Vsm Wealth Advisory, LLC Purchases in Q4 2024

Vsm Wealth Advisory, LLC

  • $280 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AEE
Ameren Corp

Utilities
50
New
$85.81 - $94.98 $4.29K - $4.75K
50 $4.46M
ECL
Ecolab Inc.

Basic Materials
19
New
$234.32 - $261.43 $4.45K - $4.97K
19 $4.45M
VALN
Valneva Se

Healthcare
1K
New
$3.69 - $6.09 $3.69K - $6.09K
1K $4.37M
Annaly Cap Mgmt Inc Reit
239
New
N/A
239 $4.37M
LUNA
Luna Innovations Inc

Technology
2K
New
$1.46 - $2.17 $2.92K - $4.34K
2K $4.32M
CLNE
Clean Energy Fuels Corp.

Energy
1.7K
New
$2.49 - $3.26 $4.23K - $5.54K
1.7K $4.27M
Solventum Corp
64
New
N/A
64 $4.23M
LIT
Global X Fds Global X Lithium

ETFs
103
New
$40.78 - $48.97 $4.2K - $5.04K
103 $4.18M
GNK
Genco Shipping & Trading LTD

Industrials
300
New
$13.64 - $19.17 $4.09K - $5.75K
300 $4.18M
GPMT
Granite Point Mortgage Trust Inc.

Real Estate
1.48K
New
$2.78 - $3.58 $4.1K - $5.28K
1.48K $4.12M
Crispr Therapeutics Ag F
100
New
N/A
100 $3.94M
TGT
Target Corp

Consumer Defensive
29
New
$121.59 - $160.69 $3.53K - $4.66K
29 $3.91M
PECO
Phillips Edison & Company, Inc.

Real Estate
104
New
$35.96 - $39.8 $3.74K - $4.14K
104 $3.91M
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
30
New
$101.51 - $140.63 $3.05K - $4.22K
30 $3.77M
MSM
Msc Industrial Direct CO Inc

Industrials
50
New
$73.09 - $90.18 $3.65K - $4.51K
50 $3.74M
UBER
Uber Technologies, Inc

Technology
60
New
$59.93 - $86.34 $3.6K - $5.18K
60 $3.62M
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
74
New
$47.66 - $51.97 $3.53K - $3.85K
74 $3.61M
ET
Energy Transfer LP

Energy
182
New
$16.05 - $19.86 $2.92K - $3.61K
182 $3.56M
IWR
Ishares Russell Mid Cap ETF

ETFs
39
New
$87.25 - $95.52 $3.4K - $3.73K
39 $3.45M
PK
Park Hotels & Resorts Inc.

Real Estate
96
New
$13.68 - $15.82 $1.31K - $1.52K
96 $3.23M
FVRR
Fiverr International Ltd.

Communication Services
100
New
$21.53 - $35.45 $2.15K - $3.55K
100 $3.17M
UIS
Unisys Corp

Technology
500
New
$5.38 - $8.92 $2.69K - $4.46K
500 $3.17M
NU
Nu Holdings Ltd.

Financial Services
300
New
$10.24 - $15.89 $3.07K - $4.77K
300 $3.11M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
66
New
$46.33 - $48.6 $3.06K - $3.21K
66 $3.08M
WES
Western Midstream Partners, LP

Energy
79
New
$35.7 - $40.71 $2.82K - $3.22K
79 $3.02M
FNB
Fnb Corp

Financial Services
189
New
$13.56 - $17.29 $2.56K - $3.27K
189 $2.79M
KD
Kyndryl Holdings, Inc.

Technology
80
New
$22.43 - $35.79 $1.79K - $2.86K
80 $2.77M
Grayscale Bitcoin Mini Trust ETF
65
New
N/A
65 $2.72M
VONE
Vanguard Russell 1000 ETF

ETFs
10
New
$257.18 - $277.76 $2.57K - $2.78K
10 $2.68M
TSCO
Tractor Supply CO

Consumer Cyclical
50
New
$52.59 - $303.74 $2.63K - $15.2K
50 $2.66M
Brookfield Asset Mgmt Fclass A
48
New
N/A
48 $2.6M
FCCO
First Community Corp

Financial Services
91
New
$20.78 - $26.17 $1.89K - $2.38K
91 $2.18M
DEA
Easterly Government Properties, Inc.

Real Estate
176
New
$10.93 - $14.48 $1.92K - $2.55K
176 $2M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
8
New
$238.25 - $261.28 $1.91K - $2.09K
8 $1.94M
MSEX
Middlesex Water CO

Utilities
35
New
$52.63 - $69.7 $1.84K - $2.44K
35 $1.84M
TASK
Task Us, Inc.

Technology
100
New
$11.64 - $18.94 $1.16K - $1.89K
100 $1.69M
BLDP
Ballard Power Systems Inc.

Industrials
1K
New
$1.27 - $1.78 $1.27K - $1.78K
1K $1.66M
LUMN
Lumen Technologies, Inc.

Communication Services
300
New
$5.31 - $10.12 $1.59K - $3.04K
300 $1.59M
RDFN
Redfin Corp

Real Estate
200
New
$7.87 - $12.55 $1.57K - $2.51K
200 $1.57M
UA
Under Armour Inc Cl C

Consumer Cyclical
202
New
$7.37 - $9.94 $1.49K - $2.01K
202 $1.51M
KPTI
Karyopharm Therapeutics Inc.

Healthcare
2K
New
$0.6 - $0.99 $1.2K - $1.98K
2K $1.35M
Westport Fuel System I F
350
New
N/A
350 $1.25M
SHBI
Shore Bancshares Inc

Financial Services
78
New
$13.3 - $17.43 $1.04K - $1.36K
78 $1.24M
Amplify Alternative Harvetf
519
New
N/A
519 $1.16M
NWL
Newell Brands Inc.

Consumer Defensive
100
New
$7.18 - $11.63 $718 - $1.16K
100 $996K
NHTC
Natural Health Trends Corp

Consumer Cyclical
200
New
$4.02 - $6.63 $804 - $1.33K
200 $924K
ORCC
Owl Rock Capital Corp

Financial Services
60
New
N/A
60 $907K
Viking Hldgs LTD F
20
New
N/A
20 $881K
UAA
Under Armour, Inc.

Consumer Cyclical
101
New
$8.21 - $11.13 $829 - $1.12K
101 $836K
Activity Summary
Buys All Purchases 474 New Holdings 474 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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