$105 Million is the total value of FSC Wealth Advisors, LLC's 177 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 115.8% .
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-09
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 Trust | 8 | Q3 2023 | 17.3% |
| APPLE INC | 8 | Q3 2023 | 12.5% |
| Invesco QQQ Trust Series 1 | 8 | Q3 2023 | 15.0% |
| MICROSOFT CORP | 8 | Q3 2023 | 7.1% |
| Schwab US Large Cap Growth | 8 | Q3 2023 | 10.5% |
| SPDR SER TR | 8 | Q3 2023 | 8.4% |
| Vanguard Value | 8 | Q3 2023 | 9.8% |
| ISHARES TR | 8 | Q3 2023 | 8.2% |
| PFIZER INC | 8 | Q3 2023 | 6.4% |
| ISHARES TR | 8 | Q3 2023 | 3.8% |
View FSC Wealth Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-16 |
| 13F-HR | 2024-01-16 |
| 13F-HR | 2023-10-24 |
| 13F-HR | 2023-07-18 |
| 13F-HR | 2023-04-19 |
| 13F-HR | 2023-01-17 |
| 13F-HR | 2022-10-13 |
| 13F-HR | 2022-07-15 |
| 13F-HR | 2022-05-09 |
| 13F-HR | 2022-04-28 |
View FSC Wealth Advisors, LLC'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.