Fsm Wealth Advisors, LLC Incresed Positions in Q3 2025

Fsm Wealth Advisors, LLC

  • $690 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DHR
Danaher Corp

Healthcare
93
+ 1.58%
$181.46 - $212.2 $16.9K - $19.7K
5.99K $1.19M
TXT
Textron Inc

Industrials
38
+ 0.85%
$77.02 - $87.21 $2.93K - $3.31K
4.49K $379K
BMY
Bristol Myers Squibb CO

Healthcare
778
+ 6.09%
$43.31 - $48.98 $33.7K - $38.1K
13.5K $611K
VNQ
Vanguard Specialized Funds Van

ETFs
18
+ 0.25%
$88.47 - $93.24 $1.59K - $1.68K
7.34K $670K
EMR
Emerson Electric CO

Industrials
180
+ 8.05%
$128.6 - $149.63 $23.1K - $26.9K
2.42K $316K
SUB
Ishares Short Term National Mu

ETFs
119
+ 0.9%
$106.17 - $107.3 $12.6K - $12.8K
13.4K $1.43M
VEU
Vanguard Ftse All World Ex Us

ETFs
5
+ 0.12%
$66.38 - $71.68 $332 - $358
4.35K $310K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
4
+ 0.09%
$50.79 - $54.95 $203 - $220
4.39K $240K
SPGI
S&P Global Inc.

Financial Services
105
+ 12.47%
$484.94 - $564.15 $50.9K - $59.2K
947 $460K
DE
Deere & CO

Industrials
182
+ 13.57%
$457.26 - $524.37 $83.2K - $95.4K
1.52K $696K
NVO
Novo Nordisk A S

Healthcare
1.46K
+ 29.4%
$45.38 - $71.7 $66.3K - $105K
6.44K $357K
CSCO
Cisco Systems, Inc.

Technology
425
+ 2.37%
$66.2 - $71.79 $28.1K - $30.5K
18.4K $1.26M
PG
Procter & Gamble CO

Consumer Defensive
325
+ 4.93%
$150.47 - $161.22 $48.9K - $52.4K
6.91K $1.06M
XLF
Financial Sector Spdr

ETFs
1
+ 0.01%
$51.37 - $54.25 $51.4 - $54.3
6.95K $374K
IWD
Ishares Russell 1000 Val ETF

ETFs
2
+ 0.18%
$192.76 - $203.86 $386 - $408
1.14K $231K
WMB
Williams Companies, Inc.

Energy
93
+ 1.21%
$56.52 - $64.01 $5.26K - $5.95K
7.77K $492K
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
106
+ 0.93%
$21.62 - $22.81 $2.29K - $2.42K
11.5K $259K
WM
Waste Management Inc

Industrials
86
+ 6.17%
$213.88 - $237.1 $18.4K - $20.4K
1.48K $326K
KO
Coca Cola CO

Consumer Defensive
740
+ 7.74%
$65.67 - $71.67 $48.6K - $53K
10.3K $683K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
1
+ 0.01%
$72.01 - $74.44 $72 - $74.4
7.65K $562K
V
Visa Inc.

Financial Services
432
+ 4.16%
$332.09 - $358.86 $143K - $155K
10.8K $3.69M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
33
+ 0.62%
$78.11 - $79.07 $2.58K - $2.61K
5.4K $425K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
71
+ 3.39%
$123.13 - $140.8 $8.74K - $10K
2.16K $277K
Lam Research Corp
980
+ 26.41%
N/A
4.69K $0
Blackrock Inc
52
+ 26.8%
N/A
246 $0
Ishares Bitcoin Trust ETF
883
+ 18.17%
N/A
5.74K $0
Linde PLC
55
+ 6.98%
N/A
843 $0
Ge Vernova Inc
189
+ 7.18%
N/A
2.82K $0
Ab Active Etfs Inc
63.7K
+ 21.67%
N/A
357K $0
HEIA
Heico Crp Cl A
71
+ 4.41%
N/A
1.68K $0
BWX
Spdr Bloomberg International T

ETFs
216
+ 1.61%
$22.58 - $23.5 $4.88K - $5.08K
13.6K $313K
BSX
Boston Scientific Corp

Healthcare
793
+ 9.71%
$97.03 - $108.14 $76.9K - $85.8K
8.96K $874K
QSR
Restaurant Brands International Inc.

Consumer Cyclical
39
+ 0.98%
$61.86 - $71.34 $2.41K - $2.78K
4.02K $257K
CL
Colgate Palmolive CO

Consumer Defensive
344
+ 10.73%
$79.36 - $93.33 $27.3K - $32.1K
3.55K $283K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
108
+ 6.06%
$196.15 - $217.83 $21.2K - $23.5K
1.89K $381K
COST
Costco Wholesale Corp

Consumer Defensive
149
+ 6.21%
$915.95 - $994.57 $136K - $148K
2.55K $2.36M
FCX
Freeport Mcmoran Inc

Basic Materials
143
+ 2.64%
$35.34 - $47.21 $5.05K - $6.75K
5.57K $218K
DG
Dollar General Corp

Consumer Defensive
320
+ 6.71%
$101.86 - $116.32 $32.6K - $37.2K
5.09K $526K
AB
Alliancebernstein Holding L.P.

Financial Services
2
+ 0.03%
$37.76 - $42.88 $75.5 - $85.8
7.72K $295K
ICE
Intercontinental Exchange, Inc.

Financial Services
183
+ 5.14%
$167.28 - $188.45 $30.6K - $34.5K
3.74K $630K
SAP
Sap Se

Technology
51
+ 2.82%
$252.42 - $311.93 $12.9K - $15.9K
1.86K $496K
ABNB
Airbnb, Inc.

Consumer Cyclical
18
+ 0.27%
$118.3 - $142.16 $2.13K - $2.56K
6.78K $823K
ISRG
Intuitive Surgical Inc

Healthcare
27
+ 2.99%
$433.66 - $544.47 $11.7K - $14.7K
930 $415K
JKHY
Henry Jack & Associates Inc

Technology
11
+ 0.31%
$148.45 - $182.09 $1.63K - $2K
3.6K $536K
CARR
Carrier Global Corp

Industrials
144
+ 1.4%
$58.75 - $80.73 $8.46K - $11.6K
10.4K $622K
INTU
Intuit Inc

Technology
55
+ 1.98%
$646.03 - $807.39 $35.5K - $44.4K
2.83K $1.93M
PGR
Progressive Corp

Financial Services
167
+ 0.55%
$238.61 - $264.3 $39.8K - $44.1K
30.6K $7.57M
Activity Summary
Buys All Purchases 245 New Holdings 47 Increased Positions 198 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 0 Puts 0
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