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
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
ASML
Asml Holding Nv

Technology
56
+ 10.69%
$658.43 - $872.27 $36.9K - $48.8K
580 $401K
FE
Firstenergy Corp

Utilities
144
+ 1.62%
$39.14 - $44.52 $5.64K - $6.41K
9.03K $359K
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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