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
MCD
Mcdonalds Corp

Consumer Cyclical
390
+ 32.45%
$285.55 - $321.23 $111K - $125K
1.59K $465K
XLF
Financial Sector Spdr

ETFs
1.45K
+ 26.37%
$43.92 - $52.37 $63.7K - $75.9K
6.95K $363K
CMCSA
Comcast Corp

Communication Services
2.88K
+ 26.82%
$32.84 - $36.72 $94.7K - $106K
13.6K $486K
BNDX
Vanguard Total International B

ETFs
1.57K
+ 10.65%
$48.77 - $49.55 $76.8K - $78K
16.4K $809K
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
269
+ 2.63%
$55.5 - $69.0 $14.9K - $18.6K
10.5K $724K
CL
Colgate Palmolive CO

Consumer Defensive
986
+ 44.43%
$87.57 - $96.0 $86.3K - $94.7K
3.21K $291K
WM
Waste Management Inc

Industrials
362
+ 35.11%
$216.47 - $242.1 $78.4K - $87.6K
1.39K $318K
IXUS
Ishares Tr

ETFs
22
+ 0.22%
$62.37 - $77.63 $1.37K - $1.71K
10.2K $786K
PH
Parker Hannifin Corp

Industrials
27
+ 4.15%
$517.23 - $700.54 $14K - $18.9K
678 $473K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
70
+ 3.75%
$224.16 - $285.86 $15.7K - $20K
1.94K $554K
ABT
Abbott Laboratories

Healthcare
223
+ 1.75%
$123.95 - $138.08 $27.6K - $30.8K
13K $1.76M
ITOT
Ishares Core S&P Total U.S. St

ETFs
39
+ 0.82%
$108.12 - $135.04 $4.22K - $5.27K
4.8K $648K
CME
Cme Group Inc.

Financial Services
210
+ 21.45%
$252.37 - $290.71 $53K - $61K
1.19K $327K
EMR
Emerson Electric CO

Industrials
140
+ 6.68%
$94.15 - $133.33 $13.2K - $18.7K
2.24K $297K
VO
Vanguard Mid Cap ETF

ETFs
125
+ 8.2%
$228.54 - $279.83 $28.6K - $35K
1.65K $461K
TRMB
Trimble Inc.

Technology
327
+ 7.96%
$55.12 - $75.98 $18K - $24.8K
4.43K $336K
VB
Vanguard Small Cap ETF

ETFs
184
+ 12.61%
$193.73 - $237.37 $35.6K - $43.7K
1.64K $389K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
15
+ 0.95%
$201.28 - $266.34 $3.02K - $4K
1.59K $422K
VZ
Verizon Communications Inc

Communication Services
1.98K
+ 16.04%
$41.67 - $45.62 $82.5K - $90.3K
14.3K $619K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
526
+ 15.33%
$58.52 - $71.7 $30.8K - $37.7K
3.96K $271K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
976
+ 0.62%
$50.36 - $50.68 $49.2K - $49.5K
158K $8.02M
YUM
Yum Brands Inc

Consumer Cyclical
439
+ 22.39%
$138.36 - $161.45 $60.7K - $70.9K
2.4K $355K
MA
Mastercard Inc

Financial Services
36
+ 2.16%
$479.92 - $590.74 $17.3K - $21.3K
1.71K $958K
IVE
Ishares S&P 500 Value ETF

ETFs
113
+ 2.53%
$168.34 - $195.42 $19K - $22.1K
4.58K $895K
ICE
Intercontinental Exchange, Inc.

Financial Services
23
+ 0.65%
$151.62 - $183.47 $3.49K - $4.22K
3.56K $653K
TXT
Textron Inc

Industrials
86
+ 1.97%
$60.72 - $80.34 $5.22K - $6.91K
4.46K $357K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
388
+ 15.93%
$96.84 - $99.46 $37.6K - $38.6K
2.82K $280K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2.77K
+ 11.81%
$24.32 - $27.87 $67.2K - $77.1K
26.2K $693K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
59
+ 2.9%
$103.49 - $133.44 $6.11K - $7.87K
2.09K $275K
TDG
Trans Digm Group Inc

Industrials
7
+ 3.8%
$1231.75 - $1520.64 $8.62K - $10.6K
191 $290K
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
125
+ 1.28%
$26.38 - $32.66 $3.3K - $4.08K
9.87K $322K
LLY
Eli Lilly & CO

Healthcare
127
+ 8.56%
$713.71 - $898.95 $90.6K - $114K
1.61K $1.26M
VEU
Vanguard Ftse All World Ex Us

ETFs
7
+ 0.16%
$54.19 - $67.22 $379 - $471
4.34K $292K
TRP
Tc Energy Corp

Energy
394
+ 7.65%
$44.48 - $51.4 $17.5K - $20.3K
5.55K $270K
ELV
Elevance Health, Inc.

Healthcare
145
+ 20.8%
$372.27 - $452.69 $54K - $65.6K
842 $327K
PEP
Pepsico Inc

Consumer Defensive
1.22K
+ 15.78%
$128.02 - $151.37 $156K - $184K
8.93K $1.18M
MAIN
Main Street Capital Corp

Financial Services
86
+ 1.38%
$49.15 - $59.32 $4.23K - $5.1K
6.3K $372K
ADBE
Adobe Inc.

Technology
30
+ 1.15%
$340.0 - $420.68 $10.2K - $12.6K
2.64K $1.02M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
8
+ 0.06%
$36.25 - $42.28 $290 - $338
13.6K $574K
VNQ
Vanguard Specialized Funds Van

ETFs
294
+ 4.18%
$79.79 - $91.42 $23.5K - $26.9K
7.32K $651K
XLV
Select Sector Spdr Fund Health

ETFs
262
+ 13.69%
$128.77 - $144.3 $33.7K - $37.8K
2.18K $293K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
100
+ 1.9%
$77.74 - $78.78 $7.77K - $7.88K
5.36K $422K
IWD
Ishares Russell 1000 Val ETF

ETFs
1
+ 0.09%
$166.82 - $194.23 $167 - $194
1.13K $220K
QSR
Restaurant Brands International Inc.

Consumer Cyclical
53
+ 1.35%
$60.03 - $72.0 $3.18K - $3.82K
3.98K $263K
Ab Active Etfs Inc
244K
+ 484.08%
N/A
294K $0
T1 Energy Inc
26
+ 0.13%
N/A
20.6K $0
Ge Vernova Inc
660
+ 33.47%
N/A
2.63K $0
Linde PLC
102
+ 14.87%
N/A
788 $0
TMO
Thermo Fisher Scientific Inc.

Healthcare
90
+ 21.9%
$390.26 - $489.06 $35.1K - $44K
501 $203K
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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