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
SBUX
Starbucks Corp

Consumer Cyclical
273
+ 6.42%
$72.51 - $98.6 $19.8K - $26.9K
4.53K $441K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1
+ 0.03%
$386.81 - $423.12 $387 - $423
3.43K $1.45M
CB
Chubb LTD

Financial Services
66
+ 2.58%
$252.51 - $292.2 $16.7K - $19.3K
2.63K $757K
WMT
Walmart Inc.

Consumer Defensive
635
+ 18.33%
$66.91 - $81.4 $42.5K - $51.7K
4.1K $330K
PG
Procter & Gamble CO

Consumer Defensive
337
+ 7.42%
$160.76 - $177.82 $54.2K - $59.9K
4.88K $844K
ICE
Intercontinental Exchange, Inc.

Financial Services
95
+ 2.94%
$136.93 - $162.81 $13K - $15.5K
3.33K $535K
SPY
Spdr S&P 500 ETF Trust

ETFs
39
+ 1.66%
$517.38 - $573.86 $20.2K - $22.4K
2.39K $1.37M
NOC
Northrop Grumman Corp

Industrials
36
+ 4.6%
$423.73 - $533.14 $15.3K - $19.2K
819 $432K
PM
Philip Morris International Inc.

Consumer Defensive
242
+ 7.99%
$101.25 - $127.45 $24.5K - $30.8K
3.27K $396K
CMCSA
Comcast Corp

Communication Services
1.65K
+ 20.61%
$37.33 - $41.78 $61.5K - $68.9K
9.64K $402K
PH
Parker Hannifin Corp

Industrials
22
+ 4.01%
$501.01 - $635.92 $11K - $14K
571 $360K
AVGO
Broadcom Inc.

Technology
8.47K
+ 880.25%
$136.27 - $1745.86 $1.15M - $14.8M
9.43K $1.63M
MDLZ
Mondelez International, Inc.

Consumer Defensive
507
+ 9.4%
$64.35 - $75.71 $32.6K - $38.4K
5.9K $434K
DE
Deere & CO

Industrials
36
+ 2.37%
$344.84 - $418.0 $12.4K - $15K
1.55K $648K
VZ
Verizon Communications Inc

Communication Services
836
+ 9.37%
$38.89 - $45.0 $32.5K - $37.6K
9.76K $438K
GRMN
Garmin LTD

Technology
285
+ 20.03%
$161.1 - $183.29 $45.9K - $52.2K
1.71K $300K
KO
Coca Cola CO

Consumer Defensive
555
+ 15.58%
$62.69 - $73.01 $34.8K - $40.5K
4.12K $295K
BSX
Boston Scientific Corp

Healthcare
327
+ 5.32%
$72.96 - $84.0 $23.9K - $27.5K
6.48K $542K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.1K
+ 11.92%
$49.93 - $51.15 $54.7K - $56K
10.3K $525K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
13
+ 0.04%
$31.05 - $34.29 $404 - $446
30.3K $1.04M
IXUS
Ishares Tr

ETFs
36
+ 0.3%
$64.9 - $73.35 $2.34K - $2.64K
11.9K $864K
MELI
Mercadolibre Inc

Consumer Cyclical
3
+ 2.31%
$1591.44 - $2140.1 $4.77K - $6.42K
133 $272K
CAT
Caterpillar Inc

Industrials
61
+ 10.13%
$316.8 - $391.12 $19.3K - $23.9K
663 $259K
SYK
Stryker Corp

Healthcare
52
+ 2.83%
$315.94 - $371.96 $16.4K - $19.3K
1.89K $681K
FE
Firstenergy Corp

Utilities
42
+ 0.48%
$38.25 - $44.54 $1.61K - $1.87K
8.88K $394K
LECO
Lincoln Electric Holdings Inc

Industrials
7
+ 0.04%
$173.3 - $211.48 $1.21K - $1.48K
15.6K $3M
SCHX
Schwab Strategic Tr Us Large C

ETFs
9
+ 0.07%
$61.11 - $67.85 $550 - $611
13.8K $934K
AME
Ametek Inc

Industrials
129
+ 2.19%
$152.74 - $176.01 $19.7K - $22.7K
6.02K $1.03M
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
169
+ 1.7%
$57.85 - $64.92 $9.78K - $11K
10.1K $653K
SAP
Sap Se

Technology
22
+ 1.39%
$197.21 - $231.0 $4.34K - $5.08K
1.6K $366K
IWM
Ishares Russell 2000 ETF

ETFs
6
+ 0.25%
$200.87 - $224.6 $1.21K - $1.35K
2.4K $530K
BAC
Bank Of America Corp

Financial Services
1.13K
+ 19.02%
$36.65 - $44.13 $41.5K - $49.9K
7.08K $280K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
91
+ 5.58%
$201.82 - $234.36 $18.4K - $21.3K
1.72K $396K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
419
+ 4.0%
$25.45 - $29.53 $10.7K - $12.4K
10.9K $318K
JKHY
Henry Jack & Associates Inc

Technology
4
+ 0.11%
$160.87 - $177.06 $643 - $708
3.58K $632K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
51
+ 3.22%
$138.85 - $182.81 $7.08K - $9.32K
1.64K $290K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
101
+ 7.88%
$210.25 - $231.86 $21.2K - $23.4K
1.38K $308K
XLK
Technology Sector Spdr

ETFs
168
+ 9.09%
$197.34 - $237.68 $33.2K - $39.9K
2.02K $455K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
24
+ 0.63%
$175.46 - $203.3 $4.21K - $4.88K
3.86K $782K
QQQ
Invesco Qqq Trust, Series 1

ETFs
2
+ 0.05%
$434.77 - $502.96 $870 - $1.01K
3.66K $1.79M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
8
+ 0.06%
$38.51 - $41.69 $308 - $334
13.6K $565K
VONG
Vanguard Russell 1000 Growth E

ETFs
24
+ 0.22%
$85.48 - $98.39 $2.05K - $2.36K
11.1K $1.07M
TGT
Target Corp

Consumer Defensive
115
+ 6.93%
$133.47 - $159.25 $15.3K - $18.3K
1.77K $276K
YUM
Yum Brands Inc

Consumer Cyclical
54
+ 1.71%
$125.95 - $139.96 $6.8K - $7.56K
3.2K $447K
ASML
Asml Holding Nv

Technology
124
+ 31.0%
$749.82 - $1098.95 $93K - $136K
524 $436K
TRMB
Trimble Inc.

Technology
7
+ 0.17%
$49.82 - $62.06 $349 - $434
4.06K $252K
IWD
Ishares Russell 1000 Val ETF

ETFs
2
+ 0.16%
$173.36 - $189.8 $347 - $380
1.23K $233K
VEU
Vanguard Ftse All World Ex Us

ETFs
3
+ 0.07%
$56.47 - $63.69 $169 - $191
4.32K $272K
CSX
Csx Corp

Industrials
239
+ 2.84%
$32.48 - $35.45 $7.76K - $8.47K
8.65K $298K
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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