Fsm Wealth Advisors, LLC has filed its 13F form on October 30, 2024 for Q3 2024 where it was disclosed a total value porftolio of $377 Million distributed in 191 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Jp Morgan Ultra Short Mun Inco with a value of $30.2M, Jp Morgan ETF Fd Tr Active Val with a value of $21.2M, Pimco Active Bond Exchange Tra with a value of $18.3M, Vanguard Total Stock Market Et with a value of $17.9M, and Vanguard Total World Stk Index with a value of $17.7M.
Examining the 13F form we can see an increase of $79.4M in the current position value, from $298M to 377M.
Fsm Wealth Advisors, LLC is based out at Cleveland, OH
Below you can find more details about Fsm Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$377 Million
ETFs: $265 Million
Technology: $37.9 Million
Healthcare: $14.3 Million
Industrials: $12.2 Million
Financial Services: $11.7 Million
Consumer Cyclical: $9.85 Million
Communication Services: $8.32 Million
Consumer Defensive: $7 Million
Other: $10.6 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
