Fsm Wealth Advisors, LLC Incresed Positions in Q3 2025

Fsm Wealth Advisors, LLC

  • $690 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
84.1K
+ 21.83%
$49.43 - $54.52 $4.16M - $4.58M
469K $25.4M
JPIB
Jpmorgan International Bond Op

ETFs
84.5K
+ 12.62%
$48.32 - $49.13 $4.08M - $4.15M
754K $37M
AAPL
Apple Inc.

Technology
2.81K
+ 3.93%
$202.38 - $256.87 $569K - $722K
74.4K $18.9M
VTI
Vanguard Total Stock Market Et

ETFs
4.94K
+ 5.74%
$303.93 - $329.86 $1.5M - $1.63M
91K $29.9M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
19K
+ 13.6%
$108.46 - $120.63 $2.06M - $2.29M
158K $18.8M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
37.5K
+ 21.89%
$72.04 - $77.35 $2.7M - $2.9M
209K $16M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
38.9K
+ 13.37%
$62.09 - $66.51 $2.41M - $2.59M
330K $21.5M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
109K
+ 13.94%
$21.69 - $23.34 $2.37M - $2.55M
893K $20.8M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
26.6K
+ 6.26%
$64.75 - $69.05 $1.72M - $1.84M
452K $31.1M
NVDA
Nvidia Corp

Technology
7.49K
+ 11.72%
$153.3 - $186.58 $1.15M - $1.4M
71.3K $13.3M
VT
Vanguard Total World Stk Index

ETFs
7.66K
+ 4.21%
$128.41 - $138.03 $984K - $1.06M
190K $26.2M
GOOG
Alphabet Inc.

Communication Services
1.98K
+ 7.02%
$175.16 - $255.24 $348K - $506K
30.3K $7.37M
GOOGL
Alphabet Inc.

Communication Services
1.45K
+ 5.77%
$174.36 - $254.72 $252K - $368K
26.5K $6.44M
SCHG
Schwab Strategic Tr Us Large C

ETFs
30.1K
+ 7.63%
$28.92 - $32.19 $872K - $970K
425K $13.6M
IGF
Ishares Global Infrastructure

ETFs
27.4K
+ 15.62%
$58.29 - $61.43 $1.6M - $1.68M
203K $12.4M
MSFT
Microsoft Corp

Technology
2.1K
+ 7.14%
$491.09 - $535.64 $1.03M - $1.12M
31.4K $16.3M
REET
Ishares Global Reit ETF

ETFs
50.2K
+ 11.67%
$24.45 - $25.91 $1.23M - $1.3M
481K $12.3M
TSLA
Tesla, Inc.

Consumer Cyclical
1.11K
+ 12.27%
$293.94 - $444.72 $327K - $495K
10.2K $4.53M
VONV
Vanguard Russell 1000 Value Et

ETFs
6.68K
+ 3.18%
$84.55 - $89.54 $564K - $598K
216K $19.3M
AVGO
Broadcom Inc.

Technology
1.8K
+ 17.65%
$264.74 - $369.57 $476K - $665K
12K $3.96M
ORCL
Oracle Corp

Technology
1.06K
+ 9.43%
$218.96 - $328.33 $232K - $348K
12.3K $3.46M
AMZN
Amazon Com Inc

Consumer Cyclical
3.33K
+ 12.51%
$211.65 - $238.24 $704K - $793K
29.9K $6.57M
JPM
Jpmorgan Chase & CO

Financial Services
956
+ 6.18%
$282.78 - $316.06 $270K - $302K
16.4K $5.18M
PLTR
Palantir Technologies Inc.

Technology
1.23K
+ 12.06%
$130.68 - $186.97 $160K - $230K
11.4K $2.08M
GE
General Electric CO

Industrials
1.01K
+ 11.38%
$244.75 - $305.63 $246K - $307K
9.84K $2.96M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.27K
+ 21.38%
$224.68 - $282.71 $284K - $358K
7.18K $2.01M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
11.6K
+ 117.53%
$48.5 - $50.19 $562K - $582K
21.5K $1.07M
UNH
Unitedhealth Group Inc

Healthcare
1.56K
+ 149.76%
$237.77 - $353.61 $371K - $552K
2.61K $899K
JNJ
Johnson & Johnson

Healthcare
1.56K
+ 18.49%
$155.17 - $185.42 $243K - $290K
10K $1.86M
SPY
Spdr S&P 500 ETF Trust

ETFs
373
+ 5.93%
$617.65 - $666.84 $230K - $249K
6.67K $4.44M
EA
Electronic Arts Inc.

Communication Services
1.7K
+ 59.52%
$147.79 - $202.05 $251K - $343K
4.55K $917K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
7.49K
+ 1.27%
$50.81 - $51.07 $381K - $383K
599K $30.6M
HD
Home Depot, Inc.

Consumer Cyclical
591
+ 11.51%
$357.4 - $423.42 $211K - $250K
5.73K $2.32M
URI
United Rentals, Inc.

Industrials
367
+ 123.99%
$774.14 - $975.23 $284K - $358K
663 $632K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
7.69K
+ 4.86%
$50.47 - $50.74 $388K - $390K
166K $8.42M
CGGO
Capital Group Global Growth Eq

ETFs
1.01K
+ 0.63%
$31.71 - $34.17 $31.9K - $34.4K
162K $5.53M
META
Meta Platforms, Inc.

Communication Services
547
+ 11.62%
$695.21 - $791.73 $380K - $433K
5.25K $3.86M
IVV
Ishares Core S&P 500 ETF

ETFs
195
+ 3.83%
$620.67 - $670.08 $121K - $131K
5.29K $3.54M
ABBV
Abb Vie Inc.

Healthcare
415
+ 7.62%
$184.85 - $231.54 $76.7K - $96.1K
5.86K $1.36M
IXG
Ishares Global Fin'L ETF

ETFs
2.72K
+ 66.63%
$109.57 - $116.94 $297K - $317K
6.79K $792K
XOM
Exxon Mobil Corp

Energy
988
+ 2.28%
$105.83 - $117.22 $105K - $116K
44.4K $5.01M
BAC
Bank Of America Corp

Financial Services
3.73K
+ 12.58%
$44.92 - $52.42 $168K - $196K
33.4K $1.72M
QQQ
Invesco Qqq Trust, Series 1

ETFs
8
+ 0.14%
$546.99 - $602.2 $4.38K - $4.82K
5.64K $3.39M
CVX
Chevron Corp

Energy
983
+ 9.5%
$145.57 - $161.83 $143K - $159K
11.3K $1.76M
TQQQ
Proshares Ultrapro Qqq

ETFs
1.5K
+ 24.99%
$80.89 - $104.72 $121K - $157K
7.5K $775K
CAT
Caterpillar Inc

Industrials
331
+ 28.31%
$390.92 - $477.15 $129K - $158K
1.5K $715K
VV
Vanguard Large Cap ETF

ETFs
576
+ 16.35%
$285.05 - $309.14 $164K - $178K
4.1K $1.26M
BNDX
Vanguard Total International B

ETFs
4.73K
+ 28.89%
$49.0 - $49.51 $232K - $234K
21.1K $1.04M
NEE
Nextera Energy Inc

Utilities
2.75K
+ 82.97%
$69.77 - $77.54 $192K - $213K
6.07K $458K
Activity Summary
Buys All Purchases 245 New Holdings 47 Increased Positions 198 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 0 Puts 0
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