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FSA WEALTH PARTNERS, INC.

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13F filer, CIK 1731221, Rockville, MD

FSA WEALTH PARTNERS, INC. reported $264,402,404 across 45 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-12. Its ten largest share positions make up 69.44% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001705819-25-000037

Period
2025-03-31
Reported value
$264M
Holdings
45
Top 10 weight
69.44%
New
8
Sold out
16

Largest buys vs the previous quarter

SecurityShares changeApprox. value
LQDnew+117,752$12.8M
IYZnew+29,627$811K
XLVnew+5,430$793K
XLKnew+3,762$777K
ACWXnew+13,157$730K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
SPYreduced-68,461-$38.3M
SCHBexited-1,097,994-$24.9M
SPYGexited-215,999-$19M
IWBreduced-47,821-$14.7M
CGDVreduced-325,075-$11.6M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0001705819-25-000037, largest first. % of portfolio is the value over $264,402,404, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
OEFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,337 shares; 2024Q4: 106,650 shares; 2025Q1: 92,774 shares 92,774$25.1M9.5%-13,876Timeline
JEPIJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 417,043 shares; 2024Q4: 413,895 shares; 2025Q1: 415,469 shares 415,469$23.7M8.98%+1,574Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,350 shares; 2024Q4: 108,024 shares; 2025Q1: 39,563 shares 39,563$22.1M8.37%-68,461Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,424 shares; 2024Q4: 52,747 shares; 2025Q1: 40,451 shares 40,451$20.8M7.86%-12,296Timeline
MGCVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,099 shares; 2024Q4: 97,887 shares; 2025Q1: 98,078 shares 98,078$19.8M7.47%+191Timeline
JQUAJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 393,611 shares; 2024Q4: 396,816 shares; 2025Q1: 332,632 shares 332,632$18.8M7.1%-64,184Timeline
FJULFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 336,487 shares; 2024Q4: 335,235 shares; 2025Q1: 327,931 shares 327,931$15.6M5.91%-7,304Timeline
HYGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,769 shares; 2024Q4: 164,987 shares; 2025Q1: 162,912 shares 162,912$12.9M4.86%-2,075Timeline
LQDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 117,752 shares 117,752$12.8M4.84%newTimeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,374 shares; 2024Q4: 70,400 shares; 2025Q1: 69,344 shares 69,344$12M4.54%-1,056Timeline
JNKSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,516 shares; 2024Q4: 107,397 shares; 2025Q1: 108,437 shares 108,437$10.3M3.91%+1,040Timeline
CGDVCAPITAL GROUP DIVIDEND VALUEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 971,968 shares; 2024Q4: 587,897 shares; 2025Q1: 262,822 shares 262,822$9.37M3.54%-325,075Timeline
ACWIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,236 shares; 2024Q4: 77,445 shares; 2025Q1: 79,665 shares 79,665$9.27M3.51%+2,220Timeline
UITBVICTORY PORTFOLIOS IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 212,211 shares; 2024Q4: 173,667 shares; 2025Q1: 141,280 shares 141,280$6.63M2.51%-32,387Timeline
PJULINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,351 shares; 2024Q4: 136,457 shares; 2025Q1: 134,798 shares 134,798$5.42M2.05%-1,659Timeline
FDVVFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,038 shares; 2024Q4: 74,008 shares; 2025Q1: 73,016 shares 73,016$3.62M1.37%-992Timeline
IWBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,437 shares; 2024Q4: 59,193 shares; 2025Q1: 11,372 shares 11,372$3.49M1.32%-47,821Timeline
SCHGSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,590 shares; 2024Q4: 147,039 shares; 2025Q1: 138,102 shares 138,102$3.46M1.31%-8,937Timeline
XLCSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,038 shares; 2024Q4: 35,617 shares; 2025Q1: 32,741 shares 32,741$3.16M1.19%-2,876Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,724 shares; 2024Q4: 4,731 shares; 2025Q1: 4,314 shares 4,314$2.42M0.92%-417Timeline
EFIVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,273 shares; 2024Q4: 34,387 shares; 2025Q1: 31,755 shares 31,755$1.7M0.64%-2,632Timeline
SUSAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,470 shares; 2024Q4: 22,679 shares; 2025Q1: 14,341 shares 14,341$1.65M0.62%-8,338Timeline
ANGLVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,273 shares; 2024Q4: 53,664 shares; 2025Q1: 56,865 shares 56,865$1.64M0.62%+3,201Timeline
PTNQPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,219 shares; 2024Q4: 22,890 shares; 2025Q1: 22,583 shares 22,583$1.6M0.61%-307Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,583 shares; 2024Q4: 18,255 shares; 2025Q1: 17,756 shares 17,756$1.45M0.55%-499Timeline
IWVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,026 shares; 2024Q4: 12,383 shares; 2025Q1: 4,432 shares 4,432$1.41M0.53%-7,951Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,953 shares; 2024Q4: 10,553 shares; 2025Q1: 6,629 shares 6,629$1.32M0.5%-3,924Timeline
AALAMERICAN AIRLINES GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,905 shares; 2024Q4: 110,905 shares; 2025Q1: 110,693 shares 110,693$1.17M0.44%-212Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,842 shares; 2024Q4: 9,976 shares; 2025Q1: 9,567 shares 9,567$866K0.33%-409Timeline
EEMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,582 shares; 2024Q4: 20,920 shares; 2025Q1: 19,693 shares 19,693$861K0.33%-1,227Timeline
XLISELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,108 shares; 2025Q1: 6,408 shares 6,408$840K0.32%-5,700Timeline
RDVYFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,883 shares; 2024Q4: 14,439 shares; 2025Q1: 14,250 shares 14,250$834K0.32%-189Timeline
UNLUNITED STS 12 MONTH NAT GASQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 110,852 shares; 2025Q1: 79,989 shares 79,989$820K0.31%-30,863Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,964 shares; 2024Q4: 8,642 shares; 2025Q1: 8,283 shares 8,283$819K0.31%-359Timeline
IYZISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29,627 shares 29,627$811K0.31%newTimeline
FDNFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,744 shares; 2025Q1: 3,627 shares 3,627$806K0.3%-117Timeline
XLVSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,545 shares; 2024Q4: not reported; 2025Q1: 5,430 shares 5,430$793K0.3%newTimeline
XLKSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,762 shares 3,762$777K0.29%newTimeline
ACWXISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,157 shares 13,157$730K0.28%newTimeline
EWJISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,750 shares 9,750$668K0.25%newTimeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,279 shares; 2024Q4: 2,264 shares; 2025Q1: 2,023 shares 2,023$583K0.22%-241Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,156 shares 2,156$479K0.18%newTimeline
USFRWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,895 shares; 2024Q4: 7,895 shares; 2025Q1: 7,895 shares 7,895$397K0.15%0Timeline
SPHQINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,954 shares; 2024Q4: 5,891 shares; 2025Q1: 5,530 shares 5,530$367K0.14%-361Timeline
HYDVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,598 shares 4,598$235K0.09%newTimeline

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
SCHBSCHWAB STRATEGIC TR1,097,994$24.9Mshares
SPYGSPDR SERIES TRUST215,999$19Mshares
VISVANGUARD WORLD FD35,050$8.92Mshares
VUGVANGUARD INDEX FDS13,414$5.51Mshares
XLGINVESCO EXCHANGE TRADED FD T101,196$5.06Mshares
FTCSFIRST TR EXCHANGE-TRADED FD47,027$4.13Mshares
QUALISHARES TR21,777$3.88Mshares
MOATVANECK ETF TRUST38,778$3.6Mshares
DSIISHARES TR25,764$2.84Mshares
PEJINVESCO EXCHANGE TRADED FD T16,763$875Kshares
RSPNINVESCO EXCHANGE TRADED FD T17,294$868Kshares
RTHVANECK ETF TRUST3,851$863Kshares
SSOPROSHARES TR8,041$744Kshares
VEAVANGUARD TAX-MANAGED FDS5,519$264Kshares
ESGVVANGUARD WORLD FD2,471$259Kshares
RWRSPDR SERIES TRUST2,080$206Kshares

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001705819-25-000037 base2025-05-12acceptance time not in the bulk data set