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
NVS
Novartis Ag

Healthcare
1.65K
New
$101.96 - $121.01 $168K - $200K
1.65K $199K
CTVA
Corteva, Inc.

Basic Materials
2.68K
New
$55.52 - $74.53 $149K - $200K
2.68K $199K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
2.17K
New
$87.84 - $1441.89 $190K - $3.12M
2.17K $195K
VGT
Vanguard Information Technolog

ETFs
22
+ 1.59%
$470.37 - $663.28 $10.3K - $14.6K
1.4K $929K
BMY
Bristol Myers Squibb CO

Healthcare
5.9K
+ 85.8%
$44.12 - $59.6 $260K - $351K
12.8K $591K
CAT
Caterpillar Inc

Industrials
303
+ 34.99%
$273.94 - $388.21 $83K - $118K
1.17K $453K
QCOM
Qualcomm Inc

Technology
850
+ 14.97%
$124.66 - $159.48 $106K - $136K
6.53K $1.04M
FE
Firstenergy Corp

Utilities
4.05K
+ 44.99%
$38.31 - $43.17 $155K - $175K
13.1K $525K
BSX
Boston Scientific Corp

Healthcare
1.04K
+ 14.53%
$89.7 - $107.41 $92.9K - $111K
8.17K $877K
VRT
Vertiv Holdings CO

Industrials
1.72K
+ 49.99%
N/A
5.15K $446K
IWM
Ishares Russell 2000 ETF

ETFs
468
+ 16.71%
$174.82 - $215.79 $81.8K - $101K
3.27K $705K
AES
Aes Corp

Utilities
12.9K
New
$9.63 - $12.55 $125K - $162K
12.9K $136K
STE
Steris PLC

Healthcare
271
+ 5.26%
$208.55 - $252.55 $56.5K - $68.4K
5.42K $1.3M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
565
+ 19.09%
$104.23 - $134.39 $58.9K - $75.9K
3.52K $473K
IEFA
Ishares Tr

ETFs
366
+ 2.98%
$67.83 - $84.09 $24.8K - $30.8K
12.7K $1.06M
SCHX
Schwab Strategic Tr Us Large C

ETFs
523
+ 1.1%
$19.6 - $24.44 $10.3K - $12.8K
48K $1.17M
IEMG
Ishares Inc

ETFs
2.29K
+ 25.62%
N/A
11.2K $601K
ADP
Automatic Data Processing Inc

Industrials
381
+ 28.89%
$276.76 - $326.81 $105K - $125K
1.7K $524K
ADSK
Autodesk, Inc.

Technology
491
+ 43.22%
N/A
1.63K $399K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
796
+ 2.62%
$29.12 - $35.84 $23.2K - $28.5K
31.1K $1.12M
SYK
Stryker Corp

Healthcare
160
+ 7.28%
$337.37 - $395.63 $54K - $63.3K
2.36K $932K
GS
Goldman Sachs Group Inc

Financial Services
63
+ 16.07%
$462.22 - $707.75 $29.1K - $44.6K
455 $322K
VV
Vanguard Large Cap ETF

ETFs
9
+ 0.26%
$228.25 - $285.3 $2.05K - $2.57K
3.52K $1M
ETN
Eaton Corp PLC

Industrials
99
+ 12.68%
$246.52 - $356.99 $24.4K - $35.3K
880 $314K
PG
Procter & Gamble CO

Consumer Defensive
980
+ 17.48%
$157.66 - $172.39 $155K - $169K
6.59K $1.05M
AME
Ametek Inc

Industrials
223
+ 3.74%
$151.41 - $182.75 $33.8K - $40.8K
6.19K $1.12M
XLF
Financial Sector Spdr

ETFs
1.45K
+ 26.37%
$43.92 - $52.37 $63.7K - $75.9K
6.95K $363K
CMCSA
Comcast Corp

Communication Services
2.88K
+ 26.82%
$32.84 - $36.72 $94.7K - $106K
13.6K $486K
MCD
Mcdonalds Corp

Consumer Cyclical
390
+ 32.45%
$285.55 - $321.23 $111K - $125K
1.59K $465K
BNDX
Vanguard Total International B

ETFs
1.57K
+ 10.65%
$48.77 - $49.55 $76.8K - $78K
16.4K $809K
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
269
+ 2.63%
$55.5 - $69.0 $14.9K - $18.6K
10.5K $724K
CL
Colgate Palmolive CO

Consumer Defensive
986
+ 44.43%
$87.57 - $96.0 $86.3K - $94.7K
3.21K $291K
WM
Waste Management Inc

Industrials
362
+ 35.11%
$216.47 - $242.1 $78.4K - $87.6K
1.39K $318K
IXUS
Ishares Tr

ETFs
22
+ 0.22%
$62.37 - $77.63 $1.37K - $1.71K
10.2K $786K
PH
Parker Hannifin Corp

Industrials
27
+ 4.15%
$517.23 - $700.54 $14K - $18.9K
678 $473K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
70
+ 3.75%
$224.16 - $285.86 $15.7K - $20K
1.94K $554K
GWW
W.W. Grainger, Inc.

Industrials
5
+ 0.37%
$919.93 - $1101.66 $4.6K - $5.51K
1.37K $1.42M
ABT
Abbott Laboratories

Healthcare
223
+ 1.75%
$123.95 - $138.08 $27.6K - $30.8K
13K $1.76M
CME
Cme Group Inc.

Financial Services
210
+ 21.45%
$252.37 - $290.71 $53K - $61K
1.19K $327K
ITOT
Ishares Core S&P Total U.S. St

ETFs
39
+ 0.82%
$108.12 - $135.04 $4.22K - $5.27K
4.8K $648K
EMR
Emerson Electric CO

Industrials
140
+ 6.68%
$94.15 - $133.33 $13.2K - $18.7K
2.24K $297K
VO
Vanguard Mid Cap ETF

ETFs
125
+ 8.2%
$228.54 - $279.83 $28.6K - $35K
1.65K $461K
TRMB
Trimble Inc.

Technology
327
+ 7.96%
$55.12 - $75.98 $18K - $24.8K
4.43K $336K
VB
Vanguard Small Cap ETF

ETFs
184
+ 12.61%
$193.73 - $237.37 $35.6K - $43.7K
1.64K $389K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
15
+ 0.95%
$201.28 - $266.34 $3.02K - $4K
1.59K $422K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
526
+ 15.33%
$58.52 - $71.7 $30.8K - $37.7K
3.96K $271K
VZ
Verizon Communications Inc

Communication Services
1.98K
+ 16.04%
$41.67 - $45.62 $82.5K - $90.3K
14.3K $619K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
976
+ 0.62%
$50.36 - $50.68 $49.2K - $49.5K
158K $8.02M
YUM
Yum Brands Inc

Consumer Cyclical
439
+ 22.39%
$138.36 - $161.45 $60.7K - $70.9K
2.4K $355K
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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