Vsm Wealth Advisory, LLC Purchases in Q2 2025

Vsm Wealth Advisory, LLC

  • $303 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NEE
Nextera Energy Inc

Utilities
673
New
$64.11 - $75.0 $43.1K - $50.5K
673 $46.7M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
388
New
$107.61 - $119.09 $41.8K - $46.2K
388 $46M
O
Realty Income Corp

Real Estate
753
New
$52.27 - $58.52 $39.4K - $44.1K
753 $43.4M
NOW
Service Now, Inc.

Technology
42
New
$721.65 - $1040.18 $30.3K - $43.7K
42 $43.2M
BOND
Pimco Active Bond Exchange Tra

ETFs
488
+ 3.94%
$89.87 - $92.93 $43.9K - $45.3K
12.9K $1.19B
EPD
Enterprise Products Partners L.P.

Energy
1.38K
+ 208.3%
$28.95 - $34.22 $40K - $47.3K
2.04K $63.4M
TD
Toronto Dominion Bank

Financial Services
537
New
$55.71 - $73.45 $29.9K - $39.4K
537 $39.4M
KNSL
Kinsale Capital Group, Inc.

Financial Services
80
New
$419.99 - $501.97 $33.6K - $40.2K
80 $38.7M
IVW
Ishares S&P 500 Growth ETF

ETFs
2
+ 0.09%
$82.96 - $110.1 $166 - $220
2.19K $241M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
1.02K
+ 0.58%
$22.68 - $23.28 $23.2K - $23.8K
177K $4.12B
CCJ
Cameco Corp

Energy
468
New
$36.68 - $74.46 $17.2K - $34.8K
468 $34.7M
DT
Dynatrace, Inc.

Technology
617
New
$41.21 - $55.9 $25.4K - $34.5K
617 $34.1M
AZN
Astrazeneca PLC

Healthcare
470
New
$64.87 - $75.0 $30.5K - $35.3K
470 $32.8M
CB
Chubb LTD

Financial Services
110
New
$274.32 - $302.46 $30.2K - $33.3K
110 $31.9M
TGT
Target Corp

Consumer Defensive
323
+ 1113.79%
$88.76 - $105.77 $28.7K - $34.2K
352 $34.7M
SPG
Simon Property Group Inc

Real Estate
185
New
$140.37 - $171.44 $26K - $31.7K
185 $29.7M
CMCSA
Comcast Corp

Communication Services
834
+ 159.46%
$32.84 - $36.72 $27.4K - $30.6K
1.36K $48.4M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
521
+ 35.91%
$32.66 - $40.75 $17K - $21.2K
1.97K $79.8M
MO
Altria Group, Inc.

Consumer Defensive
477
+ 45.43%
$55.56 - $60.91 $26.5K - $29.1K
1.53K $89.5M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
4
+ 0.04%
$24.38 - $30.18 $97.5 - $121
9.97K $301M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
28
+ 0.96%
$52.84 - $65.52 $1.48K - $1.83K
2.96K $194M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1
+ 0.42%
$416.06 - $551.64 $416 - $552
241 $133M
AMT
American Tower Corp

Real Estate
90
+ 136.36%
$203.96 - $228.19 $18.4K - $20.5K
156 $34.5M
CSCO
Cisco Systems, Inc.

Technology
140
+ 10.93%
$53.19 - $69.38 $7.45K - $9.71K
1.42K $98.6M
XVV
Ishares Tr Esg Screened S&P 50

ETFs
235
+ 13.86%
$37.93 - $47.69 $8.91K - $11.2K
1.93K $92.1M
AKAM
Akamai Technologies Inc

Technology
239
New
N/A
239 $19.1M
Fs Specialty Lending Fund
895
New
N/A
895 $18.1M
ENPH
Enphase Energy, Inc.

Technology
434
New
$34.56 - $62.52 $15K - $27.1K
434 $17.2M
UNM
Unum Group

Financial Services
210
New
$70.48 - $82.91 $14.8K - $17.4K
210 $17M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
38
New
$421.16 - $509.5 $16K - $19.4K
38 $16.9M
MPLX
Mplx LP

Energy
325
+ 48.95%
$46.68 - $53.89 $15.2K - $17.5K
989 $50.9M
Nextracker Inc Class A
267
New
N/A
267 $14.5M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
174
+ 9.31%
$45.88 - $54.4 $7.98K - $9.47K
2.04K $111M
MLM
Martin Marietta Materials Inc

Basic Materials
26
New
$452.51 - $568.19 $11.8K - $14.8K
26 $14.3M
UPS
United Parcel Service Inc

Industrials
179
+ 40.68%
$91.92 - $110.2 $16.5K - $19.7K
619 $62.5M
V
Visa Inc.

Financial Services
37
+ 18.59%
$308.27 - $373.31 $11.4K - $13.8K
236 $83.8M
ET
Energy Transfer LP

Energy
778
+ 420.54%
$15.65 - $18.93 $12.2K - $14.7K
963 $17.5M
CYCCP
Cyclacel Pharmaceuticals, Inc.

Healthcare
2.03K
+ 72.92%
N/A
4.8K $26.4M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
3
+ 1.53%
$299.15 - $396.54 $897 - $1.19K
199 $78.9M
VRT
Vertiv Holdings CO

Industrials
100
New
N/A
100 $12.8M
AGNC
Agnc Investment Corp.

Real Estate
1.55K
+ 42.83%
$8.12 - $9.49 $12.6K - $14.7K
5.17K $47.5M
MBLY
Mobileye Global Inc.
706
New
$11.77 - $18.44 $8.31K - $13K
706 $12.7M
SPYG
Spdr Portfolio

ETFs
47
+ 9.87%
$71.83 - $95.32 $3.38K - $4.48K
523 $49.8M
AVGO
Broadcom Inc.

Technology
39
New
$146.29 - $275.65 $5.71K - $10.8K
39 $10.8M
RTX
Raytheon Technologies Corp

Industrials
50
+ 24.88%
$113.75 - $148.48 $5.69K - $7.42K
251 $36.7M
COST
Costco Wholesale Corp

Consumer Defensive
5
+ 3.73%
$908.13 - $1056.85 $4.54K - $5.28K
139 $137M
IXN
Ishares Global Information Tec

ETFs
1
+ 0.17%
$65.81 - $92.34 $65.8 - $92.3
594 $54.9M
LYB
Lyondell Basell Industries N.V.

Basic Materials
300
+ 50.0%
$53.23 - $70.65 $16K - $21.2K
900 $52.1M
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
193
+ 1.46%
$7.19 - $8.75 $1.39K - $1.69K
13.4K $117M
Activity Summary
Buys All Purchases 185 New Holdings 51 Increased Positions 134 Sells All Sells 76 Reductions 76 Sold out 0 Options Calls 0 Puts 0
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