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
ABT
Abbott Laboratories

Healthcare
-46
- 6.27%
$120.51 - $136.62 $5.54K - $6.28K
688 $92.1M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-687
- 3.9%
$20.76 - $21.78 $14.3K - $15K
16.9K $365M
IVW
Ishares S&P 500 Growth ETF

ETFs
-246
- 11.22%
$108.97 - $121.65 $26.8K - $29.9K
1.95K $235M
HST
Host Hotels & Resorts, Inc.

Real Estate
-269
- 70.98%
$15.27 - $17.68 $4.11K - $4.76K
110 $1.87M
SO
Southern CO

Utilities
-109
- 4.19%
$90.83 - $96.0 $9.9K - $10.5K
2.49K $236M
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
-100
- 57.8%
$20.98 - $26.94 $2.1K - $2.69K
73 $1.8M
DFAI
Dimensional ETF Tr

ETFs
-1.15K
- 4.97%
$34.05 - $36.55 $39.3K - $42.1K
22K $801M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
-168
- 5.68%
$64.58 - $69.94 $10.8K - $11.7K
2.79K $193M
CHPT
Charge Point Holdings, Inc.

Consumer Cyclical
-476
- 95.2%
$0.6 - $12.45 $286 - $5.93K
24 $262K
VERU
Veru Inc.

Healthcare
-90
- 90.0%
$0.37 - $3.86 $33.3 - $347
10 $38K
ACHR
Archer Aviation Inc.

Industrials
-762
- 76.2%
$8.25 - $13.4 $6.29K - $10.2K
238 $14.2M
XLK
Technology Sector Spdr

ETFs
-19
- 5.31%
$250.97 - $282.66 $4.77K - $5.37K
339 $95.6M
ACLS
Axcelis Technologies Inc

Technology
-269
- 97.82%
$67.69 - $100.44 $18.2K - $27K
6 $25.7M
MU
Micron Technology Inc

Technology
-200
- 22.0%
$104.88 - $168.89 $21K - $33.8K
709 $119M
VPU
Vanguard Utilities ETF

ETFs
-32
- 3.1%
$175.25 - $189.41 $5.61K - $6.06K
1K $190M
LCID
Lucid Group, Inc.

Consumer Cyclical
-1.05K
- 70.05%
$1.98 - $24.11 $2.08K - $25.3K
449 $10.7M
MCD
Mcdonalds Corp

Consumer Cyclical
-20
- 1.62%
$291.67 - $316.99 $5.83K - $6.34K
1.21K $369M
AEP
American Electric Power CO Inc

Utilities
-70
- 3.29%
$103.26 - $115.0 $7.23K - $8.05K
2.06K $232M
JNJ
Johnson & Johnson

Healthcare
-805
- 15.12%
$155.17 - $185.42 $125K - $149K
4.52K $838M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-185
- 1.86%
$30.13 - $33.37 $5.57K - $6.17K
9.79K $327M
SAN
Banco Santander, S.A.

Financial Services
-5K
- 13.66%
$8.27 - $10.48 $41.4K - $52.4K
31.6K $331M
NVDA
Nvidia Corp

Technology
-32
- 1.76%
$153.3 - $186.58 $4.91K - $5.97K
1.78K $333M
XOM
Exxon Mobil Corp

Energy
-541
- 2.21%
$105.83 - $117.22 $57.3K - $63.4K
23.9K $2.69B
HD
Home Depot, Inc.

Consumer Cyclical
-23
- 0.89%
$357.4 - $423.42 $8.22K - $9.74K
2.55K $1.03B
MSFT
Microsoft Corp

Technology
-59
- 0.91%
$491.09 - $535.64 $29K - $31.6K
6.42K $3.33B
TSLA
Tesla, Inc.

Consumer Cyclical
-20
- 1.57%
$293.94 - $444.72 $5.88K - $8.89K
1.26K $558M
VXF
Vanguard Extended Market ETF

ETFs
-2.07K
- 5.01%
$193.58 - $213.07 $401K - $442K
39.3K $8.23B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-7
- 0.1%
$567.77 - $614.76 $3.97K - $4.3K
6.81K $4.17B
VEU
Vanguard Ftse All World Ex Us

ETFs
-840
- 0.54%
$66.38 - $71.68 $55.8K - $60.2K
154K $11B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-10.8K
- 2.31%
$23.82 - $25.84 $258K - $280K
459K $11.8B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-245
- 0.24%
$132.9 - $142.03 $32.6K - $34.8K
102K $14.4B
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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