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
CTRA
Coterra Energy Inc.

Energy
1.8K
New
$22.71 - $27.63 $40.9K - $49.7K
1.8K $46M
CIVI
Civitas Resources, Inc.

Energy
1K
New
$42.79 - $54.92 $42.8K - $54.9K
1K $45.9M
CRM
Salesforce, Inc.

Technology
135
New
$270.87 - $367.87 $36.6K - $49.7K
135 $45.1M
GM
General Motors CO

Consumer Cyclical
835
New
$44.82 - $60.2 $37.4K - $50.3K
835 $44.5M
CIM
Chimera Investment Corp

Real Estate
3.15K
New
$13.97 - $16.19 $44.1K - $51.1K
3.15K $44.2M
T
At&T Inc.

Communication Services
1.92K
New
$21.22 - $23.88 $40.8K - $45.9K
1.92K $43.8M
SRE
Sempra Energy

Utilities
498
New
$80.81 - $94.77 $40.2K - $47.2K
498 $43.7M
GLW
Corning Inc

Technology
900
New
$44.11 - $49.76 $39.7K - $44.8K
900 $42.8M
VEEV
Veeva Systems Inc

Healthcare
200
New
$201.81 - $250.45 $40.4K - $50.1K
200 $42.1M
LUV
Southwest Airlines CO

Industrials
1.24K
New
$28.99 - $34.84 $36.1K - $43.3K
1.24K $41.8M
CTAS
Cintas Corp

Industrials
220
New
$182.7 - $226.47 $40.2K - $49.8K
220 $40.2M
WSFS
Wsfs Financial Corp

Financial Services
750
New
$48.57 - $61.09 $36.4K - $45.8K
750 $39.8M
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
371
New
$104.52 - $115.08 $38.8K - $42.7K
371 $39.1M
FCPT
Four Corners Property Trust, Inc.

Real Estate
1.43K
New
$26.74 - $29.73 $38.2K - $42.5K
1.43K $38.8M
Themes Genrtve Artfcl Intle ETF
1K
New
N/A
1K $38.4M
GE
General Electric CO

Industrials
225
New
$159.95 - $194.23 $36K - $43.7K
225 $37.5M
MELI
Mercadolibre Inc

Consumer Cyclical
22
New
$1666.0 - $2117.3 $36.7K - $46.6K
22 $37.4M
PBA
Pembina Pipeline Corp

Energy
1K
New
$35.89 - $43.35 $35.9K - $43.4K
1K $37M
DFAR
Dimensional ETF Tr Dimensional

ETFs
1.58K
New
$22.72 - $25.76 $35.9K - $40.7K
1.58K $36.7M
TMO
Thermo Fisher Scientific Inc.

Healthcare
70
New
$501.29 - $612.85 $35.1K - $42.9K
70 $36.4M
F
Ford Motor CO

Consumer Cyclical
3.66K
New
$9.69 - $11.4 $35.5K - $41.7K
3.66K $36.2M
SYK
Stryker Corp

Healthcare
100
New
$345.14 - $392.15 $34.5K - $39.2K
100 $36M
CYCC
Cyclacel Pharmaceuticals, Inc.

Healthcare
4.94K
New
$0.32 - $1.5 $1.58K - $7.4K
4.94K $36M
INTU
Intuit Inc

Technology
56
New
$602.01 - $706.25 $33.7K - $39.6K
56 $35.2M
ARCC
Ares Capital Corp

Financial Services
1.59K
New
$20.74 - $22.27 $33K - $35.5K
1.59K $34.9M
IWD
Ishares Russell 1000 Val ETF

ETFs
185
New
$183.23 - $199.79 $33.9K - $37K
185 $34.2M
KOS
Kosmos Energy Ltd.

Energy
10K
New
$2.71 - $4.52 $27.1K - $45.2K
10K $34.2M
GIS
General Mills Inc

Consumer Defensive
500
New
$62.78 - $74.62 $31.4K - $37.3K
500 $31.9M
CNP
Centerpoint Energy Inc

Utilities
1K
New
$28.58 - $32.66 $28.6K - $32.7K
1K $31.7M
MPLX
Mplx LP

Energy
641
New
$43.77 - $51.66 $28.1K - $33.1K
641 $30.7M
ETR
Entergy Corp

Utilities
400
New
$73.19 - $156.4 $29.3K - $62.6K
400 $30.3M
IBB
Ishares Biotechnology ETF

ETFs
228
New
$131.21 - $148.85 $29.9K - $33.9K
228 $30.1M
MO
Altria Group, Inc.

Consumer Defensive
550
New
$49.06 - $57.74 $27K - $31.8K
550 $28.8M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
115
New
$229.83 - $258.46 $26.4K - $29.7K
115 $28.4M
NVS
Novartis Ag

Healthcare
292
New
$96.78 - $117.18 $28.3K - $34.2K
292 $28.4M
UL
Unilever PLC

Consumer Defensive
500
New
$56.7 - $64.64 $28.4K - $32.3K
500 $28.4M
SCMWY
Swisscom Ag

Communication Services
500
New
N/A
500 $28M
CRK
Comstock Resources Inc

Energy
1.5K
New
$11.15 - $18.92 $16.7K - $28.4K
1.5K $27.3M
OXY
Occidental Petroleum Corp

Energy
549
New
$45.36 - $55.91 $24.9K - $30.7K
549 $27.1M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
303
New
$88.59 - $94.57 $26.8K - $28.7K
303 $26.9M
VOX
Vanguard Communication Service

ETFs
172
New
$144.31 - $163.57 $24.8K - $28.1K
172 $26.7M
WTRG
Essential Utilities, Inc.

Utilities
720
New
$36.18 - $40.55 $26K - $29.2K
720 $26.2M
ROP
Roper Technologies Inc

Industrials
50
New
$519.85 - $575.95 $26K - $28.8K
50 $26M
PLTR
Palantir Technologies Inc.

Technology
3.5K
New
$36.46 - $82.38 $127K - $288K
3.5K $25.8M
Empire St Rlty Op L P LP
2.58K
New
N/A
2.58K $25.8M
SBRA
Sabra Health Care Reit, Inc.

Real Estate
1.48K
New
$16.73 - $19.67 $24.7K - $29.1K
1.48K $25.6M
ALL
Allstate Corp

Financial Services
132
New
$181.25 - $208.2 $23.9K - $27.5K
132 $25.4M
VCR
Vanguard Consumer Discretionar

ETFs
66
New
$328.51 - $401.37 $21.7K - $26.5K
66 $24.8M
PSI
Invesco Exchange Traded Fd Tr

ETFs
425
New
$53.26 - $60.98 $22.6K - $25.9K
425 $24.6M
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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