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
PECO
Phillips Edison & Company, Inc.

Real Estate
1
+ 0.96%
$34.43 - $37.49 $34.4 - $37.5
105 $3.84M
ET
Energy Transfer LP

Energy
3
+ 1.65%
$17.26 - $21.08 $51.8 - $63.2
185 $3.43M
DELL
Dell Technologies Inc.

Technology
21
+ 24.71%
$90.34 - $124.66 $1.9K - $2.62K
106 $9.65M
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
18
+ 0.14%
$8.11 - $8.58 $146 - $154
13.2K $108M
GPMT
Granite Point Mortgage Trust Inc.

Real Estate
2
+ 0.14%
$2.6 - $3.19 $5.2 - $6.38
1.48K $3.84M
TXN
Texas Instruments Inc

Technology
1
+ 1.37%
N/A
74 $13.3M
REKR
Rekor Systems, Inc.

Technology
4K
+ 66.67%
$0.89 - $2.63 $3.56K - $10.5K
10K $8.87M
SCHK
Schwab Strategic Tr 1000 Index

ETFs
1
+ 0.25%
$26.53 - $29.63 $26.5 - $29.6
401 $10.8M
EOI
Eaton Vance Enhanced Equity Income Fund

Financial Services
13
+ 2.45%
$18.72 - $21.24 $243 - $276
543 $10.2M
PCEF
Invesco Cef Income Composite E

ETFs
17
+ 0.38%
$18.8 - $19.89 $320 - $338
4.48K $84.4M
VOE
Vanguard Mid Cap Value Index F

ETFs
3
+ 0.21%
$156.61 - $168.02 $470 - $504
1.41K $226M
RC
Ready Capital Corp

Real Estate
37
+ 3.71%
$4.9 - $7.05 $181 - $261
1.03K $5.26M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
33
+ 6.96%
$102.49 - $119.96 $3.38K - $3.96K
507 $53M
VIG
Vanguard Dividend Appreciation

ETFs
16
+ 0.6%
N/A
2.7K $525M
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
24
+ 0.21%
$8.24 - $8.68 $198 - $208
11.6K $95.9M
DAL
Delta Air Lines, Inc.

Industrials
1
+ 0.66%
$43.6 - $69.06 $43.6 - $69.1
153 $6.67M
BAC
Bank Of America Corp

Financial Services
5
+ 0.3%
$39.61 - $47.74 $198 - $239
1.67K $69.8M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
58
+ 3.43%
$37.84 - $44.02 $2.19K - $2.55K
1.75K $67.2M
GM
General Motors CO

Consumer Cyclical
1
+ 0.12%
$45.22 - $54.92 $45.2 - $54.9
836 $39.3M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
38
+ 2.08%
$51.45 - $58.51 $1.96K - $2.22K
1.87K $96.8M
MS
Morgan Stanley

Financial Services
1
+ 0.13%
$111.68 - $141.08 $112 - $141
780 $91M
UPS
United Parcel Service Inc

Industrials
1
+ 0.23%
$109.66 - $136.26 $110 - $136
440 $48.4M
MRK
Merck & Co., Inc.

Healthcare
2
+ 0.13%
$83.01 - $101.02 $166 - $202
1.52K $136M
USB
Us Bancorp \De\

Financial Services
1
+ 0.04%
$40.92 - $50.9 $40.9 - $50.9
2.62K $111M
SWKS
Skyworks Solutions, Inc.

Technology
4
+ 0.63%
$64.12 - $93.96 $256 - $376
634 $41M
IJS
Ishares S&P Smallcap 600 Value

ETFs
2
+ 0.13%
$96.3 - $112.23 $193 - $224
1.53K $149M
VBK
Vanguard Small Cap Growth ETF

ETFs
1
+ 0.15%
$247.97 - $296.33 $248 - $296
656 $165M
IVW
Ishares S&P 500 Growth ETF

ETFs
2
+ 0.09%
$92.45 - $106.69 $185 - $213
2.19K $203M
AMD
Advanced Micro Devices Inc

Technology
25
+ 2.03%
$96.63 - $129.55 $2.42K - $3.24K
1.26K $129M
DFUS
Dimensional ETF Tr U S Equity

ETFs
5.23K
+ 5.02%
$59.61 - $66.71 $312K - $349K
110K $6.63B
SPY
Spdr S&P 500 ETF Trust

ETFs
33
+ 2.05%
$551.42 - $612.93 $18.2K - $20.2K
1.65K $920M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
61
+ 1.02%
$96.93 - $109.51 $5.91K - $6.68K
6.02K $590M
AMZN
Amazon Com Inc

Consumer Cyclical
45
+ 2.57%
$190.26 - $242.06 $8.56K - $10.9K
1.79K $341M
CAT
Caterpillar Inc

Industrials
1
+ 0.07%
$326.75 - $407.63 $327 - $408
1.4K $462M
NVDA
Nvidia Corp

Technology
86
+ 4.02%
$106.98 - $149.43 $9.2K - $12.9K
2.22K $241M
HD
Home Depot, Inc.

Consumer Cyclical
2
+ 0.08%
$347.25 - $424.87 $695 - $850
2.56K $939M
VGT
Vanguard Information Technolog

ETFs
70
+ 5.56%
$542.38 - $646.34 $38K - $45.2K
1.33K $721M
MGC
Vanguard Mega Cap ETF

ETFs
3.47K
+ 4.91%
$199.2 - $222.69 $690K - $772K
74K $14.9B
TSLA
Tesla, Inc.

Consumer Cyclical
193
+ 17.13%
$222.15 - $428.22 $42.9K - $82.6K
1.32K $342M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1
+ 0.02%
$507.05 - $563.67 $507 - $564
6.24K $3.21B
AAPL
Apple Inc.

Technology
155
+ 1.37%
$209.68 - $247.1 $32.5K - $38.3K
11.5K $2.56B
SCHX
Schwab Strategic Tr Us Large C

ETFs
3.13K
+ 0.85%
$21.75 - $24.28 $68.1K - $76K
372K $8.21B
VTI
Vanguard Total Stock Market Et

ETFs
815
+ 1.78%
$271.18 - $303.12 $221K - $247K
46.7K $12.8B
VB
Vanguard Small Cap ETF

ETFs
249
+ 0.47%
$217.89 - $252.64 $54.3K - $62.9K
53.7K $11.9B
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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