Vsm Wealth Advisory, LLC New Holdings in Q2 2025

Vsm Wealth Advisory, LLC

  • $303 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
USFR
Wisdomtree Floating Rate Treas

ETFs
11.9K
New
$50.28 - $50.47 $596K - $598K
11.9K $596M
FLRN
Spdr Bloomberg Investment Grad

ETFs
8.06K
New
$30.29 - $30.83 $244K - $248K
8.06K $248M
COF
Capital One Financial Corp

Financial Services
519
New
$150.57 - $212.76 $78.1K - $110K
519 $110M
Ishares Bitcoin ETF
1.58K
New
N/A
1.58K $96.5M
ELV
Elevance Health, Inc.

Healthcare
156
New
$372.27 - $452.69 $58.1K - $70.6K
156 $60.7M
BNS
Bank Of Nova Scotia

Financial Services
996
New
$44.56 - $55.27 $44.4K - $55K
996 $55M
FLIN
Franklin Templeton ETF Tr

ETFs
1.36K
New
$35.01 - $39.98 $47.5K - $54.2K
1.36K $54M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
222
New
$141.37 - $228.57 $31.4K - $50.7K
222 $50.3M
Grayscale Ethereum Mini
1.98K
New
N/A
1.98K $47M
NEE
Nextera Energy Inc

Utilities
673
New
$64.11 - $75.0 $43.1K - $50.5K
673 $46.7M
O
Realty Income Corp

Real Estate
753
New
$52.27 - $58.52 $39.4K - $44.1K
753 $43.4M
NOW
Service Now, Inc.

Technology
42
New
$721.65 - $1040.18 $30.3K - $43.7K
42 $43.2M
TD
Toronto Dominion Bank

Financial Services
537
New
$55.71 - $73.45 $29.9K - $39.4K
537 $39.4M
KNSL
Kinsale Capital Group, Inc.

Financial Services
80
New
$419.99 - $501.97 $33.6K - $40.2K
80 $38.7M
PYPL
Pay Pal Holdings, Inc.

Financial Services
485
New
$57.41 - $74.81 $27.8K - $36.3K
485 $36M
CCJ
Cameco Corp

Energy
468
New
$36.68 - $74.46 $17.2K - $34.8K
468 $34.7M
DT
Dynatrace, Inc.

Technology
617
New
$41.21 - $55.9 $25.4K - $34.5K
617 $34.1M
AZN
Astrazeneca PLC

Healthcare
470
New
$64.87 - $75.0 $30.5K - $35.3K
470 $32.8M
CB
Chubb LTD

Financial Services
110
New
$274.32 - $302.46 $30.2K - $33.3K
110 $31.9M
SPG
Simon Property Group Inc

Real Estate
185
New
$140.37 - $171.44 $26K - $31.7K
185 $29.7M
AKAM
Akamai Technologies Inc

Technology
239
New
N/A
239 $19.1M
Fs Specialty Lending Fund
895
New
N/A
895 $18.1M
ENPH
Enphase Energy, Inc.

Technology
434
New
$34.56 - $62.52 $15K - $27.1K
434 $17.2M
UNM
Unum Group

Financial Services
210
New
$70.48 - $82.91 $14.8K - $17.4K
210 $17M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
38
New
$421.16 - $509.5 $16K - $19.4K
38 $16.9M
Nextracker Inc Class A
267
New
N/A
267 $14.5M
MLM
Martin Marietta Materials Inc

Basic Materials
26
New
$452.51 - $568.19 $11.8K - $14.8K
26 $14.3M
VRT
Vertiv Holdings CO

Industrials
100
New
N/A
100 $12.8M
MBLY
Mobileye Global Inc.
706
New
$11.77 - $18.44 $8.31K - $13K
706 $12.7M
AVGO
Broadcom Inc.

Technology
39
New
$146.29 - $275.65 $5.71K - $10.8K
39 $10.8M
CMPX
Compass Therapeutics, Inc.

Healthcare
3K
New
$1.46 - $2.69 $4.38K - $8.07K
3K $7.8M
ALB
Albemarle Corp

Basic Materials
121
New
$50.76 - $72.25 $6.14K - $8.74K
121 $7.58M
KLAC
Kla Corp

Technology
8
New
$576.53 - $902.94 $4.61K - $7.22K
8 $7.17M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
32
New
$212.1 - $244.27 $6.79K - $7.82K
32 $7M
PH
Parker Hannifin Corp

Industrials
10
New
$517.23 - $700.54 $5.17K - $7.01K
10 $6.99M
BK
Bank Of New York Mellon Corp

Financial Services
67
New
$73.31 - $91.62 $4.91K - $6.14K
67 $6.1M
CME
Cme Group Inc.

Financial Services
21
New
$252.37 - $290.71 $5.3K - $6.1K
21 $5.79M
TT
Trane Technologies PLC

Industrials
12
New
$315.21 - $437.41 $3.78K - $5.25K
12 $5.25M
IREN
Iris Energy LTD

Financial Services
300
New
$5.3 - $14.57 $1.59K - $4.37K
300 $4.37M
CIFR
Cipher Mining Inc.

Financial Services
750
New
$2.1 - $4.78 $1.58K - $3.59K
750 $3.59M
Fidelity Wise Origin Bitcoin Fund
24
New
N/A
24 $2.26M
Lyell Immunopharma Inc
250
New
N/A
250 $2.21M
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
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
RUN
Sunrun Inc.

Technology
1
New
$5.67 - $12.85 $5.67 - $12.9
1 $8K
Century Lithium Corp F
27
New
N/A
27 $6K
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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