Fsm Wealth Advisors, LLC Purchases and Sells in Q4 2024

Fsm Wealth Advisors, LLC

$405 Million
Q4 2024

Top Buys

Incresed Positions

122 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BOND	36.3K + 18.72%	$90.42 - $94.5 $3.28M - $3.43M	230K $20.8M
JPIB	57.7K + 21.25%	$47.26 - $48.47 $2.73M - $2.8M	329K $15.6M
VTI	5.82K + 9.2%	$280.04 - $302.45 $1.63M - $1.76M	69K $20M
VWO	58.5K + 24.53%	$44.04 - $49.49 $2.58M - $2.89M	297K $13.1M
JAVA	27.7K + 8.37%	$63.01 - $68.55 $1.74M - $1.9M	358K $22.7M
SCHG	263K + 339.19%	$25.93 - $105.3 $6.81M - $27.7M	340K $9.48M

New Holdings

19 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GWW	1.54K New	$1023.06 - $1220.93 $1.58M - $1.88M	1.54K $1.63M
BSV	7.08K New	$77.02 - $78.58 $546K - $557K	7.08K $547K
CRM	1.22K New	$270.87 - $367.87 $331K - $449K	1.22K $408K
IEMG	7.06K New	N/A	7.06K $378K
BMY	6.04K New	$51.92 - $59.94 $313K - $362K	6.04K $341K
PLTR	3.8K New	$36.46 - $82.38 $139K - $313K	3.8K $287K

Top Sells

Reduced Positions

44 operations

Stock	Shares change	Price Range	Shares Held	Trade History
UNH	-193 - 5.14%	$485.52 - $625.25 $93.7K - $121K	3.56K $1.8M
ADBE	-186 - 6.94%	$437.39 - $552.96 $81.4K - $103K	2.49K $1.11M
ROP	-389 - 27.13%	$519.85 - $575.95 $202K - $224K	1.05K $543K
LLY	-110 - 7.82%	$727.2 - $932.06 $80K - $103K	1.3K $1M
SHW	-375 - 13.91%	$338.75 - $399.71 $127K - $150K	2.32K $788K
AMT	-108 - 2.46%	$179.4 - $232.01 $19.4K - $25.1K	4.28K $785K

Activity Summary All Purchases 141 New Holdings 19 Increased Positions 122 All Sells 44 Reductions 44 Sold out 0 Calls 0 Puts 0

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