Vsm Wealth Advisory, LLC Reduced Holdings in Q3 2025

Vsm Wealth Advisory, LLC

  • $322 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VBK
Vanguard Small Cap Growth ETF

ETFs
-53.6K
- 99.3%
$276.51 - $305.12 $14.8M - $16.3M
380 $113M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-309K
- 92.85%
$28.92 - $32.19 $8.93M - $9.94M
23.8K $759M
AAPL
Apple Inc.

Technology
-11.4K
- 99.25%
$202.38 - $256.87 $2.3M - $2.92M
86 $17.6M
LLY
Eli Lilly & CO

Healthcare
-800
- 46.0%
$625.65 - $812.69 $501K - $650K
939 $716M
PG
Procter & Gamble CO

Consumer Defensive
-1.98K
- 8.51%
$150.47 - $161.22 $298K - $319K
21.3K $3.27B
CAT
Caterpillar Inc

Industrials
-699
- 63.43%
$390.92 - $477.15 $273K - $334K
403 $192M
DUK
Duke Energy Corp

Utilities
-1.93K
- 53.6%
$116.31 - $125.93 $224K - $243K
1.67K $207M
VNQ
Vanguard Specialized Funds Van

ETFs
-2.12K
- 19.04%
$88.47 - $93.24 $188K - $198K
9.02K $825M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-6.94K
- 23.91%
$21.69 - $23.34 $151K - $162K
22.1K $515M
TFC
Truist Financial Corp

Financial Services
-2.32K
- 38.3%
$42.83 - $47.07 $99.2K - $109K
3.73K $171M
JEF
Jefferies Financial Group Inc.

Financial Services
-1.71K
- 50.0%
$54.67 - $70.36 $93.5K - $120K
1.71K $112M
AMZN
Amazon Com Inc

Consumer Cyclical
-338
- 16.04%
$211.65 - $238.24 $71.5K - $80.5K
1.77K $388M
MELI
Mercadolibre Inc

Consumer Cyclical
-26
- 92.86%
$2292.04 - $2514.05 $59.6K - $65.4K
2 $4.67M
SCHW
Schwab Charles Corp

Financial Services
-786
- 44.43%
$91.03 - $98.69 $71.5K - $77.6K
983 $93.9M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-790
- 11.43%
$78.11 - $79.07 $61.7K - $62.5K
6.12K $483M
MRK
Merck & Co., Inc.

Healthcare
-798
- 52.57%
$77.6 - $87.37 $61.9K - $69.7K
720 $60.5M
ISRG
Intuitive Surgical Inc

Healthcare
-105
- 81.4%
$433.66 - $544.47 $45.5K - $57.2K
24 $10.7M
ADP
Automatic Data Processing Inc

Industrials
-141
- 58.51%
$288.69 - $310.94 $40.7K - $43.8K
100 $16M
PFE
Pfizer Inc

Healthcare
-2.4K
- 39.3%
$23.29 - $25.88 $55.9K - $62.1K
3.71K $94.4M
Grayscale Bitcoin Trust ETF
-1.36K
- 80.6%
N/A
327 $29.4M
META
Meta Platforms, Inc.

Communication Services
-68
- 62.96%
$695.21 - $791.73 $47.3K - $53.8K
40 $29.4M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-866
- 14.39%
$109.47 - $119.06 $94.8K - $103K
5.15K $610M
DAL
Delta Air Lines, Inc.

Industrials
-1.03K
- 86.95%
$49.0 - $61.97 $50.3K - $63.6K
154 $8.73M
VZ
Verizon Communications Inc

Communication Services
-1.19K
- 26.34%
$40.84 - $45.06 $48.6K - $53.6K
3.33K $146M
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
-1.96K
- 39.25%
$24.65 - $24.98 $48.3K - $49K
3.03K $75.7M
MPC
Marathon Petroleum Corp

Energy
-308
- 62.86%
$158.59 - $198.69 $48.8K - $61.2K
182 $35.1M
CVX
Chevron Corp

Energy
-419
- 24.79%
$145.57 - $161.83 $61K - $67.8K
1.27K $197M
VOE
Vanguard Mid Cap Value Index F

ETFs
-337
- 23.9%
$164.63 - $174.58 $55.5K - $58.8K
1.07K $187M
UPS
United Parcel Service Inc

Industrials
-376
- 60.74%
$82.58 - $105.54 $31.1K - $39.7K
243 $20.3M
EPD
Enterprise Products Partners L.P.

Energy
-1.36K
- 66.29%
$30.74 - $32.14 $41.7K - $43.5K
689 $21.5M
CMCSA
Comcast Corp

Communication Services
-1.02K
- 74.87%
$31.41 - $36.33 $31.9K - $36.9K
341 $10.7M
CNP
Centerpoint Energy Inc

Utilities
-973
- 97.3%
$35.77 - $39.16 $34.8K - $38.1K
27 $5K
AMD
Advanced Micro Devices Inc

Technology
-422
- 24.41%
$134.8 - $184.42 $56.9K - $77.8K
1.31K $211M
TGT
Target Corp

Consumer Defensive
-322
- 91.48%
$86.56 - $107.43 $27.9K - $34.6K
30 $2.68M
BAC
Bank Of America Corp

Financial Services
-696
- 41.5%
$44.92 - $52.42 $31.3K - $36.5K
981 $50.6M
KMB
Kimberly Clark Corp

Consumer Defensive
-200
- 24.07%
$121.72 - $136.77 $24.3K - $27.4K
631 $78.5M
BMY
Bristol Myers Squibb CO

Healthcare
-581
- 31.99%
$43.31 - $48.98 $25.2K - $28.5K
1.24K $55.7M
VEEV
Veeva Systems Inc

Healthcare
-100
- 50.0%
$269.2 - $297.91 $26.9K - $29.8K
100 $29.8M
SCHO
Schwab Short Term Us Treasury

ETFs
-1.13K
- 4.29%
$24.23 - $24.42 $27.4K - $27.6K
25.2K $615M
AMT
American Tower Corp

Real Estate
-90
- 57.69%
$192.32 - $232.35 $17.3K - $20.9K
66 $12.7M
WM
Waste Management Inc

Industrials
-18
- 0.83%
$213.88 - $237.1 $3.85K - $4.27K
2.15K $475M
MO
Altria Group, Inc.

Consumer Defensive
-477
- 31.24%
$57.75 - $67.68 $27.5K - $32.3K
1.05K $69.4M
KOS
Kosmos Energy Ltd.

Energy
-14.8K
- 98.47%
$1.62 - $2.39 $23.9K - $35.3K
230 $5.99M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-1.73K
- 2.68%
$48.5 - $50.19 $83.7K - $86.6K
62.6K $3.14B
JPM
Jpmorgan Chase & CO

Financial Services
-299
- 10.09%
$282.78 - $316.06 $84.6K - $94.5K
2.66K $840M
PEG
Public Service Enterprise Group Inc

Utilities
-198
- 28.29%
$79.99 - $90.14 $15.8K - $17.8K
502 $41.9M
MPLX
Mplx LP

Energy
-303
- 30.64%
$49.42 - $52.71 $15K - $16K
686 $34.3M
CSCO
Cisco Systems, Inc.

Technology
-198
- 13.93%
$66.2 - $71.79 $13.1K - $14.2K
1.22K $83.7M
V
Visa Inc.

Financial Services
-22
- 9.32%
$332.09 - $358.86 $7.31K - $7.89K
214 $73.1M
Activity Summary
Buys All Purchases 121 New Holdings 3 Increased Positions 118 Sells All Sells 82 Reductions 82 Sold out 0 Options Calls 0 Puts 0
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