Fsm Wealth Advisors, LLC Purchases in Q3 2024

Fsm Wealth Advisors, LLC

  • $377 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
517K
+ 675.96%
$50.61 - $50.96 $26.2M - $26.4M
594K $30.2M
REET
Ishares Global Reit ETF

ETFs
245K
New
$23.07 - $27.17 $5.66M - $6.67M
245K $6.55M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
36K
+ 12.2%
$58.75 - $64.07 $2.11M - $2.3M
331K $21.2M
BOND
Pimco Active Bond Exchange Tra

ETFs
26.6K
+ 15.88%
$90.01 - $95.32 $2.39M - $2.53M
194K $18.3M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
12.9K
+ 12.28%
$105.53 - $118.34 $1.36M - $1.52M
118K $13.8M
VTI
Vanguard Total Stock Market Et

ETFs
5.5K
+ 9.52%
$255.18 - $283.2 $1.4M - $1.56M
63.2K $17.9M
VT
Vanguard Total World Stk Index

ETFs
12.3K
+ 9.09%
$107.72 - $119.96 $1.33M - $1.48M
148K $17.7M
JPIB
Jpmorgan International Bond Op

ETFs
41.9K
+ 18.25%
$46.96 - $48.73 $1.97M - $2.04M
272K $13.2M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
24.1K
+ 11.33%
$57.32 - $62.65 $1.38M - $1.51M
237K $14.7M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
23K
+ 10.66%
$41.9 - $48.26 $962K - $1.11M
238K $11.4M
IGF
Ishares Global Infrastructure

ETFs
17.6K
+ 14.08%
$47.97 - $54.56 $843K - $959K
142K $7.75M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
19.5K
+ 9.11%
$36.98 - $41.55 $720K - $808K
233K $9.58M
STE
Steris PLC

Healthcare
4.99K
New
$213.51 - $247.14 $1.06M - $1.23M
4.99K $1.21M
AAPL
Apple Inc.

Technology
1.51K
+ 3.92%
$207.23 - $234.82 $313K - $354K
40K $9.31M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
9.13K
+ 9.44%
$60.13 - $68.17 $549K - $622K
106K $7.17M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
22.2K
+ 15.16%
$50.25 - $50.74 $1.12M - $1.13M
169K $8.57M
SCHG
Schwab Strategic Tr Us Large C

ETFs
6.38K
+ 8.98%
$92.63 - $105.69 $591K - $674K
77.5K $8.07M
NVDA
Nvidia Corp

Technology
6.32K
+ 15.48%
$98.91 - $134.91 $625K - $852K
47.1K $5.72M
TSLA
Tesla, Inc.

Consumer Cyclical
1.13K
+ 28.19%
$191.76 - $263.26 $216K - $297K
5.13K $1.34M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
6.79K
+ 42.01%
$59.93 - $66.52 $407K - $452K
23K $1.53M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
9.98K
New
$44.65 - $47.21 $446K - $471K
9.98K $466K
UNH
Unitedhealth Group Inc

Healthcare
326
+ 9.51%
$488.01 - $604.18 $159K - $197K
3.75K $2.19M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
214
+ 3.47%
$405.19 - $478.57 $86.7K - $102K
6.38K $2.94M
META
Meta Platforms, Inc.

Communication Services
417
+ 16.31%
$453.41 - $572.44 $189K - $239K
2.97K $1.7M
AMZN
Amazon Com Inc

Consumer Cyclical
2.37K
+ 18.3%
$161.02 - $200.0 $381K - $474K
15.3K $2.85M
VV
Vanguard Large Cap ETF

ETFs
1.33K
New
$236.92 - $263.4 $314K - $349K
1.33K $349K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
297
New
$1024.09 - $1201.76 $304K - $357K
297 $312K
MUB
Ishares National Muni Bond ETF

ETFs
1.6K
+ 2.81%
$106.13 - $108.7 $170K - $174K
58.6K $6.36M
IEFA
Ishares Tr

ETFs
3.48K
New
$70.09 - $78.74 $244K - $274K
3.48K $271K
ORCL
Oracle Corp

Technology
316
+ 4.29%
$125.9 - $170.35 $39.8K - $53.8K
7.69K $1.31M
IVV
Ishares Core S&P 500 ETF

ETFs
228
+ 5.14%
$520.18 - $576.82 $119K - $132K
4.66K $2.69M
HD
Home Depot, Inc.

Consumer Cyclical
24
+ 0.59%
$333.64 - $405.2 $8.01K - $9.72K
4.1K $1.66M
ISRG
Intuitive Surgical Inc

Healthcare
507
New
$416.14 - $494.01 $211K - $250K
507 $249K
ZTS
Zoetis Inc.

Healthcare
1.24K
New
$172.58 - $196.48 $215K - $244K
1.24K $242K
CPT
Camden Property Trust

Real Estate
1.97K
New
$107.5 - $126.88 $211K - $249K
1.97K $242K
SHW
Sherwin Williams CO

Basic Materials
47
+ 1.77%
$294.65 - $384.0 $13.8K - $18K
2.7K $1.03M
CTAS
Cintas Corp

Industrials
1.14K
New
$201.38 - $819.83 $229K - $934K
1.14K $234K
AVB
Avalonbay Communities Inc

Real Estate
1.03K
New
$200.95 - $234.65 $207K - $242K
1.03K $232K
TDG
Trans Digm Group Inc

Industrials
162
New
$1202.03 - $1427.41 $195K - $231K
162 $231K
MSFT
Microsoft Corp

Technology
1.25K
+ 6.77%
$395.15 - $467.56 $494K - $585K
19.7K $8.49M
IR
Ingersoll Rand Inc.

Industrials
2.31K
New
$86.9 - $100.4 $201K - $232K
2.31K $226K
DG
Dollar General Corp

Consumer Defensive
2.68K
New
$80.41 - $132.42 $215K - $354K
2.68K $226K
EQR
Equity Residential

Real Estate
3.04K
New
$67.19 - $78.09 $204K - $237K
3.04K $226K
CME
Cme Group Inc.

Financial Services
1.03K
New
$193.43 - $220.62 $198K - $226K
1.03K $226K
GPC
Genuine Parts CO

Consumer Cyclical
1.62K
New
$131.04 - $147.11 $212K - $238K
1.62K $225K
EMR
Emerson Electric CO

Industrials
2.04K
New
$98.19 - $118.87 $201K - $243K
2.04K $223K
AON
Aon PLC

Financial Services
643
New
$293.16 - $351.06 $189K - $226K
643 $222K
TRP
Tc Energy Corp

Energy
4.67K
New
$37.48 - $47.9 $175K - $224K
4.67K $222K
VNQ
Vanguard Specialized Funds Van

ETFs
2.24K
New
$82.97 - $98.97 $186K - $221K
2.24K $217K
Activity Summary
Buys All Purchases 159 New Holdings 36 Increased Positions 123 Sells All Sells 16 Reductions 16 Sold out 0 Options Calls 0 Puts 1
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