Fsm Wealth Advisors, LLC Incresed Positions in Q3 2024

Fsm Wealth Advisors, LLC

  • $377 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
517K
+ 675.96%
$50.61 - $50.96 $26.2M - $26.4M
594K $30.2M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
36K
+ 12.2%
$58.75 - $64.07 $2.11M - $2.3M
331K $21.2M
BOND
Pimco Active Bond Exchange Tra

ETFs
26.6K
+ 15.88%
$90.01 - $95.32 $2.39M - $2.53M
194K $18.3M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
12.9K
+ 12.28%
$105.53 - $118.34 $1.36M - $1.52M
118K $13.8M
VTI
Vanguard Total Stock Market Et

ETFs
5.5K
+ 9.52%
$255.18 - $283.2 $1.4M - $1.56M
63.2K $17.9M
VT
Vanguard Total World Stk Index

ETFs
12.3K
+ 9.09%
$107.72 - $119.96 $1.33M - $1.48M
148K $17.7M
JPIB
Jpmorgan International Bond Op

ETFs
41.9K
+ 18.25%
$46.96 - $48.73 $1.97M - $2.04M
272K $13.2M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
24.1K
+ 11.33%
$57.32 - $62.65 $1.38M - $1.51M
237K $14.7M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
23K
+ 10.66%
$41.9 - $48.26 $962K - $1.11M
238K $11.4M
VONV
Vanguard Russell 1000 Value Et

ETFs
9.88K
+ 6.1%
$76.07 - $83.33 $752K - $823K
172K $14.3M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
19.5K
+ 9.11%
$36.98 - $41.55 $720K - $808K
233K $9.58M
AAPL
Apple Inc.

Technology
1.51K
+ 3.92%
$207.23 - $234.82 $313K - $354K
40K $9.31M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
9.13K
+ 9.44%
$60.13 - $68.17 $549K - $622K
106K $7.17M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
22.2K
+ 15.16%
$50.25 - $50.74 $1.12M - $1.13M
169K $8.57M
SCHG
Schwab Strategic Tr Us Large C

ETFs
6.38K
+ 8.98%
$92.63 - $105.69 $591K - $674K
77.5K $8.07M
NVDA
Nvidia Corp

Technology
6.32K
+ 15.48%
$98.91 - $134.91 $625K - $852K
47.1K $5.72M
TSLA
Tesla, Inc.

Consumer Cyclical
1.13K
+ 28.19%
$191.76 - $263.26 $216K - $297K
5.13K $1.34M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
6.79K
+ 42.01%
$59.93 - $66.52 $407K - $452K
23K $1.53M
UNH
Unitedhealth Group Inc

Healthcare
326
+ 9.51%
$488.01 - $604.18 $159K - $197K
3.75K $2.19M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
214
+ 3.47%
$405.19 - $478.57 $86.7K - $102K
6.38K $2.94M
META
Meta Platforms, Inc.

Communication Services
417
+ 16.31%
$453.41 - $572.44 $189K - $239K
2.97K $1.7M
AMZN
Amazon Com Inc

Consumer Cyclical
2.37K
+ 18.3%
$161.02 - $200.0 $381K - $474K
15.3K $2.85M
MUB
Ishares National Muni Bond ETF

ETFs
1.6K
+ 2.81%
$106.13 - $108.7 $170K - $174K
58.6K $6.36M
ORCL
Oracle Corp

Technology
316
+ 4.29%
$125.9 - $170.35 $39.8K - $53.8K
7.69K $1.31M
IVV
Ishares Core S&P 500 ETF

ETFs
228
+ 5.14%
$520.18 - $576.82 $119K - $132K
4.66K $2.69M
HD
Home Depot, Inc.

Consumer Cyclical
24
+ 0.59%
$333.64 - $405.2 $8.01K - $9.72K
4.1K $1.66M
SHW
Sherwin Williams CO

Basic Materials
47
+ 1.77%
$294.65 - $384.0 $13.8K - $18K
2.7K $1.03M
MSFT
Microsoft Corp

Technology
1.25K
+ 6.77%
$395.15 - $467.56 $494K - $585K
19.7K $8.49M
XOM
Exxon Mobil Corp

Energy
1.19K
+ 3.66%
$109.72 - $119.0 $130K - $141K
33.6K $3.94M
COST
Costco Wholesale Corp

Consumer Defensive
110
+ 3.67%
$801.83 - $917.05 $88.2K - $101K
3.11K $2.76M
GE
General Electric CO

Industrials
245
+ 4.89%
$156.66 - $189.66 $38.4K - $46.5K
5.26K $991K
DHR
Danaher Corp

Healthcare
108
+ 1.89%
$239.25 - $280.76 $25.8K - $30.3K
5.83K $1.62M
JPM
Jpmorgan Chase & CO

Financial Services
523
+ 5.57%
$194.9 - $224.8 $102K - $118K
9.91K $2.09M
V
Visa Inc.

Financial Services
197
+ 1.94%
$253.74 - $291.56 $50K - $57.4K
10.4K $2.85M
ADP
Automatic Data Processing Inc

Industrials
488
+ 48.32%
$233.44 - $279.45 $114K - $136K
1.5K $414K
CGGO
Capital Group Global Growth Eq

ETFs
2.06K
+ 1.47%
$27.25 - $30.52 $56K - $62.7K
142K $4.29M
ABBV
Abb Vie Inc.

Healthcare
151
+ 2.97%
$163.84 - $199.33 $24.7K - $30.1K
5.23K $1.03M
IBM
International Business Machines Corp

Technology
178
+ 7.36%
$175.1 - $223.38 $31.2K - $39.8K
2.6K $574K
ACN
Accenture PLC

Technology
87
+ 3.77%
$295.44 - $355.81 $25.7K - $31K
2.39K $845K
CSCO
Cisco Systems, Inc.

Technology
1.31K
+ 10.91%
$44.74 - $53.22 $58.4K - $69.5K
13.3K $706K
MA
Mastercard Inc

Financial Services
149
+ 12.96%
$429.6 - $500.99 $64K - $74.6K
1.3K $641K
ABT
Abbott Laboratories

Healthcare
189
+ 1.72%
$100.07 - $118.13 $18.9K - $22.3K
11.2K $1.28M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
90
+ 3.14%
$475.2 - $527.7 $42.8K - $47.5K
2.95K $1.56M
PFE
Pfizer Inc

Healthcare
3.69K
+ 24.11%
$27.7 - $31.39 $102K - $116K
19K $549K
NKE
Nike, Inc.

Consumer Cyclical
772
+ 18.5%
$71.09 - $89.44 $54.9K - $69K
4.95K $436K
CARR
Carrier Global Corp

Industrials
136
+ 2.18%
$61.9 - $80.88 $8.42K - $11K
6.37K $512K
LLY
Eli Lilly & CO

Healthcare
161
+ 12.93%
$772.14 - $960.02 $124K - $155K
1.41K $1.25M
VUG
Vanguard Growth ETF

ETFs
278
+ 28.19%
$341.08 - $391.94 $94.8K - $109K
1.26K $485K
LOW
Lowes Companies Inc

Consumer Cyclical
159
+ 11.8%
$213.3 - $270.78 $33.9K - $43.1K
1.51K $407K
Activity Summary
Buys All Purchases 159 New Holdings 36 Increased Positions 123 Sells All Sells 16 Reductions 16 Sold out 0 Options Calls 0 Puts 1
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