Fsm Wealth Advisors, LLC Reduced Holdings in Q3 2025

Fsm Wealth Advisors, LLC

  • $690 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GWW
W.W. Grainger, Inc.

Industrials
-750
- 54.9%
$932.44 - $1059.49 $699K - $795K
616 $587K
MUB
Ishares National Muni Bond ETF

ETFs
-5.66K
- 21.06%
$103.24 - $106.68 $584K - $604K
21.2K $2.26M
CI
Cigna Corp

Healthcare
-543
- 17.87%
$262.23 - $334.39 $142K - $182K
2.5K $719K
ADBE
Adobe Inc.

Technology
-534
- 20.2%
$333.65 - $392.1 $178K - $209K
2.11K $744K
ACN
Accenture PLC

Technology
-343
- 13.05%
$232.56 - $304.78 $79.8K - $105K
2.29K $563K
AMT
American Tower Corp

Real Estate
-31
- 0.53%
$192.32 - $232.35 $5.96K - $7.2K
5.79K $1.11M
CMCSA
Comcast Corp

Communication Services
-1.99K
- 14.57%
$31.41 - $36.33 $62.4K - $72.2K
11.7K $366K
IBM
International Business Machines Corp

Technology
-131
- 2.03%
$234.77 - $292.47 $30.8K - $38.3K
6.33K $1.78M
HON
Honeywell International Inc

Industrials
-51
- 1.2%
$207.7 - $240.4 $10.6K - $12.3K
4.19K $880K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-884
- 2.6%
$100.16 - $100.7 $88.5K - $89K
33.1K $3.33M
VRT
Vertiv Holdings CO

Industrials
-914
- 17.74%
N/A
4.24K $367K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-389
- 3.8%
$60.9 - $70.75 $23.7K - $27.5K
9.86K $615K
SYK
Stryker Corp

Healthcare
-15
- 0.64%
$368.57 - $403.53 $5.53K - $6.05K
2.34K $865K
ELV
Elevance Health, Inc.

Healthcare
-27
- 3.21%
$274.66 - $395.76 $7.42K - $10.7K
815 $263K
TDG
Trans Digm Group Inc

Industrials
-15
- 7.85%
$1271.04 - $1620.83 $19.1K - $24.3K
176 $231K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-129
- 3.26%
$57.1 - $70.52 $7.37K - $9.1K
3.83K $228K
WEN
Wendy'S CO

Consumer Cyclical
-75
- 0.48%
$9.09 - $11.88 $682 - $891
15.4K $141K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-65
- 4.09%
$259.44 - $278.65 $16.9K - $18.1K
1.52K $395K
VIG
Vanguard Dividend Appreciation

ETFs
-121
- 3.9%
N/A
2.99K $543K
SHW
Sherwin Williams CO

Basic Materials
-70
- 2.02%
$330.88 - $375.23 $23.2K - $26.3K
3.4K $1.18M
VHT
Vanguard Health Care ETF

ETFs
-93
- 5.19%
$239.12 - $259.95 $22.2K - $24.2K
1.7K $441K
AON
Aon PLC

Financial Services
-3
- 0.41%
$350.91 - $375.27 $1.05K - $1.13K
735 $262K
Fidelity Covington Trust
-87
- 0.18%
N/A
48.2K $0
Amplify ETF Tr
-812
- 8.85%
N/A
8.36K $0
FVD
First Tr Value Line Divid Inde

ETFs
-196
- 3.46%
$44.73 - $46.86 $8.77K - $9.18K
5.48K $253K
EPD
Enterprise Products Partners L.P.

Energy
-468
- 0.82%
$30.74 - $32.14 $14.4K - $15K
56.8K $1.78M
FTGC
First Trust Global Tactical CO

ETFs
-283
- 3.32%
$24.67 - $26.32 $6.98K - $7.45K
8.23K $213K
TIP
Ishares Tr Tips Bd ETF

ETFs
-10
- 0.26%
$109.11 - $111.88 $1.09K - $1.12K
3.83K $426K
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
-410
- 4.06%
$33.78 - $36.74 $13.8K - $15.1K
9.68K $352K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-354
- 1.35%
$26.38 - $27.95 $9.34K - $9.89K
25.8K $705K
SWK
Stanley Black & Decker, Inc.

Industrials
-112
- 3.43%
$66.98 - $79.52 $7.5K - $8.91K
3.15K $234K
SJM
J M Smucker CO

Consumer Defensive
-138
- 4.45%
$102.24 - $113.2 $14.1K - $15.6K
2.96K $321K
JPME
Jpmorgan Tr. Diversified Retur

ETFs
-314
- 2.89%
$103.48 - $109.86 $32.5K - $34.5K
10.5K $1.14M
IVW
Ishares S&P 500 Growth ETF

ETFs
-534
- 6.01%
$108.97 - $121.65 $58.2K - $65K
8.34K $1.01M
NSC
Norfolk Southern Corp

Industrials
-16
- 1.82%
$259.49 - $300.41 $4.15K - $4.81K
864 $259K
STE
Steris PLC

Healthcare
-18
- 0.33%
$221.21 - $252.43 $3.98K - $4.54K
5.4K $1.34M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-1.95K
- 4.06%
$24.46 - $26.5 $47.6K - $51.6K
46.1K $1.21M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-31
- 2.28%
$420.11 - $472.68 $13K - $14.7K
1.33K $622K
GRMN
Garmin LTD

Technology
-269
- 8.71%
$211.13 - $246.22 $56.8K - $66.2K
2.82K $694K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-850
- 3.2%
$181.56 - $190.33 $154K - $162K
25.7K $4.88M
FDL
First Tr Morningstar Dividend

ETFs
-3.1K
- 2.47%
$41.96 - $44.59 $130K - $138K
122K $5.31M
LECO
Lincoln Electric Holdings Inc

Industrials
-948
- 9.54%
$210.22 - $247.76 $199K - $235K
8.99K $2.12M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-1.55K
- 4.06%
$30.13 - $33.37 $46.8K - $51.8K
36.7K $1.22M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-12
- 0.04%
$36.04 - $38.78 $432 - $465
31.1K $1.2M
VGT
Vanguard Information Technolog

ETFs
-31
- 2.21%
$656.44 - $753.15 $20.3K - $23.3K
1.37K $1.02M
VONG
Vanguard Russell 1000 Growth E

ETFs
-374
- 2.97%
$108.08 - $121.73 $40.4K - $45.5K
12.2K $1.47M
FNX
First Tr Mid Cap Core Alphadex

ETFs
-739
- 3.47%
$115.08 - $126.88 $85K - $93.8K
20.5K $2.58M
VEA
Vanguard Ftse Developed Market

ETFs
-186
- 0.38%
$56.02 - $60.3 $10.4K - $11.2K
49.3K $2.96M
GLD
Spdr Gold Trust

ETFs
-9
- 0.25%
$300.96 - $355.47 $2.71K - $3.2K
3.6K $1.28M
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
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