Fund HoldingsFSA WEALTH PARTNERS, INC.

Total Portfolio Value
$413.58M
Total Bought
$117.20M
Total Sold
$74.04M
Net Transaction
+$43.16M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
CAPITAL GROUP DIVIDEND VALUE
SHS CREAT UNIT
451,437971,968+520,53114,89735,4198.56%+20,521
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
204,479417,043+212,56411,59024,8186.00%+13,228
SCHWAB STRATEGIC TR197,940372,686+174,74612,44424,7915.99%+12,347
VICTORY PORTFOLIOS II
CORE BD ETF
21,029212,211+191,18296810,1712.46%+9,204
SELECT SECTOR SPDR TR
ST STR CARE ETF
053,545+53,54508,2471.99%+8,247
VANGUARD INDEX FDS31,36144,424+13,06315,68523,4415.67%+7,757
ISHARES TR17,75974,236+56,4771,9968,8752.15%+6,879
FIRST TR EXCHANGE-TRADED FD047,472+47,47204,3101.04%+4,310
VANECK ETF TRUST
MRNGSTR WDE MOAT
043,333+43,33304,2011.02%+4,201
FIDELITY COVINGTON TRUST073,038+73,03803,6990.89%+3,699
ISHARES TR10,94416,724+5,7805,9899,6472.33%+3,658
SPDR S&P 500 ETF TR(SPY)84,39585,350+95545,92948,97011.84%+3,041
ISHARES TR
MSCI USA MIN ETF
022,671+22,67102,0700.50%+2,070
J P MORGAN EXCHANGE TRADED F
US QUALTY FCTR
385,979393,611+7,63220,43822,2675.38%+1,829
INVESCO EXCHANGE TRADED FD T
S&P500 EQL UTL
023,615+23,61501,6220.39%+1,622
ISHARES TR016,320+16,32001,6010.39%+1,601
ISHARES TR013,682+13,68201,3420.32%+1,342
VANGUARD WORLD FD93,91196,099+2,18818,52819,8584.80%+1,330
ISHARES TR105,345105,337-827,84329,1537.05%+1,310
ISHARES TR56,60357,437+83416,84218,0584.37%+1,216
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
70,77871,374+59611,62712,7873.09%+1,160
SELECT SECTOR SPDR TR
ST STR SVC ETF
27,36437,038+9,6742,3443,3480.81%+1,004
ISHARES TR10,63313,026+2,3933,2824,2561.03%+974
INVESCO EXCHANGE TRADED FD T
S&P500 EQL IND
017,462+17,46208940.22%+894
FIRST TR EXCHANGE TRADED FD
NASDQ CLN EDGE
07,012+7,01208920.22%+892
ABRDN PRECIOUS METALS BASKET07,522+7,52208520.21%+852
ISHARES TR012,377+12,37708050.19%+805
ISHARES TR161,145164,769+3,62412,43113,2313.20%+800
SPDR SER TR
ST STR SP DIV
05,404+5,40407680.19%+768
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
341,348336,487-4,86115,72216,1883.91%+466
SPDR SER TR
ST BLOO HIGH ETF
107,538106,516-1,02210,13810,4162.52%+279
INNOVATOR ETFS TRUST
US EQTY PWR BUF
154,248152,351-1,8975,9936,1671.49%+175
ISHARES TR6,7326,953+2211,3661,5360.37%+170
VANGUARD INDEX FDS9,4259,842+4177899590.23%+169
ISHARES TR
MSCI USA QLT FCT
24,72424,382-3424,2224,3721.06%+150
ISHARES TR16,13016,583+4531,2631,3870.34%+123
VANECK ETF TRUST
FALLEN ANGEL HG
44,45046,273+1,8231,2581,3610.33%+103
ISHARES TR19,95920,582+6238509440.23%+94
ISHARES TR15,85115,470-3811,7811,8620.45%+81
ISHARES TR25,63025,196-4342,6622,7410.66%+79
FIRST TR EXCHANGE-TRADED FD
RISNG DIVD ACHIV
14,71314,883+1708068810.21%+76
SPDR GOLD TR(GLD)2,2262,279+534795540.13%+75
INVESCO EXCHANGE TRADED FD T
WATER RES ETF
13,59013,395-1958829450.23%+63
ISHARES TR7,6747,964+2907458070.20%+62
PACER FDS TR
TRENDPILOT 100
22,98623,219+2331,6571,7030.41%+46
SPDR SER TR
ST STR DOW REIT
2,1572,15702012300.06%+29
VANGUARD TAX-MANAGED FDS5,2885,381+932612840.07%+23
WISDOMTREE TR(WT)7,8957,89503973960.10%-1
AMERICAN AIRLS GROUP INC(AAL)110,680110,905+2251,2541,2470.30%-7
DIREXION SHS ETF TR183,984181,388-2,5965,3205,2131.26%-107
INVESCO EXCHANGE TRADED FD T
S&P500 QUALITY
8,5815,954-2,6275454010.10%-145
MICRON TECHNOLOGY INC(MU)1,6000-1,6002100-210
DBX ETF TR7,5330-7,5333850-385
ISHARES TR15,4140-15,4144010-401
UNITED STS 12 MONTH NAT GAS(UNL)56,0760-56,0764630-463
INVESCO EXCHANGE TRADED FD T
S&P 500 TOP 50
50,50433,420-17,0842,3111,5880.38%-722
ISHARES INC
MSCI JAPAN ETF
11,6410-11,6417940-794
SPDR S&P MIDCAP 400 ETF TR(MDY)1,5420-1,5428250-825
VANECK ETF TRUST
SEMICONDUCTR ETF
3,2310-3,2318420-842
ISHARES TR5,6630-5,6638520-852
SPDR SER TR
SPDR S&P 500 ESG
51,25033,273-17,9772,7211,8550.45%-866
SELECT SECTOR SPDR TR
ST STR FINL ETF
22,3380-22,3389180-918
SELECT SECTOR SPDR TR
ST STR TECHN ETF
6,8240-6,8241,5440-1,544
FIDELITY COMWLTH TR27,3560-27,3561,9130-1,913
FIRST TR EXCHANGE TRAD FD VI
FST TR GLB FD
257,8270-257,8276,1650-6,165
VANGUARD INDEX FDS40,6640-40,66415,2090-15,209
SPDR SER TR
ST STR P500GRW
302,33164,330-238,00124,2265,3361.29%-18,890
SCHWAB STRATEGIC TR237,96236,590-201,37223,9963,8120.92%-20,184
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