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
WMT
Walmart Inc.

Consumer Defensive
1.16K
+ 28.28%
$79.1 - $95.7 $91.7K - $111K
5.26K $475K
COST
Costco Wholesale Corp

Consumer Defensive
39
+ 1.25%
$873.59 - $994.69 $34.1K - $38.8K
3.15K $2.88M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
358
+ 5.61%
$442.29 - $483.08 $158K - $173K
6.74K $3.06M
CSCO
Cisco Systems, Inc.

Technology
382
+ 2.88%
$52.45 - $60.02 $20K - $22.9K
13.7K $808K
MA
Mastercard Inc

Financial Services
112
+ 8.62%
$491.3 - $536.15 $55K - $60K
1.41K $742K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
326
+ 20.78%
$278.19 - $315.36 $90.7K - $103K
1.9K $545K
ABT
Abbott Laboratories

Healthcare
866
+ 7.73%
$111.93 - $119.39 $96.9K - $103K
12.1K $1.37M
BNDX
Vanguard Total International B

ETFs
1.83K
+ 44.88%
$48.91 - $50.61 $89.6K - $92.7K
5.91K $290K
SCHA
Schwab Strategic Tr Us Small C

ETFs
16.2K
+ 118.13%
$25.33 - $51.16 $409K - $827K
29.8K $771K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
133
+ 7.72%
$229.83 - $258.46 $30.6K - $34.4K
1.86K $458K
RWO
Spdr Dow Jones Global Real Est

ETFs
9.58K
+ 12.21%
$42.41 - $47.31 $406K - $453K
88K $3.78M
SAP
Sap Se

Technology
71
+ 4.43%
$218.13 - $255.54 $15.5K - $18.1K
1.67K $411K
GS
Goldman Sachs Group Inc

Financial Services
19
+ 4.63%
$486.1 - $608.57 $9.24K - $11.6K
429 $245K
IWM
Ishares Russell 2000 ETF

ETFs
195
+ 8.13%
$216.13 - $242.4 $42.1K - $47.3K
2.6K $573K
VUG
Vanguard Growth ETF

ETFs
21
+ 1.66%
$378.79 - $428.11 $7.95K - $8.99K
1.29K $527K
INTU
Intuit Inc

Technology
31
+ 1.2%
$602.01 - $706.25 $18.7K - $21.9K
2.62K $1.65M
T
At&T Inc.

Communication Services
1.27K
+ 11.3%
$21.22 - $23.88 $27K - $30.4K
12.5K $285K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
46K
+ 200.31%
$22.01 - $66.82 $1.01M - $3.07M
69K $1.57M
TRMB
Trimble Inc.

Technology
21
+ 0.52%
$60.21 - $75.4 $1.26K - $1.58K
4.09K $288K
VO
Vanguard Mid Cap ETF

ETFs
128
+ 16.8%
$261.5 - $284.63 $33.5K - $36.4K
890 $235K
EMR
Emerson Electric CO

Industrials
1
+ 0.05%
$108.13 - $134.33 $108 - $134
2.04K $253K
CPRT
Copart Inc

Consumer Cyclical
80
+ 1.84%
$51.36 - $63.8 $4.11K - $5.1K
4.43K $254K
XLF
Financial Sector Spdr

ETFs
180
+ 3.39%
$44.89 - $51.34 $8.08K - $9.24K
5.5K $265K
ISRG
Intuitive Surgical Inc

Healthcare
19
+ 3.75%
$471.27 - $550.62 $8.95K - $10.5K
526 $274K
ACN
Accenture PLC

Technology
80
+ 3.34%
$343.9 - $376.86 $27.5K - $30.1K
2.47K $869K
PM
Philip Morris International Inc.

Consumer Defensive
217
+ 6.64%
$118.38 - $133.06 $25.7K - $28.9K
3.49K $419K
XLV
Select Sector Spdr Fund Health

ETFs
345
+ 22.0%
$136.28 - $154.74 $47K - $53.4K
1.91K $263K
AON
Aon PLC

Financial Services
39
+ 6.07%
$344.14 - $393.31 $13.4K - $15.3K
682 $244K
ETN
Eaton Corp PLC

Industrials
61
+ 9.37%
$326.96 - $377.52 $19.9K - $23K
712 $236K
IBM
International Business Machines Corp

Technology
110
+ 4.24%
$204.9 - $238.04 $22.5K - $26.2K
2.71K $595K
GE
General Electric CO

Industrials
816
+ 15.52%
$159.95 - $194.23 $131K - $158K
6.07K $1.01M
PH
Parker Hannifin Corp

Industrials
19
+ 3.33%
$621.74 - $709.46 $11.8K - $13.5K
590 $375K
SYK
Stryker Corp

Healthcare
45
+ 2.38%
$345.14 - $392.15 $15.5K - $17.6K
1.93K $695K
TTE
Total Energies Se

Energy
187
+ 3.43%
N/A
5.64K $386K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
676
+ 6.77%
$44.87 - $46.86 $30.3K - $31.7K
10.7K $478K
MCD
Mcdonalds Corp

Consumer Cyclical
93
+ 9.43%
$288.47 - $316.54 $26.8K - $29.4K
1.08K $312K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
1.49K
+ 13.69%
$26.63 - $30.23 $39.8K - $45.1K
12.4K $330K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
115
+ 8.32%
$209.89 - $233.24 $24.1K - $26.8K
1.5K $318K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
12
+ 0.04%
$33.92 - $36.6 $407 - $439
30.3K $1.05M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1
+ 0.03%
$417.69 - $450.94 $418 - $451
3.43K $1.46M
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
273
+ 2.7%
$63.23 - $66.65 $17.3K - $18.2K
10.4K $656K
LOW
Lowes Companies Inc

Consumer Cyclical
144
+ 9.56%
$244.52 - $284.07 $35.2K - $40.9K
1.65K $407K
Ge Vernova Inc
197
+ 11.52%
N/A
1.91K $0
HEIA
Heico Crp Cl A
98
+ 7.06%
N/A
1.49K $0
Freyr Battery Inc
20.6K
New
N/A
20.6K $0
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
6.21K
+ 200.0%
$27.54 - $83.04 $171K - $516K
9.32K $258K
Linde PLC
10
+ 1.96%
N/A
519 $0
VEA
Vanguard Ftse Developed Market

ETFs
3.76K
+ 10.38%
$47.57 - $52.44 $179K - $197K
40K $1.91M
HD
Home Depot, Inc.

Consumer Cyclical
166
+ 4.05%
$385.02 - $431.37 $63.9K - $71.6K
4.27K $1.66M
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
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