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Fas Wealth Partners, Inc.
CIK:0001596957
Investment Adviser
$3B AUM
455 holdings
Leawood, KS, USA
FAS Wealth Partners, Inc. is a federally registered investment advisor with the Securities and Exchange Commission.
Latest 13F Filing Activity
Fas Wealth Partners, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 452 equity positions and 3 options positions with a total 13F market value of $1B. The fund increased holdings in Ishares TR, Invesco Exchange Traded FD T, Nvidia Corporation among other positions. Fas Wealth Partners, Inc. reduced exposure to Corcept Therapeutics Inc., Managed Portfolio Series, Mcdonalds Corp. among others.
Top Buys
Top Holdings
Equity Positions (452)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
J JEPI | J P MORGAN EXCHANGE TRADED F | 6.22% | $84.1M | 1,479,587 | $55.20 | $56.85 | +$3.2M |
R RSP | INVESCO EXCHANGE TRADED FD T | 5.75% | $77.7M | 427,572 | $168.43 | $181.74 | +$9.6M |
I ILCG | ISHARES TR | 4.29% | $58.0M | 598,563 | $45.42 | $96.90 | +$10.6M |
E EFG | ISHARES TR | 3.59% | $48.5M | 433,332 | $87.98 | $112.00 | +$7.4M |
M MDYV | SPDR SERIES TRUST | 3.46% | $46.7M | 588,546 | $58.68 | $79.43 | +$3.9M |
Options Positions (3)
Industry Allocation
PHARMACEUTICAL PREPARATIONS
+3.7%
SEMICONDUCTORS & RELATED DEVICES
+3.3%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+3.1%
ELECTRONIC COMPUTERS
+2.5%
SERVICES-PREPACKAGED SOFTWARE
+2.5%
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