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
SPDR SER TR PORTFOLIO S&P600 251 $28,401 684 0.00 0.00 4 0.59 06-30-2024
PHILLIPS 66 COM 252 $28,093 199 0.00 0.00 0 0.00 06-30-2024
LYONDELLBASELL INDUSTRIES N SHS - A - 253 $26,966 282 0.00 0.00 4 1.44 06-30-2024
SOUTHERN CO COM 254 $26,917 347 0.00 0.00 0 0.00 06-30-2024
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