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 Specialty Prods Part Recent Activity Exited	0%	$868,723 54,126 shares@ $16.06 avg price	Exited
PNFPPinnacle Finl Partners Inc Recent Activity Exited	0%	$447,401 5,590 shares@ $80.04 avg price	Exited
JETSEtf Ser Solutions Recent Activity Exited	0%	$326,356 16,600 shares@ $19.66 avg price	Exited
BPBp Plc Recent Activity Exited	0%	$268,180 7,429 shares@ $36.1 avg price	Exited
CELHCelsius Hldgs Inc Recent Activity Exited	0%	$245,430 4,299 shares@ $57.1 avg price	Exited
SPYVSpdr Ser Tr Recent Activity Exited	0%	$98,650 2,024 shares@ $48.75 avg price	Exited
SIXGEtf Ser Solutions Recent Activity Exited	0%	$66,465 1,590 shares@ $41.81 avg price	Exited
SPDWSpdr Index Shs Fds Recent Activity Exited	0%	$63,916 1,822 shares@ $35.09 avg price	Exited
OIHVaneck Etf Trust Recent Activity Exited	0%	$31,618 100 shares@ $316.18 avg price	Exited
FINXGlobal X Fds Recent Activity Exited	0%	$23,764 944 shares@ $25.18 avg price	Exited