Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
FSC WEALTH ADVISORS LLC 07-17-2024 06-30-2024 292 135,447,726
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
GENERAL DYNAMICS CORP COM 101 $194,444 670 0.00 0.00 232 52.97 06-30-2024
ISHARES TR 20+ YEAR TR BD 102 $186,975 7,281 0.00 0.00 253 3.60 06-30-2024
ISHARES TR 20 YR TR BD ETF 103 $185,487 2,021 0.00 0.00 68 3.48 06-30-2024
EXXON MOBIL CORP COM 104 $179,534 1,560 0.00 0.00 7 0.45 06-30-2024
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