Fsm Wealth Advisors, LLC Reduced Holdings in Q4 2025

Fsm Wealth Advisors, LLC

  • $710 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
ORCL
Oracle Corp

Technology
-5.16K
- 41.93%
$217.57 - $313.0 $1.12M - $1.62M
7.15K $1.57M
MSFT
Microsoft Corp

Technology
-2.27K
- 7.22%
$496.82 - $542.07 $1.13M - $1.23M
29.1K $14.8M
V
Visa Inc.

Financial Services
-3.94K
- 36.48%
$325.75 - $352.42 $1.28M - $1.39M
6.87K $2.24M
META
Meta Platforms, Inc.

Communication Services
-940
- 17.89%
$609.01 - $751.67 $572K - $707K
4.31K $2.63M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-11.6K
- 24.25%
$91.46 - $91.76 $1.06M - $1.07M
36.3K $3.33M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-1.77K
- 29.45%
$600.51 - $631.95 $1.06M - $1.12M
4.24K $2.62M
JPM
Jpmorgan Chase & CO

Financial Services
-1.92K
- 11.69%
$294.11 - $320.41 $565K - $615K
14.5K $4.35M
VEA
Vanguard Ftse Developed Market

ETFs
-13.9K
- 28.26%
$59.18 - $62.09 $825K - $865K
35.4K $2.17M
AME
Ametek Inc

Industrials
-3.97K
- 62.41%
$179.28 - $202.11 $712K - $803K
2.39K $462K
COST
Costco Wholesale Corp

Consumer Defensive
-710
- 27.85%
$910.94 - $954.99 $647K - $678K
1.84K $1.68M
EA
Electronic Arts Inc.

Communication Services
-2.83K
- 62.27%
$199.89 - $202.0 $566K - $572K
1.72K $344K
DHR
Danaher Corp

Healthcare
-3K
- 50.15%
$202.46 - $223.01 $608K - $669K
2.98K $657K
HD
Home Depot, Inc.

Consumer Cyclical
-665
- 11.61%
$358.03 - $397.02 $238K - $264K
5.06K $1.81M
BSX
Boston Scientific Corp

Healthcare
-5.33K
- 59.53%
$94.95 - $104.98 $506K - $560K
3.63K $372K
AMT
American Tower Corp

Real Estate
-2.29K
- 39.5%
$176.64 - $193.32 $404K - $442K
3.5K $632K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-1.7K
- 23.64%
$280.66 - $305.09 $477K - $518K
5.49K $1.55M
ADBE
Adobe Inc.

Technology
-1.17K
- 55.59%
$325.07 - $359.91 $381K - $422K
937 $304K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-13.7K
- 13.89%
$27.17 - $28.65 $371K - $391K
84.6K $2.32M
CI
Cigna Corp

Healthcare
-1.38K
- 55.45%
$244.41 - $311.0 $338K - $430K
1.11K $301K
QCOM
Qualcomm Inc

Technology
-2.4K
- 35.8%
$153.59 - $187.68 $368K - $449K
4.3K $716K
ABNB
Airbnb, Inc.

Consumer Cyclical
-3.15K
- 46.47%
$117.6 - $129.07 $371K - $407K
3.63K $427K
MUB
Ishares National Muni Bond ETF

ETFs
-3.64K
- 17.15%
$106.36 - $107.61 $387K - $391K
17.6K $1.88M
ICE
Intercontinental Exchange, Inc.

Financial Services
-2.02K
- 53.85%
$145.59 - $162.64 $294K - $328K
1.73K $262K
CVX
Chevron Corp

Energy
-2.27K
- 20.06%
$148.9 - $157.72 $338K - $358K
9.06K $1.4M
SYK
Stryker Corp

Healthcare
-913
- 38.98%
$353.81 - $388.35 $323K - $355K
1.43K $514K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-1.17K
- 30.32%
$245.79 - $258.02 $287K - $301K
2.68K $660K
GRMN
Garmin LTD

Technology
-794
- 28.17%
$194.13 - $259.77 $154K - $206K
2.03K $393K
EPD
Enterprise Products Partners L.P.

Energy
-10.6K
- 18.65%
$30.19 - $32.26 $320K - $342K
46.2K $1.49M
GWW
W.W. Grainger, Inc.

Industrials
-258
- 41.88%
$926.21 - $979.0 $239K - $253K
358 $331K
VRT
Vertiv Holdings CO

Industrials
-2.84K
- 67.08%
N/A
1.4K $120K
CARR
Carrier Global Corp

Industrials
-3.3K
- 31.63%
$54.1 - $60.75 $178K - $200K
7.13K $385K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-561
- 5.67%
$475.68 - $513.11 $267K - $288K
9.33K $4.75M
BWA
Borgwarner Inc

Consumer Cyclical
-5.05K
- 52.34%
$41.21 - $46.01 $208K - $232K
4.6K $206K
SHW
Sherwin Williams CO

Basic Materials
-496
- 14.6%
$330.74 - $354.45 $164K - $176K
2.9K $963K
VUG
Vanguard Growth ETF

ETFs
-509
- 4.32%
$470.44 - $504.26 $239K - $257K
11.3K $5.45M
ACN
Accenture PLC

Technology
-770
- 33.7%
$234.02 - $253.35 $180K - $195K
1.52K $365K
CB
Chubb LTD

Financial Services
-796
- 27.2%
$268.2 - $296.22 $213K - $236K
2.13K $629K
VZ
Verizon Communications Inc

Communication Services
-3.3K
- 19.33%
$38.4 - $43.83 $127K - $144K
13.8K $563K
FAST
Fastenal CO

Industrials
-2.66K
- 30.58%
$40.45 - $48.17 $108K - $128K
6.04K $244K
FDL
First Tr Morningstar Dividend

ETFs
-4.77K
- 3.9%
$42.27 - $43.9 $202K - $209K
118K $5.13M
DG
Dollar General Corp

Consumer Defensive
-1.73K
- 34.03%
$95.94 - $106.44 $166K - $184K
3.36K $350K
URI
United Rentals, Inc.

Industrials
-97
- 14.63%
$806.61 - $1020.0 $78.2K - $98.9K
566 $456K
T
At&T Inc.

Communication Services
-3.49K
- 12.51%
$24.44 - $27.55 $85.3K - $96.2K
24.4K $621K
YUM
Yum Brands Inc

Consumer Cyclical
-1.07K
- 41.86%
$138.21 - $153.19 $148K - $164K
1.49K $221K
ADP
Automatic Data Processing Inc

Industrials
-295
- 15.07%
$250.9 - $292.94 $74K - $86.4K
1.66K $417K
PEP
Pepsico Inc

Consumer Defensive
-1.54K
- 15.55%
$138.84 - $153.71 $214K - $237K
8.36K $1.24M
DE
Deere & CO

Industrials
-373
- 24.49%
$439.11 - $480.78 $164K - $179K
1.15K $547K
AMZN
Amazon Com Inc

Consumer Cyclical
-2.54K
- 8.5%
$213.04 - $254.0 $542K - $646K
27.4K $6.43M
CMCSA
Comcast Corp

Communication Services
-2.67K
- 22.89%
$26.98 - $31.09 $72K - $82.9K
8.99K $244K
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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