Fsm Wealth Advisors, LLC Portfolio Holdings
Fsm Wealth Advisors, LLC
- $405 Million
- Q4 2024
Fsm Wealth Advisors, LLC has filed its 13F form on January 24, 2025 for Q4 2024 where it was disclosed a total value porftolio of $405 Million distributed in 194 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 $22.7M, Pimco Active Bond Exchange Tra with a value of $20.8M, Vanguard Total Stock Market Et with a value of $20M, and Vanguard Total World Stk Index with a value of $18.4M.
Examining the 13F form we can see an increase of $27.7M in the current position value, from $377M to 405M.
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 194
- Current Value $405 Million
- Prior Value $377 Million
- Filing
- Period Q4 2024
- Filing Date January 24, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 19 stocks
- Additional Purchases 122 stocks
- Sold out of 0 stocks
- Reduced holdings in 44 stocks