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
AXP
American Express CO

Financial Services
88
+ 12.75%
$255.39 - $325.87 $22.5K - $28.7K
778 $209K
OXY
Occidental Petroleum Corp

Energy
106
+ 2.6%
$45.45 - $52.7 $4.82K - $5.59K
4.18K $206K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
7
+ 0.05%
$39.96 - $43.3 $280 - $303
13.6K $559K
INTU
Intuit Inc

Technology
66
+ 2.52%
$555.63 - $630.23 $36.7K - $41.6K
2.69K $1.65M
Ge Vernova Inc
65
+ 3.41%
N/A
1.97K $0
Linde PLC
167
+ 32.18%
N/A
686 $0
HEIA
Heico Crp Cl A
131
+ 8.81%
N/A
1.62K $0
ISRG
Intuitive Surgical Inc

Healthcare
20
+ 3.8%
$476.63 - $610.45 $9.53K - $12.2K
546 $270K
CARR
Carrier Global Corp

Industrials
466
+ 6.81%
$62.07 - $70.55 $28.9K - $32.9K
7.31K $463K
HON
Honeywell International Inc

Industrials
154
+ 5.75%
$202.75 - $226.52 $31.2K - $34.9K
2.83K $599K
BAC
Bank Of America Corp

Financial Services
34
+ 0.6%
$39.61 - $47.74 $1.35K - $1.62K
5.67K $236K
ITOT
Ishares Core S&P Total U.S. St

ETFs
164
+ 3.57%
$120.29 - $134.6 $19.7K - $22.1K
4.76K $580K
WEN
Wendy'S CO

Consumer Cyclical
842
+ 5.48%
$14.17 - $16.17 $11.9K - $13.6K
16.2K $237K
IWM
Ishares Russell 2000 ETF

ETFs
205
+ 7.9%
$198.1 - $229.79 $40.6K - $47.1K
2.8K $558K
IR
Ingersoll Rand Inc.

Industrials
123
+ 5.04%
$79.44 - $94.23 $9.77K - $11.6K
2.57K $205K
NKE
Nike, Inc.

Consumer Cyclical
774
+ 14.63%
$63.29 - $81.72 $49K - $63.3K
6.06K $384K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
91
+ 6.42%
$203.38 - $274.79 $18.5K - $25K
1.51K $309K
TXT
Textron Inc

Industrials
7
+ 0.16%
$70.19 - $81.2 $491 - $568
4.37K $315K
TRMB
Trimble Inc.

Technology
22
+ 0.54%
$65.52 - $77.49 $1.44K - $1.7K
4.11K $269K
CRM
Salesforce, Inc.

Technology
229
+ 18.76%
$268.36 - $359.95 $61.5K - $82.4K
1.45K $389K
CEG
Constellation Energy Corp

Utilities
43
+ 3.67%
$201.63 - $347.44 $8.67K - $14.9K
1.21K $244K
AME
Ametek Inc

Industrials
138
+ 2.37%
$170.39 - $190.43 $23.5K - $26.3K
5.97K $1.03M
EMR
Emerson Electric CO

Industrials
52
+ 2.55%
$108.64 - $131.17 $5.65K - $6.82K
2.1K $229K
CSX
Csx Corp

Industrials
46
+ 0.52%
$29.11 - $33.67 $1.34K - $1.55K
8.9K $261K
ETN
Eaton Corp PLC

Industrials
69
+ 9.69%
$271.83 - $371.23 $18.8K - $25.6K
781 $212K
AMAT
Applied Materials Inc

Technology
48
+ 2.63%
$145.06 - $195.51 $6.96K - $9.38K
1.87K $271K
VV
Vanguard Large Cap ETF

ETFs
10
+ 0.29%
$253.32 - $282.66 $2.53K - $2.83K
3.51K $902K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
11
+ 0.04%
$32.42 - $36.13 $357 - $397
30.3K $1M
ACN
Accenture PLC

Technology
98
+ 3.96%
$300.91 - $398.25 $29.5K - $39K
2.57K $801K
NVO
Novo Nordisk A S

Healthcare
277
+ 5.14%
$69.3 - $90.95 $19.2K - $25.2K
5.67K $393K
ADBE
Adobe Inc.

Technology
120
+ 4.81%
$377.84 - $464.11 $45.3K - $55.7K
2.61K $1M
DHR
Danaher Corp

Healthcare
90
+ 1.53%
$201.62 - $250.59 $18.1K - $22.6K
5.98K $1.23M
ORCL
Oracle Corp

Technology
421
+ 5.4%
$139.81 - $186.47 $58.9K - $78.5K
8.21K $1.15M
VTI
Vanguard Total Stock Market Et

ETFs
2.96K
+ 4.29%
$271.18 - $303.12 $803K - $897K
72K $19.8M
AMZN
Amazon Com Inc

Consumer Cyclical
1.66K
+ 9.03%
$190.26 - $242.06 $316K - $402K
20.1K $3.81M
MSFT
Microsoft Corp

Technology
1.79K
+ 8.37%
$375.39 - $447.2 $673K - $801K
23.2K $8.71M
GOOGL
Alphabet Inc.

Communication Services
1.04K
+ 6.94%
$154.33 - $206.19 $161K - $214K
16K $2.48M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
9.67K
+ 3.82%
$57.21 - $65.8 $553K - $636K
263K $15.3M
GOOG
Alphabet Inc.

Communication Services
1.29K
+ 6.75%
$156.06 - $207.71 $201K - $267K
20.4K $3.18M
NVDA
Nvidia Corp

Technology
7.82K
+ 15.36%
$106.98 - $149.43 $836K - $1.17M
58.7K $6.37M
AVGO
Broadcom Inc.

Technology
439
+ 4.7%
$167.43 - $244.7 $73.5K - $107K
9.78K $1.64M
SCHG
Schwab Strategic Tr Us Large C

ETFs
662
+ 0.19%
$24.91 - $29.02 $16.5K - $19.2K
341K $8.54M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.02K
+ 1.58%
$102.49 - $119.96 $207K - $242K
130K $13.6M
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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