Fsm Wealth Advisors, LLC Purchases in Q1 2025

Fsm Wealth Advisors, LLC

  • $443 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JPIB
Jpmorgan International Bond Op

ETFs
237K
+ 72.05%
$46.97 - $48.35 $11.1M - $11.5M
567K $27.1M
BOND
Pimco Active Bond Exchange Tra

ETFs
64.8K
+ 28.14%
$89.27 - $92.9 $5.78M - $6.02M
295K $27.3M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
64.1K
+ 21.61%
$42.5 - $46.71 $2.73M - $3M
361K $16.3M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
124K
+ 21.0%
$18.36 - $20.51 $2.27M - $2.54M
713K $14.1M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
32.3K
+ 25.68%
$59.28 - $66.1 $1.91M - $2.13M
158K $10M
REET
Ishares Global Reit ETF

ETFs
76.2K
+ 28.98%
$23.24 - $25.16 $1.77M - $1.92M
339K $8.23M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
899
+ 13.34%
$442.66 - $534.52 $398K - $481K
7.64K $4.07M
EPD
Enterprise Products Partners L.P.

Energy
18.9K
+ 48.92%
$31.75 - $34.14 $601K - $647K
57.7K $1.97M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
10.4K
+ 2.9%
$61.9 - $66.89 $643K - $695K
369K $23.4M
IGF
Ishares Global Infrastructure

ETFs
6.2K
+ 4.04%
$51.96 - $54.84 $322K - $340K
160K $8.73M
XOM
Exxon Mobil Corp

Energy
1.84K
+ 5.44%
$105.44 - $118.93 $193K - $218K
35.6K $4.23M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1.42K
+ 41.34%
$408.78 - $448.82 $579K - $636K
4.85K $2.03M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.39K
New
$360.07 - $417.26 $500K - $580K
1.39K $501K
JPME
Jpmorgan Tr. Diversified Retur

ETFs
5K
+ 157.76%
$97.76 - $107.35 $489K - $537K
8.17K $821K
SCHA
Schwab Strategic Tr Us Small C

ETFs
23.9K
+ 80.18%
$23.16 - $27.04 $554K - $647K
53.8K $1.26M
V
Visa Inc.

Financial Services
364
+ 3.48%
$306.92 - $362.71 $112K - $132K
10.8K $3.79M
SPGI
S&P Global Inc.

Financial Services
865
New
$478.26 - $543.77 $414K - $470K
865 $439K
BNDX
Vanguard Total International B

ETFs
8.87K
+ 149.9%
$48.33 - $49.5 $428K - $439K
14.8K $721K
VNQ
Vanguard Specialized Funds Van

ETFs
4.71K
+ 203.63%
$85.55 - $94.34 $403K - $445K
7.03K $636K
TIP
Ishares Tr Tips Bd ETF

ETFs
3.86K
New
$106.22 - $111.09 $410K - $429K
3.86K $429K
IEFA
Ishares Tr

ETFs
5.02K
+ 69.1%
$69.57 - $78.65 $350K - $395K
12.3K $930K
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.16K
+ 27.36%
$468.34 - $539.52 $543K - $626K
5.4K $2.53M
SPY
Spdr S&P 500 ETF Trust

ETFs
791
+ 25.07%
$551.42 - $612.93 $436K - $485K
3.95K $2.21M
MAIN
Main Street Capital Corp

Financial Services
6.22K
New
$54.71 - $63.1 $340K - $392K
6.22K $351K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
2.96K
New
$110.75 - $119.78 $328K - $354K
2.96K $342K
ABNB
Airbnb, Inc.

Consumer Cyclical
2.87K
New
$119.38 - $161.42 $343K - $463K
2.87K $342K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
8.58K
New
$37.07 - $40.63 $318K - $349K
8.58K $337K
ABT
Abbott Laboratories

Healthcare
668
+ 5.53%
$111.1 - $140.22 $74.2K - $93.7K
12.7K $1.69M
VBR
Vanguard Small Cap Value ETF

ETFs
1.72K
+ 165.26%
$183.02 - $207.75 $315K - $358K
2.76K $514K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
812
+ 18.43%
$507.05 - $563.67 $412K - $458K
5.22K $2.68M
BWX
Spdr Bloomberg International T

ETFs
13.7K
New
$20.94 - $22.04 $288K - $303K
13.7K $300K
GE
General Electric CO

Industrials
481
+ 7.92%
$168.59 - $212.13 $81.1K - $102K
6.55K $1.31M
VRT
Vertiv Holdings CO

Industrials
3.44K
New
N/A
3.44K $297K
IWB
Ishares Tr Russell 1000 ETF

ETFs
942
New
$302.31 - $337.54 $285K - $318K
942 $288K
ADSK
Autodesk, Inc.

Technology
1.14K
New
N/A
1.14K $279K
GNR
Spdr S&P Global Natural Resour

ETFs
5.18K
New
$50.12 - $54.48 $260K - $282K
5.18K $275K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
544
New
$402.49 - $513.76 $219K - $279K
544 $263K
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
11.7K
New
$21.48 - $22.98 $251K - $269K
11.7K $263K
CME
Cme Group Inc.

Financial Services
979
New
$225.82 - $266.54 $221K - $261K
979 $259K
PRCT
Procept Bio Robotics Corp

Healthcare
4.3K
New
$56.03 - $88.57 $241K - $381K
4.3K $250K
JNJ
Johnson & Johnson

Healthcare
1.08K
+ 36.06%
$142.06 - $167.7 $153K - $181K
4.08K $675K
WM
Waste Management Inc

Industrials
1.03K
New
$200.54 - $233.78 $207K - $241K
1.03K $238K
LLY
Eli Lilly & CO

Healthcare
188
+ 14.51%
$725.72 - $929.72 $136K - $175K
1.48K $1.23M
PEN
Penumbra Inc

Healthcare
802
New
$237.28 - $303.76 $190K - $244K
802 $214K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
3.43K
New
$46.15 - $63.53 $158K - $218K
3.43K $211K
JPM
Jpmorgan Chase & CO

Financial Services
625
+ 6.08%
$225.19 - $279.95 $141K - $175K
10.9K $2.67M
ABBV
Abb Vie Inc.

Healthcare
219
+ 4.28%
$169.2 - $216.66 $37.1K - $47.4K
5.33K $1.12M
MMM
3 M CO

Industrials
1.42K
New
$129.7 - $155.12 $184K - $220K
1.42K $208K
CL
Colgate Palmolive CO

Consumer Defensive
2.22K
New
$85.68 - $97.5 $190K - $216K
2.22K $207K
Activity Summary
Buys All Purchases 172 New Holdings 28 Increased Positions 144 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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