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
DAL
Delta Air Lines, Inc.

Industrials
152
New
$47.46 - $65.77 $7.21K - $10K
152 $9.22M
FDX
Fedex Corp

Industrials
33
New
$260.5 - $305.15 $8.6K - $10.1K
33 $9.16M
LHX
L3 Harris Technologies, Inc.

Industrials
43
New
$208.94 - $264.22 $8.98K - $11.4K
43 $9.04M
WY
Weyerhaeuser CO

Real Estate
320
New
$27.21 - $33.7 $8.71K - $10.8K
320 $9.01M
MLPX
Global X Mlp & Energy Infrastr

ETFs
147
New
$54.89 - $64.32 $8.07K - $9.46K
147 $8.9M
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
384
New
$23.03 - $23.33 $8.84K - $8.96K
384 $8.89M
IBHG
Ishares Tr Ibonds 2027 Term Hi
398
New
$22.11 - $22.54 $8.8K - $8.97K
398 $8.85M
IBHE
Ishares Ibonds 2025 Term High

ETFs
378
New
$23.08 - $23.28 $8.72K - $8.8K
378 $8.77M
LAB
Standard Biotools Inc.

Healthcare
5K
New
$1.5 - $2.26 $7.5K - $11.3K
5K $8.75M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
200
New
$43.02 - $47.32 $8.6K - $9.46K
200 $8.65M
ALB
Albemarle Corp

Basic Materials
100
New
$86.08 - $111.3 $8.61K - $11.1K
100 $8.61M
GS
Goldman Sachs Group Inc

Financial Services
15
New
$486.1 - $608.57 $7.29K - $9.13K
15 $8.59M
Te Connectivity PLC F
60
New
N/A
60 $8.58M
IDA
Idacorp Inc

Utilities
77
New
$100.11 - $118.96 $7.71K - $9.16K
77 $8.42M
QS
Quantum Scape Corp

Consumer Cyclical
1.6K
New
$4.73 - $6.5 $7.58K - $10.4K
1.6K $8.31M
Brookfield Infrastru Fclass A
200
New
N/A
200 $8M
HLN
Haleon PLC

Healthcare
800
New
$9.23 - $10.71 $7.38K - $8.57K
800 $7.63M
ROKU
Roku, Inc

Communication Services
100
New
$64.08 - $84.12 $6.41K - $8.41K
100 $7.43M
IDU
Ishares Tr U S Utils ETF

ETFs
76
New
$94.65 - $105.73 $7.19K - $8.04K
76 $7.31M
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
273
New
$19.44 - $28.35 $5.31K - $7.74K
273 $7.02M
AGCO
Agco Corp

Industrials
75
New
$89.46 - $101.89 $6.71K - $7.64K
75 $7.01M
APA
Apa Corp

Energy
300
New
$20.47 - $27.07 $6.14K - $8.12K
300 $6.93M
RC
Ready Capital Corp

Real Estate
996
New
$6.71 - $7.57 $6.68K - $7.54K
996 $6.79M
JOE
St Joe CO

Real Estate
150
New
$43.8 - $59.68 $6.57K - $8.95K
150 $6.74M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
58
New
$114.08 - $125.68 $6.62K - $7.29K
58 $6.68M
FXI
Ishares Tr

ETFs
219
New
$29.52 - $36.69 $6.46K - $8.04K
219 $6.66M
HST
Host Hotels & Resorts, Inc.

Real Estate
379
New
$17.24 - $19.07 $6.53K - $7.23K
379 $6.64M
SLDPW
Solid Pwr Inc Wt Exp (Co)

Industrials
15K
New
$0.09 - $0.5 $1.35K - $7.5K
15K $6.34M
WELL
Welltower Inc.

Real Estate
50
New
$123.11 - $139.3 $6.16K - $6.97K
50 $6.3M
HTGC
Hercules Capital, Inc.

Financial Services
300
New
$18.53 - $20.22 $5.56K - $6.07K
300 $6.03M
Ge Healthcare Technologi
74
New
N/A
74 $5.79M
TROW
Price T Rowe Group Inc

Financial Services
50
New
$106.48 - $124.69 $5.32K - $6.23K
50 $5.66M
VERV
Verve Therapeutics, Inc.

Healthcare
1K
New
$4.5 - $7.19 $4.5K - $7.19K
1K $5.64M
Lithium Amers Argentin F
2K
New
N/A
2K $5.59M
CAG
Conagra Brands Inc.

Consumer Defensive
200
New
$26.48 - $32.72 $5.3K - $6.54K
200 $5.55M
VTWO
Vanguard Russell 2000 ETF

ETFs
62
New
$87.42 - $98.06 $5.42K - $6.08K
62 $5.5M
ONON
On Holding Ag

Consumer Cyclical
100
New
$46.3 - $59.54 $4.63K - $5.95K
100 $5.48M
XLE
Energy Sector Spdr

ETFs
64
New
$83.32 - $97.27 $5.33K - $6.23K
64 $5.47M
ETG
Eaton Vance Tax Advantaged Global Dividend Income Fund

Financial Services
288
New
$18.18 - $19.49 $5.24K - $5.61K
288 $5.25M
JETS
ETF Ser Solutions U S Global J

ETFs
202
New
$20.04 - $25.93 $4.05K - $5.24K
202 $5.12M
ALC
Alcon Inc

Healthcare
58
New
$83.87 - $99.15 $4.86K - $5.75K
58 $4.92M
NET
Cloudflare, Inc.

Technology
45
New
$78.11 - $117.56 $3.51K - $5.29K
45 $4.85M
HNDL
Strategy Shs

ETFs
224
New
$21.25 - $22.4 $4.76K - $5.02K
224 $4.78M
SJW
Sjw Group

Utilities
97
New
$49.07 - $60.38 $4.76K - $5.86K
97 $4.77M
TMDX
Trans Medics Group, Inc.

Healthcare
75
New
$59.28 - $144.9 $4.45K - $10.9K
75 $4.68M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
500
New
$8.24 - $11.07 $4.12K - $5.54K
500 $4.67M
FPX
First Trust Us Equity Opportun

ETFs
38
New
$109.38 - $131.9 $4.16K - $5.01K
38 $4.54M
LCID
Lucid Group, Inc.

Consumer Cyclical
1.5K
New
$2.01 - $3.44 $3.01K - $5.16K
1.5K $4.53M
Goodyear Tire & Rubr CO
501
New
N/A
501 $4.51M
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