Fsm Wealth Advisors, LLC Purchases and Sells in Q3 2025

Fsm Wealth Advisors, LLC

$690 Million
Q3 2025

Top Buys

Incresed Positions

198 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VWO	84.1K + 21.83%	$49.43 - $54.52 $4.16M - $4.58M	469K $25.4M
JPIB	84.5K + 12.62%	$48.32 - $49.13 $4.08M - $4.15M	754K $37M
AAPL	2.81K + 3.93%	$202.38 - $256.87 $569K - $722K	74.4K $18.9M
VTI	4.94K + 5.74%	$303.93 - $329.86 $1.5M - $1.63M	91K $29.9M
IJR	19K + 13.6%	$108.46 - $120.63 $2.06M - $2.29M	158K $18.8M
SCZ	37.5K + 21.89%	$72.04 - $77.35 $2.7M - $2.9M	209K $16M

New Holdings

47 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IAU	8.19K New	$61.62 - $72.77 $505K - $596K	8.19K $595K
VGSH	9.62K New	$58.43 - $58.88 $562K - $566K	9.62K $566K
BBJP	7.67K New	$59.11 - $67.35 $453K - $517K	7.67K $508K
UNP	1.88K New	$214.91 - $237.16 $404K - $446K	1.88K $444K
VGIT	6.07K New	$58.97 - $60.36 $358K - $367K	6.07K $364K
BBCA	3.59K New	$80.0 - $88.06 $288K - $316K	3.59K $313K

Top Sells

Reduced Positions

54 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GWW	-750 - 54.9%	$932.44 - $1059.49 $699K - $795K	616 $587K
MUB	-5.66K - 21.06%	$103.24 - $106.68 $584K - $604K	21.2K $2.26M
CI	-543 - 17.87%	$262.23 - $334.39 $142K - $182K	2.5K $719K
ADBE	-534 - 20.2%	$333.65 - $392.1 $178K - $209K	2.11K $744K
ACN	-343 - 13.05%	$232.56 - $304.78 $79.8K - $105K	2.29K $563K
AMT	-31 - 0.53%	$192.32 - $232.35 $5.96K - $7.2K	5.79K $1.11M

Activity Summary All Purchases 245 New Holdings 47 Increased Positions 198 All Sells 54 Reductions 54 Sold out 0 Calls 0 Puts 0

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