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
CW
Curtiss Wright Corp

Industrials
-229
- 31.5%
$536.42 - $601.78 $123K - $138K
498 $274K
ADSK
Autodesk, Inc.

Technology
-454
- 26.32%
N/A
1.27K $312K
CTRA
Coterra Energy Inc.

Energy
-5.45K
- 39.2%
$22.58 - $26.79 $123K - $146K
8.46K $222K
UNH
Unitedhealth Group Inc

Healthcare
-113
- 4.34%
$320.52 - $369.92 $36.2K - $41.8K
2.49K $798K
JPIE
J P Morgan Exchange Traded Fd
-2.1K
- 19.11%
$46.18 - $46.47 $96.9K - $97.5K
8.88K $410K
ACWI
Ishares Msci Acwi ETF

ETFs
-756
- 18.95%
$135.71 - $142.56 $103K - $108K
3.23K $453K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-179
- 5.61%
$178.37 - $198.46 $31.9K - $35.5K
3.01K $554K
CYBR
Cyber Ark Software Ltd.

Technology
-157
- 24.42%
$486.39 - $522.02 $76.4K - $82K
486 $237K
SAP
Sap Se

Technology
-75
- 4.04%
$238.9 - $280.46 $17.9K - $21K
1.78K $425K
NUE
Nucor Corp

Basic Materials
-745
- 22.9%
$131.78 - $154.43 $98.2K - $115K
2.51K $370K
SPGI
S&P Global Inc.

Financial Services
-125
- 13.2%
$472.05 - $502.96 $59K - $62.9K
822 $401K
RWO
Spdr Dow Jones Global Real Est

ETFs
-1.14K
- 2.39%
$44.14 - $46.54 $50.4K - $53.1K
46.6K $2.13M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-140
- 7.22%
$310.75 - $335.0 $43.5K - $46.9K
1.8K $561K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-85
- 4.49%
$176.58 - $207.02 $15K - $17.6K
1.81K $326K
UNP
Union Pacific Corp

Industrials
-119
- 6.33%
$216.37 - $237.41 $25.7K - $28.3K
1.76K $389K
UBER
Uber Technologies, Inc

Technology
-358
- 11.05%
$91.62 - $100.1 $32.8K - $35.8K
2.88K $263K
EMR
Emerson Electric CO

Industrials
-348
- 14.41%
$126.01 - $140.03 $43.9K - $48.7K
2.07K $263K
IWM
Ishares Russell 2000 ETF

ETFs
-141
- 4.3%
$236.79 - $250.33 $33.4K - $35.3K
3.14K $744K
VIG
Vanguard Dividend Appreciation

ETFs
-250
- 8.38%
N/A
2.74K $498K
FBCG
Fidelity Covington Tr Blue Chi

ETFs
-794
- 7.1%
$52.27 - $56.39 $41.5K - $44.8K
10.4K $556K
PFE
Pfizer Inc

Healthcare
-1.14K
- 3.83%
$24.23 - $27.37 $27.5K - $31.1K
28.5K $715K
LMT
Lockheed Martin Corp

Industrials
-38
- 4.89%
$452.1 - $514.24 $17.2K - $19.5K
739 $347K
MRVL
Marvell Technology, Inc.

Technology
-499
- 16.98%
$81.05 - $93.74 $40.4K - $46.8K
2.44K $210K
ITW
Illinois Tool Works Inc

Industrials
-80
- 8.77%
$242.03 - $260.73 $19.4K - $20.9K
832 $202K
COP
Conocophillips

Energy
-209
- 7.58%
$85.66 - $95.46 $17.9K - $20K
2.55K $226K
CSCO
Cisco Systems, Inc.

Technology
-2.57K
- 14.0%
$67.46 - $78.0 $173K - $201K
15.8K $1.23M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-1.27K
- 2.76%
$25.85 - $27.19 $32.9K - $34.6K
44.8K $1.19M
SUB
Ishares Short Term National Mu

ETFs
-184
- 1.38%
$106.22 - $106.81 $19.5K - $19.7K
13.2K $1.4M
GNR
Spdr S&P Global Natural Resour

ETFs
-423
- 8.17%
$57.53 - $60.89 $24.3K - $25.8K
4.75K $286K
SJM
J M Smucker CO

Consumer Defensive
-175
- 5.91%
$101.21 - $110.3 $17.7K - $19.3K
2.79K $303K
MPC
Marathon Petroleum Corp

Energy
-226
- 5.73%
$180.89 - $200.13 $40.9K - $45.2K
3.72K $743K
CSX
Csx Corp

Industrials
-206
- 1.36%
$34.88 - $36.67 $7.19K - $7.55K
14.9K $520K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-21
- 5.05%
$577.77 - $604.78 $12.1K - $12.7K
395 $231K
XLV
Select Sector Spdr Fund Health

ETFs
-292
- 13.42%
$141.95 - $152.82 $41.4K - $44.6K
1.88K $286K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-506
- 1.96%
$26.44 - $27.53 $13.4K - $13.9K
25.3K $689K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-124
- 4.09%
$99.87 - $101.27 $12.4K - $12.6K
2.91K $290K
IEFA
Ishares Tr

ETFs
-338
- 2.51%
$86.09 - $89.88 $29.1K - $30.4K
13.1K $1.16M
WMT
Walmart Inc.

Consumer Defensive
-49
- 0.41%
$101.18 - $109.03 $4.96K - $5.34K
12K $1.24M
FVD
First Tr Value Line Divid Inde

ETFs
-39
- 0.71%
$45.0 - $46.25 $1.76K - $1.8K
5.44K $249K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-190
- 2.22%
$45.45 - $48.31 $8.64K - $9.18K
8.37K $397K
ABBV
Abb Vie Inc.

Healthcare
-67
- 1.14%
$211.96 - $244.38 $14.2K - $16.4K
5.8K $1.36M
Linde PLC
-169
- 20.05%
N/A
674 $0
MVIS
Microvision, Inc.

Technology
-84
- 0.64%
N/A
13K $13K
Amplify ETF Tr
-70
- 0.84%
N/A
8.29K $0
Lam Research Corp
-19
- 0.41%
N/A
4.67K $0
Ge Vernova Inc
-2
- 0.07%
N/A
2.82K $0
IWB
Ishares Tr Russell 1000 ETF

ETFs
-15
- 0.44%
$358.39 - $376.54 $5.38K - $5.65K
3.42K $1.26M
NVS
Novartis Ag

Healthcare
-5
- 0.29%
$121.8 - $132.39 $609 - $662
1.75K $229K
ATO
Atmos Energy Corp

Utilities
-15
- 0.8%
$168.85 - $179.19 $2.53K - $2.69K
1.86K $326K
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
Track This Portfolio

Track Fsm Wealth Advisors, LLC Portfolio

Follow Fsm Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fsm Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fsm Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email