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 |
---|---|---|---|
JEPIJ P Morgan Exchange Traded F
| 6.67% | $83.76M 1.407M shares@ $59.52 avg price | Increased 2.96% |
TLHIshares Tr
| 6.11% | $76.767M 702,163 shares@ $109.33 avg price | Increased 2.22% |
ILCGIshares Tr
| 4.32% | $54.294M 646,053 shares@ $84.05 avg price | Decreased -2.05% |
MDYVSpdr Ser Tr
| 3.61% | $45.326M 570,423 shares@ $79.47 avg price | Increased 2.66% |
EFGIshares Tr
| 3.4% | $42.636M 396,059 shares@ $107.65 avg price | Increased 2.22% |
AVLVAmerican Centy Etf Tr
| 3.27% | $41.064M 623,789 shares@ $65.83 avg price | Increased 9.01% |
MDYGSpdr Ser Tr
| 3.23% | $40.524M 461,868 shares@ $87.75 avg price | Increased 5.1% |
AAPLApple Inc
| 2.67% | $33.455M 143,582 shares@ $233.01 avg price | Increased 1.88% |
SCHVSchwab Strategic Tr
| 2.59% | $32.559M 405,111 shares@ $80.38 avg price | Decreased -0.37% |
SLYGSpdr Ser Tr
| 2.25% | $28.194M 302,802 shares@ $93.12 avg price | Increased 2.09% |