Fsm Wealth Advisors, LLC Incresed Positions in Q1 2025

Fsm Wealth Advisors, LLC

  • $443 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JPIB
Jpmorgan International Bond Op

ETFs
237K
+ 72.05%
$46.97 - $48.35 $11.1M - $11.5M
567K $27.1M
BOND
Pimco Active Bond Exchange Tra

ETFs
64.8K
+ 28.14%
$89.27 - $92.9 $5.78M - $6.02M
295K $27.3M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
64.1K
+ 21.61%
$42.5 - $46.71 $2.73M - $3M
361K $16.3M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
124K
+ 21.0%
$18.36 - $20.51 $2.27M - $2.54M
713K $14.1M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
32.3K
+ 25.68%
$59.28 - $66.1 $1.91M - $2.13M
158K $10M
REET
Ishares Global Reit ETF

ETFs
76.2K
+ 28.98%
$23.24 - $25.16 $1.77M - $1.92M
339K $8.23M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
899
+ 13.34%
$442.66 - $534.52 $398K - $481K
7.64K $4.07M
EPD
Enterprise Products Partners L.P.

Energy
18.9K
+ 48.92%
$31.75 - $34.14 $601K - $647K
57.7K $1.97M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
10.4K
+ 2.9%
$61.9 - $66.89 $643K - $695K
369K $23.4M
IGF
Ishares Global Infrastructure

ETFs
6.2K
+ 4.04%
$51.96 - $54.84 $322K - $340K
160K $8.73M
XOM
Exxon Mobil Corp

Energy
1.84K
+ 5.44%
$105.44 - $118.93 $193K - $218K
35.6K $4.23M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1.42K
+ 41.34%
$408.78 - $448.82 $579K - $636K
4.85K $2.03M
JPME
Jpmorgan Tr. Diversified Retur

ETFs
5K
+ 157.76%
$97.76 - $107.35 $489K - $537K
8.17K $821K
SCHA
Schwab Strategic Tr Us Small C

ETFs
23.9K
+ 80.18%
$23.16 - $27.04 $554K - $647K
53.8K $1.26M
V
Visa Inc.

Financial Services
364
+ 3.48%
$306.92 - $362.71 $112K - $132K
10.8K $3.79M
BNDX
Vanguard Total International B

ETFs
8.87K
+ 149.9%
$48.33 - $49.5 $428K - $439K
14.8K $721K
VNQ
Vanguard Specialized Funds Van

ETFs
4.71K
+ 203.63%
$85.55 - $94.34 $403K - $445K
7.03K $636K
IEFA
Ishares Tr

ETFs
5.02K
+ 69.1%
$69.57 - $78.65 $350K - $395K
12.3K $930K
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.16K
+ 27.36%
$468.34 - $539.52 $543K - $626K
5.4K $2.53M
SPY
Spdr S&P 500 ETF Trust

ETFs
791
+ 25.07%
$551.42 - $612.93 $436K - $485K
3.95K $2.21M
ABT
Abbott Laboratories

Healthcare
668
+ 5.53%
$111.1 - $140.22 $74.2K - $93.7K
12.7K $1.69M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
812
+ 18.43%
$507.05 - $563.67 $412K - $458K
5.22K $2.68M
VBR
Vanguard Small Cap Value ETF

ETFs
1.72K
+ 165.26%
$183.02 - $207.75 $315K - $358K
2.76K $514K
GE
General Electric CO

Industrials
481
+ 7.92%
$168.59 - $212.13 $81.1K - $102K
6.55K $1.31M
JNJ
Johnson & Johnson

Healthcare
1.08K
+ 36.06%
$142.06 - $167.7 $153K - $181K
4.08K $675K
LLY
Eli Lilly & CO

Healthcare
188
+ 14.51%
$725.72 - $929.72 $136K - $175K
1.48K $1.23M
JPM
Jpmorgan Chase & CO

Financial Services
625
+ 6.08%
$225.19 - $279.95 $141K - $175K
10.9K $2.67M
ABBV
Abb Vie Inc.

Healthcare
219
+ 4.28%
$169.2 - $216.66 $37.1K - $47.4K
5.33K $1.12M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
2.09K
+ 43.4%
$165.25 - $224.62 $346K - $470K
6.92K $1.15M
NFLX
Netflix Inc

Communication Services
193
+ 70.44%
$828.4 - $1058.6 $160K - $204K
467 $435K
MUB
Ishares National Muni Bond ETF

ETFs
2.46K
+ 3.47%
$104.71 - $107.69 $258K - $265K
73.6K $7.76M
MA
Mastercard Inc

Financial Services
258
+ 18.28%
$504.67 - $576.31 $130K - $149K
1.67K $914K
AMT
American Tower Corp

Real Estate
82
+ 1.91%
$173.46 - $217.6 $14.2K - $17.8K
4.36K $949K
IBM
International Business Machines Corp

Technology
338
+ 12.49%
$217.4 - $264.74 $73.5K - $89.5K
3.05K $757K
VO
Vanguard Mid Cap ETF

ETFs
635
+ 71.35%
$251.87 - $277.95 $160K - $176K
1.53K $394K
CGGO
Capital Group Global Growth Eq

ETFs
10.1K
+ 6.95%
$28.33 - $30.84 $288K - $313K
156K $4.42M
PM
Philip Morris International Inc.

Consumer Defensive
150
+ 4.3%
$117.15 - $158.79 $17.6K - $23.8K
3.64K $577K
VZ
Verizon Communications Inc

Communication Services
2.22K
+ 21.93%
$37.81 - $46.49 $83.9K - $103K
12.3K $559K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
5.16K
+ 41.61%
$25.81 - $28.52 $133K - $147K
17.6K $484K
RTX
Raytheon Technologies Corp

Industrials
389
+ 6.64%
$114.1 - $135.66 $44.4K - $52.8K
6.24K $827K
STE
Steris PLC

Healthcare
167
+ 3.35%
$202.46 - $232.74 $33.8K - $38.9K
5.15K $1.17M
XLK
Technology Sector Spdr

ETFs
905
+ 47.18%
$206.38 - $242.18 $187K - $219K
2.82K $582K
ICE
Intercontinental Exchange, Inc.

Financial Services
330
+ 10.29%
$142.8 - $176.36 $47.1K - $58.2K
3.54K $610K
T
At&T Inc.

Communication Services
2.18K
+ 17.37%
$21.56 - $28.28 $47K - $61.6K
14.7K $416K
BSX
Boston Scientific Corp

Healthcare
457
+ 6.85%
$89.38 - $106.18 $40.8K - $48.5K
7.13K $719K
KO
Coca Cola CO

Consumer Defensive
1.22K
+ 31.16%
$60.81 - $72.32 $74K - $88K
5.12K $366K
SYK
Stryker Corp

Healthcare
264
+ 13.66%
$355.18 - $399.9 $93.8K - $106K
2.2K $817K
VB
Vanguard Small Cap ETF

ETFs
616
+ 73.07%
$217.89 - $252.64 $134K - $156K
1.46K $323K
PG
Procter & Gamble CO

Consumer Defensive
590
+ 11.76%
$158.56 - $176.26 $93.6K - $104K
5.61K $955K
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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