Fund HoldingsFSA WEALTH PARTNERS, INC.

Total Portfolio Value
$264.40M
Total Bought
$18.78M
Total Sold
$178.55M
Net Transaction
-$159.77M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
ISHARES TR0117,752+117,752012,7984.84%+12,798
ISHARES TR029,627+29,62708110.31%+811
SELECT SECTOR SPDR TR
ST STR CARE ETF
05,430+5,43007930.30%+793
SELECT SECTOR SPDR TR
ST STR TECHN ETF
03,762+3,76207770.29%+777
ISHARES TR013,157+13,15707300.28%+730
ISHARES INC
MSCI JAPAN ETF
09,750+9,75006680.25%+668
APPLE INC(AAPL)02,156+2,15604790.18%+479
VANECK ETF TRUST
HIGH YLD MUNIETF
04,598+4,59802350.09%+235
ISHARES TR77,44579,665+2,2209,1009,2723.51%+172
VANECK ETF TRUST
FALLEN ANGEL HG
53,66456,865+3,2011,5391,6410.62%+103
SPDR SER TR
ST BLOO HIGH ETF
107,397108,437+1,04010,25310,3343.91%+81
ISHARES TR18,25517,756-4991,3801,4510.55%+71
SPDR GOLD TR(GLD)2,2642,023-2415485830.22%+35
WISDOMTREE TR(WT)7,8957,89503973970.15%0
ISHARES TR20,92019,693-1,2278758610.33%-14
ISHARES TR8,6428,283-3598378190.31%-18
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
14,43914,250-1898548340.32%-20
VANGUARD INDEX FDS9,9769,567-4098898660.33%-22
INVESCO EXCHANGE TRADED FD T
S&P500 QUALITY
5,8915,530-3613953670.14%-28
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
413,895415,469+1,57423,81123,7408.98%-71
FIDELITY COVINGTON TRUST74,00873,016-9923,6963,6221.37%-74
UNITED STS 12 MONTH NAT GAS(UNL)110,85279,989-30,8639068200.31%-86
PACER FDS TR
TRENDPILOT 100
22,89022,583-3071,6941,6040.61%-91
FIRST TR EXCHANGE-TRADED FD3,7443,627-1179108060.30%-105
ISHARES TR164,987162,912-2,07512,97612,8524.86%-124
INNOVATOR ETFS TRUST
US EQTY PWR BUF
136,457134,798-1,6595,6185,4182.05%-200
SPDR SER TR
ST STR DOW REIT
2,0800-2,0802060-206
SPDR SER TR
SPDR S&P 500 ESG
34,38731,755-2,6321,9421,6990.64%-243
VANGUARD WORLD FD2,4710-2,4712590-259
VANGUARD TAX-MANAGED FDS5,5190-5,5192640-264
SELECT SECTOR SPDR TR
ST STR SVC ETF
35,61732,741-2,8763,4483,1581.19%-290
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
70,40069,344-1,05612,33612,0124.54%-324
ISHARES TR4,7314,314-4172,7852,4240.92%-361
SCHWAB STRATEGIC TR147,039138,102-8,9374,0983,4581.31%-640
PROSHARES TR
PSHS ULT S&P 500
8,0410-8,0417440-744
SELECT SECTOR SPDR TR
ST STR INDL ETF
12,1086,408-5,7001,5958400.32%-755
AMERICAN AIRLS GROUP INC(AAL)110,905110,693-2121,9331,1680.44%-765
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
335,235327,931-7,30416,41615,6215.91%-795
VANECK ETF TRUST
RETAIL ETF
3,8510-3,8518630-863
INVESCO EXCHANGE TRADED FD T
S&P500 EQL IND
17,2940-17,2948680-868
INVESCO EXCHANGE TRADED FD T
LEISU ENTMT ETF
16,7630-16,7638750-875
ISHARES TR10,5536,629-3,9242,3321,3220.50%-1,009
VANGUARD WORLD FD97,88798,078+19120,81719,7517.47%-1,066
ISHARES TR22,67914,341-8,3382,7581,6470.62%-1,110
VICTORY PORTFOLIOS II
CORE BD ETF
173,667141,280-32,3877,9826,6322.51%-1,350
ISHARES TR12,3834,432-7,9514,1391,4080.53%-2,731
ISHARES TR25,7640-25,7642,8400-2,840
VANECK ETF TRUST
MRNGSTR WDE MOAT
38,7780-38,7783,5960-3,596
ISHARES TR
MSCI USA QLT FCT
21,7770-21,7773,8780-3,878
J P MORGAN EXCHANGE TRADED F
US QUALTY FCTR
396,816332,632-64,18422,72618,7847.10%-3,942
FIRST TR EXCHANGE-TRADED FD47,0270-47,0274,1300-4,130
INVESCO EXCHANGE TRADED FD T
S&P 500 TOP 50
101,1960-101,1965,0560-5,056
VANGUARD INDEX FDS13,4140-13,4145,5060-5,506
ISHARES TR106,65092,774-13,87630,80625,1269.50%-5,680
VANGUARD INDEX FDS52,74740,451-12,29628,42120,7887.86%-7,632
VANGUARD WORLD FD
INDUSTRIAL ETF
35,0500-35,0508,9160-8,916
CAPITAL GROUP DIVIDEND VALUE
SHS CREAT UNIT
587,897262,822-325,07520,7299,3673.54%-11,362
ISHARES TR59,19311,372-47,82119,0703,4881.32%-15,581
SPDR SER TR
ST STR P500GRW
215,9990-215,99918,9860-18,986
SCHWAB STRATEGIC TR1,097,9940-1,097,99424,9240-24,924
SPDR S&P 500 ETF TR(SPY)108,02439,563-68,46163,31122,1318.37%-41,180
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