TSA Wealth Managment LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 6, 2025
Value $
$246M
Signature - Title
Crystal McKeon - Chief Compliance Officer
Location
Houston, TX
Summary
This page shows a list of all the recent 13F filings made by TSA Wealth Managment LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. TSA Wealth Managment LLC reported 64 stock holdings with total value $246M as of Q4 2024. Top holdings included SPLG, SCHZ, IVW, QUAL, and IVV.
Holdings Value