Fsm Wealth Advisors, LLC Reduced Holdings in Q2 2025

Fsm Wealth Advisors, LLC

  • $603 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MUB
Ishares National Muni Bond ETF

ETFs
-46.7K
- 63.47%
$102.31 - $105.8 $4.78M - $4.94M
26.9K $2.81M
UNH
Unitedhealth Group Inc

Healthcare
-2.46K
- 70.23%
$274.35 - $599.47 $675K - $1.48M
1.04K $325K
RWO
Spdr Dow Jones Global Real Est

ETFs
-18.8K
- 28.5%
$38.85 - $45.0 $731K - $847K
47.2K $2.08M
COST
Costco Wholesale Corp

Consumer Defensive
-411
- 14.62%
$908.13 - $1056.85 $373K - $434K
2.4K $2.38M
EPD
Enterprise Products Partners L.P.

Energy
-413
- 0.72%
$28.95 - $34.22 $12K - $14.1K
57.2K $1.77M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-3.53K
- 0.59%
$50.52 - $50.92 $178K - $179K
592K $30.1M
V
Visa Inc.

Financial Services
-447
- 4.13%
$308.27 - $373.31 $138K - $167K
10.4K $3.69M
KLAC
Kla Corp

Technology
-209
- 46.44%
$576.53 - $902.94 $120K - $189K
241 $215K
XLK
Technology Sector Spdr

ETFs
-859
- 30.43%
$179.73 - $253.23 $154K - $218K
1.96K $497K
DHR
Danaher Corp

Healthcare
-86
- 1.44%
$174.64 - $205.16 $15K - $17.6K
5.89K $1.16M
NVO
Novo Nordisk A S

Healthcare
-698
- 12.31%
$58.08 - $81.05 $40.5K - $56.6K
4.97K $343K
NKE
Nike, Inc.

Consumer Cyclical
-1.34K
- 22.05%
$53.27 - $72.04 $71.2K - $96.3K
4.73K $335K
DE
Deere & CO

Industrials
-209
- 13.48%
$412.99 - $531.48 $86.3K - $111K
1.34K $681K
FDX
Fedex Corp

Industrials
-117
- 12.07%
$198.07 - $245.17 $23.2K - $28.7K
852 $193K
AON
Aon PLC

Financial Services
-27
- 3.53%
$335.85 - $398.81 $9.07K - $10.8K
738 $263K
AZN
Astrazeneca PLC

Healthcare
-222
- 3.12%
$64.87 - $75.0 $14.4K - $16.7K
6.9K $481K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-6
- 1.1%
$421.16 - $509.5 $2.53K - $3.06K
538 $239K
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
-286
- 2.44%
$20.16 - $23.26 $5.77K - $6.65K
11.4K $249K
CRM
Salesforce, Inc.

Technology
-69
- 4.76%
$236.26 - $291.15 $16.3K - $20.1K
1.38K $376K
TTE
Total Energies Se

Energy
-170
- 2.74%
N/A
6.04K $414K
TIP
Ishares Tr Tips Bd ETF

ETFs
-23
- 0.6%
$107.93 - $110.97 $2.48K - $2.55K
3.84K $422K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-31
- 0.31%
$48.13 - $49.85 $1.49K - $1.55K
9.86K $483K
PRCT
Procept Bio Robotics Corp

Healthcare
-18
- 0.42%
$48.82 - $65.05 $879 - $1.17K
4.28K $246K
HEIA
Heico Crp Cl A
-8
- 0.49%
N/A
1.61K $0
Graniteshares ETF Tr
-2.97K
- 74.76%
N/A
1K $0
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-23
- 5.24%
$468.22 - $566.51 $10.8K - $13K
416 $235K
GNR
Spdr S&P Global Natural Resour

ETFs
-51
- 0.98%
$45.66 - $55.03 $2.33K - $2.81K
5.13K $278K
SPGI
S&P Global Inc.

Financial Services
-23
- 2.66%
$438.31 - $527.29 $10.1K - $12.1K
842 $443K
BWX
Spdr Bloomberg International T

ETFs
-338
- 2.46%
$21.87 - $23.49 $7.39K - $7.94K
13.4K $314K
VBR
Vanguard Small Cap Value ETF

ETFs
-21
- 0.76%
$162.76 - $195.77 $3.42K - $4.11K
2.74K $534K
DB
Deutsche Bank Aktiengesellschaft

Financial Services
-737
- 8.7%
$19.5 - $30.4 $14.4K - $22.4K
7.74K $226K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-96
- 1.12%
$34.72 - $42.74 $3.33K - $4.1K
8.48K $362K
CYBR
Cyber Ark Software Ltd.

Technology
-15
- 2.52%
$305.98 - $406.88 $4.59K - $6.1K
580 $235K
SAP
Sap Se

Technology
-87
- 4.6%
$237.53 - $309.8 $20.7K - $27K
1.81K $549K
ASML
Asml Holding Nv

Technology
-51
- 8.13%
$595.37 - $815.24 $30.4K - $41.6K
576 $461K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-30
- 2.16%
$320.42 - $424.58 $9.61K - $12.7K
1.36K $577K
CW
Curtiss Wright Corp

Industrials
-76
- 10.94%
$283.18 - $488.55 $21.5K - $37.1K
619 $302K
LECO
Lincoln Electric Holdings Inc

Industrials
-270
- 2.64%
$167.18 - $211.38 $45.1K - $57.1K
9.94K $2.06M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-1K
- 14.47%
$141.37 - $228.57 $142K - $229K
5.92K $1.34M
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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