Fsm Wealth Advisors, LLC Purchases in Q4 2024

Fsm Wealth Advisors, LLC

  • $405 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BOND
Pimco Active Bond Exchange Tra

ETFs
36.3K
+ 18.72%
$90.42 - $94.5 $3.28M - $3.43M
230K $20.8M
JPIB
Jpmorgan International Bond Op

ETFs
57.7K
+ 21.25%
$47.26 - $48.47 $2.73M - $2.8M
329K $15.6M
VTI
Vanguard Total Stock Market Et

ETFs
5.82K
+ 9.2%
$280.04 - $302.45 $1.63M - $1.76M
69K $20M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
58.5K
+ 24.53%
$44.04 - $49.49 $2.58M - $2.89M
297K $13.1M
GWW
W.W. Grainger, Inc.

Industrials
1.54K
New
$1023.06 - $1220.93 $1.58M - $1.88M
1.54K $1.63M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
27.7K
+ 8.37%
$63.01 - $68.55 $1.74M - $1.9M
358K $22.7M
SCHG
Schwab Strategic Tr Us Large C

ETFs
263K
+ 339.19%
$25.93 - $105.3 $6.81M - $27.7M
340K $9.48M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
356K
+ 152.86%
$18.41 - $40.87 $6.56M - $14.6M
589K $10.9M
MUB
Ishares National Muni Bond ETF

ETFs
12.5K
+ 21.38%
$105.78 - $108.7 $1.32M - $1.36M
71.1K $7.57M
AMZN
Amazon Com Inc

Consumer Cyclical
3.08K
+ 20.09%
$180.88 - $232.93 $556K - $716K
18.4K $4.03M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
16.4K
+ 6.92%
$61.68 - $67.87 $1.01M - $1.11M
253K $15.8M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
10.3K
+ 8.76%
$113.92 - $127.38 $1.17M - $1.31M
128K $14.7M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.45K
+ 49.2%
$521.84 - $558.82 $758K - $812K
4.41K $2.37M
AAPL
Apple Inc.

Technology
443
+ 1.11%
$221.69 - $259.02 $98.2K - $115K
40.4K $10.1M
VT
Vanguard Total World Stk Index

ETFs
8.37K
+ 5.66%
$117.09 - $123.07 $980K - $1.03M
156K $18.4M
VV
Vanguard Large Cap ETF

ETFs
2.18K
+ 164.18%
$260.27 - $280.65 $567K - $611K
3.5K $944K
GOOG
Alphabet Inc.

Communication Services
795
+ 4.35%
$163.08 - $198.16 $130K - $158K
19.1K $3.63M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
7.08K
New
$77.02 - $78.58 $546K - $557K
7.08K $547K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
12K
+ 7.08%
$50.37 - $50.6 $602K - $605K
181K $9.11M
MSFT
Microsoft Corp

Technology
1.67K
+ 8.48%
$406.35 - $454.46 $680K - $761K
21.4K $9.02M
SPY
Spdr S&P 500 ETF Trust

ETFs
761
+ 31.79%
$567.81 - $607.81 $432K - $463K
3.16K $1.85M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
19.8K
+ 18.69%
$60.13 - $67.31 $1.19M - $1.33M
126K $7.63M
V
Visa Inc.

Financial Services
86
+ 0.83%
$273.87 - $320.91 $23.6K - $27.6K
10.5K $3.31M
META
Meta Platforms, Inc.

Communication Services
664
+ 22.33%
$554.08 - $632.68 $368K - $420K
3.64K $2.15M
CRM
Salesforce, Inc.

Technology
1.22K
New
$270.87 - $367.87 $331K - $449K
1.22K $408K
QQQ
Invesco Qqq Trust, Series 1

ETFs
576
+ 15.72%
$481.22 - $538.17 $277K - $310K
4.24K $2.17M
IEMG
Ishares Inc

ETFs
7.06K
New
N/A
7.06K $378K
JPM
Jpmorgan Chase & CO

Financial Services
366
+ 3.69%
$205.18 - $250.29 $75.1K - $91.6K
10.3K $2.46M
ITOT
Ishares Core S&P Total U.S. St

ETFs
2.77K
+ 152.17%
$124.26 - $134.12 $345K - $372K
4.6K $591K
GOOGL
Alphabet Inc.

Communication Services
36
+ 0.24%
$161.86 - $196.66 $5.83K - $7.08K
15K $2.84M
BMY
Bristol Myers Squibb CO

Healthcare
6.04K
New
$51.92 - $59.94 $313K - $362K
6.04K $341K
PLTR
Palantir Technologies Inc.

Technology
3.8K
New
$36.46 - $82.38 $139K - $313K
3.8K $287K
IGF
Ishares Global Infrastructure

ETFs
11.1K
+ 7.78%
$51.2 - $55.7 $568K - $617K
154K $8.03M
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
2.44K
New
$87.56 - $119.8 $214K - $292K
2.44K $267K
CEG
Constellation Energy Corp

Utilities
1.17K
New
$224.28 - $285.52 $263K - $334K
1.17K $263K
EPD
Enterprise Products Partners L.P.

Energy
6.01K
+ 18.39%
$28.66 - $34.43 $172K - $207K
38.7K $1.21M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
817
+ 20.38%
$172.07 - $207.36 $141K - $169K
4.83K $952K
DIS
Walt Disney CO

Communication Services
2.25K
New
$92.39 - $117.6 $208K - $264K
2.25K $250K
NFLX
Netflix Inc

Communication Services
274
New
$687.65 - $936.56 $188K - $257K
274 $244K
IEFA
Ishares Tr

ETFs
3.79K
+ 109.06%
$70.06 - $77.43 $266K - $294K
7.27K $511K
PANW
Palo Alto Networks Inc

Technology
1.22K
New
$181.96 - $405.9 $222K - $495K
1.22K $221K
XLY
Select Sector Spdr Consumer Di

ETFs
948
New
$194.8 - $239.43 $185K - $227K
948 $212K
CW
Curtiss Wright Corp

Industrials
579
New
$335.08 - $389.49 $194K - $226K
579 $205K
AXP
American Express CO

Financial Services
690
New
$267.35 - $305.57 $184K - $211K
690 $204K
VB
Vanguard Small Cap ETF

ETFs
843
New
$233.76 - $261.58 $197K - $221K
843 $202K
RJF
Raymond James Financial Inc

Financial Services
1.3K
New
$123.0 - $170.1 $160K - $221K
1.3K $201K
BP
Bp PLC

Energy
6.63K
New
$28.16 - $33.14 $187K - $220K
6.63K $196K
UAL
United Airlines Holdings, Inc.

Industrials
1.98K
New
$55.62 - $102.44 $110K - $203K
1.98K $192K
SCHX
Schwab Strategic Tr Us Large C

ETFs
34.6K
+ 251.63%
$22.4 - $68.28 $776K - $2.37M
48.4K $1.12M
Activity Summary
Buys All Purchases 141 New Holdings 19 Increased Positions 122 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Fsm Wealth Advisors, LLC Portfolio

Follow Fsm Wealth Advisors, 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 Fsm Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fsm Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email