HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 J P MORGAN EXCHANGE TRADED F (JEPI) |
1,308,082 | +97,680 | $75,686 |
| JEPI | 1,308,082 | +97,680 | $75,686 |
| ISHARES TR (TLH) |
655,832 | +45,143 | $68,882 |
| TLH | 655,832 | +45,143 | $68,882 |
| ISHARES TR (ILCG) |
659,049 | +18,728 | $49,745 |
| ILCG | 659,049 | +18,728 | $49,745 |
| SPDR SER TR (MDYV) |
559,855 | -4,002 | $42,549 |
| MDYV | 559,855 | -4,002 | $42,549 |
| ISHARES TR (EFG) |
376,906 | +302 | $39,119 |
| EFG | 376,906 | +302 | $39,119 |
| SPDR SER TR (MDYG) |
423,477 | +12,533 | $36,965 |
| MDYG | 423,477 | +12,533 | $36,965 |
| AMERICAN CENTY ETF TR (AVLV) |
540,539 | +73,731 | $34,735 |
| AVLV | 540,539 | +73,731 | $34,735 |
| SCHWAB STRATEGIC TR |
415,591 | -15,678 | $31,577 |
| SCHV | 415,591 | -15,678 | $31,577 |
| SPDR SER TR (SLYG) |
282,751 | -3,228 | $24,664 |
| SLYG | 282,751 | -3,228 | $24,664 |
| APPLE INC |
133,710 | -8,830 | $22,929 |
| AAPL | 133,710 | -8,830 | $22,929 |
| VANGUARD SPECIALIZED FUNDS (VIG) |
95,909 | -628 | $17,514 |
| VIG | 95,909 | -628 | $17,514 |
| ISHARES TR (IVW) |
201,879 | -5,096 | $17,047 |
| IVW | 201,879 | -5,096 | $17,047 |
| ISHARES TR (EFV) |
302,575 | -6,119 | $16,460 |
| EFV | 302,575 | -6,119 | $16,460 |
| SPDR SER TR (SLYV) |
196,436 | +382 | $16,298 |
| SLYV | 196,436 | +382 | $16,298 |
| MICROSOFT CORP |
37,640 | -190 | $15,836 |
| MSFT | 37,640 | -190 | $15,836 |
| SCHWAB STRATEGIC TR |
320,085 | +1,402 | $14,724 |
| SCHZ | 320,085 | +1,402 | $14,724 |
| SCHWAB STRATEGIC TR |
180,122 | +1,971 | $14,667 |
| SCHM | 180,122 | +1,971 | $14,667 |
| AMERICAN CENTY ETF TR (AVIV) |
249,520 | +4,214 | $13,494 |
| AVIV | 249,520 | +4,214 | $13,494 |
| AMERICAN CENTY ETF TR (AVUS) |
149,184 | +3,315 | $13,352 |
| AVUS | 149,184 | +3,315 | $13,352 |
| AMERICAN CENTY ETF TR (AVSC) |
230,161 | +7,589 | $12,051 |
| AVSC | 230,161 | +7,589 | $12,051 |
| SSGA ACTIVE ETF TR (TOTL) |
297,257 | +4,798 | $11,905 |
| TOTL | 297,257 | +4,798 | $11,905 |
| KRANESHARES TRUST (KEMX) |
393,954 | +5,669 | $11,557 |
| KEMX | 393,954 | +5,669 | $11,557 |
| AMAZON COM INC |
62,789 | -2,130 | $11,326 |
| AMZN | 62,789 | -2,130 | $11,326 |
| J P MORGAN EXCHANGE TRADED F (JCPB) |
229,087 | +8,102 | $10,686 |
| JCPB | 229,087 | +8,102 | $10,686 |
| NVIDIA CORPORATION |
11,594 | +17 | $10,476 |
| NVDA | 11,594 | +17 | $10,476 |
| AMERICAN CENTY ETF TR (AVDE) |
157,874 | +6,572 | $10,063 |
| AVDE | 157,874 | +6,572 | $10,063 |
| INVESCO EXCHANGE TRADED FD T (RSP) |
59,281 | -11,732 | $10,040 |
| RSP | 59,281 | -11,732 | $10,040 |
| SCHWAB STRATEGIC TR |
105,953 | -1,177 | $9,824 |
| SCHG | 105,953 | -1,177 | $9,824 |
| ISHARES TR (IVE) |
47,036 | +109 | $8,787 |
| IVE | 47,036 | +109 | $8,787 |
| ISHARES TR (HDV) |
79,375 | +9,955 | $8,748 |
| HDV | 79,375 | +9,955 | $8,748 |
| CORCEPT THERAPEUTICS INC |
311,383 | +1,092 | $7,844 |
| CORT | 311,383 | +1,092 | $7,844 |
| SCHWAB STRATEGIC TR |
217,031 | -2,074 | $7,728 |
| FNDF | 217,031 | -2,074 | $7,728 |
| AMERICAN CENTY ETF TR (AVUV) |
79,373 | +5,363 | $7,438 |
| AVUV | 79,373 | +5,363 | $7,438 |
| VANECK ETF TRUST (FLTR) |
288,214 | -5,074 | $7,352 |
| FLTR | 288,214 | -5,074 | $7,352 |
| META PLATFORMS INC |
14,726 | -2,340 | $7,150 |
| META | 14,726 | -2,340 | $7,150 |
| SPDR S&P 500 ETF TR (SPY) |
13,096 | +344 | $6,850 |
| SPY | 13,096 | +344 | $6,850 |
| ALPHABET INC |
44,030 | -10,063 | $6,704 |
| GOOG | 44,030 | -10,063 | $6,704 |
| JPMORGAN CHASE & CO |
32,271 | +562 | $6,464 |
| JPM | 32,271 | +562 | $6,464 |
| ISHARES TR (IDV) |
230,294 | -5,271 | $6,457 |
| IDV | 230,294 | -5,271 | $6,457 |
| WISDOMTREE TR |
129,754 | +4,958 | $6,328 |
| DON | 129,754 | +4,958 | $6,328 |
| ARCBEST CORP |
42,977 | UNCH | $6,124 |
| ARCB | 42,977 | UNCH | $6,124 |
| VANECK ETF TRUST (ANGL) |
208,583 | -690 | $6,053 |
| ANGL | 208,583 | -690 | $6,053 |
| ISHARES TR (USMV) |
70,173 | -638 | $5,865 |
| USMV | 70,173 | -638 | $5,865 |
| BROADCOM INC |
4,419 | +81 | $5,856 |
| AVGO | 4,419 | +81 | $5,856 |
| JOHNSON & JOHNSON |
35,635 | +585 | $5,637 |
| JNJ | 35,635 | +585 | $5,637 |
| CHEVRON CORP NEW |
33,849 | +1,239 | $5,339 |
| CVX | 33,849 | +1,239 | $5,339 |
| VANGUARD INDEX FDS (VOE) |
33,441 | -482 | $5,214 |
| VOE | 33,441 | -482 | $5,214 |
| ISHARES INC (IEMG) |
98,521 | +288 | $5,084 |
| IEMG | 98,521 | +288 | $5,084 |
| MCDONALDS CORP |
17,748 | +305 | $5,004 |
| MCD | 17,748 | +305 | $5,004 |
| ISHARES TR (ITOT) |
42,844 | -1,259 | $4,940 |
| ITOT | 42,844 | -1,259 | $4,940 |
See Full List: All Stocks Held By FAS Wealth Partners Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By FAS Wealth Partners Inc.
|
Size ($ in 1000's)
At 03/31/2024: $1,128,445 At 12/31/2023: $1,052,503 FAS Wealth Partners Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from FAS Wealth Partners Inc. 13F filings. Link to 13F filings: SEC filings |
