Fsm Wealth Advisors, LLC Incresed Positions in Q4 2025

Fsm Wealth Advisors, LLC

  • $710 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
JPIB
Jpmorgan International Bond Op

ETFs
163K
+ 21.59%
$48.68 - $49.38 $7.93M - $8.04M
917K $44.8M
BOND
Pimco Active Bond Exchange Tra

ETFs
42.2K
+ 11.17%
$93.0 - $94.55 $3.93M - $3.99M
420K $39.2M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
50.9K
+ 10.84%
$52.54 - $55.77 $2.67M - $2.84M
520K $28.5M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
94.1K
+ 10.53%
$23.02 - $24.23 $2.17M - $2.28M
987K $23.6M
IGF
Ishares Global Infrastructure

ETFs
34.7K
+ 17.09%
$60.97 - $62.49 $2.11M - $2.17M
238K $14.8M
VT
Vanguard Total World Stk Index

ETFs
12.1K
+ 6.36%
$135.16 - $141.78 $1.63M - $1.71M
202K $28.1M
SCHG
Schwab Strategic Tr Us Large C

ETFs
48.7K
+ 11.45%
$31.41 - $33.69 $1.53M - $1.64M
474K $15.3M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
19.7K
+ 4.35%
$67.15 - $70.77 $1.32M - $1.39M
471K $32.8M
VTI
Vanguard Total Stock Market Et

ETFs
3.73K
+ 4.09%
$321.8 - $337.95 $1.2M - $1.26M
94.7K $31.3M
REET
Ishares Global Reit ETF

ETFs
57.1K
+ 11.88%
$24.8 - $26.02 $1.42M - $1.49M
538K $13.6M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
19.1K
+ 11.52%
$50.57 - $50.77 $967K - $971K
185K $9.37M
XLK
Technology Sector Spdr

ETFs
2.53K
+ 128.92%
$278.39 - $304.13 $705K - $770K
4.5K $1.3M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
15.6K
+ 2.61%
$50.85 - $51.0 $795K - $797K
615K $31.3M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
9.41K
+ 4.5%
$75.19 - $77.98 $708K - $734K
218K $16.7M
SPY
Spdr S&P 500 ETF Trust

ETFs
923
+ 13.84%
$653.02 - $687.39 $603K - $634K
7.59K $5.05M
LLY
Eli Lilly & CO

Healthcare
75
+ 4.19%
$799.57 - $1025.28 $60K - $76.9K
1.87K $1.91M
NVDA
Nvidia Corp

Technology
2.78K
+ 3.9%
$179.83 - $207.04 $500K - $575K
74.1K $13.8M
AVGO
Broadcom Inc.

Technology
1.04K
+ 8.69%
$324.63 - $385.98 $338K - $402K
13K $4.47M
KLAC
Kla Corp

Technology
391
+ 136.71%
$982.75 - $1235.28 $384K - $483K
677 $767K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
12.1K
+ 3.67%
$63.25 - $66.24 $765K - $801K
342K $21.9M
JNJ
Johnson & Johnson

Healthcare
1.24K
+ 12.41%
$185.98 - $199.58 $231K - $248K
11.3K $2.25M
GE
General Electric CO

Industrials
1.23K
+ 12.48%
$291.49 - $314.28 $358K - $386K
11.1K $3.32M
VONV
Vanguard Russell 1000 Value Et

ETFs
2.37K
+ 1.1%
$87.55 - $91.32 $208K - $217K
219K $19.7M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
3.18K
+ 9.61%
$100.33 - $100.69 $319K - $320K
36.2K $3.64M
AMD
Advanced Micro Devices Inc

Technology
650
+ 33.66%
$164.01 - $264.33 $107K - $172K
2.58K $620K
BNDX
Vanguard Total International B

ETFs
6.14K
+ 29.13%
$49.3 - $49.91 $303K - $306K
27.2K $1.35M
IXG
Ishares Global Fin'L ETF

ETFs
1.94K
+ 28.53%
$113.01 - $118.0 $219K - $229K
8.73K $1.01M
QQQ
Invesco Qqq Trust, Series 1

ETFs
327
+ 5.8%
$589.5 - $635.77 $193K - $208K
5.97K $3.6M
APP
App Lovin Corp

Technology
463
+ 134.2%
$552.64 - $704.09 $256K - $326K
808 $450K
XLY
Select Sector Spdr Consumer Di

ETFs
866
+ 91.35%
$228.75 - $242.18 $198K - $210K
1.81K $418K
CAT
Caterpillar Inc

Industrials
108
+ 7.2%
$480.82 - $585.49 $51.9K - $63.2K
1.61K $887K
MU
Micron Technology Inc

Technology
199
+ 13.37%
$181.6 - $253.3 $36.1K - $50.4K
1.69K $416K
CRM
Salesforce, Inc.

Technology
694
+ 32.54%
$235.69 - $263.41 $164K - $183K
2.83K $670K
FE
Firstenergy Corp

Utilities
3.56K
+ 27.18%
$45.46 - $47.69 $162K - $170K
16.7K $765K
AZN
Astrazeneca PLC

Healthcare
666
+ 8.85%
$81.15 - $89.4 $54K - $59.5K
8.19K $732K
IBM
International Business Machines Corp

Technology
195
+ 3.08%
$275.97 - $314.98 $53.8K - $61.4K
6.52K $1.94M
AMGN
Amgen Inc

Healthcare
151
+ 9.07%
$290.13 - $341.71 $43.8K - $51.6K
1.82K $620K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3.93K
+ 2.48%
$114.27 - $121.15 $449K - $476K
162K $19M
PLTR
Palantir Technologies Inc.

Technology
1.36K
+ 11.91%
$172.14 - $207.18 $234K - $282K
12.8K $2.22M
IVV
Ishares Core S&P 500 ETF

ETFs
159
+ 3.01%
$656.2 - $690.71 $104K - $110K
5.45K $3.68M
FIX
Comfort Systems Usa Inc

Industrials
123
+ 46.77%
$790.72 - $1010.64 $97.3K - $124K
386 $351K
AMAT
Applied Materials Inc

Technology
266
+ 9.03%
$209.95 - $240.89 $55.8K - $64.1K
3.21K $734K
ASML
Asml Holding Nv

Technology
93
+ 13.64%
$936.19 - $1075.45 $87.1K - $100K
775 $790K
MRK
Merck & Co., Inc.

Healthcare
395
+ 3.93%
$82.49 - $92.93 $32.6K - $36.7K
10.5K $970K
FNX
First Tr Mid Cap Core Alphadex

ETFs
1.75K
+ 8.52%
$121.18 - $127.07 $212K - $222K
22.3K $2.7M
INTC
Intel Corp

Technology
3.19K
+ 50.54%
$34.71 - $41.53 $111K - $132K
9.49K $329K
VNQ
Vanguard Specialized Funds Van

ETFs
1.39K
+ 18.97%
$88.13 - $92.69 $123K - $129K
8.73K $782K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
801
+ 22.73%
$139.66 - $144.52 $112K - $116K
4.33K $612K
RSP
Invesco S&P 500 Equal Weight E

ETFs
892
+ 3.47%
$185.12 - $192.11 $165K - $171K
26.6K $4.98M
Activity Summary
Buys All Purchases 185 New Holdings 18 Increased Positions 167 Sells All Sells 109 Reductions 109 Sold out 0 Options Calls 1 Puts 0
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