Fas-Wealth-Partners

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-05-05
Total Holdings
429
Total Value
1225916961
Accession Number
0001398344-25-008635
Form Type
13F-HR
Manager Name
Fas-Wealth-Partners
Data Enrichment
56% identified
242 identified187 unidentified

Holdings

429 positions • $1.2B total value
Manager:
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BRISTOL MYERS SQUIBB CO
Shares:7.1K
Value:$435.0K
% of Portfolio:0.0% ($435.0K/$1.2B)
MCKESSON CORP
Shares:643
Value:$432.4K
% of Portfolio:0.0% ($432.4K/$1.2B)
Evergy, Inc.
Shares:6.3K
Value:$431.8K
% of Portfolio:0.0% ($431.8K/$1.2B)
921937827
Shares:5.4K
Value:$420.6K
% of Portfolio:0.0% ($420.6K/$1.2B)
46429B689
Shares:5.3K
Value:$410.7K
% of Portfolio:0.0% ($410.7K/$1.2B)
81369Y704
Shares:3.1K
Value:$407.0K
% of Portfolio:0.0% ($407.0K/$1.2B)
PRUDENTIAL FINANCIAL INC
Shares:3.6K
Value:$402.2K
% of Portfolio:0.0% ($402.2K/$1.2B)
ECOLAB INC.
Shares:1.6K
Value:$397.9K
% of Portfolio:0.0% ($397.9K/$1.2B)
FORD MOTOR CO
Shares:39.5K
Value:$395.7K
% of Portfolio:0.0% ($395.7K/$1.2B)
HCA Healthcare, Inc.
Shares:1.1K
Value:$393.9K
% of Portfolio:0.0% ($393.9K/$1.2B)
Palo Alto Networks Inc
Shares:2.3K
Value:$392.5K
% of Portfolio:0.0% ($392.5K/$1.2B)
PFIZER INC
Shares:15.5K
Value:$392.2K
% of Portfolio:0.0% ($392.2K/$1.2B)
33734K109
Shares:3.8K
Value:$389.3K
% of Portfolio:0.0% ($389.3K/$1.2B)
PAYCHEX INC
Shares:2.5K
Value:$387.9K
% of Portfolio:0.0% ($387.9K/$1.2B)
QUALCOMM INC/DE
Shares:2.5K
Value:$382.7K
% of Portfolio:0.0% ($382.7K/$1.2B)
ARES CAPITAL CORP
Shares:17.1K
Value:$378.6K
% of Portfolio:0.0% ($378.6K/$1.2B)
464288653
Shares:3.6K
Value:$372.8K
% of Portfolio:0.0% ($372.8K/$1.2B)
LOWES COMPANIES INC
Shares:1.6K
Value:$372.3K
% of Portfolio:0.0% ($372.3K/$1.2B)
92206C409
Shares:4.7K
Value:$367.1K
% of Portfolio:0.0% ($367.1K/$1.2B)
46137V175
Shares:7.9K
Value:$367.1K
% of Portfolio:0.0% ($367.1K/$1.2B)