Scott A. Sadaro

@Fas Wealth Partners, Inc.

Latest period2024 - Q3

Reported3mo 2d ago

Managed Assets$1.257B

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
CLMTCalumet Inc Recent Activity New Position	0.1%	$1.216M↑ Call 68,221 shares@ $17.83 avg price	New Position
ARCCAres Capital Corp Recent Activity New Position	0.04%	$399,261 19,067 shares@ $20.94 avg price	New Position
HODLVaneck Bitcoin Etf Recent Activity New Position	0.03%	$341,398 4,753 shares@ $71.83 avg price	New Position
ACNAccenture Plc Ireland Recent Activity New Position	0.02%	$234,719 664 shares@ $353.5 avg price	New Position
FBINFortune Brands Innovations I Recent Activity New Position	0.02%	$229,376 2,562 shares@ $89.54 avg price	New Position
GWWGrainger W W Inc Recent Activity New Position	0.02%	$225,611 217 shares@ $1039.69 avg price	New Position
DHID R Horton Inc Recent Activity New Position	0.02%	$222,781 1,168 shares@ $190.74 avg price	New Position
CSXCsx Corp Recent Activity New Position	0.02%	$220,664 6,390 shares@ $34.54 avg price	New Position
PLDPrologis Inc. Recent Activity New Position	0.02%	$219,174 1,736 shares@ $126.26 avg price	New Position
RYRoyal Bk Cda Recent Activity New Position	0.02%	$217,351 1,743 shares@ $124.7 avg price	New Position