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Gavin Morrissey

@Fsa Wealth Management Llc

Latest period2024 - Q3ReportedManaged Assets$250.288MTotal holdings561
Assets growth rate8.92%Assets growth rate (2-Q avg)8.99%Continuous growth in asset value3 quarters

Portfolio positions

This chart displays the top 10 holdings in Fsa Wealth Management Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 561 positions.

Assets under management

The assets under management (AUM) of Fsa Wealth Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 250.288M in assets, with a quarterly growth rate of 8.92% and a 2-quarter average growth rate of 8.99%. The portfolio is managed by Gavin Morrissey, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VYMVanguard High Dividend Yield Etf
Recent Activity
New Position
0.02%
$25,640
200 shares@ $128.2 avg price
SVOLSimplify Volatility Premium Etf
Recent Activity
New Position
0.01%
$21,960
1,000 shares@ $21.96 avg price
GEVGe Vernova Inc
Recent Activity
New Position
0.01%
$17,849
70 shares@ $254.99 avg price
NVRIEnviri Corp
Recent Activity
New Position
0.01%
$12,222
1,182 shares@ $10.35 avg price
MGMMgm Resorts Intl
Recent Activity
New Position
0.01%
$9,773
250 shares@ $39.1 avg price
PDIPimco Dynamic Income Str
Recent Activity
New Position
0.01%
$9,719
412 shares@ $23.59 avg price
MRVLMarvell Technology Inc
Recent Activity
New Position
0.01%
$9,448
131 shares@ $72.13 avg price
EMNEastman Chem Co
Recent Activity
New Position
0.01%
$7,837
70 shares@ $111.96 avg price
GRIDFirst Tst Nasdaq Clean Ed Id Etf
Recent Activity
New Position
0.01%
$7,182
200 shares@ $35.91 avg price
VOVanguard Mid Cap Etf
Recent Activity
New Position
0.01%
$6,860
26 shares@ $263.85 avg price