Fsm Wealth Advisors, LLC New Holdings in Q1 2025

Fsm Wealth Advisors, LLC

  • $443 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.39K
New
$360.07 - $417.26 $500K - $580K
1.39K $501K
SPGI
S&P Global Inc.

Financial Services
865
New
$478.26 - $543.77 $414K - $470K
865 $439K
TIP
Ishares Tr Tips Bd ETF

ETFs
3.86K
New
$106.22 - $111.09 $410K - $429K
3.86K $429K
MAIN
Main Street Capital Corp

Financial Services
6.22K
New
$54.71 - $63.1 $340K - $392K
6.22K $351K
ABNB
Airbnb, Inc.

Consumer Cyclical
2.87K
New
$119.38 - $161.42 $343K - $463K
2.87K $342K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
2.96K
New
$110.75 - $119.78 $328K - $354K
2.96K $342K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
8.58K
New
$37.07 - $40.63 $318K - $349K
8.58K $337K
BWX
Spdr Bloomberg International T

ETFs
13.7K
New
$20.94 - $22.04 $288K - $303K
13.7K $300K
VRT
Vertiv Holdings CO

Industrials
3.44K
New
N/A
3.44K $297K
IWB
Ishares Tr Russell 1000 ETF

ETFs
942
New
$302.31 - $337.54 $285K - $318K
942 $288K
GNR
Spdr S&P Global Natural Resour

ETFs
5.18K
New
$50.12 - $54.48 $260K - $282K
5.18K $275K
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
11.7K
New
$21.48 - $22.98 $251K - $269K
11.7K $263K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
544
New
$402.49 - $513.76 $219K - $279K
544 $263K
CME
Cme Group Inc.

Financial Services
979
New
$225.82 - $266.54 $221K - $261K
979 $259K
PRCT
Procept Bio Robotics Corp

Healthcare
4.3K
New
$56.03 - $88.57 $241K - $381K
4.3K $250K
WM
Waste Management Inc

Industrials
1.03K
New
$200.54 - $233.78 $207K - $241K
1.03K $238K
PEN
Penumbra Inc

Healthcare
802
New
$237.28 - $303.76 $190K - $244K
802 $214K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
3.43K
New
$46.15 - $63.53 $158K - $218K
3.43K $211K
MMM
3 M CO

Industrials
1.42K
New
$129.7 - $155.12 $184K - $220K
1.42K $208K
CL
Colgate Palmolive CO

Consumer Defensive
2.22K
New
$85.68 - $97.5 $190K - $216K
2.22K $207K
TMO
Thermo Fisher Scientific Inc.

Healthcare
411
New
$497.6 - $606.74 $205K - $249K
411 $204K
HALO
Halozyme Therapeutics, Inc.

Healthcare
3.15K
New
$47.74 - $65.16 $150K - $205K
3.15K $201K
DB
Deutsche Bank Aktiengesellschaft

Financial Services
8.48K
New
$17.16 - $25.25 $145K - $214K
8.48K $201K
CYBR
Cyber Ark Software Ltd.

Technology
595
New
$312.8 - $414.31 $186K - $247K
595 $201K
VIG
Vanguard Dividend Appreciation

ETFs
1.1K
New
N/A
1.1K $200K
LESL
Leslie'S, Inc.

Consumer Cyclical
10.1K
New
$0.74 - $2.3 $7.49K - $23.3K
10.1K $7K
Ab Active Etfs Inc
50.3K
New
N/A
50.3K $0
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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