Fsm Wealth Advisors, LLC Incresed Positions in Q4 2024

Fsm Wealth Advisors, LLC

  • $405 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BOND
Pimco Active Bond Exchange Tra

ETFs
36.3K
+ 18.72%
$90.42 - $94.5 $3.28M - $3.43M
230K $20.8M
JPIB
Jpmorgan International Bond Op

ETFs
57.7K
+ 21.25%
$47.26 - $48.47 $2.73M - $2.8M
329K $15.6M
VTI
Vanguard Total Stock Market Et

ETFs
5.82K
+ 9.2%
$280.04 - $302.45 $1.63M - $1.76M
69K $20M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
58.5K
+ 24.53%
$44.04 - $49.49 $2.58M - $2.89M
297K $13.1M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
27.7K
+ 8.37%
$63.01 - $68.55 $1.74M - $1.9M
358K $22.7M
SCHG
Schwab Strategic Tr Us Large C

ETFs
263K
+ 339.19%
$25.93 - $105.3 $6.81M - $27.7M
340K $9.48M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
356K
+ 152.86%
$18.41 - $40.87 $6.56M - $14.6M
589K $10.9M
MUB
Ishares National Muni Bond ETF

ETFs
12.5K
+ 21.38%
$105.78 - $108.7 $1.32M - $1.36M
71.1K $7.57M
AMZN
Amazon Com Inc

Consumer Cyclical
3.08K
+ 20.09%
$180.88 - $232.93 $556K - $716K
18.4K $4.03M
NVDA
Nvidia Corp

Technology
3.78K
+ 8.01%
$117.0 - $148.88 $442K - $562K
50.9K $6.84M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
10.3K
+ 8.76%
$113.92 - $127.38 $1.17M - $1.31M
128K $14.7M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.45K
+ 49.2%
$521.84 - $558.82 $758K - $812K
4.41K $2.37M
AAPL
Apple Inc.

Technology
443
+ 1.11%
$221.69 - $259.02 $98.2K - $115K
40.4K $10.1M
VT
Vanguard Total World Stk Index

ETFs
8.37K
+ 5.66%
$117.09 - $123.07 $980K - $1.03M
156K $18.4M
VV
Vanguard Large Cap ETF

ETFs
2.18K
+ 164.18%
$260.27 - $280.65 $567K - $611K
3.5K $944K
GOOG
Alphabet Inc.

Communication Services
795
+ 4.35%
$163.08 - $198.16 $130K - $158K
19.1K $3.63M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
12K
+ 7.08%
$50.37 - $50.6 $602K - $605K
181K $9.11M
MSFT
Microsoft Corp

Technology
1.67K
+ 8.48%
$406.35 - $454.46 $680K - $761K
21.4K $9.02M
SPY
Spdr S&P 500 ETF Trust

ETFs
761
+ 31.79%
$567.81 - $607.81 $432K - $463K
3.16K $1.85M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
19.8K
+ 18.69%
$60.13 - $67.31 $1.19M - $1.33M
126K $7.63M
V
Visa Inc.

Financial Services
86
+ 0.83%
$273.87 - $320.91 $23.6K - $27.6K
10.5K $3.31M
META
Meta Platforms, Inc.

Communication Services
664
+ 22.33%
$554.08 - $632.68 $368K - $420K
3.64K $2.15M
QQQ
Invesco Qqq Trust, Series 1

ETFs
576
+ 15.72%
$481.22 - $538.17 $277K - $310K
4.24K $2.17M
JPM
Jpmorgan Chase & CO

Financial Services
366
+ 3.69%
$205.18 - $250.29 $75.1K - $91.6K
10.3K $2.46M
ITOT
Ishares Core S&P Total U.S. St

ETFs
2.77K
+ 152.17%
$124.26 - $134.12 $345K - $372K
4.6K $591K
GOOGL
Alphabet Inc.

Communication Services
36
+ 0.24%
$161.86 - $196.66 $5.83K - $7.08K
15K $2.84M
IGF
Ishares Global Infrastructure

ETFs
11.1K
+ 7.78%
$51.2 - $55.7 $568K - $617K
154K $8.03M
EPD
Enterprise Products Partners L.P.

Energy
6.01K
+ 18.39%
$28.66 - $34.43 $172K - $207K
38.7K $1.21M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
817
+ 20.38%
$172.07 - $207.36 $141K - $169K
4.83K $952K
IEFA
Ishares Tr

ETFs
3.79K
+ 109.06%
$70.06 - $77.43 $266K - $294K
7.27K $511K
SCHX
Schwab Strategic Tr Us Large C

ETFs
34.6K
+ 251.63%
$22.4 - $68.28 $776K - $2.37M
48.4K $1.12M
WMT
Walmart Inc.

Consumer Defensive
1.16K
+ 28.28%
$79.1 - $95.7 $91.7K - $111K
5.26K $475K
COST
Costco Wholesale Corp

Consumer Defensive
39
+ 1.25%
$873.59 - $994.69 $34.1K - $38.8K
3.15K $2.88M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
358
+ 5.61%
$442.29 - $483.08 $158K - $173K
6.74K $3.06M
CSCO
Cisco Systems, Inc.

Technology
382
+ 2.88%
$52.45 - $60.02 $20K - $22.9K
13.7K $808K
MA
Mastercard Inc

Financial Services
112
+ 8.62%
$491.3 - $536.15 $55K - $60K
1.41K $742K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
326
+ 20.78%
$278.19 - $315.36 $90.7K - $103K
1.9K $545K
ABT
Abbott Laboratories

Healthcare
866
+ 7.73%
$111.93 - $119.39 $96.9K - $103K
12.1K $1.37M
BNDX
Vanguard Total International B

ETFs
1.83K
+ 44.88%
$48.91 - $50.61 $89.6K - $92.7K
5.91K $290K
SCHA
Schwab Strategic Tr Us Small C

ETFs
16.2K
+ 118.13%
$25.33 - $51.16 $409K - $827K
29.8K $771K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
133
+ 7.72%
$229.83 - $258.46 $30.6K - $34.4K
1.86K $458K
BSX
Boston Scientific Corp

Healthcare
195
+ 3.01%
$83.62 - $91.5 $16.3K - $17.8K
6.67K $595K
RWO
Spdr Dow Jones Global Real Est

ETFs
9.58K
+ 12.21%
$42.41 - $47.31 $406K - $453K
88K $3.78M
SAP
Sap Se

Technology
71
+ 4.43%
$218.13 - $255.54 $15.5K - $18.1K
1.67K $411K
IWM
Ishares Russell 2000 ETF

ETFs
195
+ 8.13%
$216.13 - $242.4 $42.1K - $47.3K
2.6K $573K
GS
Goldman Sachs Group Inc

Financial Services
19
+ 4.63%
$486.1 - $608.57 $9.24K - $11.6K
429 $245K
VUG
Vanguard Growth ETF

ETFs
21
+ 1.66%
$378.79 - $428.11 $7.95K - $8.99K
1.29K $527K
INTU
Intuit Inc

Technology
31
+ 1.2%
$602.01 - $706.25 $18.7K - $21.9K
2.62K $1.65M
T
At&T Inc.

Communication Services
1.27K
+ 11.3%
$21.22 - $23.88 $27K - $30.4K
12.5K $285K
Activity Summary
Buys All Purchases 141 New Holdings 19 Increased Positions 122 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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