Fsm Wealth Advisors, LLC New Holdings in Q3 2025

Fsm Wealth Advisors, LLC

  • $690 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IAU
Ishares Gold Trust

ETFs
8.19K
New
$61.62 - $72.77 $505K - $596K
8.19K $595K
VGSH
Vanguard

ETFs
9.62K
New
$58.43 - $58.88 $562K - $566K
9.62K $566K
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
7.67K
New
$59.11 - $67.35 $453K - $517K
7.67K $508K
UNP
Union Pacific Corp

Industrials
1.88K
New
$214.91 - $237.16 $404K - $446K
1.88K $444K
VGIT
Vanguard Intermediate Term Tre

ETFs
6.07K
New
$58.97 - $60.36 $358K - $367K
6.07K $364K
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
3.59K
New
$80.0 - $88.06 $288K - $316K
3.59K $313K
MS
Morgan Stanley

Financial Services
1.8K
New
$139.09 - $161.16 $251K - $290K
1.8K $286K
BX
Blackstone Inc.

Financial Services
1.64K
New
$152.77 - $188.68 $250K - $308K
1.64K $279K
APH
Amphenol Corp

Technology
2.16K
New
$97.39 - $125.4 $210K - $271K
2.16K $267K
COP
Conocophillips

Energy
2.76K
New
$91.0 - $98.99 $251K - $273K
2.76K $260K
PSTG
Pure Storage, Inc.

Technology
3.06K
New
$54.47 - $88.29 $167K - $270K
3.06K $256K
HOOD
Robinhood Markets, Inc.

Technology
1.79K
New
$91.27 - $143.18 $163K - $256K
1.79K $255K
MU
Micron Technology Inc

Technology
1.49K
New
$104.88 - $168.89 $156K - $251K
1.49K $248K
APP
App Lovin Corp

Technology
345
New
$335.1 - $718.54 $116K - $248K
345 $247K
SCHW
Schwab Charles Corp

Financial Services
2.58K
New
$91.03 - $98.69 $235K - $255K
2.58K $246K
TMUS
T Mobile Us, Inc.

Communication Services
1.03K
New
$226.02 - $259.01 $232K - $265K
1.03K $245K
ITW
Illinois Tool Works Inc

Industrials
912
New
$252.31 - $269.41 $230K - $246K
912 $237K
JCI
Johnson Controls International PLC

Industrials
2.14K
New
$103.24 - $111.73 $221K - $239K
2.14K $234K
COF
Capital One Financial Corp

Financial Services
1.08K
New
$207.29 - $229.74 $224K - $249K
1.08K $230K
EOG
Eog Resources Inc

Energy
2K
New
$112.12 - $126.1 $224K - $252K
2K $224K
BK
Bank Of New York Mellon Corp

Financial Services
2.04K
New
$90.65 - $109.75 $185K - $224K
2.04K $222K
TXN
Texas Instruments Inc

Technology
1.14K
New
N/A
1.14K $221K
BKNG
Booking Holdings Inc.

Consumer Cyclical
41
New
$5364.25 - $5815.92 $220K - $238K
41 $221K
CRDO
Credo Technology Group Holding LTD

Technology
1.51K
New
$87.59 - $172.31 $132K - $260K
1.51K $219K
MSI
Motorola Solutions, Inc.

Technology
478
New
$408.73 - $490.3 $195K - $234K
478 $218K
SO
Southern CO

Utilities
2.3K
New
$90.83 - $96.0 $209K - $221K
2.3K $217K
FIX
Comfort Systems Usa Inc

Industrials
263
New
$521.66 - $825.18 $137K - $217K
263 $217K
GD
General Dynamics Corp

Industrials
635
New
$293.92 - $341.0 $187K - $217K
635 $216K
INTC
Intel Corp

Technology
6.3K
New
$19.31 - $35.5 $122K - $224K
6.3K $211K
PEN
Penumbra Inc

Healthcare
834
New
$227.15 - $287.09 $189K - $239K
834 $211K
MO
Altria Group, Inc.

Consumer Defensive
3.19K
New
$57.75 - $67.68 $184K - $216K
3.19K $210K
SHOP
Shopify Inc.

Technology
1.41K
New
$112.11 - $157.12 $158K - $222K
1.41K $209K
CTAS
Cintas Corp

Industrials
1.01K
New
$199.29 - $226.27 $202K - $229K
1.01K $208K
STRL
Sterling Construction CO Inc

Industrials
611
New
$222.54 - $371.84 $136K - $227K
611 $207K
DHI
Horton D R Inc

Consumer Cyclical
1.2K
New
$129.82 - $184.04 $156K - $221K
1.2K $203K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
2.35K
New
$68.94 - $86.3 $162K - $203K
2.35K $202K
CCJ
Cameco Corp

Energy
2.42K
New
$70.47 - $86.89 $171K - $210K
2.42K $202K
TPR
Tapestry, Inc.

Consumer Cyclical
1.78K
New
$86.48 - $116.14 $154K - $207K
1.78K $201K
EXC
Exelon Corp

Utilities
4.48K
New
$42.73 - $45.54 $192K - $204K
4.48K $201K
BGNE
Bei Gene, Ltd.

Healthcare
671
New
N/A
671 $152K
MVIS
Microvision, Inc.

Technology
13.1K
New
N/A
13.1K $13K
Arista Networks Inc
2.13K
New
N/A
2.13K $0
Totalenergies Se
5.3K
New
N/A
5.3K $0
Rtx Corporation
11.6K
New
N/A
11.6K $0
Quanta Svcs Inc
767
New
N/A
767 $0
Target Corp
2.47K
New
N/A
2.47K $0
Activity Summary
Buys All Purchases 245 New Holdings 47 Increased Positions 198 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Fsm Wealth Advisors, LLC Portfolio

Follow Fsm Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fsm Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fsm Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email