Fsm Wealth Advisors, LLC New Holdings in Q2 2025

Fsm Wealth Advisors, LLC

  • $603 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
FDL
First Tr Morningstar Dividend

ETFs
125K
New
$38.19 - $43.19 $4.79M - $5.42M
125K $5.25M
RSP
Invesco S&P 500 Equal Weight E

ETFs
26.6K
New
$152.93 - $181.74 $4.06M - $4.83M
26.6K $4.83M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
46.1K
New
$91.43 - $91.74 $4.22M - $4.23M
46.1K $4.23M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
34K
New
$100.04 - $100.54 $3.4M - $3.41M
34K $3.41M
ITA
Ishares Tr

ETFs
14.8K
New
$135.31 - $188.64 $2.01M - $2.8M
14.8K $2.8M
FNX
First Tr Mid Cap Core Alphadex

ETFs
21.3K
New
$94.92 - $114.85 $2.02M - $2.44M
21.3K $2.44M
SUB
Ishares Short Term National Mu

ETFs
13.2K
New
$104.77 - $106.34 $1.39M - $1.41M
13.2K $1.41M
GLD
Spdr Gold Trust

ETFs
3.61K
New
$273.71 - $316.29 $988K - $1.14M
3.61K $1.1M
CI
Cigna Corp

Healthcare
3.04K
New
$301.89 - $340.04 $917K - $1.03M
3.04K $1M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
9.68K
New
$57.46 - $75.58 $556K - $732K
9.68K $731K
CVS
Cvs Health Corp

Healthcare
9.91K
New
$60.04 - $70.18 $595K - $696K
9.91K $683K
MPC
Marathon Petroleum Corp

Energy
3.88K
New
$118.55 - $170.08 $460K - $660K
3.88K $644K
TFC
Truist Financial Corp

Financial Services
14.9K
New
$34.79 - $42.99 $518K - $640K
14.9K $639K
PNC
Pnc Financial Services Group, Inc.

Financial Services
2.99K
New
$149.76 - $186.42 $448K - $557K
2.99K $557K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
7.65K
New
$68.13 - $74.77 $521K - $572K
7.65K $557K
DG
Dollar General Corp

Consumer Defensive
4.77K
New
$86.02 - $114.95 $410K - $548K
4.77K $545K
FBCG
Fidelity Covington Tr Blue Chi

ETFs
11.2K
New
$35.12 - $48.24 $393K - $540K
11.2K $539K
ACWI
Ishares Msci Acwi ETF

ETFs
3.96K
New
$103.59 - $128.6 $411K - $510K
3.96K $509K
TQQQ
Proshares Ultrapro Qqq

ETFs
6K
New
$38.9 - $83.0 $233K - $498K
6K $498K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
3.67K
New
$114.78 - $133.31 $422K - $490K
3.67K $489K
WMB
Williams Companies, Inc.

Energy
7.67K
New
$54.33 - $62.87 $417K - $482K
7.67K $482K
LMT
Lockheed Martin Corp

Industrials
1.02K
New
$430.82 - $486.45 $438K - $495K
1.02K $471K
EA
Electronic Arts Inc.

Communication Services
2.85K
New
$132.53 - $159.7 $378K - $456K
2.85K $455K
IXG
Ishares Global Fin'L ETF

ETFs
4.08K
New
$90.79 - $110.82 $370K - $452K
4.08K $451K
VHT
Vanguard Health Care ETF

ETFs
1.79K
New
$236.71 - $261.92 $424K - $470K
1.79K $445K
MDT
Medtronic PLC

Healthcare
4.87K
New
$80.68 - $88.86 $393K - $433K
4.87K $424K
AMGN
Amgen Inc

Healthcare
1.5K
New
$262.28 - $309.85 $394K - $466K
1.5K $419K
TJX
Tjx Companies Inc

Consumer Cyclical
3.01K
New
$119.13 - $135.03 $358K - $406K
3.01K $371K
RPM
Rpm International Inc

Basic Materials
3.19K
New
$96.97 - $117.58 $310K - $375K
3.19K $350K
FAST
Fastenal CO

Industrials
8.3K
New
$40.65 - $83.16 $338K - $691K
8.3K $348K
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
10.1K
New
$27.79 - $34.16 $280K - $345K
10.1K $343K
BWA
Borgwarner Inc

Consumer Cyclical
9.63K
New
$24.84 - $33.92 $239K - $327K
9.63K $322K
EME
Emcor Group, Inc.

Industrials
599
New
$342.02 - $534.89 $205K - $320K
599 $320K
NOW
Service Now, Inc.

Technology
311
New
$721.65 - $1040.18 $224K - $323K
311 $319K
AB
Alliancebernstein Holding L.P.

Financial Services
7.72K
New
$33.0 - $41.77 $255K - $322K
7.72K $315K
SJM
J M Smucker CO

Consumer Defensive
3.1K
New
$94.41 - $118.52 $292K - $367K
3.1K $304K
LHX
L3 Harris Technologies, Inc.

Industrials
1.18K
New
$200.21 - $256.99 $236K - $302K
1.18K $295K
NUE
Nucor Corp

Basic Materials
2.14K
New
$103.22 - $131.43 $221K - $282K
2.14K $277K
WEC
Wec Energy Group, Inc.

Utilities
2.6K
New
$102.24 - $109.76 $265K - $285K
2.6K $270K
FVD
First Tr Value Line Divid Inde

ETFs
5.67K
New
$40.62 - $45.12 $230K - $256K
5.67K $253K
WFC
Wells Fargo & Company

Financial Services
3.15K
New
$60.98 - $80.12 $192K - $252K
3.15K $252K
C
Citigroup Inc

Financial Services
2.83K
New
$58.13 - $85.12 $164K - $241K
2.83K $240K
UBER
Uber Technologies, Inc

Technology
2.55K
New
$64.62 - $93.3 $165K - $238K
2.55K $238K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
4.24K
New
$45.98 - $56.15 $195K - $238K
4.24K $237K
FCX
Freeport Mcmoran Inc

Basic Materials
5.42K
New
$29.15 - $44.46 $158K - $241K
5.42K $235K
TGT
Target Corp

Consumer Defensive
2.38K
New
$88.76 - $105.77 $212K - $252K
2.38K $235K
NEE
Nextera Energy Inc

Utilities
3.32K
New
$64.11 - $75.0 $213K - $249K
3.32K $230K
RJF
Raymond James Financial Inc

Financial Services
1.48K
New
$123.65 - $153.88 $183K - $227K
1.48K $226K
CASY
Caseys General Stores Inc

Consumer Cyclical
443
New
$415.82 - $510.91 $184K - $226K
443 $226K
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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