0.15% | $219.0K | +84.25% | -16.21% | -12.25% | |
| ORCL - ORACLE CORP COM | New Purchase | 0.15% | $216.0K | +379.97% | -0.43% | +23.43% | |