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
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.19K
+ 28.68%
$483.48 - $539.8 $1.06M - $1.18M
9.83K $4.78M
CVS
Cvs Health Corp

Healthcare
9.91K
New
$60.04 - $70.18 $595K - $696K
9.91K $683K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
20.7K
+ 117.77%
$24.38 - $30.18 $504K - $624K
38.2K $1.15M
MPC
Marathon Petroleum Corp

Energy
3.88K
New
$118.55 - $170.08 $460K - $660K
3.88K $644K
TFC
Truist Financial Corp

Financial Services
14.9K
New
$34.79 - $42.99 $518K - $640K
14.9K $639K
JNJ
Johnson & Johnson

Healthcare
4.38K
+ 107.44%
$146.36 - $159.82 $641K - $700K
8.45K $1.29M
IVV
Ishares Core S&P 500 ETF

ETFs
525
+ 11.5%
$498.8 - $620.9 $262K - $326K
5.09K $3.16M
QQQ
Invesco Qqq Trust, Series 1

ETFs
232
+ 4.3%
$416.06 - $551.64 $96.5K - $128K
5.63K $3.11M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
7.65K
New
$68.13 - $74.77 $521K - $572K
7.65K $557K
PNC
Pnc Financial Services Group, Inc.

Financial Services
2.99K
New
$149.76 - $186.42 $448K - $557K
2.99K $557K
DG
Dollar General Corp

Consumer Defensive
4.77K
New
$86.02 - $114.95 $410K - $548K
4.77K $545K
WMT
Walmart Inc.

Consumer Defensive
4.9K
+ 82.66%
$81.79 - $99.98 $401K - $490K
10.8K $1.06M
FBCG
Fidelity Covington Tr Blue Chi

ETFs
11.2K
New
$35.12 - $48.24 $393K - $540K
11.2K $539K
INTU
Intuit Inc

Technology
86
+ 3.2%
$544.07 - $787.63 $46.8K - $67.7K
2.77K $2.18M
ACWI
Ishares Msci Acwi ETF

ETFs
3.96K
New
$103.59 - $128.6 $411K - $510K
3.96K $509K
TQQQ
Proshares Ultrapro Qqq

ETFs
6K
New
$38.9 - $83.0 $233K - $498K
6K $498K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
3.67K
New
$114.78 - $133.31 $422K - $490K
3.67K $489K
WMB
Williams Companies, Inc.

Energy
7.67K
New
$54.33 - $62.87 $417K - $482K
7.67K $482K
LMT
Lockheed Martin Corp

Industrials
1.02K
New
$430.82 - $486.45 $438K - $495K
1.02K $471K
CVX
Chevron Corp

Energy
4.3K
+ 71.06%
$133.73 - $168.51 $575K - $724K
10.3K $1.48M
EA
Electronic Arts Inc.

Communication Services
2.85K
New
$132.53 - $159.7 $378K - $456K
2.85K $455K
IXG
Ishares Global Fin'L ETF

ETFs
4.08K
New
$90.79 - $110.82 $370K - $452K
4.08K $451K
XOM
Exxon Mobil Corp

Energy
7.84K
+ 22.03%
$99.93 - $119.04 $783K - $933K
43.4K $4.68M
VHT
Vanguard Health Care ETF

ETFs
1.79K
New
$236.71 - $261.92 $424K - $470K
1.79K $445K
MDT
Medtronic PLC

Healthcare
4.87K
New
$80.68 - $88.86 $393K - $433K
4.87K $424K
AMGN
Amgen Inc

Healthcare
1.5K
New
$262.28 - $309.85 $394K - $466K
1.5K $419K
VONG
Vanguard Russell 1000 Growth E

ETFs
2.05K
+ 19.43%
$82.51 - $109.2 $169K - $224K
12.6K $1.38M
SHW
Sherwin Williams CO

Basic Materials
1.18K
+ 51.53%
$313.51 - $363.51 $370K - $429K
3.47K $1.19M
HON
Honeywell International Inc

Industrials
1.4K
+ 49.58%
$182.86 - $232.88 $257K - $327K
4.24K $986K
TJX
Tjx Companies Inc

Consumer Cyclical
3.01K
New
$119.13 - $135.03 $358K - $406K
3.01K $371K
VIG
Vanguard Dividend Appreciation

ETFs
2K
+ 181.6%
N/A
3.11K $565K
RPM
Rpm International Inc

Basic Materials
3.19K
New
$96.97 - $117.58 $310K - $375K
3.19K $350K
FAST
Fastenal CO

Industrials
8.3K
New
$40.65 - $83.16 $338K - $691K
8.3K $348K
CSCO
Cisco Systems, Inc.

Technology
3.39K
+ 23.26%
$53.19 - $69.38 $180K - $235K
17.9K $1.24M
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
10.1K
New
$27.79 - $34.16 $280K - $345K
10.1K $343K
AXP
American Express CO

Financial Services
942
+ 121.08%
$231.39 - $318.98 $218K - $300K
1.72K $548K
AMT
American Tower Corp

Real Estate
1.46K
+ 33.43%
$203.96 - $228.19 $298K - $333K
5.82K $1.29M
HD
Home Depot, Inc.

Consumer Cyclical
899
+ 21.22%
$335.24 - $380.78 $301K - $342K
5.14K $1.88M
PANW
Palo Alto Networks Inc

Technology
1.28K
+ 66.48%
$152.44 - $204.64 $195K - $262K
3.2K $655K
BWA
Borgwarner Inc

Consumer Cyclical
9.63K
New
$24.84 - $33.92 $239K - $327K
9.63K $322K
EME
Emcor Group, Inc.

Industrials
599
New
$342.02 - $534.89 $205K - $320K
599 $320K
NOW
Service Now, Inc.

Technology
311
New
$721.65 - $1040.18 $224K - $323K
311 $319K
GRMN
Garmin LTD

Technology
1.59K
+ 106.28%
$173.63 - $218.07 $276K - $347K
3.09K $644K
AB
Alliancebernstein Holding L.P.

Financial Services
7.72K
New
$33.0 - $41.77 $255K - $322K
7.72K $315K
MMM
3 M CO

Industrials
1.99K
+ 140.32%
$126.09 - $154.15 $251K - $307K
3.42K $519K
KO
Coca Cola CO

Consumer Defensive
4.44K
+ 86.73%
$68.37 - $73.9 $304K - $328K
9.57K $676K
JPME
Jpmorgan Tr. Diversified Retur

ETFs
2.68K
+ 32.8%
$89.28 - $103.8 $239K - $278K
10.9K $1.13M
SJM
J M Smucker CO

Consumer Defensive
3.1K
New
$94.41 - $118.52 $292K - $367K
3.1K $304K
DIS
Walt Disney CO

Communication Services
1.89K
+ 71.29%
$81.72 - $124.01 $155K - $235K
4.55K $563K
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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