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
TMO
Thermo Fisher Scientific Inc.

Healthcare
411
New
$497.6 - $606.74 $205K - $249K
411 $204K
CYBR
Cyber Ark Software Ltd.

Technology
595
New
$312.8 - $414.31 $186K - $247K
595 $201K
HALO
Halozyme Therapeutics, Inc.

Healthcare
3.15K
New
$47.74 - $65.16 $150K - $205K
3.15K $201K
DB
Deutsche Bank Aktiengesellschaft

Financial Services
8.48K
New
$17.16 - $25.25 $145K - $214K
8.48K $201K
VIG
Vanguard Dividend Appreciation

ETFs
1.1K
New
N/A
1.1K $200K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
2.09K
+ 43.4%
$165.25 - $224.62 $346K - $470K
6.92K $1.15M
NFLX
Netflix Inc

Communication Services
193
+ 70.44%
$828.4 - $1058.6 $160K - $204K
467 $435K
MUB
Ishares National Muni Bond ETF

ETFs
2.46K
+ 3.47%
$104.71 - $107.69 $258K - $265K
73.6K $7.76M
MA
Mastercard Inc

Financial Services
258
+ 18.28%
$504.67 - $576.31 $130K - $149K
1.67K $914K
AMT
American Tower Corp

Real Estate
82
+ 1.91%
$173.46 - $217.6 $14.2K - $17.8K
4.36K $949K
VO
Vanguard Mid Cap ETF

ETFs
635
+ 71.35%
$251.87 - $277.95 $160K - $176K
1.53K $394K
CGGO
Capital Group Global Growth Eq

ETFs
10.1K
+ 6.95%
$28.33 - $30.84 $288K - $313K
156K $4.42M
PM
Philip Morris International Inc.

Consumer Defensive
150
+ 4.3%
$117.15 - $158.79 $17.6K - $23.8K
3.64K $577K
VZ
Verizon Communications Inc

Communication Services
2.22K
+ 21.93%
$37.81 - $46.49 $83.9K - $103K
12.3K $559K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
5.16K
+ 41.61%
$25.81 - $28.52 $133K - $147K
17.6K $484K
RTX
Raytheon Technologies Corp

Industrials
389
+ 6.64%
$114.1 - $135.66 $44.4K - $52.8K
6.24K $827K
STE
Steris PLC

Healthcare
167
+ 3.35%
$202.46 - $232.74 $33.8K - $38.9K
5.15K $1.17M
XLK
Technology Sector Spdr

ETFs
905
+ 47.18%
$206.38 - $242.18 $187K - $219K
2.82K $582K
ICE
Intercontinental Exchange, Inc.

Financial Services
330
+ 10.29%
$142.8 - $176.36 $47.1K - $58.2K
3.54K $610K
T
At&T Inc.

Communication Services
2.18K
+ 17.37%
$21.56 - $28.28 $47K - $61.6K
14.7K $416K
BSX
Boston Scientific Corp

Healthcare
457
+ 6.85%
$89.38 - $106.18 $40.8K - $48.5K
7.13K $719K
KO
Coca Cola CO

Consumer Defensive
1.22K
+ 31.16%
$60.81 - $72.32 $74K - $88K
5.12K $366K
SYK
Stryker Corp

Healthcare
264
+ 13.66%
$355.18 - $399.9 $93.8K - $106K
2.2K $817K
VB
Vanguard Small Cap ETF

ETFs
616
+ 73.07%
$217.89 - $252.64 $134K - $156K
1.46K $323K
PG
Procter & Gamble CO

Consumer Defensive
590
+ 11.76%
$158.56 - $176.26 $93.6K - $104K
5.61K $955K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
621
+ 0.1%
$50.72 - $50.92 $31.5K - $31.6K
595K $30.3M
PLTR
Palantir Technologies Inc.

Technology
898
+ 23.64%
$64.98 - $124.62 $58.4K - $112K
4.7K $396K
AZN
Astrazeneca PLC

Healthcare
777
+ 12.25%
$65.37 - $77.96 $50.8K - $60.6K
7.12K $523K
PANW
Palo Alto Networks Inc

Technology
704
+ 57.7%
$167.82 - $208.28 $118K - $147K
1.92K $328K
PGR
Progressive Corp

Financial Services
114
+ 6.85%
$235.61 - $291.22 $26.9K - $33.2K
1.78K $503K
META
Meta Platforms, Inc.

Communication Services
266
+ 7.31%
$576.36 - $736.67 $153K - $196K
3.9K $2.25M
IEMG
Ishares Inc

ETFs
1.86K
+ 26.39%
N/A
8.92K $478K
ROP
Roper Technologies Inc

Industrials
47
+ 4.5%
$502.71 - $593.81 $23.6K - $27.9K
1.09K $643K
DE
Deere & CO

Industrials
66
+ 4.45%
$408.57 - $509.27 $27K - $33.6K
1.55K $727K
SAP
Sap Se

Technology
221
+ 13.22%
$241.4 - $293.69 $53.3K - $64.9K
1.89K $508K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
175
+ 11.68%
$208.48 - $244.03 $36.5K - $42.7K
1.67K $408K
CSCO
Cisco Systems, Inc.

Technology
899
+ 6.58%
$58.74 - $64.87 $52.8K - $58.3K
14.6K $898K
CB
Chubb LTD

Financial Services
55
+ 2.14%
$257.71 - $301.99 $14.2K - $16.6K
2.62K $791K
BMY
Bristol Myers Squibb CO

Healthcare
835
+ 13.83%
$53.9 - $63.11 $45K - $52.7K
6.87K $419K
NOC
Northrop Grumman Corp

Industrials
80
+ 9.35%
$433.45 - $513.82 $34.7K - $41.1K
936 $479K
ELV
Elevance Health, Inc.

Healthcare
77
+ 12.42%
$365.9 - $436.25 $28.2K - $33.6K
697 $303K
MDLZ
Mondelez International, Inc.

Consumer Defensive
418
+ 7.81%
$56.12 - $68.15 $23.5K - $28.5K
5.77K $391K
KLAC
Kla Corp

Technology
79
+ 21.29%
$636.62 - $777.63 $50.3K - $61.4K
450 $305K
PEP
Pepsico Inc

Consumer Defensive
570
+ 7.98%
$142.64 - $156.42 $81.3K - $89.2K
7.71K $1.16M
ADP
Automatic Data Processing Inc

Industrials
169
+ 14.7%
$286.85 - $318.64 $48.5K - $53.9K
1.32K $402K
MCD
Mcdonalds Corp

Consumer Cyclical
123
+ 11.4%
$279.74 - $321.29 $34.4K - $39.5K
1.2K $375K
AON
Aon PLC

Financial Services
83
+ 12.17%
$348.44 - $409.32 $28.9K - $34K
765 $305K
QCOM
Qualcomm Inc

Technology
387
+ 7.31%
$151.94 - $175.86 $58.8K - $68.1K
5.68K $872K
YUM
Yum Brands Inc

Consumer Cyclical
88
+ 4.7%
$123.25 - $162.53 $10.8K - $14.3K
1.96K $308K
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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