$439 Million is the total value of FAS Wealth Partners, Inc.'s 177 reported holdings in Q3 2018. The portfolio turnover from Q2 2018 to Q3 2018 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| EFG | New | ISHARES TReafe grwth etf | $22,200,000 | – | 277,263 | +100.0% | 5.05% | – |
| FLTR | New | VANECK VECTORS ETF TRinvt grade fltg | $621,000 | – | 24,522 | +100.0% | 0.14% | – |
| RSP | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $445,000 | – | 4,169 | +100.0% | 0.10% | – |
| KNOW | New | DIREXION SHS ETF TRall cp insider | $342,000 | – | 8,300 | +100.0% | 0.08% | – |
| ARKK | New | ARK ETF TRinnovation etf | $284,000 | – | 6,000 | +100.0% | 0.06% | – |
| FNDE | New | SCHWAB STRATEGIC TRschwb fdt emk lg | $231,000 | – | 8,000 | +100.0% | 0.05% | – |
| COST | New | COSTCO WHSL CORP NEW | $227,000 | – | 965 | +100.0% | 0.05% | – |
| USB | New | US BANCORP DEL | $208,000 | – | 3,936 | +100.0% | 0.05% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-11-05
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.