Fsm Wealth Advisors, LLC Purchases and Sells in Q2 2025

Fsm Wealth Advisors, LLC

$603 Million
Q2 2025

Top Buys

Incresed Positions

160 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PGR	28.7K + 1614.06%	$255.27 - $288.74 $7.33M - $8.29M	30.5K $8.13M
VTI	14.1K + 19.57%	$243.75 - $303.93 $3.43M - $4.28M	86.1K $26.2M
MSFT	6.12K + 26.4%	$354.56 - $497.45 $2.17M - $3.05M	29.3K $14.6M
JPIB	103K + 18.13%	$47.18 - $48.62 $4.85M - $5M	670K $32.6M
BOND	58K + 19.67%	$89.87 - $92.93 $5.21M - $5.39M	353K $32.5M
VT	23.4K + 14.71%	$103.16 - $128.52 $2.41M - $3M	182K $23.4M

New Holdings

83 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FDL	125K New	$38.19 - $43.19 $4.79M - $5.42M	125K $5.25M
RSP	26.6K New	$152.93 - $181.74 $4.06M - $4.83M	26.6K $4.83M
BIL	46.1K New	$91.43 - $91.74 $4.22M - $4.23M	46.1K $4.23M
MINT	34K New	$100.04 - $100.54 $3.4M - $3.41M	34K $3.41M
ITA	14.8K New	$135.31 - $188.64 $2.01M - $2.8M	14.8K $2.8M
FNX	21.3K New	$94.92 - $114.85 $2.02M - $2.44M	21.3K $2.44M

Top Sells

Reduced Positions

40 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MUB	-46.7K - 63.47%	$102.31 - $105.8 $4.78M - $4.94M	26.9K $2.81M
UNH	-2.46K - 70.23%	$274.35 - $599.47 $675K - $1.48M	1.04K $325K
RWO	-18.8K - 28.5%	$38.85 - $45.0 $731K - $847K	47.2K $2.08M
COST	-411 - 14.62%	$908.13 - $1056.85 $373K - $434K	2.4K $2.38M
EPD	-413 - 0.72%	$28.95 - $34.22 $12K - $14.1K	57.2K $1.77M
JMST	-3.53K - 0.59%	$50.52 - $50.92 $178K - $179K	592K $30.1M

Activity Summary All Purchases 243 New Holdings 83 Increased Positions 160 All Sells 40 Reductions 40 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Fsm Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fsm Wealth Advisors, LLC with notifications on news.