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  Name: TSA Wealth Managment LLC
  City: HOUSTON
  State: TX
  Zip: 77057
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $229,602,000
  Total Value Change : $15,042,000
  Securities Held Change : 4
   
All Securities Held : 58
  New Positions : 12
  Closed Positions : 8
  Increased Positions : 17
  Unchanged Positions : 6
  Decreased Positions : 23

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Holdings Found : 12     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (DYNF)1 Year Chart         DYNF Blackrock Us Equity Factor ... 6 New $47.28 $13,815,000 311,144 6.02% 13,815,000 311,144 3.457    N/A
   (IVE)1 Year Chart         IVE iShares S&P 500/BARRA Value 11 New $181.98 $8,148,000 43,617 3.55% 8,148,000 43,617 0.031    Closed - End Fund - E...
   (BINC)1 Year Chart         BINC Blackrock Flexible Income Etf 17 New $0.00 $4,151,000 79,123 1.81% 4,151,000 79,123 0.088    N/A
   (HEFA)1 Year Chart         HEFA Ishares Currency Hedged Msc... 18 New $0.00 $3,619,000 103,770 1.58% 3,619,000 103,770 0.013    N/A
   (ICVT)1 Year Chart         ICVT Ishares Convertible Bond Etf 29 New $0.00 $1,595,000 19,980 0.69% 1,595,000 19,980 0.017    N/A
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation 46 New $135.58 $315,000 349 0.14% 315,000 349 0    Semiconductor - Speci...
   (BIV)1 Year Chart         BIV Vanguard Intermediate-Term ... 50 New $75.41 $270,000 3,584 0.12% 270,000 3,584 0.002    Closed - End Fund - Debt
   (AMZN)1 Year Chart         AMZN Amazon.com Inc 51 New $182.81 $238,000 1,321 0.1% 238,000 1,321 0    Internet Software & S...
   (USAC)1 Year Chart         USAC Usa Compression Partners, Lp 52 New $24.12 $232,000 8,689 0.1% 232,000 8,689 0.009    Oil & Gas Pipelines &...
   (IGM)1 Year Chart         IGM iShares S&P GSTI Tech Index Fd 55 New $95.38 $215,000 2,491 0.09% 215,000 2,491 0.028    Closed - End Fund - E...
   (IYK)1 Year Chart         IYK iShares Dow Jones US Non-Co... 56 New $66.33 $211,000 3,120 0.09% 211,000 3,120 0.035    Closed - End Fund - E...
   (CSV)1 Year Chart         CSV Carriage Services Inc 57 New $27.33 $206,000 7,607 0.09% 206,000 7,607 0.042    Personal Services
      12 Records Found
  1    
Page 1 of 1
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