Vsm Wealth Advisory, LLC New Holdings in Q1 2025

Vsm Wealth Advisory, LLC

  • $278 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AON
Aon PLC

Financial Services
1.16K
New
$348.44 - $409.32 $402K - $473K
1.16K $461M
HON
Honeywell International Inc

Industrials
1.1K
New
$202.75 - $226.52 $223K - $249K
1.1K $233M
PSX
Phillips 66

Energy
829
New
$113.93 - $131.55 $94.4K - $109K
829 $102M
ETB
Eaton Vance Tax Managed Buy Write Income Fund

Financial Services
7.35K
New
$13.63 - $15.28 $100K - $112K
7.35K $100M
GOOG
Alphabet Inc.

Communication Services
581
New
$156.06 - $207.71 $90.7K - $121K
581 $90.8M
MMM
3 M CO

Industrials
426
New
$129.7 - $155.12 $55.3K - $66.1K
426 $62.5M
Canadian Pacific Kan F
850
New
N/A
850 $59.7M
HSY
Hershey CO

Consumer Defensive
330
New
$144.74 - $186.36 $47.8K - $61.5K
330 $56.5M
HL
Hecla Mining CO

Basic Materials
10.2K
New
$5.07 - $6.37 $51.5K - $64.7K
10.2K $56.5M
PRU
Prudential Financial Inc

Financial Services
502
New
$105.04 - $122.33 $52.7K - $61.4K
502 $56.1M
Chimera Invt Corp Equityclass Equity
3.22K
New
N/A
3.22K $41.3M
IAU
Ishares Gold Trust

ETFs
663
New
$49.74 - $58.96 $33K - $39.1K
663 $39.1M
SPYG
Spdr Portfolio

ETFs
476
New
$80.05 - $92.39 $38.1K - $44K
476 $38.2M
AGNC
Agnc Investment Corp.

Real Estate
3.62K
New
$9.12 - $10.54 $33K - $38.1K
3.62K $34.7M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
578
New
$49.78 - $53.19 $28.8K - $30.7K
578 $29.5M
DOCS
Doximity, Inc.

Healthcare
500
New
$49.71 - $83.14 $24.9K - $41.6K
500 $29M
D
Dominion Energy, Inc

Utilities
500
New
$52.85 - $57.43 $26.4K - $28.7K
500 $28M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
1.13K
New
$22.25 - $23.0 $25.2K - $26K
1.13K $26M
PSEC
Prospect Capital Corp

Financial Services
6.16K
New
$4.1 - $4.45 $25.3K - $27.4K
6.16K $25.3M
MDGL
Madrigal Pharmaceuticals, Inc.

Healthcare
75
New
$272.79 - $355.88 $20.5K - $26.7K
75 $24.8M
Bristol Myers Squ 4pcnt Pfdconv
20
New
N/A
20 $18M
MBB
Ishares Tr

ETFs
183
New
$90.37 - $94.08 $16.5K - $17.2K
183 $17.2M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
309
New
$49.67 - $51.43 $15.3K - $15.9K
309 $15.8M
Blackrock Inc New
16
New
N/A
16 $15.1M
CFLT
Confluent, Inc.

Technology
631
New
$23.44 - $37.65 $14.8K - $23.8K
631 $14.8M
HMC
Honda Motor CO LTD

Consumer Cyclical
500
New
$26.9 - $30.41 $13.5K - $15.2K
500 $13.6M
CYCCP
Cyclacel Pharmaceuticals, Inc.

Healthcare
2.78K
New
N/A
2.78K $13M
TTE
Total Energies Se

Energy
200
New
N/A
200 $12.9M
BIIB
Biogen Inc.

Healthcare
92
New
$133.43 - $153.27 $12.3K - $14.1K
92 $12.6M
IJK
Ishares S&P Midcap 400 Growth

ETFs
144
New
$81.62 - $96.63 $11.8K - $13.9K
144 $12M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
290
New
$37.07 - $40.63 $10.8K - $11.8K
290 $11.4M
SNOW
Snowflake Inc.

Technology
75
New
$146.16 - $192.78 $11K - $14.5K
75 $11M
Victoryshares Free Cash Flow ETF
283
New
N/A
283 $9.7M
Gmo U S Quality ETF
297
New
N/A
297 $9.28M
PSTG
Pure Storage, Inc.

Technology
200
New
$44.27 - $72.37 $8.85K - $14.5K
200 $8.85M
RWL
Invesco Exchange Traded Fd Tr

ETFs
80
New
$96.9 - $104.39 $7.75K - $8.35K
80 $7.91M
MDB
Mongo Db, Inc.

Technology
45
New
$175.4 - $298.52 $7.89K - $13.4K
45 $7.89M
Arista Networks Inc
100
New
N/A
100 $7.75M
FTNT
Fortinet, Inc.

Technology
80
New
$92.49 - $114.57 $7.4K - $9.17K
80 $7.7M
Brookfield Infrastru Fclass A
200
New
N/A
200 $7.24M
ACHR
Archer Aviation Inc.

Industrials
1K
New
$6.8 - $11.51 $6.8K - $11.5K
1K $7.11M
WMB
Williams Companies, Inc.

Energy
100
New
$54.02 - $61.09 $5.4K - $6.11K
100 $5.98M
XLRE
Select Sector Spdr Tr Real Est

ETFs
140
New
$39.18 - $43.52 $5.49K - $6.09K
140 $5.85M
Ginkgo Bioworks Hldg Class A
1K
New
N/A
1K $5.7M
GT
Goodyear Tire & Rubber CO

Consumer Cyclical
501
New
$8.17 - $10.63 $4.09K - $5.33K
501 $4.63M
DG
Dollar General Corp

Consumer Defensive
50
New
$68.44 - $87.93 $3.42K - $4.4K
50 $4.4M
TSPA
T Rowe Price ETF Inc Us Equity

ETFs
122
New
$34.58 - $38.65 $4.22K - $4.72K
122 $4.29M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
75
New
$47.79 - $59.89 $3.58K - $4.49K
75 $3.77M
Amplify Cybersecurity ETF
50
New
N/A
50 $3.59M
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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