Fsm Wealth Advisors, LLC Purchases and Sells in Q1 2025

Fsm Wealth Advisors, LLC

$443 Million
Q1 2025

Top Buys

Incresed Positions

144 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JPIB	237K + 72.05%	$46.97 - $48.35 $11.1M - $11.5M	567K $27.1M
BOND	64.8K + 28.14%	$89.27 - $92.9 $5.78M - $6.02M	295K $27.3M
VWO	64.1K + 21.61%	$42.5 - $46.71 $2.73M - $3M	361K $16.3M
SCHF	124K + 21.0%	$18.36 - $20.51 $2.27M - $2.54M	713K $14.1M
SCZ	32.3K + 25.68%	$59.28 - $66.1 $1.91M - $2.13M	158K $10M
REET	76.2K + 28.98%	$23.24 - $25.16 $1.77M - $1.92M	339K $8.23M

New Holdings

28 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IWF	1.39K New	$360.07 - $417.26 $500K - $580K	1.39K $501K
SPGI	865 New	$478.26 - $543.77 $414K - $470K	865 $439K
TIP	3.86K New	$106.22 - $111.09 $410K - $429K	3.86K $429K
MAIN	6.22K New	$54.71 - $63.1 $340K - $392K	6.22K $351K
ABNB	2.87K New	$119.38 - $161.42 $343K - $463K	2.87K $342K
VSS	2.96K New	$110.75 - $119.78 $328K - $354K	2.96K $342K

Top Sells

Reduced Positions

30 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JPST	-23.6K - 13.04%	$50.39 - $50.66 $1.19M - $1.19M	157K $7.96M
LECO	-4.92K - 32.52%	$180.51 - $216.81 $888K - $1.07M	10.2K $1.93M
RWO	-22K - 25.01%	$41.41 - $45.24 $912K - $996K	66K $2.88M
TSLA	-231 - 4.56%	$222.15 - $428.22 $51.3K - $98.9K	4.84K $1.25M
GWW	-182 - 11.8%	$953.54 - $1132.42 $174K - $206K	1.36K $1.34M
MRK	-1.85K - 27.54%	$83.01 - $101.02 $153K - $187K	4.86K $436K

Activity Summary All Purchases 172 New Holdings 28 Increased Positions 144 All Sells 30 Reductions 30 Sold out 0 Calls 0 Puts 0

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