Vsm Wealth Advisory, LLC New Holdings in Q4 2024

Vsm Wealth Advisory, LLC

  • $280 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.16K
New
$178.39 - $215.0 $208K - $250K
1.16K $159M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
2.8K
New
$56.61 - $61.63 $158K - $172K
2.8K $159M
AXP
American Express CO

Financial Services
533
New
$267.35 - $305.57 $142K - $163K
533 $158M
LOW
Lowes Companies Inc

Consumer Cyclical
638
New
$244.52 - $284.07 $156K - $181K
638 $157M
INTC
Intel Corp

Technology
7.69K
New
$19.07 - $26.23 $147K - $202K
7.69K $154M
MRK
Merck & Co., Inc.

Healthcare
1.52K
New
$96.31 - $114.76 $146K - $174K
1.52K $151M
KMI
Kinder Morgan, Inc.

Energy
5.49K
New
$22.59 - $28.54 $124K - $157K
5.49K $151M
NAD
Nuveen Quality Municipal Income Fund

Financial Services
12.9K
New
$11.39 - $12.41 $147K - $160K
12.9K $150M
AMD
Advanced Micro Devices Inc

Technology
1.23K
New
$118.88 - $172.8 $146K - $213K
1.23K $149M
DFAX
Dimensional ETF Tr
5.87K
New
$24.76 - $27.04 $145K - $159K
5.87K $146M
EFX
Equifax Inc

Industrials
550
New
$245.03 - $293.5 $135K - $161K
550 $140M
AFL
Aflac Inc

Financial Services
1.27K
New
$100.37 - $115.27 $128K - $147K
1.27K $132M
PM
Philip Morris International Inc.

Consumer Defensive
1.18K
New
$118.38 - $133.06 $140K - $157K
1.18K $130M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
2.13K
New
$58.88 - $64.8 $126K - $138K
2.13K $126M
USB
Us Bancorp \De\

Financial Services
2.62K
New
$43.98 - $53.66 $115K - $140K
2.62K $125M
COST
Costco Wholesale Corp

Consumer Defensive
134
New
$873.59 - $994.69 $117K - $133K
134 $123M
QQQ
Invesco Qqq Trust, Series 1

ETFs
240
New
$481.22 - $538.17 $115K - $129K
240 $123M
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
4.97K
New
$24.31 - $49.53 $121K - $246K
4.97K $121M
APD
Air Products & Chemicals, Inc.

Basic Materials
413
New
$285.5 - $335.62 $118K - $139K
413 $120M
PEP
Pepsico Inc

Consumer Defensive
757
New
$151.29 - $176.1 $115K - $133K
757 $115M
Alphabet Inc Class C
581
New
N/A
581 $111M
Eaton Vance Tax Mgd Buy
7.34K
New
N/A
7.34K $110M
KMB
Kimberly Clark Corp

Consumer Defensive
831
New
$130.37 - $146.09 $108K - $121K
831 $109M
LMT
Lockheed Martin Corp

Industrials
224
New
$479.66 - $614.62 $107K - $138K
224 $109M
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
13.2K
New
$8.17 - $8.66 $108K - $114K
13.2K $108M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
150
New
$701.85 - $1046.91 $105K - $157K
150 $107M
ACN
Accenture PLC

Technology
302
New
$343.9 - $376.86 $104K - $114K
302 $106M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
1.83K
New
$53.94 - $58.15 $98.8K - $106K
1.83K $103M
QUAL
Ishares Msci Usa Quality Facto

ETFs
572
New
$176.42 - $186.91 $101K - $107K
572 $102M
VDE
Vanguard Energy ETF

ETFs
833
New
$116.67 - $136.78 $97.2K - $114K
833 $101M
DEO
Diageo PLC

Consumer Defensive
781
New
$118.0 - $139.88 $92.2K - $109K
781 $99.3M
ORCL
Oracle Corp

Technology
595
New
$165.41 - $192.43 $98.4K - $114K
595 $99.2M
MS
Morgan Stanley

Financial Services
779
New
$104.42 - $134.99 $81.3K - $105K
779 $97.9M
VFH
Vanguard Financial ETF

ETFs
829
New
$108.87 - $126.2 $90.3K - $105K
829 $97.8M
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
11.6K
New
$8.36 - $8.71 $97K - $101K
11.6K $97.7M
COP
Conocophillips

Energy
982
New
$95.12 - $114.72 $93.4K - $113K
982 $97.4M
XLK
Technology Sector Spdr

ETFs
400
New
$220.26 - $241.44 $88.1K - $96.6K
400 $93M
CHD
Church & Dwight CO Inc

Consumer Defensive
876
New
$99.11 - $112.25 $86.8K - $98.3K
876 $91.7M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
246
New
$340.59 - $380.5 $83.8K - $93.6K
246 $90.1M
VGSH
Vanguard

ETFs
1.53K
New
$58.02 - $58.88 $88.8K - $90.1K
1.53K $89M
DFS
Discover Financial Services

Financial Services
510
New
$136.3 - $182.67 $69.5K - $93.2K
510 $88.3M
SCHG
Schwab Strategic Tr Us Large C

ETFs
3.13K
New
$25.93 - $105.3 $81.1K - $329K
3.13K $87.2M
PCEF
Invesco Cef Income Composite E

ETFs
4.46K
New
$19.05 - $19.86 $85K - $88.6K
4.46K $85.5M
TCPC
Black Rock Tcp Capital Corp.

Financial Services
9.69K
New
$7.8 - $9.54 $75.6K - $92.5K
9.69K $84.4M
DFSV
Dimensional ETF Tr Dimensional

ETFs
2.7K
New
$30.18 - $33.87 $81.6K - $91.6K
2.7K $83.2M
MDLZ
Mondelez International, Inc.

Consumer Defensive
1.37K
New
$59.25 - $72.99 $80.9K - $99.7K
1.37K $81.6M
TRV
Travelers Companies, Inc.

Financial Services
334
New
$225.97 - $266.66 $75.5K - $89.1K
334 $80.4M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
3.23K
New
$24.61 - $25.12 $79.4K - $81.1K
3.23K $79.7M
BMY
Bristol Myers Squibb CO

Healthcare
1.39K
New
$51.92 - $59.94 $71.9K - $83K
1.39K $78.3M
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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