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
GRMN
Garmin LTD

Technology
285
+ 20.03%
$161.1 - $183.29 $45.9K - $52.2K
1.71K $300K
KO
Coca Cola CO

Consumer Defensive
555
+ 15.58%
$62.69 - $73.01 $34.8K - $40.5K
4.12K $295K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.1K
+ 11.92%
$49.93 - $51.15 $54.7K - $56K
10.3K $525K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
13
+ 0.04%
$31.05 - $34.29 $404 - $446
30.3K $1.04M
IXUS
Ishares Tr

ETFs
36
+ 0.3%
$64.9 - $73.35 $2.34K - $2.64K
11.9K $864K
CAT
Caterpillar Inc

Industrials
61
+ 10.13%
$316.8 - $391.12 $19.3K - $23.9K
663 $259K
MELI
Mercadolibre Inc

Consumer Cyclical
3
+ 2.31%
$1591.44 - $2140.1 $4.77K - $6.42K
133 $272K
SYK
Stryker Corp

Healthcare
52
+ 2.83%
$315.94 - $371.96 $16.4K - $19.3K
1.89K $681K
FE
Firstenergy Corp

Utilities
42
+ 0.48%
$38.25 - $44.54 $1.61K - $1.87K
8.88K $394K
LECO
Lincoln Electric Holdings Inc

Industrials
7
+ 0.04%
$173.3 - $211.48 $1.21K - $1.48K
15.6K $3M
SCHX
Schwab Strategic Tr Us Large C

ETFs
9
+ 0.07%
$61.11 - $67.85 $550 - $611
13.8K $934K
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
169
+ 1.7%
$57.85 - $64.92 $9.78K - $11K
10.1K $653K
SAP
Sap Se

Technology
22
+ 1.39%
$197.21 - $231.0 $4.34K - $5.08K
1.6K $366K
IWM
Ishares Russell 2000 ETF

ETFs
6
+ 0.25%
$200.87 - $224.6 $1.21K - $1.35K
2.4K $530K
BAC
Bank Of America Corp

Financial Services
1.13K
+ 19.02%
$36.65 - $44.13 $41.5K - $49.9K
7.08K $280K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
91
+ 5.58%
$201.82 - $234.36 $18.4K - $21.3K
1.72K $396K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
419
+ 4.0%
$25.45 - $29.53 $10.7K - $12.4K
10.9K $318K
JKHY
Henry Jack & Associates Inc

Technology
4
+ 0.11%
$160.87 - $177.06 $643 - $708
3.58K $632K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
101
+ 7.88%
$210.25 - $231.86 $21.2K - $23.4K
1.38K $308K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
51
+ 3.22%
$138.85 - $182.81 $7.08K - $9.32K
1.64K $290K
XLK
Technology Sector Spdr

ETFs
168
+ 9.09%
$197.34 - $237.68 $33.2K - $39.9K
2.02K $455K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
24
+ 0.63%
$175.46 - $203.3 $4.21K - $4.88K
3.86K $782K
QQQ
Invesco Qqq Trust, Series 1

ETFs
2
+ 0.05%
$434.77 - $502.96 $870 - $1.01K
3.66K $1.79M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
8
+ 0.06%
$38.51 - $41.69 $308 - $334
13.6K $565K
VONG
Vanguard Russell 1000 Growth E

ETFs
24
+ 0.22%
$85.48 - $98.39 $2.05K - $2.36K
11.1K $1.07M
TGT
Target Corp

Consumer Defensive
115
+ 6.93%
$133.47 - $159.25 $15.3K - $18.3K
1.77K $276K
YUM
Yum Brands Inc

Consumer Cyclical
54
+ 1.71%
$125.95 - $139.96 $6.8K - $7.56K
3.2K $447K
ASML
Asml Holding Nv

Technology
124
+ 31.0%
$749.82 - $1098.95 $93K - $136K
524 $436K
TRMB
Trimble Inc.

Technology
7
+ 0.17%
$49.82 - $62.06 $349 - $434
4.06K $252K
VEU
Vanguard Ftse All World Ex Us

ETFs
3
+ 0.07%
$56.47 - $63.69 $169 - $191
4.32K $272K
IWD
Ishares Russell 1000 Val ETF

ETFs
2
+ 0.16%
$173.36 - $189.8 $347 - $380
1.23K $233K
TTE
Total Energies Se

Energy
107
+ 2.0%
$68.61 - $68.61 $7.34K - $7.34K
5.45K $373K
CSX
Csx Corp

Industrials
239
+ 2.84%
$32.48 - $35.45 $7.76K - $8.47K
8.65K $298K
FCX
Freeport Mcmoran Inc

Basic Materials
199
+ 4.82%
$39.52 - $51.92 $7.86K - $10.3K
4.33K $216K
TXT
Textron Inc

Industrials
26
+ 0.6%
$83.46 - $94.02 $2.17K - $2.44K
4.38K $388K
AZN
Astrazeneca PLC

Healthcare
188
+ 3.16%
$76.67 - $87.62 $14.4K - $16.5K
6.14K $478K
KLAC
Kla Corp

Technology
38
+ 13.1%
$696.17 - $892.35 $26.5K - $33.9K
328 $253K
EPD
Enterprise Products Partners L.P.

Energy
297
+ 0.92%
$27.88 - $30.0 $8.28K - $8.91K
32.7K $951K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
75
+ 1.91%
$147.95 - $191.05 $11.1K - $14.3K
4.01K $696K
CPRT
Copart Inc

Consumer Cyclical
356
+ 8.91%
$49.19 - $55.54 $17.5K - $19.8K
4.35K $227K
ELV
Elevance Health, Inc.

Healthcare
37
+ 6.51%
$500.12 - $562.29 $18.5K - $20.8K
605 $314K
HON
Honeywell International Inc

Industrials
118
+ 4.38%
$196.73 - $220.21 $23.2K - $26K
2.81K $581K
EOG
Eog Resources Inc

Energy
88
+ 5.45%
$117.9 - $132.65 $10.4K - $11.7K
1.7K $209K
ROP
Roper Technologies Inc

Industrials
28
+ 1.99%
$515.25 - $576.55 $14.4K - $16.1K
1.43K $797K
Linde PLC
509
New
N/A
509 $0
Ge Vernova Inc
1.71K
New
N/A
1.71K $0
Graniteshares ETF Tr
9.3K
New
N/A
9.3K $0
HEIA
Heico Crp Cl A
62
+ 4.67%
N/A
1.39K $0
FDX
Fedex Corp

Industrials
42
+ 3.92%
$254.64 - $313.52 $10.7K - $13.2K
1.11K $304K
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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