Fsm Wealth Advisors, LLC Portfolio Holdings
Fsm Wealth Advisors, LLC
- $377 Million
- Q3 2024
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.
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 191
- Current Value $377 Million
- Prior Value $298 Million
- Filing
- Period Q3 2024
- Filing Date October 30, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 36 stocks
- Additional Purchases 123 stocks
- Sold out of 0 stocks
- Reduced holdings in 16 stocks