$195 Million is the total value of FAS Wealth Partners, Inc.'s 125 reported holdings in Q1 2016. The portfolio turnover from Q4 2015 to Q1 2016 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
BRKA | New | BERKSHIRE HATHAWAY INC DELcl a | $213,000 | – | 1 | +100.0% | 0.11% | – |
MUB | New | ISHARES TRnational mun etf | $209,000 | – | 1,872 | +100.0% | 0.11% | – |
SO | New | SOUTHERN CO | $203,000 | – | 3,932 | +100.0% | 0.10% | – |
EEM | New | ISHARES TRmsci emg mkt etf | $201,000 | – | 5,871 | +100.0% | 0.10% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2016-05-03
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
Vanguard Total Stock Market | 43 | Q2 2024 | 17.0% |
VANGUARD SPECIALIZED PORTFOL | 43 | Q2 2024 | 2.0% |
IShares Tr Dow Jones Select Div Index | 43 | Q2 2024 | 2.3% |
MICROSOFT CORP | 43 | Q2 2024 | 1.5% |
JOHNSON & JOHNSON | 43 | Q2 2024 | 1.1% |
ISHARES TR | 43 | Q2 2024 | 1.4% |
Chevron Corporation | 43 | Q2 2024 | 0.8% |
PROCTER & GAMBLE CO | 43 | Q2 2024 | 0.7% |
INTEL CORP | 43 | Q2 2024 | 0.7% |
Coca-Cola Company | 43 | Q2 2024 | 1.9% |
View FAS Wealth Partners, Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-07-29 |
N-PX | 2024-07-02 |
13F-HR | 2024-04-29 |
13F-HR | 2024-01-23 |
13F-HR | 2023-10-23 |
13F-HR | 2023-08-08 |
13F-HR | 2023-05-11 |
13F-HR | 2023-02-01 |
13F-HR | 2022-10-20 |
13F-HR | 2022-08-02 |
View FAS Wealth Partners, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.