FAS Wealth Partners, Inc.
Top Portfolio Positions
203 positions ·
$509,126,196 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
153,887 | $39,054,981 | 7.67% | |
| NVDA |
Nvidia Corp
Technology
|
157,406 | $27,451,606 | 5.39% | |
| MSFT |
Microsoft Corp
Technology
|
49,116 | $18,181,269 | 3.57% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
81,072 | $16,884,865 | 3.32% | |
| AVGO |
Broadcom Inc.
Technology
|
50,725 | $15,699,894 | 3.08% | |
| GLD |
Spdr Gold Trust
|
32,165 | $13,840,277 | 2.72% | |
| CORT |
Corcept Therapeutics Inc
Healthcare
|
322,370 | $12,994,734 | 2.55% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
43,527 | $12,803,902 | 2.51% | |
| XOM |
Exxon Mobil Corp
Energy
|
72,136 | $12,238,593 | 2.40% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
95,876 | $11,915,469 | 2.34% |
Portfolio Trend
25 quarters · across all stocks
Holdings in SEB
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,159,074 | 205 | Shares | Sole | 2026-06-10 | |
| 2025-12-31 | $911,188 | 205 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $747,635 | 205 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $586,546 | 205 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $550,212 | 204 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $495,650 | 204 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $639,948 | 204 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $644,790 | 204 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $657,679 | 204 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $728,300 | 204 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $765,612 | 204 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $722,826 | 203 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $765,312 | 203 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $766,367 | 203 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $690,739 | 203 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $788,163 | 203 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $853,714 | 203 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $798,807 | 203 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $832,298 | 203 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $781,483 | 202 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $745,377 | 202 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $612,262 | 202 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $573,011 | 202 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $592,631 | 202 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $568,185 | 202 | Shares | Sole | 2020-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||