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
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
481
New
$328.01 - $475.68 $158K - $229K
481 $225K
NSC
Norfolk Southern Corp

Industrials
880
New
$206.34 - $257.46 $182K - $227K
880 $225K
WELL
Welltower Inc.

Real Estate
1.46K
New
$136.49 - $155.22 $199K - $226K
1.46K $224K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
4.39K
New
$40.79 - $50.93 $179K - $223K
4.39K $223K
URI
United Rentals, Inc.

Industrials
296
New
$551.94 - $753.4 $163K - $223K
296 $223K
IJK
Ishares S&P Midcap 400 Growth

ETFs
2.42K
New
$73.7 - $90.98 $179K - $221K
2.42K $220K
SWK
Stanley Black & Decker, Inc.

Industrials
3.26K
New
$55.86 - $76.98 $182K - $251K
3.26K $220K
GILD
Gilead Sciences, Inc.

Healthcare
1.98K
New
$96.91 - $113.0 $192K - $224K
1.98K $219K
ATO
Atmos Energy Corp

Utilities
1.42K
New
$145.06 - $162.66 $205K - $230K
1.42K $218K
CTRA
Coterra Energy Inc.

Energy
8.56K
New
$22.6 - $29.07 $194K - $249K
8.56K $217K
MPWR
Monolithic Power Systems Inc

Technology
296
New
$455.19 - $737.73 $135K - $218K
296 $216K
AWK
American Water Works Company, Inc.

Utilities
1.54K
New
$133.82 - $151.96 $206K - $234K
1.54K $214K
NET
Cloudflare, Inc.

Technology
1.09K
New
$97.08 - $195.83 $106K - $213K
1.09K $212K
KEYS
Keysight Technologies, Inc.

Technology
1.3K
New
$127.02 - $165.4 $164K - $214K
1.3K $212K
AMD
Advanced Micro Devices Inc

Technology
1.49K
New
$78.21 - $143.81 $116K - $214K
1.49K $211K
FTGC
First Trust Global Tactical CO

ETFs
8.52K
New
$23.09 - $25.91 $197K - $221K
8.52K $210K
XLY
Select Sector Spdr Consumer Di

ETFs
948
New
$176.34 - $218.59 $167K - $207K
948 $206K
XLC
Select Sector Spdr Tr Communic

ETFs
1.88K
New
$86.13 - $108.53 $162K - $204K
1.88K $203K
SKYY
First Trust Cloud Computing Et

ETFs
1.68K
New
$89.46 - $121.64 $150K - $204K
1.68K $203K
SNA
Snap On Inc

Industrials
650
New
$292.36 - $342.2 $190K - $222K
650 $202K
USB
Us Bancorp \De\

Financial Services
4.47K
New
$36.4 - $45.76 $163K - $205K
4.47K $202K
NVT
N Vent Electric PLC

Industrials
2.74K
New
$45.2 - $73.35 $124K - $201K
2.74K $200K
CTVA
Corteva, Inc.

Basic Materials
2.68K
New
$55.52 - $74.53 $149K - $200K
2.68K $199K
NVS
Novartis Ag

Healthcare
1.65K
New
$101.96 - $121.01 $168K - $200K
1.65K $199K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
2.17K
New
$87.84 - $1441.89 $190K - $3.12M
2.17K $195K
AES
Aes Corp

Utilities
12.9K
New
$9.63 - $12.55 $125K - $162K
12.9K $136K
SPYI
Shp ETF Tr Neos S&P 500 High I
6.47K
New
N/A
6.47K $0
Ishares Bitcoin Trust ETF
4.86K
New
N/A
4.86K $0
Fidelity Covington Trust
48.3K
New
N/A
48.3K $0
Lam Research Corp
3.71K
New
N/A
3.71K $0
Amplify ETF Tr
9.17K
New
N/A
9.17K $0
Blackrock Inc
194
New
N/A
194 $0
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
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