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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
TPYPManaged Portfolio Series
Recent Activity
Decreased -2.6%
0.34%
$4.207M
134,082 shares@ $31.38 avg price
HTGCHercules Capital Inc
Recent Activity
Decreased -0.5%
0.33%
$4.065M
206,967 shares@ $19.64 avg price
VIGIVanguard Whitehall Fds
Recent Activity
Decreased -1.38%
0.3%
$3.725M
42,199 shares@ $88.29 avg price
IWFIshares Tr
Recent Activity
Decreased -1.03%
0.28%
$3.496M
9,314 shares@ $375.39 avg price
IMTMIshares Tr
Recent Activity
Decreased -2.07%
0.27%
$3.351M
82,988 shares@ $40.38 avg price
JPSTJ P Morgan Exchange Traded F
Recent Activity
Decreased -6.03%
0.27%
$3.296M
64,953 shares@ $50.74 avg price
IBBIshares Tr
Recent Activity
Decreased -2.56%
0.26%
$3.254M
22,349 shares@ $145.61 avg price
EFAIshares Tr
Recent Activity
Decreased -1.36%
0.24%
$2.981M
35,650 shares@ $83.63 avg price
HYDVaneck Etf Trust
Recent Activity
Decreased -11.24%
0.23%
$2.849M
53,679 shares@ $53.08 avg price
SCHESchwab Strategic Tr
Recent Activity
Decreased -4.19%
0.23%
$2.795M
95,781 shares@ $29.19 avg price