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
MTB
M&T Bank Corp

Financial Services
129
New
$172.48 - $221.95 $22.2K - $28.6K
129 $24.3M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
327
New
$47.29 - $84.74 $15.5K - $27.7K
327 $24.2M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
346
New
$66.77 - $71.52 $23.1K - $24.7K
346 $23.9M
Lam Resh Corp Class Stock
330
New
N/A
330 $23.8M
CVS
Cvs Health Corp

Healthcare
525
New
$43.78 - $67.46 $23K - $35.4K
525 $23.6M
DD
Du Pont De Nemours, Inc.

Basic Materials
308
New
$75.95 - $88.05 $23.4K - $27.1K
308 $23.5M
PKI
Perkinelmer Inc

Healthcare
210
New
N/A
210 $23.4M
META
Meta Platforms, Inc.

Communication Services
40
New
$554.08 - $632.68 $22.2K - $25.3K
40 $23.4M
VIS
Vanguard Industrial ETF

ETFs
92
New
$254.39 - $279.7 $23.4K - $25.7K
92 $23.4M
RTX
Raytheon Technologies Corp

Industrials
201
New
$114.45 - $127.21 $23K - $25.6K
201 $23.3M
DHR
Danaher Corp

Healthcare
100
New
$226.16 - $274.52 $22.6K - $27.5K
100 $23M
KHC
Kraft Heinz CO

Consumer Defensive
730
New
$30.1 - $36.02 $22K - $26.3K
730 $22.4M
IYH
Ishares Tr

ETFs
380
New
$57.53 - $65.24 $21.9K - $24.8K
380 $22.1M
VDC
Vanguard Consumer Staples ETF

ETFs
104
New
$210.96 - $223.62 $21.9K - $23.3K
104 $22M
Gsk PLC Adr Fsponsored Adr 1 Adr Reps 2 Ord Shs
640
New
N/A
640 $21.6M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
421
New
$49.03 - $53.35 $20.6K - $22.5K
421 $21.6M
CCL
Carnival Corp

Consumer Cyclical
860
New
$17.34 - $26.8 $14.9K - $23K
860 $21.4M
WBD
Warner Bros. Discovery, Inc.

Communication Services
2K
New
$7.33 - $12.37 $14.7K - $24.8K
2K $21.2M
ORA
Ormat Technologies, Inc.

Utilities
308
New
$67.12 - $83.84 $20.7K - $25.8K
308 $20.9M
EPD
Enterprise Products Partners L.P.

Energy
661
New
$28.66 - $34.43 $18.9K - $22.8K
661 $20.7M
TSEM
Tower Semiconductor LTD

Technology
400
New
$41.03 - $52.93 $16.4K - $21.2K
400 $20.6M
NEM
Newmont Corp

Basic Materials
552
New
$37.0 - $58.68 $20.4K - $32.4K
552 $20.6M
VAW
Vanguard Materials ETF

ETFs
107
New
$186.91 - $215.32 $20K - $23K
107 $20.1M
EFA
Ishares Tr Msci Eafe ETF

ETFs
263
New
$75.1 - $82.99 $19.8K - $21.8K
263 $19.9M
CMCSA
Comcast Corp

Communication Services
523
New
$37.39 - $45.14 $19.6K - $23.6K
523 $19.6M
SOXX
Ishares Semiconductor ETF

ETFs
90
New
$211.27 - $239.8 $19K - $21.6K
90 $19.4M
GBDC
Golub Capital Bdc, Inc.

Financial Services
1.27K
New
$14.69 - $15.67 $18.7K - $19.9K
1.27K $19.3M
ACLS
Axcelis Technologies Inc

Technology
275
New
$69.18 - $105.1 $19K - $28.9K
275 $19.2M
AZO
Autozone Inc

Consumer Cyclical
6
New
$2981.19 - $3370.27 $17.9K - $20.2K
6 $19.2M
Bristol Myers Squ 4percent Pfdconv
20
New
N/A
20 $18.7M
ES
Eversource Energy

Utilities
323
New
$55.9 - $67.73 $18.1K - $21.9K
323 $18.6M
KNTK
Kinetik Holdings Inc.

Energy
3.61K
New
$45.65 - $61.95 $165K - $224K
3.61K $18.5M
Ge Vernova Inc
56
New
N/A
56 $18.4M
Fs Specialty Lending Fund
5.37K
New
N/A
5.37K $18.3M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
290
New
$61.68 - $67.87 $17.9K - $19.7K
290 $18.1M
HQL
Tekla Life Sciences Investors

Financial Services
1.37K
New
$13.12 - $15.25 $18K - $21K
1.37K $18M
NWBO
Northwest Biotherapeutics Inc

Healthcare
65.6K
New
$0.25 - $0.32 $16.4K - $21K
65.6K $18M
AI
C3.Ai, Inc.

Technology
500
New
$22.6 - $42.94 $11.3K - $21.5K
500 $17.2M
MAR
Marriott International Inc

Consumer Cyclical
62
New
$246.06 - $292.59 $15.3K - $18.1K
62 $17.2M
NI
Nisource Inc.

Utilities
460
New
$33.74 - $38.25 $15.5K - $17.6K
460 $16.9M
ZTS
Zoetis Inc.

Healthcare
104
New
$162.24 - $194.42 $16.9K - $20.2K
104 $16.9M
BLK
Black Rock Inc.

Financial Services
16
New
$934.02 - $1065.26 $14.9K - $17K
16 $16.4M
IXUS
Ishares Tr

ETFs
245
New
$65.95 - $72.56 $16.2K - $17.8K
245 $16.2M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
174
New
$91.94 - $100.02 $16K - $17.4K
174 $16.1M
BA
Boeing CO

Industrials
90
New
$138.14 - $180.72 $12.4K - $16.3K
90 $15.9M
FTGS
First Tr Exchange Traded Fd Gr
503
New
N/A
503 $15.8M
ON
On Semiconductor Corp

Technology
250
New
$63.05 - $74.7 $15.8K - $18.7K
250 $15.8M
JBLU
Jetblue Airways Corp

Industrials
2K
New
$5.63 - $8.05 $11.3K - $16.1K
2K $15.7M
CTVA
Corteva, Inc.

Basic Materials
275
New
$55.21 - $64.13 $15.2K - $17.6K
275 $15.7M
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
Track This Portfolio

Track Vsm Wealth Advisory, LLC Portfolio

Follow Vsm Wealth Advisory, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Vsm Wealth Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vsm Wealth Advisory, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email