MondegarAI
FSA Advisors, Inc.

Q4 2024 · 13F-HR

FSA Advisors, Inc.holdings as filed

Filed 2025-01-23 · accession 0001667731-25-000100

$81.8M
Reported value
139
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
922908363VOOVANGUARD INDEX FDS$2.7M3.28%5,026CommonNONE
037833100AAPLAPPLE INC$1.9M2.35%7,690CommonNONE
45782C789BJULINNOVATOR ETFS TRUST$1.7M2.14%40,007CommonNONE
67066G104NVDANVIDIA CORPORATION$1.7M2.14%13,101CommonNONE
594918104MSFTMICROSOFT CORP$1.6M2.00%3,870CommonNONE
45782C508PJANINNOVATOR ETFS TRUST$1.6M1.98%39,087CommonNONE
45782C656PSEPINNOVATOR ETFS TRUST$1.6M1.92%40,635CommonNONE
45782C409BJANINNOVATOR ETFS TRUST$1.6M1.91%33,566CommonNONE
45782C771BOCTINNOVATOR ETFS TRUST$1.5M1.86%35,820CommonNONE
45782C664BSEPINNOVATOR ETFS TRUST$1.4M1.76%34,153CommonNONE
97717X669DGRWWISDOMTREE TR$1.4M1.68%16,930CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$1.3M1.60%46,911CommonNONE
46090E103QQQINVESCO QQQ TR$1.3M1.55%2,582CommonNONE
00888H802JANWAIM ETF PRODUCTS TRUST$1.3M1.54%37,508CommonNONE
45782C680PAUGINNOVATOR ETFS TRUST$1.2M1.49%32,095CommonNONE
00888H794DECWAIM ETF PRODUCTS TRUST$1.2M1.48%39,752CommonNONE
45782C417PFEBINNOVATOR ETFS TRUST$1.2M1.47%33,300CommonNONE
33740F755BUFRFIRST TR EXCHNG TRADED FD VI$1.2M1.42%38,032CommonNONE
45782C698BAUGINNOVATOR ETFS TRUST$1.2M1.42%27,069CommonNONE
33740U679GDECFIRST TR EXCHNG TRADED FD VI$1.1M1.39%33,618CommonNONE
45782C433BFEBINNOVATOR ETFS TRUST$1.1M1.37%26,674CommonNONE
45782C474KJANINNOVATOR ETFS TRUST$1.1M1.36%29,917CommonNONE
45782C813PJULINNOVATOR ETFS TRUST$1.0M1.27%25,738CommonNONE
97717X131IQDGWISDOMTREE TR$1.0M1.25%29,797CommonNONE
64110L106NFLXNETFLIX INC$1.0M1.23%1,124CommonNONE
45782C870PAPRINNOVATOR ETFS TRUST$929,6171.14%25,863CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$894,4581.09%18,686CommonNONE
97717W307DLNWISDOMTREE TR$887,0561.09%11,403CommonNONE
45782C797POCTINNOVATOR ETFS TRUST$858,5971.05%22,042CommonNONE
82889N699CTASIMPLIFY EXCHANGE TRADED FUN$817,3551.00%29,306CommonNONE
023135106AMZNAMAZON COM INC$770,0750.94%3,510CommonNONE
571903202MARMARRIOTT INTL INC NEW$769,3170.94%2,758CommonNONE
82889N640BUCKSIMPLIFY EXCHANGE TRADED FUN$742,5900.91%30,260CommonNONE
922908595VBKVANGUARD INDEX FDS$739,0210.90%2,752CommonNONE
45782C540PDECINNOVATOR ETFS TRUST$724,7010.89%18,916CommonNONE
97717X578XSOEWISDOMTREE TR$722,6890.88%23,710CommonNONE
45782C334NAPRINNOVATOR ETFS TRUST$677,7010.83%13,933CommonNONE
45782C276NJULINNOVATOR ETFS TRUST$666,3280.82%10,926CommonNONE
45782C888BAPRINNOVATOR ETFS TRUST$660,6550.81%15,233CommonNONE
45783Y541TJULINNOVATOR ETFS TRUST$658,2580.81%23,989CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$652,9300.80%1,114CommonNONE
33740U703BUFDFIRST TR EXCHNG TRADED FD VI$652,9030.80%25,584CommonNONE
00888H703JANTAIM ETF PRODUCTS TRUST$646,6870.79%17,925CommonNONE
45782C383PMARINNOVATOR ETFS TRUST$646,3690.79%16,468CommonNONE
82889N863SVOLSIMPLIFY EXCHANGE TRADED FUN$644,3950.79%30,995CommonNONE
00888H604OCTTAIM ETF PRODUCTS TRUST$641,8460.79%16,795CommonNONE
00888H646SIXDAIM ETF PRODUCTS TRUST$610,1520.75%22,977CommonNONE
00888H505OCTWAIM ETF PRODUCTS TRUST$586,6870.72%16,500CommonNONE
45782C342KAPRINNOVATOR ETFS TRUST$583,3390.71%17,971CommonNONE
922907746VTEBVANGUARD MUN BD FDS$580,6060.71%11,582CommonNONE
78464A854SPYMSPDR SER TR$569,7020.70%8,265CommonNONE
25434V708DFACDIMENSIONAL ETF TRUST$567,9810.69%16,425CommonNONE
45782C391BMARINNOVATOR ETFS TRUST$563,1050.69%12,507CommonNONE
45782C557BDECINNOVATOR ETFS TRUST$558,6180.68%12,967CommonNONE
922908769VTIVANGUARD INDEX FDS$548,4590.67%1,898CommonNONE
233331107DTEDTE ENERGY CO$546,8650.67%4,502CommonNONE
45782C466NJANINNOVATOR ETFS TRUST$526,3030.64%11,329CommonNONE
82889N632HIGHSIMPLIFY EXCHANGE TRADED FUN$523,3030.64%22,733CommonNONE
922908744VTVVANGUARD INDEX FDS$503,1000.62%2,922CommonNONE
464288414MUBISHARES TR$502,3830.61%4,715CommonNONE
464289438IWYISHARES TR$499,2590.61%2,122CommonNONE
00888H836DECTAIM ETF PRODUCTS TRUST$489,8810.60%15,373CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$484,8690.59%7,707CommonNONE
316092840FDVVFIDELITY COVINGTON TRUST$475,3000.58%9,384CommonNONE
149123101CATCATERPILLAR INC$461,8460.56%1,273CommonNONE
46438G588SMAXISHARES TR$455,6750.56%18,083CommonNONE
210322509QBERELEVATION SERIES TRUST$455,3980.56%18,441CommonNONE
45782C748PJUNINNOVATOR ETFS TRUST$426,0780.52%11,549CommonNONE
97717W505DONWISDOMTREE TR$422,9560.52%8,298CommonNONE
02079K305GOOGLALPHABET INC$404,3960.49%2,136CommonNONE
45782C318PMAYINNOVATOR ETFS TRUST$400,4300.49%11,357CommonNONE
922908736VUGVANGUARD INDEX FDS$399,3670.49%973CommonNONE
45782C573PNOVINNOVATOR ETFS TRUST$397,7260.49%10,770CommonNONE
437076102HDHOME DEPOT INC$395,4310.48%1,017CommonNONE
92204A108VCRVANGUARD WORLD FD$392,9140.48%1,154CommonNONE
72201R577BILZPIMCO ETF TR$388,9490.48%3,858CommonNONE
78470P408XLSRSSGA ACTIVE TR$382,3360.47%7,154CommonNONE
532457108LLYELI LILLY & CO$374,4220.46%485CommonNONE
921937835BNDVANGUARD BD INDEX FDS$367,6310.45%5,096CommonNONE
45782C284KJULINNOVATOR ETFS TRUST$361,4730.44%12,409CommonNONE
92206C102VGSHVANGUARD SCOTTSDALE FDS$359,8220.44%6,185CommonNONE
11135F101AVGOBROADCOM INC$352,9090.43%1,522CommonNONE
97717W562EESWISDOMTREE TR$348,9400.43%6,469CommonNONE
45782C755BJUNINNOVATOR ETFS TRUST$339,3150.42%8,337CommonNONE
97717W760DLSWISDOMTREE TR$331,6940.41%5,269CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$323,8740.40%1,473CommonNONE
00206R102TAT&T INC$323,8630.40%14,255CommonNONE
92203J407BNDXVANGUARD CHARLOTTE FDS$322,3920.39%6,564CommonNONE
808524409SCHVSCHWAB STRATEGIC TR$312,3180.38%11,980CommonNONE
46434G103IEMGISHARES INC$307,9760.38%5,898CommonNONE
45782C581BNOVINNOVATOR ETFS TRUST$307,2740.38%8,059CommonNONE
30303M102METAMETA PLATFORMS INC$305,6360.37%522CommonNONE
78470P507FISRSSGA ACTIVE TR$303,7370.37%11,977CommonNONE
464289420IWXISHARES TR$301,6040.37%3,816CommonNONE
464287200IVVISHARES TR$300,5020.37%510CommonNONE
78463X509SPEMSPDR INDEX SHS FDS$298,1130.36%7,769CommonNONE
88160R101TSLATESLA INC$296,8230.36%735CommonNONE
931142103WMTWALMART INC$295,5450.36%3,330CommonNONE
65339F101NEENEXTERA ENERGY INC$294,8620.36%4,113CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$293,1720.36%1,223CommonNONE
055622104BPBP PLC$288,0620.35%9,745CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$282,1690.35%6,402CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$281,0030.34%12,123CommonNONE
464288885EFGISHARES TR$275,3650.34%2,844CommonNONE
478160104JNJJOHNSON & JOHNSON$266,0930.33%1,840CommonNONE
82889N657TUASIMPLIFY EXCHANGE TRADED FUN$263,8510.32%12,434CommonNONE
45782C599KOCTINNOVATOR ETFS TRUST$262,3100.32%8,640CommonNONE
78433H303SPYINEOS ETF TRUST$254,6080.31%5,010CommonNONE
45782C615NOCTINNOVATOR ETFS TRUST$253,8170.31%5,086CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$251,0890.31%535CommonNONE
46435G326IDEVISHARES TR$247,3070.30%3,836CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$242,8020.30%1,903CommonNONE
02079K107GOOGALPHABET INC$242,1460.30%1,277CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$241,5980.30%533CommonNONE
45784N106ZSEPINNOVATOR ETFS TRUST$239,9100.29%9,644CommonNONE
92189F676SMHVANECK ETF TRUST$236,8590.29%965CommonNONE
78463X889SPDWSPDR INDEX SHS FDS$236,1270.29%6,918CommonNONE
97717W851DXJWISDOMTREE TR$231,8310.28%2,102CommonNONE
210322400QBULELEVATION SERIES TRUST$231,6780.28%9,371CommonNONE
464288620USIGISHARES TR$229,8960.28%4,572CommonNONE
92206C771VMBSVANGUARD SCOTTSDALE FDS$229,6390.28%5,063CommonNONE
30231G102XOMEXXON MOBIL CORP$228,4340.28%2,070CommonNONE
23345M107DTMDT MIDSTREAM INC$225,2560.28%2,310CommonNONE
742718109PGPROCTER AND GAMBLE CO$219,8070.27%1,311CommonNONE
02209S103MOALTRIA GROUP INC$216,6250.26%4,143CommonNONE
922908611VBRVANGUARD INDEX FDS$216,3760.26%1,083CommonNONE
92826C839VVISA INC$214,1370.26%681CommonNONE
345370860FFORD MTR CO$213,9040.26%21,534CommonNONE
464287309IVWISHARES TR$213,4160.26%2,102CommonNONE
78468R606SPHYSPDR SER TR$211,3270.26%9,004CommonNONE
46432F339QUALISHARES TR$209,4220.26%1,176CommonNONE
464288158SUBISHARES TR$207,4790.25%1,967CommonNONE
92537N108VRTVERTIV HOLDINGS CO$206,4630.25%2,074CommonNONE
53656F672LISTED FD TR$205,9380.25%5,564CommonNONE
580135101MCDMCDONALDS CORP$202,7540.25%699CommonNONE
45782C326BMAYINNOVATOR ETFS TRUST$202,3780.25%5,127CommonNONE
92206C664VTWOVANGUARD SCOTTSDALE FDS$200,8750.25%2,248CommonNONE
G76279101ROIVROIVANT SCIENCES LTD$129,6570.16%10,960CommonNONE
03062D100SPMEURAMERICAS GOLD AND SILVER COR$3,8540.00%10,253CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.