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
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
621
+ 0.1%
$50.72 - $50.92 $31.5K - $31.6K
595K $30.3M
PLTR
Palantir Technologies Inc.

Technology
898
+ 23.64%
$64.98 - $124.62 $58.4K - $112K
4.7K $396K
AZN
Astrazeneca PLC

Healthcare
777
+ 12.25%
$65.37 - $77.96 $50.8K - $60.6K
7.12K $523K
PANW
Palo Alto Networks Inc

Technology
704
+ 57.7%
$167.82 - $208.28 $118K - $147K
1.92K $328K
PGR
Progressive Corp

Financial Services
114
+ 6.85%
$235.61 - $291.22 $26.9K - $33.2K
1.78K $503K
META
Meta Platforms, Inc.

Communication Services
266
+ 7.31%
$576.36 - $736.67 $153K - $196K
3.9K $2.25M
ROP
Roper Technologies Inc

Industrials
47
+ 4.5%
$502.71 - $593.81 $23.6K - $27.9K
1.09K $643K
IEMG
Ishares Inc

ETFs
1.86K
+ 26.39%
N/A
8.92K $478K
DE
Deere & CO

Industrials
66
+ 4.45%
$408.57 - $509.27 $27K - $33.6K
1.55K $727K
SAP
Sap Se

Technology
221
+ 13.22%
$241.4 - $293.69 $53.3K - $64.9K
1.89K $508K
CSCO
Cisco Systems, Inc.

Technology
899
+ 6.58%
$58.74 - $64.87 $52.8K - $58.3K
14.6K $898K
CB
Chubb LTD

Financial Services
55
+ 2.14%
$257.71 - $301.99 $14.2K - $16.6K
2.62K $791K
NOC
Northrop Grumman Corp

Industrials
80
+ 9.35%
$433.45 - $513.82 $34.7K - $41.1K
936 $479K
BMY
Bristol Myers Squibb CO

Healthcare
835
+ 13.83%
$53.9 - $63.11 $45K - $52.7K
6.87K $419K
ELV
Elevance Health, Inc.

Healthcare
77
+ 12.42%
$365.9 - $436.25 $28.2K - $33.6K
697 $303K
MDLZ
Mondelez International, Inc.

Consumer Defensive
418
+ 7.81%
$56.12 - $68.15 $23.5K - $28.5K
5.77K $391K
KLAC
Kla Corp

Technology
79
+ 21.29%
$636.62 - $777.63 $50.3K - $61.4K
450 $305K
PEP
Pepsico Inc

Consumer Defensive
570
+ 7.98%
$142.64 - $156.42 $81.3K - $89.2K
7.71K $1.16M
ADP
Automatic Data Processing Inc

Industrials
169
+ 14.7%
$286.85 - $318.64 $48.5K - $53.9K
1.32K $402K
MCD
Mcdonalds Corp

Consumer Cyclical
123
+ 11.4%
$279.74 - $321.29 $34.4K - $39.5K
1.2K $375K
AON
Aon PLC

Financial Services
83
+ 12.17%
$348.44 - $409.32 $28.9K - $34K
765 $305K
QCOM
Qualcomm Inc

Technology
387
+ 7.31%
$151.94 - $175.86 $58.8K - $68.1K
5.68K $872K
YUM
Yum Brands Inc

Consumer Cyclical
88
+ 4.7%
$123.25 - $162.53 $10.8K - $14.3K
1.96K $308K
BP
Bp PLC

Energy
716
+ 10.79%
$29.93 - $35.31 $21.4K - $25.3K
7.35K $248K
VT
Vanguard Total World Stk Index

ETFs
2.5K
+ 1.6%
$115.08 - $123.97 $288K - $310K
159K $18.4M
CMCSA
Comcast Corp

Communication Services
1.5K
+ 16.22%
$33.19 - $38.23 $49.8K - $57.4K
10.8K $396K
WMT
Walmart Inc.

Consumer Defensive
675
+ 12.84%
$84.5 - $105.05 $57K - $70.9K
5.93K $520K
TDG
Trans Digm Group Inc

Industrials
16
+ 9.52%
$1251.32 - $1394.11 $20K - $22.3K
184 $254K
TTE
Total Energies Se

Energy
570
+ 10.12%
N/A
6.21K $425K
CAT
Caterpillar Inc

Industrials
178
+ 25.87%
$326.75 - $407.63 $58.2K - $72.6K
866 $285K
GRMN
Garmin LTD

Technology
72
+ 5.05%
$204.55 - $241.93 $14.7K - $17.4K
1.5K $325K
JKHY
Henry Jack & Associates Inc

Technology
1
+ 0.03%
$166.47 - $191.28 $166 - $191
3.59K $655K
TRP
Tc Energy Corp

Energy
432
+ 9.15%
$44.29 - $49.27 $19.1K - $21.3K
5.15K $243K
EOG
Eog Resources Inc

Energy
95
+ 6.22%
$120.54 - $138.05 $11.5K - $13.1K
1.62K $208K
PH
Parker Hannifin Corp

Industrials
61
+ 10.34%
$591.65 - $707.05 $36.1K - $43.1K
651 $395K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
75
+ 0.32%
$27.01 - $28.54 $2.03K - $2.14K
23.4K $654K
AAPL
Apple Inc.

Technology
5.22K
+ 12.92%
$209.68 - $247.1 $1.09M - $1.29M
45.6K $10.1M
XLV
Select Sector Spdr Fund Health

ETFs
1
+ 0.05%
$137.61 - $149.68 $138 - $150
1.91K $279K
CW
Curtiss Wright Corp

Industrials
116
+ 20.03%
$304.82 - $384.07 $35.4K - $44.6K
695 $220K
PFE
Pfizer Inc

Healthcare
1.33K
+ 8.62%
$25.01 - $27.13 $33.3K - $36.1K
16.8K $424K
VEU
Vanguard Ftse All World Ex Us

ETFs
3
+ 0.07%
$56.51 - $62.98 $170 - $189
4.34K $263K
ASML
Asml Holding Nv

Technology
47
+ 8.1%
$662.63 - $776.99 $31.1K - $36.5K
627 $415K
DIS
Walt Disney CO

Communication Services
408
+ 18.17%
$96.87 - $114.0 $39.5K - $46.5K
2.65K $261K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
54
+ 17.88%
$634.14 - $744.83 $34.2K - $40.2K
356 $225K
CPRT
Copart Inc

Consumer Cyclical
218
+ 4.92%
$52.3 - $59.83 $11.4K - $13K
4.65K $263K
XLF
Financial Sector Spdr

ETFs
1
+ 0.02%
$47.32 - $52.19 $47.3 - $52.2
5.5K $273K
JPIE
J P Morgan Exchange Traded Fd
53
+ 0.49%
$45.46 - $46.18 $2.41K - $2.45K
11K $505K
QSR
Restaurant Brands International Inc.

Consumer Cyclical
5
+ 0.13%
$60.44 - $69.57 $302 - $348
3.93K $261K
LOW
Lowes Companies Inc

Consumer Cyclical
119
+ 7.21%
$222.66 - $268.42 $26.5K - $31.9K
1.77K $412K
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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