Vsm Wealth Advisory, LLC Incresed Positions in Q1 2025

Vsm Wealth Advisory, LLC

  • $278 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MPLX
Mplx LP

Energy
23
+ 3.59%
$47.88 - $54.65 $1.1K - $1.26K
664 $35.5M
SCHW
Schwab Charles Corp

Financial Services
2
+ 0.2%
$71.24 - $83.64 $142 - $167
980 $76.7M
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
VHT
Vanguard Health Care ETF

ETFs
1
+ 0.43%
$254.06 - $273.83 $254 - $274
236 $62.4M
Two Harbors Investme
68
+ 6.8%
N/A
1.07K $14.3M
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
VFH
Vanguard Financial ETF

ETFs
2
+ 0.24%
$114.07 - $127.34 $228 - $255
831 $99.3M
DUHP
Dimensional ETF Tr Dimensional

ETFs
69
+ 4.92%
$32.57 - $35.82 $2.25K - $2.47K
1.47K $48.8M
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
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
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
HNDL
Strategy Shs

ETFs
8
+ 3.57%
$20.7 - $21.8 $166 - $174
232 $4.89M
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
IVE
Ishares S&P 500 Value ETF

ETFs
3
+ 0.13%
$185.78 - $198.58 $557 - $596
2.38K $454M
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
RCPRC
Ready Cap Corp
14
+ 2.19%
N/A
654 $10.3M
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
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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