Vsm Wealth Advisory, LLC Reduced Holdings in Q1 2025

Vsm Wealth Advisory, LLC

  • $278 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VV
Vanguard Large Cap ETF

ETFs
-2.08K
- 1.23%
$253.32 - $282.66 $526K - $587K
167K $42.9B
VXF
Vanguard Extended Market ETF

ETFs
-2.01K
- 4.48%
$170.36 - $201.04 $343K - $405K
42.9K $7.39B
VO
Vanguard Mid Cap ETF

ETFs
-1.94K
- 4.38%
$251.87 - $277.95 $489K - $540K
42.4K $11B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-3.28K
- 0.68%
$21.23 - $23.75 $69.7K - $77.9K
477K $10.3B
VNQ
Vanguard Specialized Funds Van

ETFs
-4.57K
- 26.32%
$85.55 - $94.34 $391K - $431K
12.8K $1.16B
MSFT
Microsoft Corp

Technology
-22
- 0.34%
$375.39 - $447.2 $8.26K - $9.84K
6.48K $2.43B
SCHA
Schwab Strategic Tr Us Small C

ETFs
-463
- 0.66%
$23.16 - $27.04 $10.7K - $12.5K
70K $1.64B
DFAS
Dimensional ETF Tr U S Small C

ETFs
-935
- 4.28%
$58.81 - $68.2 $55K - $63.8K
20.9K $1.25B
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-1.27K
- 1.59%
$25.58 - $29.24 $32.6K - $37.3K
78.9K $2.07B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-1.23K
- 1.47%
$49.25 - $50.66 $60.5K - $62.3K
82.6K $4.1B
VBR
Vanguard Small Cap Value ETF

ETFs
-155
- 2.9%
$183.02 - $207.75 $28.4K - $32.2K
5.19K $967M
SCHO
Schwab Short Term Us Treasury

ETFs
-3.32K
- 10.59%
$24.1 - $24.34 $80K - $80.8K
28.1K $683M
DIS
Walt Disney CO

Communication Services
-599
- 22.48%
$96.87 - $114.0 $58K - $68.3K
2.07K $204M
WFC
Wells Fargo & Company

Financial Services
-1K
- 16.37%
$66.78 - $81.42 $66.8K - $81.4K
5.11K $367M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-3.25K
- 14.73%
$20.2 - $22.24 $65.6K - $72.3K
18.8K $404M
MELI
Mercadolibre Inc

Consumer Cyclical
-20
- 90.91%
$1739.0 - $2260.0 $34.8K - $45.2K
2 $3.9M
JPM
Jpmorgan Chase & CO

Financial Services
-199
- 6.45%
$225.19 - $279.95 $44.8K - $55.7K
2.89K $708M
CIVI
Civitas Resources, Inc.

Energy
-500
- 50.0%
$32.05 - $54.79 $16K - $27.4K
500 $17.4M
DFAR
Dimensional ETF Tr Dimensional

ETFs
-1.13K
- 71.44%
$22.35 - $24.52 $25.2K - $27.7K
451 $10.7M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-50
- 20.33%
$333.37 - $384.99 $16.7K - $19.2K
196 $65.6M
VNQI
Vanguard Global Ex U.S. Real

ETFs
-565
- 96.58%
$38.22 - $41.19 $21.6K - $23.3K
20 $809K
WMT
Walmart Inc.

Consumer Defensive
-99
- 2.17%
$84.5 - $105.05 $8.37K - $10.4K
4.47K $393M
VT
Vanguard Total World Stk Index

ETFs
-112
- 2.73%
$115.08 - $123.97 $12.9K - $13.9K
3.99K $462M
CTRA
Coterra Energy Inc.

Energy
-800
- 44.44%
$25.51 - $29.83 $20.4K - $23.9K
1K $28.9M
DFAE
Dimensional ETF Tr

ETFs
-677
- 7.63%
$24.64 - $26.86 $16.7K - $18.2K
8.2K $212M
VGSH
Vanguard

ETFs
-233
- 15.23%
$58.07 - $58.69 $13.5K - $13.7K
1.3K $76.1M
PPG
Ppg Industries Inc

Basic Materials
-100
- 14.53%
$107.44 - $124.29 $10.7K - $12.4K
588 $64.3M
ARTNA
Artesian Resources Corp

Utilities
-300
- 71.09%
$29.68 - $33.46 $8.9K - $10K
122 $3.98M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-14
- 2.45%
$168.16 - $186.21 $2.35K - $2.61K
558 $95.4M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-596
- 5.64%
$25.81 - $28.52 $15.4K - $17K
9.97K $275M
ESRT
Empire State Realty Trust, Inc.

Real Estate
-429
- 46.18%
$7.82 - $10.26 $3.35K - $4.4K
500 $3.91M
PLTR
Palantir Technologies Inc.

Technology
-3.25K
- 92.85%
$64.98 - $124.62 $211K - $405K
250 $21.1M
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
-100
- 36.63%
$18.53 - $29.07 $1.85K - $2.91K
173 $3.28M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-2.19K
- 6.97%
$18.36 - $20.51 $40.3K - $45K
29.3K $579M
PK
Park Hotels & Resorts Inc.

Real Estate
-75
- 78.13%
$10.68 - $14.19 $801 - $1.06K
21 $224K
INTC
Intel Corp

Technology
-1K
- 13.0%
$19.1 - $27.39 $19.1K - $27.4K
6.69K $152M
DRS
Leonardo Drs, Inc.
-25
- 7.14%
N/A
325 $10.7M
POAHY
Porsche Automobil Holding Se

Consumer Cyclical
-1
- 0.99%
N/A
100 $370K
JOE
St Joe CO

Real Estate
-2
- 1.33%
$43.61 - $49.45 $87.2 - $98.9
148 $6.95M
MKC
Mccormick & CO Inc

Consumer Defensive
-424
- 4.2%
$71.24 - $84.73 $30.2K - $35.9K
9.67K $796M
NEM
Newmont Corp

Basic Materials
-33
- 5.98%
$37.79 - $48.39 $1.25K - $1.6K
519 $25M
VPU
Vanguard Utilities ETF

ETFs
-21
- 1.84%
$161.24 - $173.33 $3.39K - $3.64K
1.12K $191M
MGV
Vanguard Mega Cap Value

ETFs
-55
- 0.69%
$123.61 - $133.01 $6.8K - $7.32K
7.9K $1.02B
PM
Philip Morris International Inc.

Consumer Defensive
-200
- 16.95%
$117.15 - $158.79 $23.4K - $31.8K
980 $156M
DFAI
Dimensional ETF Tr

ETFs
-749
- 3.05%
$28.88 - $32.4 $21.6K - $24.3K
23.8K $744M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-945
- 1.47%
$42.5 - $46.71 $40.2K - $44.1K
63.3K $2.86B
WM
Waste Management Inc

Industrials
-40
- 1.81%
$200.54 - $233.78 $8.02K - $9.35K
2.18K $503M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-99
- 0.06%
$22.46 - $23.26 $2.22K - $2.3K
176K $4.08B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-55
- 1.76%
$442.66 - $534.52 $24.3K - $29.4K
3.08K $1.64B
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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