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
TRP
Tc Energy Corp

Energy
50
+ 1.07%
$44.03 - $50.23 $2.2K - $2.51K
4.72K $219K
JKHY
Henry Jack & Associates Inc

Technology
7
+ 0.2%
$171.12 - $186.18 $1.2K - $1.3K
3.59K $629K
VBR
Vanguard Small Cap Value ETF

ETFs
1
+ 0.1%
$197.36 - $217.3 $197 - $217
1.04K $206K
PG
Procter & Gamble CO

Consumer Defensive
140
+ 2.87%
$161.05 - $179.7 $22.5K - $25.2K
5.02K $840K
IWD
Ishares Russell 1000 Val ETF

ETFs
1
+ 0.08%
$183.23 - $199.79 $183 - $200
1.23K $228K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
15.7K
+ 207.0%
$26.93 - $84.95 $424K - $1.34M
23.3K $637K
OXY
Occidental Petroleum Corp

Energy
47
+ 1.17%
$45.36 - $55.91 $2.13K - $2.63K
4.07K $201K
RTX
Raytheon Technologies Corp

Industrials
216
+ 3.83%
$114.45 - $127.21 $24.7K - $27.5K
5.86K $677K
IR
Ingersoll Rand Inc.

Industrials
134
+ 5.81%
$90.46 - $105.35 $12.1K - $14.1K
2.44K $220K
PGR
Progressive Corp

Financial Services
61
+ 3.81%
$239.6 - $268.88 $14.6K - $16.4K
1.66K $398K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
26
+ 0.25%
$49.79 - $51.14 $1.29K - $1.33K
10.3K $516K
CAT
Caterpillar Inc

Industrials
25
+ 3.77%
$360.37 - $416.88 $9.01K - $10.4K
688 $249K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
7
+ 0.05%
$40.38 - $44.35 $283 - $310
13.6K $555K
ORCL
Oracle Corp

Technology
107
+ 1.39%
$165.41 - $192.43 $17.7K - $20.6K
7.79K $1.3M
VNQ
Vanguard Specialized Funds Van

ETFs
78
+ 3.49%
$87.85 - $98.6 $6.85K - $7.69K
2.31K $206K
CSX
Csx Corp

Industrials
198
+ 2.29%
$31.58 - $36.88 $6.25K - $7.3K
8.85K $285K
SBUX
Starbucks Corp

Consumer Cyclical
137
+ 3.03%
$87.44 - $102.5 $12K - $14K
4.66K $424K
WEN
Wendy'S CO

Consumer Cyclical
58
+ 0.38%
$16.26 - $20.42 $943 - $1.18K
15.4K $250K
TDG
Trans Digm Group Inc

Industrials
6
+ 3.7%
$1239.0 - $1442.53 $7.43K - $8.66K
168 $212K
KLAC
Kla Corp

Technology
43
+ 13.11%
$614.46 - $829.55 $26.4K - $35.7K
371 $233K
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
122
+ 1.27%
$27.88 - $30.51 $3.4K - $3.72K
9.74K $272K
CGGO
Capital Group Global Growth Eq

ETFs
3.82K
+ 2.68%
$29.21 - $30.67 $111K - $117K
146K $4.26M
VEU
Vanguard Ftse All World Ex Us

ETFs
15
+ 0.35%
$57.29 - $63.1 $859 - $947
4.33K $248K
QSR
Restaurant Brands International Inc.

Consumer Cyclical
11
+ 0.28%
$64.91 - $73.47 $714 - $808
3.92K $255K
NOC
Northrop Grumman Corp

Industrials
37
+ 4.52%
$466.52 - $543.88 $17.3K - $20.1K
856 $401K
VZ
Verizon Communications Inc

Communication Services
366
+ 3.75%
$39.6 - $45.21 $14.5K - $16.5K
10.1K $404K
FE
Firstenergy Corp

Utilities
144
+ 1.62%
$39.14 - $44.52 $5.64K - $6.41K
9.03K $359K
ASML
Asml Holding Nv

Technology
56
+ 10.69%
$658.43 - $872.27 $36.9K - $48.8K
580 $401K
NKE
Nike, Inc.

Consumer Cyclical
345
+ 6.98%
$73.36 - $89.13 $25.3K - $30.7K
5.29K $400K
CARR
Carrier Global Corp

Industrials
474
+ 7.44%
$66.69 - $82.65 $31.6K - $39.2K
6.85K $467K
AZN
Astrazeneca PLC

Healthcare
204
+ 3.32%
$63.2 - $79.58 $12.9K - $16.2K
6.34K $415K
QCOM
Qualcomm Inc

Technology
70
+ 1.34%
$150.4 - $178.04 $10.5K - $12.5K
5.29K $812K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
1.14K
+ 0.19%
$50.67 - $50.9 $57.8K - $58K
595K $30.2M
ELV
Elevance Health, Inc.

Healthcare
15
+ 2.48%
$365.96 - $514.62 $5.49K - $7.72K
620 $229K
VONV
Vanguard Russell 1000 Value Et

ETFs
3.3K
+ 1.92%
$80.87 - $87.69 $267K - $290K
175K $14.2M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
5
+ 1.68%
$701.85 - $1046.91 $3.51K - $5.23K
302 $215K
NVO
Novo Nordisk A S

Healthcare
195
+ 3.75%
$85.0 - $120.04 $16.6K - $23.4K
5.39K $463K
REET
Ishares Global Reit ETF

ETFs
17.5K
+ 7.14%
$23.43 - $26.54 $410K - $465K
263K $6.3M
DHR
Danaher Corp

Healthcare
60
+ 1.03%
$226.16 - $274.52 $13.6K - $16.5K
5.89K $1.35M
XOM
Exxon Mobil Corp

Energy
151
+ 0.45%
$105.51 - $125.37 $15.9K - $18.9K
33.8K $3.63M
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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