Fsm Wealth Advisors, LLC Sells in Q1 2025

Fsm Wealth Advisors, LLC

  • $443 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-23.6K
- 13.04%
$50.39 - $50.66 $1.19M - $1.19M
157K $7.96M
LECO
Lincoln Electric Holdings Inc

Industrials
-4.92K
- 32.52%
$180.51 - $216.81 $888K - $1.07M
10.2K $1.93M
RWO
Spdr Dow Jones Global Real Est

ETFs
-22K
- 25.01%
$41.41 - $45.24 $912K - $996K
66K $2.88M
TSLA
Tesla, Inc.

Consumer Cyclical
-231
- 4.56%
$222.15 - $428.22 $51.3K - $98.9K
4.84K $1.25M
GWW
W.W. Grainger, Inc.

Industrials
-182
- 11.8%
$953.54 - $1132.42 $174K - $206K
1.36K $1.34M
MRK
Merck & Co., Inc.

Healthcare
-1.85K
- 27.54%
$83.01 - $101.02 $153K - $187K
4.86K $436K
COST
Costco Wholesale Corp

Consumer Defensive
-337
- 10.71%
$890.62 - $1076.86 $300K - $363K
2.81K $2.66M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-4.71K
- 6.83%
$21.23 - $23.75 $99.9K - $112K
64.3K $1.38M
IVV
Ishares Core S&P 500 ETF

ETFs
-78
- 1.68%
$554.06 - $615.85 $43.2K - $48K
4.57K $2.57M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-1.82K
- 25.71%
$76.94 - $78.28 $140K - $143K
5.26K $411K
HD
Home Depot, Inc.

Consumer Cyclical
-30
- 0.7%
$347.25 - $424.87 $10.4K - $12.7K
4.24K $1.55M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-282
- 15.2%
$221.78 - $273.45 $62.5K - $77.1K
1.57K $357K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-922
- 1.9%
$21.75 - $24.28 $20.1K - $22.4K
47.5K $1.05M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-26
- 1.37%
$254.58 - $302.92 $6.62K - $7.88K
1.87K $477K
IXUS
Ishares Tr

ETFs
-1.2K
- 10.53%
$65.06 - $72.31 $77.7K - $86.4K
10.2K $708K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-372
- 13.25%
$95.85 - $99.25 $35.7K - $36.9K
2.44K $240K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
-406
- 16.64%
$96.27 - $116.36 $39.1K - $47.2K
2.03K $236K
GS
Goldman Sachs Group Inc

Financial Services
-37
- 8.62%
$524.81 - $672.19 $19.4K - $24.9K
392 $214K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-418
- 4.05%
$49.25 - $50.66 $20.6K - $21.2K
9.89K $490K
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
-131
- 1.26%
$61.91 - $66.79 $8.11K - $8.75K
10.2K $638K
IWD
Ishares Russell 1000 Val ETF

ETFs
-101
- 8.19%
$182.82 - $196.21 $18.5K - $19.8K
1.13K $212K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-36
- 0.39%
$25.58 - $29.24 $921 - $1.05K
9.28K $243K
T1 Energy Inc
-22
- 0.11%
N/A
20.6K $0
Graniteshares ETF Tr
-50
- 1.24%
N/A
3.97K $0
FE
Firstenergy Corp

Utilities
-17
- 0.19%
$37.95 - $43.5 $645 - $740
9.01K $364K
CVX
Chevron Corp

Energy
-902
- 12.97%
$146.71 - $167.97 $132K - $152K
6.05K $1.01M
SHW
Sherwin Williams CO

Basic Materials
-32
- 1.38%
$330.16 - $365.55 $10.6K - $11.7K
2.29K $798K
UNH
Unitedhealth Group Inc

Healthcare
-57
- 1.6%
$461.52 - $548.18 $26.3K - $31.2K
3.5K $1.84M
VEA
Vanguard Ftse Developed Market

ETFs
-102
- 0.26%
$47.4 - $52.99 $4.83K - $5.4K
39.9K $2.03M
Activity Summary
Buys All Purchases 172 New Holdings 28 Increased Positions 144 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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