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
BAC
Bank Of America Corp

Financial Services
3
+ 0.18%
$34.39 - $47.46 $103 - $142
1.68K $79.4M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
349
+ 9.78%
$24.66 - $25.17 $8.61K - $8.78K
3.92K $98.6M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
187
+ 64.48%
$34.72 - $42.74 $6.49K - $7.99K
477 $20.4M
ABT
Abbott Laboratories

Healthcare
46
+ 6.69%
$123.95 - $138.08 $5.7K - $6.35K
734 $99.8M
KKR
Kkr & Co. Inc.

Financial Services
1
+ 0.21%
$92.79 - $134.29 $92.8 - $134
480 $63.8M
USB
Us Bancorp \De\

Financial Services
1
+ 0.04%
$36.4 - $45.76 $36.4 - $45.8
2.62K $119M
CMPX
Compass Therapeutics, Inc.

Healthcare
3K
New
$1.46 - $2.69 $4.38K - $8.07K
3K $7.8M
ALB
Albemarle Corp

Basic Materials
121
New
$50.76 - $72.25 $6.14K - $8.74K
121 $7.58M
ETB
Eaton Vance Tax Managed Buy Write Income Fund

Financial Services
115
+ 1.56%
$12.03 - $14.44 $1.38K - $1.66K
7.47K $108M
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
325
+ 2.79%
$7.2 - $8.65 $2.34K - $2.81K
12K $103M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
32
New
$212.1 - $244.27 $6.79K - $7.82K
32 $7M
PH
Parker Hannifin Corp

Industrials
10
New
$517.23 - $700.54 $5.17K - $7.01K
10 $6.99M
ADP
Automatic Data Processing Inc

Industrials
20
+ 9.05%
$276.76 - $326.81 $5.54K - $6.54K
241 $74.3M
VFH
Vanguard Financial ETF

ETFs
2
+ 0.24%
$104.87 - $127.3 $210 - $255
833 $106M
GLW
Corning Inc

Technology
1
+ 0.11%
$39.07 - $52.59 $39.1 - $52.6
901 $47.4M
BK
Bank Of New York Mellon Corp

Financial Services
67
New
$73.31 - $91.62 $4.91K - $6.14K
67 $6.1M
CME
Cme Group Inc.

Financial Services
21
New
$252.37 - $290.71 $5.3K - $6.1K
21 $5.79M
HD
Home Depot, Inc.

Consumer Cyclical
14
+ 0.55%
$335.24 - $380.78 $4.69K - $5.33K
2.58K $944M
ETG
Eaton Vance Tax Advantaged Global Dividend Income Fund

Financial Services
187
+ 31.86%
$15.84 - $20.94 $2.96K - $3.92K
774 $16.2M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
5
+ 0.29%
$33.46 - $41.33 $167 - $207
1.75K $72.5M
TT
Trane Technologies PLC

Industrials
12
New
$315.21 - $437.41 $3.78K - $5.25K
12 $5.25M
EAD
Allspring Income Opportunities Fund

Financial Services
399
+ 4.15%
$6.11 - $7.06 $2.44K - $2.82K
10K $70.7M
KMI
Kinder Morgan, Inc.

Energy
4
+ 0.07%
$25.21 - $29.4 $101 - $118
5.5K $162M
JEPI
J P Morgan Exchange Traded Fd

ETFs
87
+ 37.34%
$51.14 - $57.0 $4.45K - $4.96K
320 $18.2M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
77
+ 13.32%
$45.11 - $52.34 $3.47K - $4.03K
655 $34.3M
HL
Hecla Mining CO

Basic Materials
3
+ 0.03%
$4.54 - $6.45 $13.6 - $19.4
10.2K $60.8M
IREN
Iris Energy LTD

Financial Services
300
New
$5.3 - $14.57 $1.59K - $4.37K
300 $4.37M
PCEF
Invesco Cef Income Composite E

ETFs
64
+ 1.43%
$16.85 - $19.54 $1.08K - $1.25K
4.54K $88.8M
ERC
Allspring Multi Sector Income Fund

Financial Services
286
+ 4.85%
$8.53 - $9.45 $2.44K - $2.7K
6.19K $58.5M
CIFR
Cipher Mining Inc.

Financial Services
750
New
$2.1 - $4.78 $1.58K - $3.59K
750 $3.59M
AMAT
Applied Materials Inc

Technology
1
+ 1.16%
$126.95 - $183.52 $127 - $184
87 $15.9M
ETR
Entergy Corp

Utilities
52
+ 13.0%
$79.01 - $86.61 $4.11K - $4.5K
452 $37.6M
IJS
Ishares S&P Smallcap 600 Value

ETFs
2
+ 0.13%
$83.54 - $100.04 $167 - $200
1.53K $152M
KOS
Kosmos Energy Ltd.

Energy
5K
+ 50.0%
$1.52 - $2.28 $7.6K - $11.4K
15K $25.8M
EOI
Eaton Vance Enhanced Equity Income Fund

Financial Services
82
+ 15.1%
$16.45 - $20.92 $1.35K - $1.72K
625 $13.1M
BOE
Black Rock Enhanced Global Dividend Trust

Financial Services
154
+ 11.38%
$9.66 - $11.35 $1.49K - $1.75K
1.51K $17.1M
DNP
Dnp Select Income Fund Inc

Financial Services
251
+ 15.18%
$8.89 - $9.88 $2.23K - $2.48K
1.9K $18.6M
Fidelity Wise Origin Bitcoin Fund
24
New
N/A
24 $2.26M
Lyell Immunopharma Inc
250
New
N/A
250 $2.21M
TXN
Texas Instruments Inc

Technology
1
+ 1.35%
N/A
75 $15.5M
HNDL
Strategy Shs

ETFs
77
+ 33.19%
$19.2 - $21.66 $1.48K - $1.67K
309 $6.69M
SCHK
Schwab Strategic Tr 1000 Index

ETFs
1
+ 0.25%
$23.87 - $29.82 $23.9 - $29.8
402 $12M
TRV
Travelers Companies, Inc.

Financial Services
1
+ 0.3%
$233.83 - $276.34 $234 - $276
335 $89.5M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
1
+ 1.72%
$104.23 - $134.39 $104 - $134
59 $7.88M
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
12
+ 0.24%
$24.32 - $24.81 $292 - $298
4.99K $124M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
2
+ 0.25%
$10.8 - $16.92 $21.6 - $33.8
813 $11.2M
Annaly Cap Mgmt Inc Reit
69
+ 25.65%
N/A
338 $6.36M
ORCC
Owl Rock Capital Corp

Financial Services
83
+ 7.97%
N/A
1.12K $16.1M
HQL
Tekla Life Sciences Investors

Financial Services
51
+ 3.46%
$10.87 - $13.02 $554 - $664
1.53K $19.5M
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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