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
WELLS FARGO CO NEW COM 451 $4,039 68 0.00 0.00 0 0.00 06-30-2024
SPDR SER TR PRTFLO S&P500 VL 452 $3,802 78 0.00 0.00 0 0.00 06-30-2024
ISHARES TR USD INV GRDE ETF 453 $3,791 76 0.00 0.00 0 0.00 06-30-2024
YUM BRANDS INC COM 454 $3,709 28 0.00 0.00 0 0.00 06-30-2024
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