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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
JEPIJ P Morgan Exchange Traded F
Recent Activity
Increased 2.96%
6.67%
$83.76M
1.407M shares@ $59.52 avg price
TLHIshares Tr
Recent Activity
Increased 2.22%
6.11%
$76.767M
702,163 shares@ $109.33 avg price
MDYVSpdr Ser Tr
Recent Activity
Increased 2.66%
3.61%
$45.326M
570,423 shares@ $79.47 avg price
EFGIshares Tr
Recent Activity
Increased 2.22%
3.4%
$42.636M
396,059 shares@ $107.65 avg price
AVLVAmerican Centy Etf Tr
Recent Activity
Increased 9.01%
3.27%
$41.064M
623,789 shares@ $65.83 avg price
MDYGSpdr Ser Tr
Recent Activity
Increased 5.1%
3.23%
$40.524M
461,868 shares@ $87.75 avg price
AAPLApple Inc
Recent Activity
Increased 1.88%
2.67%
$33.455M
143,582 shares@ $233.01 avg price
SLYGSpdr Ser Tr
Recent Activity
Increased 2.09%
2.25%
$28.194M
302,802 shares@ $93.12 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 3.99%
1.41%
$17.673M
41,071 shares@ $430.31 avg price
PTRBPgim Etf Tr
Recent Activity
Increased 1170.83%
1.28%
$16.015M
373,648 shares@ $42.87 avg price