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
SHW
Sherwin Williams CO

Basic Materials
46
New
$338.75 - $399.71 $15.6K - $18.4K
46 $15.6M
EIS
Ishares Inc Mcsi Israel ETF

ETFs
200
New
$64.79 - $77.75 $13K - $15.6K
200 $15.4M
DT
Dynatrace, Inc.

Technology
275
New
$51.09 - $59.6 $14K - $16.4K
275 $14.9M
LYB
Lyondell Basell Industries N.V.

Basic Materials
200
New
$72.97 - $96.75 $14.6K - $19.4K
200 $14.9M
FRPT
Freshpet, Inc.

Consumer Defensive
100
New
$132.54 - $156.76 $13.3K - $15.7K
100 $14.8M
PANW
Palo Alto Networks Inc

Technology
80
New
$181.96 - $405.9 $14.6K - $32.5K
80 $14.6M
BOE
Black Rock Enhanced Global Dividend Trust

Financial Services
1.34K
New
$10.65 - $11.42 $14.2K - $15.2K
1.34K $14.4M
BOH
Bank Of Hawaii Corp

Financial Services
200
New
$61.29 - $80.51 $12.3K - $16.1K
200 $14.2M
RDVY
First Trust Rising Dividend Ac

ETFs
240
New
$58.65 - $64.37 $14.1K - $15.4K
240 $14.2M
Biogen Inc
92
New
N/A
92 $14.1M
FICS
First Tr Exchange Traded Fd Vi

ETFs
410
New
$33.95 - $37.2 $13.9K - $15.3K
410 $13.9M
TXN
Texas Instruments Inc

Technology
73
New
N/A
73 $13.8M
CARR
Carrier Global Corp

Industrials
201
New
$66.69 - $82.65 $13.4K - $16.6K
201 $13.7M
CRWD
Crowd Strike Holdings, Inc.

Technology
40
New
$275.15 - $388.2 $11K - $15.5K
40 $13.7M
Halliburton CO
500
New
N/A
500 $13.6M
PAVE
Global X Fds Us Infrastructure

ETFs
334
New
$40.41 - $45.95 $13.5K - $15.3K
334 $13.5M
ARTNA
Artesian Resources Corp

Utilities
422
New
$31.25 - $36.99 $13.2K - $15.6K
422 $13.3M
JEPI
J P Morgan Exchange Traded Fd

ETFs
220
New
$57.53 - $60.83 $12.7K - $13.4K
220 $12.7M
VLO
Valero Energy Corp

Energy
100
New
$118.59 - $144.02 $11.9K - $14.4K
100 $12.3M
AMT
American Tower Corp

Real Estate
66
New
$179.4 - $232.01 $11.8K - $15.3K
66 $12.1M
ADM
Archer Daniels Midland CO

Consumer Defensive
238
New
$49.38 - $59.52 $11.8K - $14.2K
238 $12M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
88
New
$134.53 - $150.65 $11.8K - $13.3K
88 $11.9M
Two Harbors Investments
1K
New
N/A
1K $11.8M
MNDY
Monday.Com Ltd.

Technology
50
New
$224.69 - $324.31 $11.2K - $16.2K
50 $11.8M
RCPRC
Ready Cap Corp
640
New
N/A
640 $11.5M
SCHK
Schwab Strategic Tr 1000 Index

ETFs
400
New
$27.45 - $55.56 $11K - $22.2K
400 $11.3M
DRS
Leonardo Drs, Inc.
350
New
N/A
350 $11.3M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
414
New
$26.93 - $84.95 $11.1K - $35.2K
414 $11.3M
Brookfield Corp Fclass A
192
New
N/A
192 $11M
SJM
J M Smucker CO

Consumer Defensive
100
New
$106.92 - $121.75 $10.7K - $12.2K
100 $11M
EOI
Eaton Vance Enhanced Equity Income Fund

Financial Services
530
New
$19.62 - $21.98 $10.4K - $11.6K
530 $11M
DOW
Dow Inc.

Basic Materials
274
New
$39.1 - $55.34 $10.7K - $15.2K
274 $11M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
811
New
$9.71 - $15.34 $7.87K - $12.4K
811 $10.8M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
100
New
$101.77 - $113.02 $10.2K - $11.3K
100 $10.6M
Qxo Inc Class Stock
650
New
N/A
650 $10.3M
BGS
B&G Foods, Inc.

Consumer Defensive
1.5K
New
$6.21 - $8.91 $9.32K - $13.4K
1.5K $10.3M
STAG
Stag Industrial, Inc.

Real Estate
300
New
$33.22 - $39.1 $9.97K - $11.7K
300 $10.1M
Vitesse Energy Inc
402
New
N/A
402 $10.1M
DELL
Dell Technologies Inc.

Technology
85
New
$111.96 - $144.21 $9.52K - $12.3K
85 $9.85M
DNP
Dnp Select Income Fund Inc

Financial Services
1.1K
New
$8.82 - $9.96 $9.73K - $11K
1.1K $9.73M
ESRT
Empire State Realty Trust, Inc.

Real Estate
929
New
$10.06 - $11.43 $9.35K - $10.6K
929 $9.59M
SLDP
Solid Power, Inc.

Industrials
5K
New
$1.02 - $2.14 $5.1K - $10.7K
5K $9.45M
EQT
Eqt Corp

Energy
203
New
$35.62 - $46.89 $7.23K - $9.52K
203 $9.37M
REKR
Rekor Systems, Inc.

Technology
6K
New
$0.81 - $1.86 $4.86K - $11.2K
6K $9.36M
KLIC
Kulicke & Soffa Industries Inc

Technology
200
New
$42.42 - $50.54 $8.48K - $10.1K
200 $9.33M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
110
New
$82.28 - $117.52 $9.05K - $12.9K
110 $9.33M
TRP
Tc Energy Corp

Energy
200
New
$44.03 - $50.23 $8.81K - $10K
200 $9.31M
SPB
Spectrum Brands Holdings, Inc.

Consumer Defensive
110
New
$83.82 - $95.89 $9.22K - $10.5K
110 $9.26M
OTIS
Otis Worldwide Corp

Industrials
100
New
$92.57 - $106.01 $9.26K - $10.6K
100 $9.26M
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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