FSA Wealth Management LLC

13F Filings History

Latest 13F report
Q1 2024 - May 16, 2024
Value $
$230M
Signature - Title
Gavin Morrissey - Managing Partner
Location
Needham, MA
Summary
This page shows a list of all the recent 13F filings made by FSA Wealth Management LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. FSA Wealth Management LLC reported 624 stock holdings with total value $230M as of Q1 2024. Top holdings included IWF, IWD, VEA, IWP, and IWS.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2024 624 $230M +$5.58M -$1.28M +$4.3M IWF, IWD, VEA, IWP, IWS 13F-HR 5/16/2024, 04:56 PM
Q4 2023 579 $211M +$15.5M -$3.1M +$12.4M IWF, IWD, VEA, IWP, IWS 13F-HR 2/14/2024, 02:03 PM
Q3 2023 49 $179M +$2.88M -$1.39M +$1.49M IWF, IWD, VEA, IWP, IWS 13F-HR 11/15/2023, 10:45 AM
Q2 2023 48 $185M +$2.78M -$892K +$1.89M IWF, IWD, VEA, IWP, IWS 13F-HR 7/31/2023, 11:54 AM
Q1 2023 44 $172M +$2.53M -$13M -$10.4M IWF, IWD, VEA, IWP, IWS 13F-HR 4/21/2023, 02:57 PM
Q4 2022 51 $172M +$28.6M -$8.57M +$20M IWD, IWF, VEA, IWP, IWS 13F-HR 2/13/2023, 05:42 PM
Q3 2022 48 $143M +$116M -$5.84M +$110M IWF, IWD, VEA, IWP, IWS 13F-HR 11/9/2022, 12:27 PM
Q2 2022 28 $36.1M +$3.38M -$105M -$102M IWD, IWF, TSLA, VEA, IGSB 13F-HR 8/15/2022, 07:52 AM
Q1 2022 47 $169M $0 $0 IWF, IWD, VEA, BND, IWP 13F-HR 5/16/2022, 04:10 PM
Q4 2021 47 $172M +$1.75M -$1.52M +$236K IWF, IWD, VEA, BND, IWP 13F-HR 2/14/2022, 02:18 PM
Q3 2021 43 $161M +$3.33M -$616K +$2.72M IWF, IWD, VEA, BND, IWP 13F-HR 11/15/2021, 06:38 AM
Q2 2021 42 $159M +$2.8M -$2.27M +$526K IWF, IWD, VEA, BND, IWP 13F-HR 8/13/2021, 04:04 PM
Q1 2021 44 $149M +$164K -$58.8M -$58.7M IWF, IWD, VEA, BND, IWP 13F-HR 5/17/2021, 05:16 PM
Q4 2020 273 $200M +$29.2M -$1.44M +$27.8M IWF, IWD, VEA, BND, IWP 13F-HR 2/11/2021, 08:14 AM
Q3 2020 52 $156M +$16.4M -$13.2M +$3.16M IWF, IWD, VEA, BND, IWP 13F-HR 11/13/2020, 04:39 PM
Q2 2020 381 $147M +$12.8M -$5.55M +$7.28M IWF, IWD, BND, VEA, IWP 13F-HR 8/14/2020, 03:37 PM
Q1 2020 377 $119M +$9.71M -$5.65M +$4.06M IWF, IWD, BND, VEA, IWP 13F-HR 5/15/2020, 01:29 PM
Q4 2019 456 $142M $0 $0 IWF, IWD, VEA, BND, IWP 13F-HR 2/21/2020, 04:41 PM