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
ETN
Eaton Corp PLC

Industrials
651
New
$272.52 - $333.02 $177K - $217K
651 $215K
CMA
Comerica Inc

Financial Services
3.59K
New
$49.93 - $61.49 $179K - $221K
3.59K $215K
TMO
Thermo Fisher Scientific Inc.

Healthcare
339
New
$531.86 - $624.21 $180K - $212K
339 $209K
VBR
Vanguard Small Cap Value ETF

ETFs
1.04K
New
$179.99 - $201.6 $187K - $210K
1.04K $209K
COST
Costco Wholesale Corp

Consumer Defensive
110
+ 3.67%
$801.83 - $917.05 $88.2K - $101K
3.11K $2.76M
XOM
Exxon Mobil Corp

Energy
1.19K
+ 3.66%
$109.72 - $119.0 $130K - $141K
33.6K $3.94M
BNDX
Vanguard Total International B

ETFs
4.08K
New
$48.42 - $50.35 $198K - $206K
4.08K $205K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
439
New
$460.0 - $505.78 $202K - $222K
439 $204K
CMI
Cummins Inc

Industrials
629
New
$266.63 - $326.4 $168K - $205K
629 $203K
CL
Colgate Palmolive CO

Consumer Defensive
1.96K
New
$95.54 - $108.77 $188K - $214K
1.96K $203K
VO
Vanguard Mid Cap ETF

ETFs
762
New
$237.84 - $263.83 $181K - $201K
762 $201K
FTV
Fortive Corp

Technology
2.55K
New
$67.01 - $79.2 $171K - $202K
2.55K $201K
GE
General Electric CO

Industrials
245
+ 4.89%
$156.66 - $189.66 $38.4K - $46.5K
5.26K $991K
DHR
Danaher Corp

Healthcare
108
+ 1.89%
$239.25 - $280.76 $25.8K - $30.3K
5.83K $1.62M
VRT
Vertiv Holdings CO

Industrials
2.2K
New
$86.66 - $86.66 $191K - $191K
2.2K $190K
JPM
Jpmorgan Chase & CO

Financial Services
523
+ 5.57%
$194.9 - $224.8 $102K - $118K
9.91K $2.09M
V
Visa Inc.

Financial Services
197
+ 1.94%
$253.74 - $291.56 $50K - $57.4K
10.4K $2.85M
ADP
Automatic Data Processing Inc

Industrials
488
+ 48.32%
$233.44 - $279.45 $114K - $136K
1.5K $414K
CGGO
Capital Group Global Growth Eq

ETFs
2.06K
+ 1.47%
$27.25 - $30.52 $56K - $62.7K
142K $4.29M
ABBV
Abb Vie Inc.

Healthcare
151
+ 2.97%
$163.84 - $199.33 $24.7K - $30.1K
5.23K $1.03M
IBM
International Business Machines Corp

Technology
178
+ 7.36%
$175.1 - $223.38 $31.2K - $39.8K
2.6K $574K
ACN
Accenture PLC

Technology
87
+ 3.77%
$295.44 - $355.81 $25.7K - $31K
2.39K $845K
CSCO
Cisco Systems, Inc.

Technology
1.31K
+ 10.91%
$44.74 - $53.22 $58.4K - $69.5K
13.3K $706K
MA
Mastercard Inc

Financial Services
149
+ 12.96%
$429.6 - $500.99 $64K - $74.6K
1.3K $641K
ABT
Abbott Laboratories

Healthcare
189
+ 1.72%
$100.07 - $118.13 $18.9K - $22.3K
11.2K $1.28M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
90
+ 3.14%
$475.2 - $527.7 $42.8K - $47.5K
2.95K $1.56M
NKE
Nike, Inc.

Consumer Cyclical
772
+ 18.5%
$71.09 - $89.44 $54.9K - $69K
4.95K $436K
PFE
Pfizer Inc

Healthcare
3.69K
+ 24.11%
$27.7 - $31.39 $102K - $116K
19K $549K
CARR
Carrier Global Corp

Industrials
136
+ 2.18%
$61.9 - $80.88 $8.42K - $11K
6.37K $512K
LLY
Eli Lilly & CO

Healthcare
161
+ 12.93%
$772.14 - $960.02 $124K - $155K
1.41K $1.25M
VUG
Vanguard Growth ETF

ETFs
278
+ 28.19%
$341.08 - $391.94 $94.8K - $109K
1.26K $485K
LOW
Lowes Companies Inc

Consumer Cyclical
159
+ 11.8%
$213.3 - $270.78 $33.9K - $43.1K
1.51K $407K
SBUX
Starbucks Corp

Consumer Cyclical
273
+ 6.42%
$72.51 - $98.6 $19.8K - $26.9K
4.53K $441K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1
+ 0.03%
$386.81 - $423.12 $387 - $423
3.43K $1.45M
CB
Chubb LTD

Financial Services
66
+ 2.58%
$252.51 - $292.2 $16.7K - $19.3K
2.63K $757K
WMT
Walmart Inc.

Consumer Defensive
635
+ 18.33%
$66.91 - $81.4 $42.5K - $51.7K
4.1K $330K
PG
Procter & Gamble CO

Consumer Defensive
337
+ 7.42%
$160.76 - $177.82 $54.2K - $59.9K
4.88K $844K
ICE
Intercontinental Exchange, Inc.

Financial Services
95
+ 2.94%
$136.93 - $162.81 $13K - $15.5K
3.33K $535K
SPY
Spdr S&P 500 ETF Trust

ETFs
39
+ 1.66%
$517.38 - $573.86 $20.2K - $22.4K
2.39K $1.37M
NOC
Northrop Grumman Corp

Industrials
36
+ 4.6%
$423.73 - $533.14 $15.3K - $19.2K
819 $432K
PM
Philip Morris International Inc.

Consumer Defensive
242
+ 7.99%
$101.25 - $127.45 $24.5K - $30.8K
3.27K $396K
CMCSA
Comcast Corp

Communication Services
1.65K
+ 20.61%
$37.33 - $41.78 $61.5K - $68.9K
9.64K $402K
PGR
Progressive Corp

Financial Services
74
+ 4.84%
$209.46 - $259.24 $15.5K - $19.2K
1.6K $406K
PH
Parker Hannifin Corp

Industrials
22
+ 4.01%
$501.01 - $635.92 $11K - $14K
571 $360K
MDLZ
Mondelez International, Inc.

Consumer Defensive
507
+ 9.4%
$64.35 - $75.71 $32.6K - $38.4K
5.9K $434K
AVGO
Broadcom Inc.

Technology
8.47K
+ 880.25%
$136.27 - $1745.86 $1.15M - $14.8M
9.43K $1.63M
DE
Deere & CO

Industrials
36
+ 2.37%
$344.84 - $418.0 $12.4K - $15K
1.55K $648K
VZ
Verizon Communications Inc

Communication Services
836
+ 9.37%
$38.89 - $45.0 $32.5K - $37.6K
9.76K $438K
BSX
Boston Scientific Corp

Healthcare
327
+ 5.32%
$72.96 - $84.0 $23.9K - $27.5K
6.48K $542K
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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