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
BP
Bp PLC

Energy
716
+ 10.79%
$29.93 - $35.31 $21.4K - $25.3K
7.35K $248K
VT
Vanguard Total World Stk Index

ETFs
2.5K
+ 1.6%
$115.08 - $123.97 $288K - $310K
159K $18.4M
CMCSA
Comcast Corp

Communication Services
1.5K
+ 16.22%
$33.19 - $38.23 $49.8K - $57.4K
10.8K $396K
WMT
Walmart Inc.

Consumer Defensive
675
+ 12.84%
$84.5 - $105.05 $57K - $70.9K
5.93K $520K
TDG
Trans Digm Group Inc

Industrials
16
+ 9.52%
$1251.32 - $1394.11 $20K - $22.3K
184 $254K
TTE
Total Energies Se

Energy
570
+ 10.12%
N/A
6.21K $425K
CAT
Caterpillar Inc

Industrials
178
+ 25.87%
$326.75 - $407.63 $58.2K - $72.6K
866 $285K
GRMN
Garmin LTD

Technology
72
+ 5.05%
$204.55 - $241.93 $14.7K - $17.4K
1.5K $325K
JKHY
Henry Jack & Associates Inc

Technology
1
+ 0.03%
$166.47 - $191.28 $166 - $191
3.59K $655K
TRP
Tc Energy Corp

Energy
432
+ 9.15%
$44.29 - $49.27 $19.1K - $21.3K
5.15K $243K
PH
Parker Hannifin Corp

Industrials
61
+ 10.34%
$591.65 - $707.05 $36.1K - $43.1K
651 $395K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
75
+ 0.32%
$27.01 - $28.54 $2.03K - $2.14K
23.4K $654K
AAPL
Apple Inc.

Technology
5.22K
+ 12.92%
$209.68 - $247.1 $1.09M - $1.29M
45.6K $10.1M
XLV
Select Sector Spdr Fund Health

ETFs
1
+ 0.05%
$137.61 - $149.68 $138 - $150
1.91K $279K
VEU
Vanguard Ftse All World Ex Us

ETFs
3
+ 0.07%
$56.51 - $62.98 $170 - $189
4.34K $263K
CW
Curtiss Wright Corp

Industrials
116
+ 20.03%
$304.82 - $384.07 $35.4K - $44.6K
695 $220K
PFE
Pfizer Inc

Healthcare
1.33K
+ 8.62%
$25.01 - $27.13 $33.3K - $36.1K
16.8K $424K
ASML
Asml Holding Nv

Technology
47
+ 8.1%
$662.63 - $776.99 $31.1K - $36.5K
627 $415K
DIS
Walt Disney CO

Communication Services
408
+ 18.17%
$96.87 - $114.0 $39.5K - $46.5K
2.65K $261K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
54
+ 17.88%
$634.14 - $744.83 $34.2K - $40.2K
356 $225K
CPRT
Copart Inc

Consumer Cyclical
218
+ 4.92%
$52.3 - $59.83 $11.4K - $13K
4.65K $263K
XLF
Financial Sector Spdr

ETFs
1
+ 0.02%
$47.32 - $52.19 $47.3 - $52.2
5.5K $273K
JPIE
J P Morgan Exchange Traded Fd
53
+ 0.49%
$45.46 - $46.18 $2.41K - $2.45K
11K $505K
LESL
Leslie'S, Inc.

Consumer Cyclical
10.1K
New
$0.74 - $2.3 $7.49K - $23.3K
10.1K $7K
QSR
Restaurant Brands International Inc.

Consumer Cyclical
5
+ 0.13%
$60.44 - $69.57 $302 - $348
3.93K $261K
AXP
American Express CO

Financial Services
88
+ 12.75%
$255.39 - $325.87 $22.5K - $28.7K
778 $209K
LOW
Lowes Companies Inc

Consumer Cyclical
119
+ 7.21%
$222.66 - $268.42 $26.5K - $31.9K
1.77K $412K
OXY
Occidental Petroleum Corp

Energy
106
+ 2.6%
$45.45 - $52.7 $4.82K - $5.59K
4.18K $206K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
7
+ 0.05%
$39.96 - $43.3 $280 - $303
13.6K $559K
INTU
Intuit Inc

Technology
66
+ 2.52%
$555.63 - $630.23 $36.7K - $41.6K
2.69K $1.65M
Ge Vernova Inc
65
+ 3.41%
N/A
1.97K $0
Linde PLC
167
+ 32.18%
N/A
686 $0
HEIA
Heico Crp Cl A
131
+ 8.81%
N/A
1.62K $0
Ab Active Etfs Inc
50.3K
New
N/A
50.3K $0
ISRG
Intuitive Surgical Inc

Healthcare
20
+ 3.8%
$476.63 - $610.45 $9.53K - $12.2K
546 $270K
CARR
Carrier Global Corp

Industrials
466
+ 6.81%
$62.07 - $70.55 $28.9K - $32.9K
7.31K $463K
HON
Honeywell International Inc

Industrials
154
+ 5.75%
$202.75 - $226.52 $31.2K - $34.9K
2.83K $599K
FDX
Fedex Corp

Industrials
112
+ 13.07%
$230.33 - $281.53 $25.8K - $31.5K
969 $236K
ITOT
Ishares Core S&P Total U.S. St

ETFs
164
+ 3.57%
$120.29 - $134.6 $19.7K - $22.1K
4.76K $580K
BAC
Bank Of America Corp

Financial Services
34
+ 0.6%
$39.61 - $47.74 $1.35K - $1.62K
5.67K $236K
WEN
Wendy'S CO

Consumer Cyclical
842
+ 5.48%
$14.17 - $16.17 $11.9K - $13.6K
16.2K $237K
IWM
Ishares Russell 2000 ETF

ETFs
205
+ 7.9%
$198.1 - $229.79 $40.6K - $47.1K
2.8K $558K
IR
Ingersoll Rand Inc.

Industrials
123
+ 5.04%
$79.44 - $94.23 $9.77K - $11.6K
2.57K $205K
NKE
Nike, Inc.

Consumer Cyclical
774
+ 14.63%
$63.29 - $81.72 $49K - $63.3K
6.06K $384K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
91
+ 6.42%
$203.38 - $274.79 $18.5K - $25K
1.51K $309K
TXT
Textron Inc

Industrials
7
+ 0.16%
$70.19 - $81.2 $491 - $568
4.37K $315K
CRM
Salesforce, Inc.

Technology
229
+ 18.76%
$268.36 - $359.95 $61.5K - $82.4K
1.45K $389K
TRMB
Trimble Inc.

Technology
22
+ 0.54%
$65.52 - $77.49 $1.44K - $1.7K
4.11K $269K
CEG
Constellation Energy Corp

Utilities
43
+ 3.67%
$201.63 - $347.44 $8.67K - $14.9K
1.21K $244K
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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