FAS Wealth Partners, Inc.
Q4 2024 13F Holdings
- Locationleawood, KS
- Num holdings
430
- Value ($000)
$1,190,917
- Date Filed02/14/2025
- Form type13F-HR
- CIK0001596957
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
JEPI J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 | $75.66M | 6 % | 1,315,095 | ||
ILCG ISHARES TR | MORNINGSTAR GRWT | 464287119 | $53.09M | 5 % | 592,467 | ||
MDYV SPDR SER TR | S&P 400 MDCP VAL | 78464A839 | $43.94M | 4 % | 547,880 | ||
AVLV AMERICAN CENTY ETF TR | US LARGE CAP VLU | 025072349 | $41.57M | 4 % | 622,599 | ||
EFG ISHARES TR | EAFE GRWTH ETF | 464288885 | $39.59M | 3 % | 408,815 | ||
MDYG SPDR SER TR | S&P 400 MDCP GRW | 78464A821 | $39.56M | 3 % | 455,341 | ||
AAPL APPLE INC | COM | 037833100 | $35.78M | 3 % | 142,900 | ||
SCHV SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 | $30.59M | 3 % | 1,173,281 | ||
IEI ISHARES TR | 3 7 YR TREAS BD | 464288661 | $28.92M | 2 % | 250,315 | ||
SLYG SPDR SER TR | S&P 600 SMCP GRW | 78464A201 | $26.35M | 2 % | 291,611 |
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