Fsm Wealth Advisors, LLC New Holdings in Q3 2024

Fsm Wealth Advisors, LLC

  • $377 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
REET
Ishares Global Reit ETF

ETFs
245K
New
$23.07 - $27.17 $5.66M - $6.67M
245K $6.55M
STE
Steris PLC

Healthcare
4.99K
New
$213.51 - $247.14 $1.06M - $1.23M
4.99K $1.21M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
9.98K
New
$44.65 - $47.21 $446K - $471K
9.98K $466K
VV
Vanguard Large Cap ETF

ETFs
1.33K
New
$236.92 - $263.4 $314K - $349K
1.33K $349K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
297
New
$1024.09 - $1201.76 $304K - $357K
297 $312K
IEFA
Ishares Tr

ETFs
3.48K
New
$70.09 - $78.74 $244K - $274K
3.48K $271K
ISRG
Intuitive Surgical Inc

Healthcare
507
New
$416.14 - $494.01 $211K - $250K
507 $249K
ZTS
Zoetis Inc.

Healthcare
1.24K
New
$172.58 - $196.48 $215K - $244K
1.24K $242K
CPT
Camden Property Trust

Real Estate
1.97K
New
$107.5 - $126.88 $211K - $249K
1.97K $242K
CTAS
Cintas Corp

Industrials
1.14K
New
$201.38 - $819.83 $229K - $934K
1.14K $234K
TDG
Trans Digm Group Inc

Industrials
162
New
$1202.03 - $1427.41 $195K - $231K
162 $231K
IR
Ingersoll Rand Inc.

Industrials
2.31K
New
$86.9 - $100.4 $201K - $232K
2.31K $226K
CME
Cme Group Inc.

Financial Services
1.03K
New
$193.43 - $220.62 $198K - $226K
1.03K $226K
EQR
Equity Residential

Real Estate
3.04K
New
$67.19 - $78.09 $204K - $237K
3.04K $226K
DG
Dollar General Corp

Consumer Defensive
2.68K
New
$80.41 - $132.42 $215K - $354K
2.68K $226K
GPC
Genuine Parts CO

Consumer Cyclical
1.62K
New
$131.04 - $147.11 $212K - $238K
1.62K $225K
EMR
Emerson Electric CO

Industrials
2.04K
New
$98.19 - $118.87 $201K - $243K
2.04K $223K
AON
Aon PLC

Financial Services
643
New
$293.16 - $351.06 $189K - $226K
643 $222K
TRP
Tc Energy Corp

Energy
4.67K
New
$37.48 - $47.9 $175K - $224K
4.67K $222K
VNQ
Vanguard Specialized Funds Van

ETFs
2.24K
New
$82.97 - $98.97 $186K - $221K
2.24K $217K
CMA
Comerica Inc

Financial Services
3.59K
New
$49.93 - $61.49 $179K - $221K
3.59K $215K
ETN
Eaton Corp PLC

Industrials
651
New
$272.52 - $333.02 $177K - $217K
651 $215K
TMO
Thermo Fisher Scientific Inc.

Healthcare
339
New
$531.86 - $624.21 $180K - $212K
339 $209K
VBR
Vanguard Small Cap Value ETF

ETFs
1.04K
New
$179.99 - $201.6 $187K - $210K
1.04K $209K
BNDX
Vanguard Total International B

ETFs
4.08K
New
$48.42 - $50.35 $198K - $206K
4.08K $205K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
439
New
$460.0 - $505.78 $202K - $222K
439 $204K
CMI
Cummins Inc

Industrials
629
New
$266.63 - $326.4 $168K - $205K
629 $203K
CL
Colgate Palmolive CO

Consumer Defensive
1.96K
New
$95.54 - $108.77 $188K - $214K
1.96K $203K
GS
Goldman Sachs Group Inc

Financial Services
410
New
$459.02 - $510.25 $188K - $209K
410 $202K
VO
Vanguard Mid Cap ETF

ETFs
762
New
$237.84 - $263.83 $181K - $201K
762 $201K
FTV
Fortive Corp

Technology
2.55K
New
$67.01 - $79.2 $171K - $202K
2.55K $201K
VRT
Vertiv Holdings CO

Industrials
2.2K
New
$86.66 - $86.66 $191K - $191K
2.2K $190K
Ge Vernova Inc
1.71K
New
N/A
1.71K $0
Graniteshares ETF Tr
9.3K
New
N/A
9.3K $0
Linde PLC
509
New
N/A
509 $0
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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