Vsm Wealth Advisory, LLC Purchases in Q3 2025

Vsm Wealth Advisory, LLC

  • $322 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
635
+ 16.21%
$25.0 - $25.33 $15.9K - $16.1K
4.55K $115M
IXUS
Ishares Tr

ETFs
175
+ 71.43%
$76.35 - $82.58 $13.4K - $14.5K
420 $34.7M
MDB
Mongo Db, Inc.

Technology
50
New
$201.0 - $334.87 $10.1K - $16.7K
50 $15.5M
JEPI
J P Morgan Exchange Traded Fd

ETFs
269
+ 84.06%
$55.61 - $57.37 $15K - $15.4K
589 $33.6M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
15
+ 7.54%
$393.18 - $439.39 $5.9K - $6.59K
214 $93.2M
PSX
Phillips 66

Energy
1
+ 0.12%
$118.37 - $139.46 $118 - $139
830 $113M
DFAX
Dimensional ETF Tr
21
+ 0.35%
$29.25 - $31.56 $614 - $663
5.94K $186M
EXC
Exelon Corp

Utilities
14
+ 0.19%
$42.73 - $45.54 $598 - $638
7.4K $333M
Chimera Invt Corp Equityclass Equity
936
+ 64.33%
N/A
2.39K $31.6M
NAD
Nuveen Quality Municipal Income Fund

Financial Services
500
+ 4.94%
$11.04 - $11.83 $5.52K - $5.92K
10.6K $124M
USB
Us Bancorp \De\

Financial Services
2
+ 0.08%
$43.94 - $50.41 $87.9 - $101
2.62K $127M
MS
Morgan Stanley

Financial Services
1
+ 0.23%
$139.09 - $161.16 $139 - $161
428 $68.1M
XVV
Ishares Tr Esg Screened S&P 50

ETFs
5
+ 0.26%
$47.64 - $51.71 $238 - $259
1.94K $99.7M
PEP
Pepsico Inc

Consumer Defensive
1
+ 0.12%
$133.81 - $152.16 $134 - $152
862 $121M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
6
+ 0.34%
$41.34 - $45.65 $248 - $274
1.76K $79.3M
LYB
Lyondell Basell Industries N.V.

Basic Materials
300
+ 33.33%
$48.34 - $67.22 $14.5K - $20.2K
1.2K $58.8M
RTX
Raytheon Technologies Corp

Industrials
3
+ 1.2%
$144.19 - $167.33 $433 - $502
254 $42.5M
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
114
+ 0.95%
$8.57 - $9.09 $977 - $1.04K
12.1K $109M
VDE
Vanguard Energy ETF

ETFs
1
+ 0.12%
$118.37 - $129.65 $118 - $130
836 $105M
EAD
Allspring Income Opportunities Fund

Financial Services
887
+ 8.86%
$6.91 - $7.16 $6.13K - $6.35K
10.9K $76.4M
DVY
Ishares Tr

ETFs
4
+ 0.79%
$133.88 - $142.57 $536 - $570
510 $72.5M
ETB
Eaton Vance Tax Managed Buy Write Income Fund

Financial Services
68
+ 0.91%
$14.33 - $15.08 $974 - $1.03K
7.54K $113M
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
56
+ 0.42%
$8.55 - $9.1 $479 - $510
13.5K $123M
AGNC
Agnc Investment Corp.

Real Estate
210
+ 4.07%
$9.2 - $10.37 $1.93K - $2.18K
5.38K $52.6M
HQL
Tekla Life Sciences Investors

Financial Services
46
+ 3.01%
$12.76 - $15.51 $587 - $713
1.57K $24.4M
DX
Dynex Capital Inc

Real Estate
183
+ 0.54%
$11.85 - $12.93 $2.17K - $2.37K
34K $418M
VFH
Vanguard Financial ETF

ETFs
2
+ 0.24%
$125.23 - $132.78 $250 - $266
835 $110M
CFLT
Confluent, Inc.

Technology
300
+ 60.0%
$15.91 - $27.35 $4.77K - $8.21K
800 $15.8M
F
Ford Motor CO

Consumer Cyclical
4
+ 0.14%
$10.82 - $12.09 $43.3 - $48.4
2.87K $34.4M
ERC
Allspring Multi Sector Income Fund

Financial Services
237
+ 3.83%
$9.18 - $9.7 $2.18K - $2.3K
6.42K $61.5M
OXY
Occidental Petroleum Corp

Energy
3
+ 0.54%
$42.54 - $48.1 $128 - $144
558 $26.3M
PCEF
Invesco Cef Income Composite E

ETFs
50
+ 1.1%
$19.5 - $20.24 $975 - $1.01K
4.59K $91.7M
BP
Bp PLC

Energy
5
+ 0.83%
$30.25 - $35.69 $151 - $178
610 $21M
VHT
Vanguard Health Care ETF

ETFs
1
+ 0.42%
$239.12 - $259.95 $239 - $260
237 $61.4M
D
Dominion Energy, Inc

Utilities
6
+ 1.2%
$56.32 - $62.1 $338 - $373
506 $30.9M
DNP
Dnp Select Income Fund Inc

Financial Services
204
+ 10.71%
$9.65 - $10.02 $1.97K - $2.04K
2.11K $21.1M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
3
+ 0.46%
$52.12 - $55.33 $156 - $166
658 $36.4M
Viking Hldgs LTD F
20
+ 50.0%
N/A
60 $3.73M
Annaly Cap Mgmt Inc Reit
50
+ 14.79%
N/A
388 $7.85M
HNDL
Strategy Shs

ETFs
58
+ 18.77%
$21.41 - $22.28 $1.24K - $1.29K
367 $8.18M
MMM
3 M CO

Industrials
1
+ 0.29%
$144.41 - $160.2 $144 - $160
340 $52.7M
ETG
Eaton Vance Tax Advantaged Global Dividend Income Fund

Financial Services
48
+ 6.2%
$20.24 - $21.27 $972 - $1.02K
822 $17.4M
EOI
Eaton Vance Enhanced Equity Income Fund

Financial Services
47
+ 7.52%
$20.64 - $21.54 $970 - $1.01K
672 $14.1M
SCHK
Schwab Strategic Tr 1000 Index

ETFs
2
+ 0.5%
$29.8 - $32.29 $59.6 - $64.6
404 $13M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
9
+ 0.93%
$49.78 - $50.75 $448 - $457
974 $49.3M
IJK
Ishares S&P Midcap 400 Growth

ETFs
1
+ 0.69%
$91.28 - $97.59 $91.3 - $97.6
145 $13.9M
MLPX
Global X Mlp & Energy Infrastr

ETFs
8
+ 0.54%
$59.5 - $62.99 $476 - $504
1.5K $94.1M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
4
+ 0.95%
$26.38 - $27.95 $106 - $112
426 $11.6M
XLE
Energy Sector Spdr

ETFs
1
+ 1.33%
$84.25 - $91.99 $84.3 - $92
76 $6.76M
Activity Summary
Buys All Purchases 121 New Holdings 3 Increased Positions 118 Sells All Sells 82 Reductions 82 Sold out 0 Options Calls 0 Puts 0
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