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Scott A. Sadaro

@Fas Wealth Partners, Inc.

Latest period2024 - Q3ReportedManaged Assets$1.257BTotal holdings438
Assets growth rate8.67%Assets growth rate (2-Q avg)5.6%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Fas Wealth Partners, Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 438 positions.

Assets under management

The assets under management (AUM) of Fas Wealth Partners, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.257B in assets, with a quarterly growth rate of 8.67% and a 2-quarter average growth rate of 5.6%. The portfolio is managed by Scott A. Sadaro, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
ILCGIshares Tr
Recent Activity
Decreased -2.05%
4.32%
$54.294M
646,053 shares@ $84.05 avg price
SCHVSchwab Strategic Tr
Recent Activity
Decreased -0.37%
2.59%
$32.559M
405,111 shares@ $80.38 avg price
VIGVanguard Specialized Funds
Recent Activity
Decreased -0.54%
1.51%
$18.957M
95,712 shares@ $198.07 avg price
IVWIshares Tr
Recent Activity
Decreased -2.37%
1.47%
$18.361M
191,758 shares@ $95.76 avg price
SLYVSpdr Ser Tr
Recent Activity
Decreased -0.34%
1.24%
$15.59M
179,566 shares@ $86.83 avg price
EFVIshares Tr
Recent Activity
Decreased -2.21%
1.24%
$15.576M
270,738 shares@ $57.53 avg price
CORTCorcept Therapeutics Inc
Recent Activity
Decreased 0%
1.17%
$14.613M
315,749 shares@ $46.29 avg price
AVIVAmerican Centy Etf Tr
Recent Activity
Decreased -0.27%
1.17%
$14.594M
259,965 shares@ $56.14 avg price
SCHGSchwab Strategic Tr
Recent Activity
Decreased -0.59%
0.87%
$10.908M
104,705 shares@ $104.18 avg price
IVEIshares Tr
Recent Activity
Decreased -2.85%
0.73%
$9.055M
45,925 shares@ $197.17 avg price