Fsm Wealth Advisors, LLC Incresed Positions in Q4 2024

Fsm Wealth Advisors, LLC

  • $405 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
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
ETN
Eaton Corp PLC

Industrials
61
+ 9.37%
$326.96 - $377.52 $19.9K - $23K
712 $236K
GE
General Electric CO

Industrials
816
+ 15.52%
$159.95 - $194.23 $131K - $158K
6.07K $1.01M
IBM
International Business Machines Corp

Technology
110
+ 4.24%
$204.9 - $238.04 $22.5K - $26.2K
2.71K $595K
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
SCHE
Schwab Strategic Tr Us Emergin

ETFs
1.49K
+ 13.69%
$26.63 - $30.23 $39.8K - $45.1K
12.4K $330K
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
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
HEIA
Heico Crp Cl A
98
+ 7.06%
N/A
1.49K $0
Linde PLC
10
+ 1.96%
N/A
519 $0
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
6.21K
+ 200.0%
$27.54 - $83.04 $171K - $516K
9.32K $258K
Ge Vernova Inc
197
+ 11.52%
N/A
1.91K $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
VBR
Vanguard Small Cap Value ETF

ETFs
1
+ 0.1%
$197.36 - $217.3 $197 - $217
1.04K $206K
JKHY
Henry Jack & Associates Inc

Technology
7
+ 0.2%
$171.12 - $186.18 $1.2K - $1.3K
3.59K $629K
TRP
Tc Energy Corp

Energy
50
+ 1.07%
$44.03 - $50.23 $2.2K - $2.51K
4.72K $219K
PG
Procter & Gamble CO

Consumer Defensive
140
+ 2.87%
$161.05 - $179.7 $22.5K - $25.2K
5.02K $840K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
15.7K
+ 207.0%
$26.93 - $84.95 $424K - $1.34M
23.3K $637K
IWD
Ishares Russell 1000 Val ETF

ETFs
1
+ 0.08%
$183.23 - $199.79 $183 - $200
1.23K $228K
IR
Ingersoll Rand Inc.

Industrials
134
+ 5.81%
$90.46 - $105.35 $12.1K - $14.1K
2.44K $220K
RTX
Raytheon Technologies Corp

Industrials
216
+ 3.83%
$114.45 - $127.21 $24.7K - $27.5K
5.86K $677K
OXY
Occidental Petroleum Corp

Energy
47
+ 1.17%
$45.36 - $55.91 $2.13K - $2.63K
4.07K $201K
FTV
Fortive Corp

Technology
35
+ 1.37%
$71.16 - $79.68 $2.49K - $2.79K
2.58K $193K
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
VNQ
Vanguard Specialized Funds Van

ETFs
78
+ 3.49%
$87.85 - $98.6 $6.85K - $7.69K
2.31K $206K
ORCL
Oracle Corp

Technology
107
+ 1.39%
$165.41 - $192.43 $17.7K - $20.6K
7.79K $1.3M
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
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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