Fsm Wealth Advisors, LLC Incresed Positions in Q2 2025

Fsm Wealth Advisors, LLC

  • $603 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SHW
Sherwin Williams CO

Basic Materials
1.18K
+ 51.53%
$313.51 - $363.51 $370K - $429K
3.47K $1.19M
HON
Honeywell International Inc

Industrials
1.4K
+ 49.58%
$182.86 - $232.88 $257K - $327K
4.24K $986K
VIG
Vanguard Dividend Appreciation

ETFs
2K
+ 181.6%
N/A
3.11K $565K
CSCO
Cisco Systems, Inc.

Technology
3.39K
+ 23.26%
$53.19 - $69.38 $180K - $235K
17.9K $1.24M
AXP
American Express CO

Financial Services
942
+ 121.08%
$231.39 - $318.98 $218K - $300K
1.72K $548K
AMT
American Tower Corp

Real Estate
1.46K
+ 33.43%
$203.96 - $228.19 $298K - $333K
5.82K $1.29M
HD
Home Depot, Inc.

Consumer Cyclical
899
+ 21.22%
$335.24 - $380.78 $301K - $342K
5.14K $1.88M
PANW
Palo Alto Networks Inc

Technology
1.28K
+ 66.48%
$152.44 - $204.64 $195K - $262K
3.2K $655K
GRMN
Garmin LTD

Technology
1.59K
+ 106.28%
$173.63 - $218.07 $276K - $347K
3.09K $644K
MMM
3 M CO

Industrials
1.99K
+ 140.32%
$126.09 - $154.15 $251K - $307K
3.42K $519K
JPME
Jpmorgan Tr. Diversified Retur

ETFs
2.68K
+ 32.8%
$89.28 - $103.8 $239K - $278K
10.9K $1.13M
DIS
Walt Disney CO

Communication Services
1.89K
+ 71.29%
$81.72 - $124.01 $155K - $235K
4.55K $563K
MDLZ
Mondelez International, Inc.

Consumer Defensive
4.47K
+ 77.51%
$63.54 - $68.5 $284K - $306K
10.2K $690K
CARR
Carrier Global Corp

Industrials
2.97K
+ 40.64%
$55.55 - $75.83 $165K - $225K
10.3K $752K
PFE
Pfizer Inc

Healthcare
11.8K
+ 70.22%
$21.59 - $24.84 $254K - $292K
28.5K $691K
MRK
Merck & Co., Inc.

Healthcare
4K
+ 82.3%
$73.47 - $87.12 $294K - $349K
8.87K $701K
T
At&T Inc.

Communication Services
7.75K
+ 52.63%
$26.33 - $28.94 $204K - $224K
22.5K $650K
CEG
Constellation Energy Corp

Utilities
248
+ 20.43%
$170.96 - $322.76 $42.4K - $80K
1.46K $471K
AMAT
Applied Materials Inc

Technology
810
+ 43.25%
$126.95 - $183.52 $103K - $149K
2.68K $491K
ISRG
Intuitive Surgical Inc

Healthcare
357
+ 65.38%
$451.58 - $565.94 $161K - $202K
903 $490K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
253
+ 5.22%
$376.48 - $440.65 $95.2K - $111K
5.1K $2.25M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
142
+ 9.42%
$177.93 - $313.14 $25.3K - $44.5K
1.65K $516K
PM
Philip Morris International Inc.

Consumer Defensive
667
+ 18.34%
$149.23 - $184.95 $99.5K - $123K
4.3K $783K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
2.36K
+ 3.68%
$19.1 - $23.83 $45.2K - $56.3K
66.6K $1.59M
CSX
Csx Corp

Industrials
5.33K
+ 59.95%
$26.69 - $32.91 $142K - $176K
14.2K $464K
VTV
Vanguard Value ETF

ETFs
1.12K
+ 78.47%
$153.67 - $176.74 $171K - $197K
2.54K $448K
VGT
Vanguard Information Technolog

ETFs
22
+ 1.59%
$470.37 - $663.28 $10.3K - $14.6K
1.4K $929K
BMY
Bristol Myers Squibb CO

Healthcare
5.9K
+ 85.8%
$44.12 - $59.6 $260K - $351K
12.8K $591K
CAT
Caterpillar Inc

Industrials
303
+ 34.99%
$273.94 - $388.21 $83K - $118K
1.17K $453K
QCOM
Qualcomm Inc

Technology
850
+ 14.97%
$124.66 - $159.48 $106K - $136K
6.53K $1.04M
FE
Firstenergy Corp

Utilities
4.05K
+ 44.99%
$38.31 - $43.17 $155K - $175K
13.1K $525K
BSX
Boston Scientific Corp

Healthcare
1.04K
+ 14.53%
$89.7 - $107.41 $92.9K - $111K
8.17K $877K
VRT
Vertiv Holdings CO

Industrials
1.72K
+ 49.99%
N/A
5.15K $446K
IWM
Ishares Russell 2000 ETF

ETFs
468
+ 16.71%
$174.82 - $215.79 $81.8K - $101K
3.27K $705K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1
+ 0.03%
$180.84 - $240.32 $181 - $240
3.85K $925K
STE
Steris PLC

Healthcare
271
+ 5.26%
$208.55 - $252.55 $56.5K - $68.4K
5.42K $1.3M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
565
+ 19.09%
$104.23 - $134.39 $58.9K - $75.9K
3.52K $473K
IEFA
Ishares Tr

ETFs
366
+ 2.98%
$67.83 - $84.09 $24.8K - $30.8K
12.7K $1.06M
SCHX
Schwab Strategic Tr Us Large C

ETFs
523
+ 1.1%
$19.6 - $24.44 $10.3K - $12.8K
48K $1.17M
IEMG
Ishares Inc

ETFs
2.29K
+ 25.62%
N/A
11.2K $601K
ADP
Automatic Data Processing Inc

Industrials
381
+ 28.89%
$276.76 - $326.81 $105K - $125K
1.7K $524K
ADSK
Autodesk, Inc.

Technology
491
+ 43.22%
N/A
1.63K $399K
SYK
Stryker Corp

Healthcare
160
+ 7.28%
$337.37 - $395.63 $54K - $63.3K
2.36K $932K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
796
+ 2.62%
$29.12 - $35.84 $23.2K - $28.5K
31.1K $1.12M
GS
Goldman Sachs Group Inc

Financial Services
63
+ 16.07%
$462.22 - $707.75 $29.1K - $44.6K
455 $322K
ETN
Eaton Corp PLC

Industrials
99
+ 12.68%
$246.52 - $356.99 $24.4K - $35.3K
880 $314K
VV
Vanguard Large Cap ETF

ETFs
9
+ 0.26%
$228.25 - $285.3 $2.05K - $2.57K
3.52K $1M
PG
Procter & Gamble CO

Consumer Defensive
980
+ 17.48%
$157.66 - $172.39 $155K - $169K
6.59K $1.05M
AME
Ametek Inc

Industrials
223
+ 3.74%
$151.41 - $182.75 $33.8K - $40.8K
6.19K $1.12M
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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