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
MA
Mastercard Inc

Financial Services
36
+ 2.16%
$479.92 - $590.74 $17.3K - $21.3K
1.71K $958K
IVE
Ishares S&P 500 Value ETF

ETFs
113
+ 2.53%
$168.34 - $195.42 $19K - $22.1K
4.58K $895K
ICE
Intercontinental Exchange, Inc.

Financial Services
23
+ 0.65%
$151.62 - $183.47 $3.49K - $4.22K
3.56K $653K
TXT
Textron Inc

Industrials
86
+ 1.97%
$60.72 - $80.34 $5.22K - $6.91K
4.46K $357K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
388
+ 15.93%
$96.84 - $99.46 $37.6K - $38.6K
2.82K $280K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
59
+ 2.9%
$103.49 - $133.44 $6.11K - $7.87K
2.09K $275K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2.77K
+ 11.81%
$24.32 - $27.87 $67.2K - $77.1K
26.2K $693K
TDG
Trans Digm Group Inc

Industrials
7
+ 3.8%
$1231.75 - $1520.64 $8.62K - $10.6K
191 $290K
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
125
+ 1.28%
$26.38 - $32.66 $3.3K - $4.08K
9.87K $322K
LLY
Eli Lilly & CO

Healthcare
127
+ 8.56%
$713.71 - $898.95 $90.6K - $114K
1.61K $1.26M
TRP
Tc Energy Corp

Energy
394
+ 7.65%
$44.48 - $51.4 $17.5K - $20.3K
5.55K $270K
ELV
Elevance Health, Inc.

Healthcare
145
+ 20.8%
$372.27 - $452.69 $54K - $65.6K
842 $327K
PEP
Pepsico Inc

Consumer Defensive
1.22K
+ 15.78%
$128.02 - $151.37 $156K - $184K
8.93K $1.18M
MAIN
Main Street Capital Corp

Financial Services
86
+ 1.38%
$49.15 - $59.32 $4.23K - $5.1K
6.3K $372K
ADBE
Adobe Inc.

Technology
30
+ 1.15%
$340.0 - $420.68 $10.2K - $12.6K
2.64K $1.02M
VNQ
Vanguard Specialized Funds Van

ETFs
294
+ 4.18%
$79.79 - $91.42 $23.5K - $26.9K
7.32K $651K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
8
+ 0.06%
$36.25 - $42.28 $290 - $338
13.6K $574K
XLV
Select Sector Spdr Fund Health

ETFs
262
+ 13.69%
$128.77 - $144.3 $33.7K - $37.8K
2.18K $293K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
100
+ 1.9%
$77.74 - $78.78 $7.77K - $7.88K
5.36K $422K
IWD
Ishares Russell 1000 Val ETF

ETFs
1
+ 0.09%
$166.82 - $194.23 $167 - $194
1.13K $220K
QSR
Restaurant Brands International Inc.

Consumer Cyclical
53
+ 1.35%
$60.03 - $72.0 $3.18K - $3.82K
3.98K $263K
SPYI
Shp ETF Tr Neos S&P 500 High I
6.47K
New
N/A
6.47K $0
Blackrock Inc
194
New
N/A
194 $0
Ishares Bitcoin Trust ETF
4.86K
New
N/A
4.86K $0
Ab Active Etfs Inc
244K
+ 484.08%
N/A
294K $0
Amplify ETF Tr
9.17K
New
N/A
9.17K $0
Ge Vernova Inc
660
+ 33.47%
N/A
2.63K $0
T1 Energy Inc
26
+ 0.13%
N/A
20.6K $0
Lam Research Corp
3.71K
New
N/A
3.71K $0
Linde PLC
102
+ 14.87%
N/A
788 $0
Fidelity Covington Trust
48.3K
New
N/A
48.3K $0
TMO
Thermo Fisher Scientific Inc.

Healthcare
90
+ 21.9%
$390.26 - $489.06 $35.1K - $44K
501 $203K
CB
Chubb LTD

Financial Services
104
+ 3.97%
$274.32 - $302.46 $28.5K - $31.5K
2.73K $789K
LESL
Leslie'S, Inc.

Consumer Cyclical
599
+ 5.92%
$0.42 - $0.91 $252 - $545
10.7K $4K
NOC
Northrop Grumman Corp

Industrials
7
+ 0.75%
$456.3 - $540.39 $3.19K - $3.78K
943 $471K
JKHY
Henry Jack & Associates Inc

Technology
3
+ 0.08%
$163.54 - $186.02 $491 - $558
3.59K $647K
OXY
Occidental Petroleum Corp

Energy
480
+ 11.49%
$36.11 - $49.33 $17.3K - $23.7K
4.66K $195K
LOW
Lowes Companies Inc

Consumer Cyclical
21
+ 1.19%
$210.83 - $235.28 $4.43K - $4.94K
1.79K $397K
ACN
Accenture PLC

Technology
58
+ 2.26%
$279.23 - $323.21 $16.2K - $18.7K
2.63K $785K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
110
+ 6.58%
$212.1 - $244.27 $23.3K - $26.9K
1.78K $389K
ROP
Roper Technologies Inc

Industrials
8
+ 0.73%
$519.19 - $590.78 $4.15K - $4.73K
1.1K $623K
ABBV
Abb Vie Inc.

Healthcare
117
+ 2.19%
$170.16 - $206.27 $19.9K - $24.1K
5.45K $1.01M
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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