Vsm Wealth Advisory, LLC Purchases in Q2 2025

Vsm Wealth Advisory, LLC

  • $303 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ARCC
Ares Capital Corp

Financial Services
50
+ 3.13%
$18.91 - $22.43 $946 - $1.12K
1.65K $36.2M
XLE
Energy Sector Spdr

ETFs
11
+ 17.19%
$76.44 - $94.13 $841 - $1.04K
75 $6.36M
FXI
Ishares Tr

ETFs
3
+ 1.37%
$29.59 - $37.41 $88.8 - $112
222 $8.15M
Amalgamated Finl Corp
1
+ 0.83%
N/A
121 $3.78M
GD
General Dynamics Corp

Industrials
1
New
$247.68 - $291.66 $248 - $292
1 $307K
TM
Toyota Motor Corp

Consumer Cyclical
1
New
$158.63 - $195.39 $159 - $195
1 $180K
STK
Columbia Seligman Premium Technology Growth Fund, Inc.

Financial Services
5
New
$24.54 - $30.41 $123 - $152
5 $152K
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
6
+ 8.7%
$17.17 - $19.9 $103 - $119
75 $1.44M
MRAAY
Murata Manufacturing CO LTD Un

Technology
3
New
$6.4 - $7.96 $19.2 - $23.9
3 $23K
NOK
Nokia Corp

Technology
2
New
$4.65 - $5.43 $9.3 - $10.9
2 $11K
Century Lithium Corp F
27
New
N/A
27 $6K
Abattis Bioceuticals C F
1.2K
New
N/A
1.2K $0
GPMT
Granite Point Mortgage Trust Inc.

Real Estate
41
+ 2.77%
$1.61 - $2.69 $66 - $110
1.52K $3.75M
TSCO
Tractor Supply CO

Consumer Cyclical
1
+ 2.0%
$47.86 - $55.77 $47.9 - $55.8
51 $2.67M
PECO
Phillips Edison & Company, Inc.

Real Estate
1
+ 0.95%
$33.53 - $37.33 $33.5 - $37.3
106 $3.72M
DVY
Ishares Tr

ETFs
4
+ 0.8%
$118.37 - $134.86 $473 - $539
506 $67.3M
GBDC
Golub Capital Bdc, Inc.

Financial Services
68
+ 2.65%
$13.03 - $15.28 $886 - $1.04K
2.63K $38.6M
BMY
Bristol Myers Squibb CO

Healthcare
431
+ 31.12%
$44.12 - $59.6 $19K - $25.7K
1.82K $84.1M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
5
+ 1.2%
$24.32 - $27.87 $122 - $139
422 $11.2M
RCPRC
Ready Cap Corp
16
+ 2.45%
N/A
670 $9.65M
RC
Ready Capital Corp

Real Estate
30
+ 2.9%
$4.13 - $5.15 $124 - $155
1.06K $4.64M
NOC
Northrop Grumman Corp

Industrials
1
+ 1.0%
$456.3 - $540.39 $456 - $540
101 $50.5M
OXY
Occidental Petroleum Corp

Energy
4
+ 0.73%
$36.11 - $49.33 $144 - $197
555 $23.3M
PSEC
Prospect Capital Corp

Financial Services
491
+ 7.97%
$3.14 - $4.06 $1.54K - $1.99K
6.65K $21.2M
KO
Coca Cola CO

Consumer Defensive
1
+ 0.02%
$68.37 - $73.9 $68.4 - $73.9
5.41K $382M
VDE
Vanguard Energy ETF

ETFs
1
+ 0.12%
$105.87 - $130.56 $106 - $131
835 $99.5M
ABBV
Abb Vie Inc.

Healthcare
48
+ 4.97%
$170.16 - $206.27 $8.17K - $9.9K
1.01K $188M
PEP
Pepsico Inc

Consumer Defensive
1
+ 0.12%
$128.02 - $151.37 $128 - $151
861 $114M
UNH
Unitedhealth Group Inc

Healthcare
25
+ 22.52%
$274.35 - $599.47 $6.86K - $15K
136 $42.5M
MRK
Merck & Co., Inc.

Healthcare
1
+ 0.07%
$73.47 - $87.12 $73.5 - $87.1
1.52K $120M
MCD
Mcdonalds Corp

Consumer Cyclical
24
+ 1.99%
$285.55 - $321.23 $6.85K - $7.71K
1.23K $360M
EXC
Exelon Corp

Utilities
14
+ 0.19%
$42.2 - $47.37 $591 - $663
7.38K $321M
JNJ
Johnson & Johnson

Healthcare
10
+ 0.19%
$146.36 - $159.82 $1.46K - $1.6K
5.32K $813M
PG
Procter & Gamble CO

Consumer Defensive
60
+ 0.26%
$157.66 - $172.39 $9.46K - $10.3K
23.2K $3.7B
Activity Summary
Buys All Purchases 185 New Holdings 51 Increased Positions 134 Sells All Sells 76 Reductions 76 Sold out 0 Options Calls 0 Puts 0
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