Fsm Wealth Advisors, LLC Reduced Holdings in Q3 2024

Fsm Wealth Advisors, LLC

  • $377 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
RWO
Spdr Dow Jones Global Real Est

ETFs
-116K
- 59.64%
$41.23 - $48.48 $4.78M - $5.62M
78.5K $3.73M
QCOM
Qualcomm Inc

Technology
-1.51K
- 22.43%
$156.12 - $209.64 $236K - $317K
5.22K $887K
NUE
Nucor Corp

Basic Materials
-450
- 23.54%
$137.77 - $166.14 $62K - $74.8K
1.46K $219K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-86
- 16.38%
$523.84 - $572.02 $45.1K - $49.2K
439 $250K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-226
- 12.59%
$256.4 - $289.78 $57.9K - $65.5K
1.57K $445K
VGT
Vanguard Information Technolog

ETFs
-44
- 3.09%
$514.43 - $606.85 $22.6K - $26.7K
1.38K $809K
XLV
Select Sector Spdr Fund Health

ETFs
-54
- 3.33%
$143.3 - $157.24 $7.74K - $8.49K
1.57K $241K
PEP
Pepsico Inc

Consumer Defensive
-181
- 2.43%
$161.9 - $179.3 $29.3K - $32.5K
7.27K $1.24M
WEN
Wendy'S CO

Consumer Cyclical
-23
- 0.15%
$15.83 - $18.24 $364 - $420
15.3K $268K
XLF
Financial Sector Spdr

ETFs
-198
- 3.59%
$40.84 - $45.74 $8.09K - $9.06K
5.32K $240K
JNJ
Johnson & Johnson

Healthcare
-208
- 6.23%
$145.48 - $167.38 $30.3K - $34.8K
3.13K $507K
MCD
Mcdonalds Corp

Consumer Cyclical
-9
- 0.9%
$245.82 - $304.51 $2.21K - $2.74K
986 $300K
VEA
Vanguard Ftse Developed Market

ETFs
-1.17K
- 3.14%
$47.6 - $53.31 $55.8K - $62.5K
36.2K $1.91M
RTX
Raytheon Technologies Corp

Industrials
-64
- 1.12%
$99.55 - $123.34 $6.37K - $7.89K
5.64K $683K
AMT
American Tower Corp

Real Estate
-172
- 3.77%
$192.27 - $242.73 $33.1K - $41.7K
4.39K $1.02M
Activity Summary
Buys All Purchases 159 New Holdings 36 Increased Positions 123 Sells All Sells 16 Reductions 16 Sold out 0 Options Calls 0 Puts 1
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