Fsm Wealth Advisors, LLC Purchases in Q2 2025

Fsm Wealth Advisors, LLC

  • $603 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PGR
Progressive Corp

Financial Services
28.7K
+ 1614.06%
$255.27 - $288.74 $7.33M - $8.29M
30.5K $8.13M
VTI
Vanguard Total Stock Market Et

ETFs
14.1K
+ 19.57%
$243.75 - $303.93 $3.43M - $4.28M
86.1K $26.2M
MSFT
Microsoft Corp

Technology
6.12K
+ 26.4%
$354.56 - $497.45 $2.17M - $3.05M
29.3K $14.6M
JPIB
Jpmorgan International Bond Op

ETFs
103K
+ 18.13%
$47.18 - $48.62 $4.85M - $5M
670K $32.6M
BOND
Pimco Active Bond Exchange Tra

ETFs
58K
+ 19.67%
$89.87 - $92.93 $5.21M - $5.39M
353K $32.5M
FDL
First Tr Morningstar Dividend

ETFs
125K
New
$38.19 - $43.19 $4.79M - $5.42M
125K $5.25M
VT
Vanguard Total World Stk Index

ETFs
23.4K
+ 14.71%
$103.16 - $128.52 $2.41M - $3M
182K $23.4M
RSP
Invesco S&P 500 Equal Weight E

ETFs
26.6K
New
$152.93 - $181.74 $4.06M - $4.83M
26.6K $4.83M
VUG
Vanguard Growth ETF

ETFs
10.8K
+ 838.44%
$329.49 - $438.4 $3.55M - $4.72M
12.1K $5.29M
AAPL
Apple Inc.

Technology
25.9K
+ 56.83%
$172.42 - $223.89 $4.47M - $5.8M
71.5K $14.7M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
46.1K
New
$91.43 - $91.74 $4.22M - $4.23M
46.1K $4.23M
NVDA
Nvidia Corp

Technology
5.12K
+ 8.71%
$94.31 - $157.99 $483K - $809K
63.9K $10.1M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
34K
New
$100.04 - $100.54 $3.4M - $3.41M
34K $3.41M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
71.2K
+ 9.98%
$17.76 - $22.1 $1.26M - $1.57M
784K $17.3M
SCHG
Schwab Strategic Tr Us Large C

ETFs
53.9K
+ 15.81%
$22.27 - $29.21 $1.2M - $1.57M
395K $11.5M
VONV
Vanguard Russell 1000 Value Et

ETFs
28.9K
+ 15.99%
$73.19 - $85.21 $2.12M - $2.46M
210K $17.9M
ITA
Ishares Tr

ETFs
14.8K
New
$135.31 - $188.64 $2.01M - $2.8M
14.8K $2.8M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
24.2K
+ 6.71%
$39.89 - $49.46 $966K - $1.2M
385K $19.1M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
28.2K
+ 10.74%
$51.16 - $62.02 $1.44M - $1.75M
291K $18M
FNX
First Tr Mid Cap Core Alphadex

ETFs
21.3K
New
$94.92 - $114.85 $2.02M - $2.44M
21.3K $2.44M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
13.6K
+ 8.61%
$57.14 - $72.68 $777K - $988K
171K $12.5M
REET
Ishares Global Reit ETF

ETFs
91.3K
+ 26.94%
$21.59 - $25.16 $1.97M - $2.3M
430K $10.6M
AMZN
Amazon Com Inc

Consumer Cyclical
6.54K
+ 32.64%
$167.32 - $223.3 $1.09M - $1.46M
26.6K $5.83M
GOOGL
Alphabet Inc.

Communication Services
9.03K
+ 56.32%
$144.7 - $178.6 $1.31M - $1.61M
25.1K $4.42M
GOOG
Alphabet Inc.

Communication Services
7.91K
+ 38.85%
$146.58 - $180.01 $1.16M - $1.42M
28.3K $5.02M
JPM
Jpmorgan Chase & CO

Financial Services
4.56K
+ 41.81%
$210.28 - $289.91 $959K - $1.32M
15.5K $4.48M
SPY
Spdr S&P 500 ETF Trust

ETFs
2.35K
+ 59.53%
$496.48 - $617.85 $1.17M - $1.45M
6.3K $3.89M
IGF
Ishares Global Infrastructure

ETFs
15.7K
+ 9.83%
$50.55 - $59.83 $793K - $939K
175K $10.4M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
9.43K
+ 7.26%
$90.56 - $109.49 $854K - $1.03M
139K $15.2M
TSLA
Tesla, Inc.

Consumer Cyclical
4.24K
+ 87.65%
$221.86 - $362.89 $940K - $1.54M
9.07K $2.88M
SUB
Ishares Short Term National Mu

ETFs
13.2K
New
$104.77 - $106.34 $1.39M - $1.41M
13.2K $1.41M
ORCL
Oracle Corp

Technology
3.03K
+ 36.93%
$122.82 - $218.63 $373K - $663K
11.2K $2.46M
SCHA
Schwab Strategic Tr Us Small C

ETFs
46.4K
+ 86.31%
$20.42 - $25.3 $948K - $1.17M
100K $2.53M
META
Meta Platforms, Inc.

Communication Services
804
+ 20.6%
$484.66 - $738.09 $390K - $593K
4.71K $3.47M
AVGO
Broadcom Inc.

Technology
412
+ 4.21%
$146.29 - $275.65 $60.3K - $114K
10.2K $2.81M
BAC
Bank Of America Corp

Financial Services
24K
+ 423.67%
$34.39 - $47.46 $826K - $1.14M
29.7K $1.4M
IBM
International Business Machines Corp

Technology
3.41K
+ 112.05%
$221.03 - $294.78 $754K - $1.01M
6.46K $1.9M
GLD
Spdr Gold Trust

ETFs
3.61K
New
$273.71 - $316.29 $988K - $1.14M
3.61K $1.1M
CI
Cigna Corp

Healthcare
3.04K
New
$301.89 - $340.04 $917K - $1.03M
3.04K $1M
PLTR
Palantir Technologies Inc.

Technology
5.48K
+ 116.76%
$74.01 - $144.25 $406K - $791K
10.2K $1.39M
GE
General Electric CO

Industrials
2.28K
+ 34.76%
$166.81 - $257.39 $380K - $586K
8.83K $2.27M
IWB
Ishares Tr Russell 1000 ETF

ETFs
2.37K
+ 251.49%
$272.36 - $339.57 $645K - $804K
3.31K $1.12M
VEA
Vanguard Ftse Developed Market

ETFs
9.66K
+ 24.23%
$45.65 - $57.01 $441K - $550K
49.5K $2.82M
NFLX
Netflix Inc

Communication Services
433
+ 92.72%
$855.86 - $1339.13 $371K - $580K
900 $1.21M
RTX
Raytheon Technologies Corp

Industrials
4.51K
+ 72.2%
$113.75 - $148.48 $513K - $669K
10.8K $1.57M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
811
+ 15.54%
$456.74 - $568.03 $370K - $461K
6.03K $3.42M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
9.68K
New
$57.46 - $75.58 $556K - $732K
9.68K $731K
PHO
Invesco Exchange Traded Fd Tr

ETFs
10.4K
New
$58.13 - $69.92 $603K - $726K
10.4K $725K
CGGO
Capital Group Global Growth Eq

ETFs
4.63K
+ 2.97%
$25.31 - $32.17 $117K - $149K
161K $5.14M
Activity Summary
Buys All Purchases 243 New Holdings 83 Increased Positions 160 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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