Vsm Wealth Advisory, LLC has filed its 13F form on February 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $280 Billion distributed in 485 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Large Cap ETF with a value of $45.6B, Vanguard Sht Term Corp Bd ETF with a value of $15.3B, Vanguard Mega Cap ETF with a value of $15B, Vanguard Total Stock Market Et with a value of $13.3B, and Vanguard Whitehall Fds (Vangua with a value of $12.9B.
Examining the 13F form we can see an increase of $280B in the current position value.
Vsm Wealth Advisory, LLC is based out at Hunt Valley, MD
Below you can find more details about Vsm Wealth Advisory, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$280 Billion
ETFs: $242 Billion
Technology: $7.33 Billion
Consumer Defensive: $6.36 Billion
Financial Services: $5.38 Billion
Energy: $3.9 Billion
Healthcare: $3.44 Billion
Industrials: $2.77 Billion
Consumer Cyclical: $2.6 Billion
Other: $3.84 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
