Vsm Wealth Advisory, LLC Purchases in Q1 2025

Vsm Wealth Advisory, LLC

  • $278 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Bristol Myers Squ 4pcnt Pfdconv
20
New
N/A
20 $18M
MBB
Ishares Tr

ETFs
183
New
$90.37 - $94.08 $16.5K - $17.2K
183 $17.2M
DX
Dynex Capital Inc

Real Estate
561
+ 2.36%
$12.18 - $14.42 $6.83K - $8.09K
24.4K $317M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
309
New
$49.67 - $51.43 $15.3K - $15.9K
309 $15.8M
Blackrock Inc New
16
New
N/A
16 $15.1M
CFLT
Confluent, Inc.

Technology
631
New
$23.44 - $37.65 $14.8K - $23.8K
631 $14.8M
TEF
Telefonica S A

Communication Services
1.5K
+ 12.81%
$3.89 - $4.73 $5.84K - $7.1K
13.2K $61.6M
ORCC
Owl Rock Capital Corp

Financial Services
981
+ 1635.0%
N/A
1.04K $15.3M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
132
+ 4.72%
$55.47 - $61.45 $7.32K - $8.11K
2.93K $173M
PEP
Pepsico Inc

Consumer Defensive
103
+ 13.61%
$142.64 - $156.42 $14.7K - $16.1K
860 $129M
CYCCP
Cyclacel Pharmaceuticals, Inc.

Healthcare
2.78K
New
N/A
2.78K $13M
TTE
Total Energies Se

Energy
200
New
N/A
200 $12.9M
BIIB
Biogen Inc.

Healthcare
92
New
$133.43 - $153.27 $12.3K - $14.1K
92 $12.6M
IJK
Ishares S&P Midcap 400 Growth

ETFs
144
New
$81.62 - $96.63 $11.8K - $13.9K
144 $12M
XVV
Ishares Tr Esg Screened S&P 50

ETFs
353
+ 26.28%
$42.24 - $47.29 $14.9K - $16.7K
1.7K $72.6M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
290
New
$37.07 - $40.63 $10.8K - $11.8K
290 $11.4M
SNOW
Snowflake Inc.

Technology
75
New
$146.16 - $192.78 $11K - $14.5K
75 $11M
Victoryshares Free Cash Flow ETF
283
New
N/A
283 $9.7M
PFE
Pfizer Inc

Healthcare
502
+ 18.61%
$25.01 - $27.13 $12.6K - $13.6K
3.2K $81.1M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
341
+ 10.56%
$24.6 - $24.99 $8.39K - $8.52K
3.57K $89.2M
Gmo U S Quality ETF
297
New
N/A
297 $9.28M
PSTG
Pure Storage, Inc.

Technology
200
New
$44.27 - $72.37 $8.85K - $14.5K
200 $8.85M
EAD
Allspring Income Opportunities Fund

Financial Services
1.34K
+ 16.13%
$6.8 - $7.06 $9.08K - $9.43K
9.61K $65.7M
FDX
Fedex Corp

Industrials
40
+ 121.21%
$230.33 - $281.53 $9.21K - $11.3K
73 $17.7M
RWL
Invesco Exchange Traded Fd Tr

ETFs
80
New
$96.9 - $104.39 $7.75K - $8.35K
80 $7.91M
MDB
Mongo Db, Inc.

Technology
45
New
$175.4 - $298.52 $7.89K - $13.4K
45 $7.89M
Arista Networks Inc
100
New
N/A
100 $7.75M
FTNT
Fortinet, Inc.

Technology
80
New
$92.49 - $114.57 $7.4K - $9.17K
80 $7.7M
Westport Fuel System I F
2K
+ 571.43%
N/A
2.35K $8.72M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
118
+ 12.25%
$48.43 - $49.9 $5.71K - $5.89K
1.08K $53.9M
Brookfield Infrastru Fclass A
200
New
N/A
200 $7.24M
VDE
Vanguard Energy ETF

ETFs
1
+ 0.12%
$119.14 - $132.76 $119 - $133
834 $108M
ACHR
Archer Aviation Inc.

Industrials
1K
New
$6.8 - $11.51 $6.8K - $11.5K
1K $7.11M
BP
Bp PLC

Energy
5
+ 0.31%
$29.93 - $35.31 $150 - $177
1.6K $54M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1
+ 0.05%
$58.01 - $64.46 $58 - $64.5
2.14K $133M
Dimensnl Ultrashrt Fixedincm ETF
121
+ 2.45%
N/A
5.06K $257M
DNP
Dnp Select Income Fund Inc

Financial Services
550
+ 49.86%
$8.93 - $9.92 $4.91K - $5.46K
1.65K $16.3M
KMI
Kinder Morgan, Inc.

Energy
4
+ 0.07%
$26.1 - $31.22 $104 - $125
5.5K $157M
WMB
Williams Companies, Inc.

Energy
100
New
$54.02 - $61.09 $5.4K - $6.11K
100 $5.98M
XLRE
Select Sector Spdr Tr Real Est

ETFs
140
New
$39.18 - $43.52 $5.49K - $6.09K
140 $5.85M
Ginkgo Bioworks Hldg Class A
1K
New
N/A
1K $5.7M
WBD
Warner Bros. Discovery, Inc.

Communication Services
500
+ 24.95%
$9.47 - $11.46 $4.74K - $5.73K
2.5K $26.9M
TCPC
Black Rock Tcp Capital Corp.

Financial Services
1.54K
+ 15.86%
$7.72 - $9.45 $11.9K - $14.5K
11.2K $90M
ETG
Eaton Vance Tax Advantaged Global Dividend Income Fund

Financial Services
299
+ 103.82%
$18.12 - $19.21 $5.42K - $5.74K
587 $10.7M
MPLX
Mplx LP

Energy
23
+ 3.59%
$47.88 - $54.65 $1.1K - $1.26K
664 $35.5M
GT
Goodyear Tire & Rubber CO

Consumer Cyclical
501
New
$8.17 - $10.63 $4.09K - $5.33K
501 $4.63M
DG
Dollar General Corp

Consumer Defensive
50
New
$68.44 - $87.93 $3.42K - $4.4K
50 $4.4M
SCHW
Schwab Charles Corp

Financial Services
2
+ 0.2%
$71.24 - $83.64 $142 - $167
980 $76.7M
TSPA
T Rowe Price ETF Inc Us Equity

ETFs
122
New
$34.58 - $38.65 $4.22K - $4.72K
122 $4.29M
Activity Summary
Buys All Purchases 195 New Holdings 69 Increased Positions 126 Sells All Sells 52 Reductions 52 Sold out 0 Options Calls 0 Puts 0
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