Vsm Wealth Advisory, LLC Purchases in Q4 2024

Vsm Wealth Advisory, LLC

  • $280 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AMGN
Amgen Inc

Healthcare
300
New
$258.78 - $328.31 $77.6K - $98.5K
300 $78.2M
ABT
Abbott Laboratories

Healthcare
688
New
$111.93 - $119.39 $77K - $82.1K
688 $77.8M
MU
Micron Technology Inc

Technology
909
New
$84.16 - $113.41 $76.5K - $103K
909 $76.5M
CSCO
Cisco Systems, Inc.

Technology
1.28K
New
$52.45 - $60.02 $67.1K - $76.8K
1.28K $75.7M
NAT
Nordic American Tankers LTD

Industrials
30K
New
N/A
30K $75M
GOOGL
Alphabet Inc.

Communication Services
395
New
$161.86 - $196.66 $63.9K - $77.7K
395 $74.8M
PPG
Ppg Industries Inc

Basic Materials
688
New
$119.09 - $131.37 $81.9K - $90.4K
688 $74.7M
UNP
Union Pacific Corp

Industrials
327
New
$223.15 - $249.32 $73K - $81.5K
327 $74.6M
IWF
Ishares Russell 1000 Gr ETF

ETFs
184
New
$370.24 - $418.94 $68.1K - $77.1K
184 $73.9M
BAC
Bank Of America Corp

Financial Services
1.67K
New
$39.22 - $47.77 $65.5K - $79.7K
1.67K $73.4M
PFE
Pfizer Inc

Healthcare
2.7K
New
$24.8 - $30.19 $66.9K - $81.4K
2.7K $71.6M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
1.69K
New
$41.09 - $45.94 $69.5K - $77.7K
1.69K $71.1M
KKR
Kkr & Co. Inc.

Financial Services
479
New
$129.87 - $162.87 $62.2K - $78K
479 $70.8M
C
Citigroup Inc

Financial Services
1K
New
$61.31 - $72.5 $61.3K - $72.5K
1K $70.4M
GILD
Gilead Sciences, Inc.

Healthcare
752
New
$83.95 - $97.9 $63.1K - $73.6K
752 $69.4M
CACI
Caci International Inc

Technology
170
New
N/A
170 $68.7M
VUSB
Vanguard Bd Index Fds
1.38K
New
N/A
1.38K $68.6M
MPC
Marathon Petroleum Corp

Energy
490
New
$131.65 - $174.84 $64.5K - $85.7K
490 $68.4M
ISRG
Intuitive Surgical Inc

Healthcare
129
New
$471.27 - $550.62 $60.8K - $71K
129 $67.3M
DVY
Ishares Tr

ETFs
499
New
$129.55 - $143.41 $64.6K - $71.6K
499 $65.5M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
495
New
$131.66 - $144.0 $65.2K - $71.3K
495 $65.4M
ADP
Automatic Data Processing Inc

Industrials
221
New
$280.08 - $307.97 $61.9K - $68.1K
221 $64.7M
V
Visa Inc.

Financial Services
199
New
$273.87 - $320.91 $54.5K - $63.9K
199 $62.9M
PLAY
Dave & Buster'S Entertainment, Inc.

Communication Services
602
New
$25.49 - $42.02 $15.3K - $25.3K
602 $62.4M
CP
Canadian Pacific Railway LTD

Industrials
850
New
$71.1 - $84.18 $60.4K - $71.6K
850 $61.5M
SCHV
Schwab Strategic Tr Us Large C

ETFs
2.35K
New
$25.79 - $80.4 $60.6K - $189K
2.35K $61.3M
XVV
Ishares Tr Esg Screened S&P 50

ETFs
1.34K
New
$43.67 - $47.04 $58.6K - $63.2K
1.34K $60.8M
VHT
Vanguard Health Care ETF

ETFs
235
New
$250.81 - $283.3 $58.9K - $66.6K
235 $59.7M
PEG
Public Service Enterprise Group Inc

Utilities
700
New
$81.87 - $94.51 $57.3K - $66.2K
700 $59.1M
IVOV
Vanguard S&P Mid Cap 400 Value

ETFs
600
New
$94.54 - $104.98 $56.7K - $63K
600 $57.3M
EAD
Allspring Income Opportunities Fund

Financial Services
8.28K
New
$6.76 - $7.2 $56K - $59.6K
8.28K $57M
UNH
Unitedhealth Group Inc

Healthcare
111
New
$485.52 - $625.25 $53.9K - $69.4K
111 $56.2M
Hershey CO
330
New
N/A
330 $55.9M
SWKS
Skyworks Solutions, Inc.

Technology
630
New
$83.18 - $99.15 $52.4K - $62.5K
630 $55.8M
UPS
United Parcel Service Inc

Industrials
439
New
$122.65 - $138.35 $53.8K - $60.7K
439 $55.3M
CNX
Cnx Resources Corp

Energy
1.5K
New
$32.66 - $41.09 $49K - $61.6K
1.5K $55M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
474
New
$113.92 - $127.38 $54K - $60.4K
474 $54.6M
IWM
Ishares Russell 2000 ETF

ETFs
235
New
$216.13 - $242.4 $50.8K - $57K
235 $51.9M
ERC
Allspring Multi Sector Income Fund

Financial Services
5.61K
New
$8.84 - $9.54 $49.6K - $53.5K
5.61K $51.5M
BDX
Becton Dickinson & CO

Healthcare
227
New
$220.02 - $243.75 $49.9K - $55.3K
227 $51.5M
IXN
Ishares Global Information Tec

ETFs
593
New
$80.67 - $87.84 $47.8K - $52.1K
593 $50.3M
OKE
Oneok Inc

Energy
500
New
$92.28 - $117.05 $46.1K - $58.5K
500 $50.2M
Hecla Mng CO
10.1K
New
N/A
10.1K $49.8M
DUHP
Dimensional ETF Tr Dimensional

ETFs
1.4K
New
$33.62 - $35.69 $47.2K - $50.1K
1.4K $47.4M
Orrstown Finl Svcs Inc
1.29K
New
N/A
1.29K $47.2M
BP
Bp PLC

Energy
1.59K
New
$28.16 - $33.14 $44.9K - $52.8K
1.59K $47.1M
TEF
Telefonica S A

Communication Services
11.7K
New
$4.02 - $4.88 $47.1K - $57.1K
11.7K $47.1M
NOC
Northrop Grumman Corp

Industrials
100
New
$466.52 - $543.88 $46.7K - $54.4K
100 $46.9M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
963
New
$48.33 - $49.08 $46.5K - $47.3K
963 $46.6M
Activity Summary
Buys All Purchases 474 New Holdings 474 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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