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
MDLZ
Mondelez International, Inc.

Consumer Defensive
4.47K
+ 77.51%
$63.54 - $68.5 $284K - $306K
10.2K $690K
LHX
L3 Harris Technologies, Inc.

Industrials
1.18K
New
$200.21 - $256.99 $236K - $302K
1.18K $295K
CARR
Carrier Global Corp

Industrials
2.97K
+ 40.64%
$55.55 - $75.83 $165K - $225K
10.3K $752K
NUE
Nucor Corp

Basic Materials
2.14K
New
$103.22 - $131.43 $221K - $282K
2.14K $277K
WEC
Wec Energy Group, Inc.

Utilities
2.6K
New
$102.24 - $109.76 $265K - $285K
2.6K $270K
PFE
Pfizer Inc

Healthcare
11.8K
+ 70.22%
$21.59 - $24.84 $254K - $292K
28.5K $691K
MRK
Merck & Co., Inc.

Healthcare
4K
+ 82.3%
$73.47 - $87.12 $294K - $349K
8.87K $701K
FVD
First Tr Value Line Divid Inde

ETFs
5.67K
New
$40.62 - $45.12 $230K - $256K
5.67K $253K
WFC
Wells Fargo & Company

Financial Services
3.15K
New
$60.98 - $80.12 $192K - $252K
3.15K $252K
C
Citigroup Inc

Financial Services
2.83K
New
$58.13 - $85.12 $164K - $241K
2.83K $240K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
4.24K
New
$45.98 - $56.15 $195K - $238K
4.24K $237K
TGT
Target Corp

Consumer Defensive
2.38K
New
$88.76 - $105.77 $212K - $252K
2.38K $235K
FCX
Freeport Mcmoran Inc

Basic Materials
5.42K
New
$29.15 - $44.46 $158K - $241K
5.42K $235K
T
At&T Inc.

Communication Services
7.75K
+ 52.63%
$26.33 - $28.94 $204K - $224K
22.5K $650K
NEE
Nextera Energy Inc

Utilities
3.32K
New
$64.11 - $75.0 $213K - $249K
3.32K $230K
CEG
Constellation Energy Corp

Utilities
248
+ 20.43%
$170.96 - $322.76 $42.4K - $80K
1.46K $471K
RJF
Raymond James Financial Inc

Financial Services
1.48K
New
$123.65 - $153.88 $183K - $227K
1.48K $226K
CASY
Caseys General Stores Inc

Consumer Cyclical
443
New
$415.82 - $510.91 $184K - $226K
443 $226K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
481
New
$328.01 - $475.68 $158K - $229K
481 $225K
NSC
Norfolk Southern Corp

Industrials
880
New
$206.34 - $257.46 $182K - $227K
880 $225K
WELL
Welltower Inc.

Real Estate
1.46K
New
$136.49 - $155.22 $199K - $226K
1.46K $224K
URI
United Rentals, Inc.

Industrials
296
New
$551.94 - $753.4 $163K - $223K
296 $223K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
4.39K
New
$40.79 - $50.93 $179K - $223K
4.39K $223K
IJK
Ishares S&P Midcap 400 Growth

ETFs
2.42K
New
$73.7 - $90.98 $179K - $221K
2.42K $220K
AMAT
Applied Materials Inc

Technology
810
+ 43.25%
$126.95 - $183.52 $103K - $149K
2.68K $491K
ISRG
Intuitive Surgical Inc

Healthcare
357
+ 65.38%
$451.58 - $565.94 $161K - $202K
903 $490K
SWK
Stanley Black & Decker, Inc.

Industrials
3.26K
New
$55.86 - $76.98 $182K - $251K
3.26K $220K
GILD
Gilead Sciences, Inc.

Healthcare
1.98K
New
$96.91 - $113.0 $192K - $224K
1.98K $219K
ATO
Atmos Energy Corp

Utilities
1.42K
New
$145.06 - $162.66 $205K - $230K
1.42K $218K
MRVL
Marvell Technology, Inc.

Technology
2.82K
New
$49.38 - $79.97 $139K - $225K
2.82K $217K
CTRA
Coterra Energy Inc.

Energy
8.56K
New
$22.6 - $29.07 $194K - $249K
8.56K $217K
MPWR
Monolithic Power Systems Inc

Technology
296
New
$455.19 - $737.73 $135K - $218K
296 $216K
AWK
American Water Works Company, Inc.

Utilities
1.54K
New
$133.82 - $151.96 $206K - $234K
1.54K $214K
NET
Cloudflare, Inc.

Technology
1.09K
New
$97.08 - $195.83 $106K - $213K
1.09K $212K
KEYS
Keysight Technologies, Inc.

Technology
1.3K
New
$127.02 - $165.4 $164K - $214K
1.3K $212K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
253
+ 5.22%
$376.48 - $440.65 $95.2K - $111K
5.1K $2.25M
AMD
Advanced Micro Devices Inc

Technology
1.49K
New
$78.21 - $143.81 $116K - $214K
1.49K $211K
FTGC
First Trust Global Tactical CO

ETFs
8.52K
New
$23.09 - $25.91 $197K - $221K
8.52K $210K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
142
+ 9.42%
$177.93 - $313.14 $25.3K - $44.5K
1.65K $516K
XLY
Select Sector Spdr Consumer Di

ETFs
948
New
$176.34 - $218.59 $167K - $207K
948 $206K
PM
Philip Morris International Inc.

Consumer Defensive
667
+ 18.34%
$149.23 - $184.95 $99.5K - $123K
4.3K $783K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
2.36K
+ 3.68%
$19.1 - $23.83 $45.2K - $56.3K
66.6K $1.59M
CSX
Csx Corp

Industrials
5.33K
+ 59.95%
$26.69 - $32.91 $142K - $176K
14.2K $464K
VTV
Vanguard Value ETF

ETFs
1.12K
+ 78.47%
$153.67 - $176.74 $171K - $197K
2.54K $448K
SKYY
First Trust Cloud Computing Et

ETFs
1.68K
New
$89.46 - $121.64 $150K - $204K
1.68K $203K
XLC
Select Sector Spdr Tr Communic

ETFs
1.88K
New
$86.13 - $108.53 $162K - $204K
1.88K $203K
SNA
Snap On Inc

Industrials
650
New
$292.36 - $342.2 $190K - $222K
650 $202K
USB
Us Bancorp \De\

Financial Services
4.47K
New
$36.4 - $45.76 $163K - $205K
4.47K $202K
NVT
N Vent Electric PLC

Industrials
2.74K
New
$45.2 - $73.35 $124K - $201K
2.74K $200K
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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