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
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
HDVIshares Tr
| 0.77% | $9.643M 81,985 shares@ $117.62 avg price | Increased 0.9% |
METAMeta Platforms Inc
| 0.75% | $9.403M 16,426 shares@ $572.46 avg price | Increased 3.03% |
AVUVAmerican Centy Etf Tr
| 0.71% | $8.882M 92,566 shares@ $95.95 avg price | Increased 8.52% |
AVGOBroadcom Inc
| 0.67% | $8.415M 48,781 shares@ $172.51 avg price | Increased 1046.18% |
FNDFSchwab Strategic Tr
| 0.65% | $8.155M 218,235 shares@ $37.37 avg price | Increased 0.67% |
GOOGAlphabet Inc
| 0.61% | $7.656M 45,795 shares@ $167.19 avg price | Increased 3.01% |
JPMJpmorgan Chase & Co.
| 0.59% | $7.351M 34,863 shares@ $210.86 avg price | Increased 4.86% |
USMVIshares Tr
| 0.53% | $6.552M 71,752 shares@ $91.31 avg price | Increased 0.3% |
REGLProshares Tr
| 0.51% | $6.357M 77,727 shares@ $81.79 avg price | Increased 11.87% |
WMTWalmart Inc
| 0.5% | $6.245M 77,339 shares@ $80.76 avg price | Increased 2.02% |