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
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
75
New
$47.79 - $59.89 $3.58K - $4.49K
75 $3.77M
Amplify Cybersecurity ETF
50
New
N/A
50 $3.59M
QDEL
Quidel Ortho Corp

Healthcare
100
New
$34.78 - $47.61 $3.48K - $4.76K
100 $3.5M
CRSP
Crispr Therapeutics Ag

Healthcare
100
New
$34.03 - $53.02 $3.4K - $5.3K
100 $3.4M
CSCO
Cisco Systems, Inc.

Technology
2
+ 0.16%
$58.74 - $64.87 $117 - $130
1.28K $79M
IDU
Ishares Tr U S Utils ETF

ETFs
25
+ 32.89%
$95.33 - $102.77 $2.38K - $2.57K
101 $10.2M
ERC
Allspring Multi Sector Income Fund

Financial Services
295
+ 5.26%
$9.04 - $9.39 $2.67K - $2.77K
5.9K $54.4M
Lithium Amers Corp F
1K
New
N/A
1K $2.71M
VHT
Vanguard Health Care ETF

ETFs
1
+ 0.43%
$254.06 - $273.83 $254 - $274
236 $62.4M
LYEL
Lyell Immunopharma, Inc.

Healthcare
5K
New
$0.48 - $0.74 $2.4K - $3.7K
5K $2.69M
Two Harbors Investme
68
+ 6.8%
N/A
1.07K $14.3M
Lithium Argentina Ag F
1K
New
N/A
1K $2.14M
DFAT
Dimensional ETF Tr U S Target

ETFs
41
New
$50.44 - $58.1 $2.07K - $2.38K
41 $2.09M
DVY
Ishares Tr

ETFs
3
+ 0.6%
$128.58 - $138.1 $386 - $414
502 $67.4M
EPD
Enterprise Products Partners L.P.

Energy
2
+ 0.3%
$31.75 - $34.14 $63.5 - $68.3
663 $22.6M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
10
+ 125.0%
$211.47 - $267.17 $2.11K - $2.67K
18 $3.81M
BTI
British American Tobacco P.L.C.

Consumer Defensive
37
New
$35.35 - $42.74 $1.31K - $1.58K
37 $1.55M
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
8
+ 0.16%
$24.29 - $24.65 $194 - $197
4.98K $123M
VFH
Vanguard Financial ETF

ETFs
2
+ 0.24%
$114.07 - $127.34 $228 - $255
831 $99.3M
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
25
New
$52.16 - $56.68 $1.3K - $1.42K
25 $1.39M
DUHP
Dimensional ETF Tr Dimensional

ETFs
69
+ 4.92%
$32.57 - $35.82 $2.25K - $2.47K
1.47K $48.8M
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
69
New
$17.15 - $21.07 $1.18K - $1.45K
69 $1.38M
PANW
Palo Alto Networks Inc

Technology
12
+ 15.0%
$167.82 - $208.28 $2.01K - $2.5K
92 $15.7M
SBRA
Sabra Health Care Reit, Inc.

Real Estate
52
+ 3.52%
$15.88 - $17.78 $826 - $925
1.53K $26.7M
Annaly Cap Mgmt Inc Reit
30
+ 12.55%
N/A
269 $5.47M
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
12
New
$73.27 - $96.21 $879 - $1.15K
12 $879K
Amplify Alternative Harvetf
43
New
N/A
43 $839K
Viking Hldgs LTD F
20
+ 100.0%
N/A
40 $1.59M
NAT
Nordic American Tankers LTD

Industrials
772
+ 2.57%
N/A
30.8K $75.7M
HQL
Tekla Life Sciences Investors

Financial Services
101
+ 7.35%
$12.69 - $14.36 $1.28K - $1.45K
1.48K $18.7M
JEPI
J P Morgan Exchange Traded Fd

ETFs
13
+ 5.91%
$56.17 - $59.71 $730 - $776
233 $13.3M
MLPX
Global X Mlp & Energy Infrastr

ETFs
2
+ 1.36%
$59.6 - $67.2 $119 - $134
149 $9.51M
ARCC
Ares Capital Corp

Financial Services
4
+ 0.25%
$21.28 - $23.81 $85.1 - $95.2
1.6K $35.4M
Karyopharm Therapeutics
133
New
N/A
133 $497K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
3
+ 0.72%
$27.01 - $28.54 $81 - $85.6
417 $11.7M
BOE
Black Rock Enhanced Global Dividend Trust

Financial Services
18
+ 1.35%
$10.81 - $11.42 $195 - $206
1.35K $14.7M
WES
Western Midstream Partners, LP

Energy
1
+ 1.27%
$37.87 - $42.89 $37.9 - $42.9
80 $3.29M
LUV
Southwest Airlines CO

Industrials
6
+ 0.48%
$28.18 - $34.84 $169 - $209
1.25K $42M
Brainstorm Cell Therapeu
120
New
N/A
120 $151K
Fuelcell Energy Inc
32
New
N/A
32 $147K
HNDL
Strategy Shs

ETFs
8
+ 3.57%
$20.7 - $21.8 $166 - $174
232 $4.89M
MUB
Ishares National Muni Bond ETF

ETFs
1
New
$104.71 - $107.69 $105 - $108
1 $105K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
165
+ 1.28%
$11.4 - $11.96 $1.88K - $1.97K
13K $150M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
1
+ 1.52%
$45.92 - $47.58 $45.9 - $47.6
67 $3.17M
OXY
Occidental Petroleum Corp

Energy
2
+ 0.36%
$45.45 - $52.7 $90.9 - $105
551 $27.2M
PTON
Peloton Interactive, Inc.

Consumer Cyclical
1
New
$5.62 - $10.15 $5.62 - $10.2
1 $6K
AYRWF
Ayr Wellness Inc.

Healthcare
1
New
$0.16 - $0.54 $0.16 - $0.54
1 $0
Aer Energy Res Inc
5
New
N/A
5 $0
IVE
Ishares S&P 500 Value ETF

ETFs
3
+ 0.13%
$185.78 - $198.58 $557 - $596
2.38K $454M
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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