FSC Wealth Advisors, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 22, 2024
Value $
$139M
Signature - Title
James M. Comblo - Chief Compliance Officer
Location
Fishkill, NY
Summary
This page shows a list of all the recent 13F filings made by FSC Wealth Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. FSC Wealth Advisors, LLC reported 293 stock holdings with total value $139M as of Q3 2024. Top holdings included SPY, FTSM, BIL, VIG, and VOO.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 293 $139M +$27.3M -$29.6M -$2.31M SPY, FTSM, BIL, VIG, VOO 13F-HR 10/21/2024, 08:29 PM
Q2 2024 292 $135M +$18.4M -$26.3M -$7.93M SPY, FTSM, BIL, QQQ, CWB 13F-HR 7/17/2024, 03:49 PM
Q1 2024 254 $142M +$49.7M -$49.5M +$237K SPY, FTSM, IWM, BIL, CWB 13F-HR 4/16/2024, 01:25 PM
Q4 2023 286 $137M +$62.6M -$26.8M +$35.8M SPY, FTSM, BIL, GBIL, CWB 13F-HR 1/16/2024, 04:34 PM
Q3 2023 231 $96.5M +$10.2M -$22.5M -$12.3M FTSM, BIL, GBIL, CWB, SPY 13F-HR 10/23/2023, 06:44 PM
Q2 2023 190 $111M +$47.4M -$451K +$47M BIL, FTSM, GBIL, SPY, IWM 13F-HR 7/18/2023, 01:51 PM
Q1 2023 171 $63.3M +$5.63M -$1.85M +$3.78M BIL, FTSM, GBIL, AAPL, MSFT 13F-HR 4/18/2023, 05:42 PM
Q4 2022 157 $58.5M +$49.1M -$1.37M +$47.7M BIL, FTSM, GBIL, AAPL, PFE 13F-HR 1/17/2023, 11:31 AM
Q3 2022 197 $10.4M +$2.22M -$2.25M -$21.8K AAPL, MSFT, PFE, BHVN, SPY 13F-HR 10/12/2022, 07:50 PM
Q2 2022 197 $11.3M +$2.67M -$87M -$84.3M AGG, AAPL, MSFT, BHVN, IEFA 13F-HR 7/15/2022, 10:29 AM
Q1 2022 169 $105M +$55.7M -$72.9M -$17.2M SPLV, QQQ, SPY, VTV, VO 13F-HR 5/9/2022, 04:21 PM
Q4 2021 176 $148M $0 $0 SPY, SCHG, VIG, IWF, VO 13F-HR 4/28/2022, 12:50 PM