Fsm Wealth Advisors, LLC Sells in Q4 2024

Fsm Wealth Advisors, LLC

  • $405 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
-193
- 5.14%
$485.52 - $625.25 $93.7K - $121K
3.56K $1.8M
ADBE
Adobe Inc.

Technology
-186
- 6.94%
$437.39 - $552.96 $81.4K - $103K
2.49K $1.11M
ROP
Roper Technologies Inc

Industrials
-389
- 27.13%
$519.85 - $575.95 $202K - $224K
1.05K $543K
LLY
Eli Lilly & CO

Healthcare
-110
- 7.82%
$727.2 - $932.06 $80K - $103K
1.3K $1M
SHW
Sherwin Williams CO

Basic Materials
-375
- 13.91%
$338.75 - $399.71 $127K - $150K
2.32K $788K
AMT
American Tower Corp

Real Estate
-108
- 2.46%
$179.4 - $232.01 $19.4K - $25.1K
4.28K $785K
YUM
Yum Brands Inc

Consumer Cyclical
-1.33K
- 41.52%
$130.36 - $139.54 $173K - $186K
1.87K $251K
STE
Steris PLC

Healthcare
-4
- 0.08%
$204.34 - $235.7 $817 - $943
4.98K $1.02M
LECO
Lincoln Electric Holdings Inc

Industrials
-491
- 3.14%
$187.47 - $219.94 $92K - $108K
15.1K $2.84M
MRK
Merck & Co., Inc.

Healthcare
-492
- 6.83%
$96.31 - $114.76 $47.4K - $56.5K
6.71K $667K
PFE
Pfizer Inc

Healthcare
-3.56K
- 18.74%
$24.8 - $30.19 $88.2K - $107K
15.4K $409K
ABBV
Abb Vie Inc.

Healthcare
-120
- 2.29%
$164.99 - $203.87 $19.8K - $24.5K
5.11K $908K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-546
- 9.25%
$59.25 - $72.99 $32.4K - $39.9K
5.35K $319K
IXUS
Ishares Tr

ETFs
-549
- 4.61%
$65.95 - $72.56 $36.2K - $39.8K
11.3K $750K
ADP
Automatic Data Processing Inc

Industrials
-348
- 23.23%
$280.08 - $307.97 $97.5K - $107K
1.15K $336K
AMAT
Applied Materials Inc

Technology
-15
- 0.82%
$161.44 - $213.89 $2.42K - $3.21K
1.83K $296K
JNJ
Johnson & Johnson

Healthcare
-134
- 4.28%
$143.34 - $165.86 $19.2K - $22.2K
3K $433K
CVX
Chevron Corp

Energy
-357
- 4.88%
$141.15 - $162.53 $50.4K - $58K
6.95K $1.01M
FDX
Fedex Corp

Industrials
-256
- 23.0%
$260.5 - $305.15 $66.7K - $78.1K
857 $241K
TGT
Target Corp

Consumer Defensive
-152
- 8.57%
$121.59 - $160.69 $18.5K - $24.4K
1.62K $219K
ICE
Intercontinental Exchange, Inc.

Financial Services
-123
- 3.69%
$148.29 - $166.93 $18.2K - $20.5K
3.21K $478K
TXT
Textron Inc

Industrials
-19
- 0.43%
$75.82 - $90.32 $1.44K - $1.72K
4.36K $333K
CMCSA
Comcast Corp

Communication Services
-389
- 4.03%
$37.39 - $45.14 $14.5K - $17.6K
9.25K $347K
FNDF
Schwab Fundamental Intl Large

ETFs
-713
- 10.51%
$32.92 - $37.15 $23.5K - $26.5K
6.07K $201K
KO
Coca Cola CO

Consumer Defensive
-211
- 5.13%
$61.74 - $71.71 $13K - $15.1K
3.91K $243K
CB
Chubb LTD

Financial Services
-61
- 2.32%
$271.57 - $301.89 $16.6K - $18.4K
2.57K $709K
BAC
Bank Of America Corp

Financial Services
-1.45K
- 20.42%
$39.22 - $47.77 $56.7K - $69K
5.63K $247K
IVE
Ishares S&P 500 Value ETF

ETFs
-1
- 0.02%
$189.5 - $206.17 $190 - $206
4.47K $853K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-108
- 3.7%
$96.64 - $101.23 $10.4K - $10.9K
2.81K $272K
EOG
Eog Resources Inc

Energy
-174
- 10.22%
$118.22 - $136.54 $20.6K - $23.8K
1.53K $187K
DE
Deere & CO

Industrials
-70
- 4.5%
$389.45 - $466.0 $27.3K - $32.6K
1.48K $628K
XLK
Technology Sector Spdr

ETFs
-98
- 4.86%
$220.26 - $241.44 $21.6K - $23.7K
1.92K $445K
GRMN
Garmin LTD

Technology
-283
- 16.57%
$161.91 - $220.77 $45.8K - $62.5K
1.43K $293K
CMI
Cummins Inc

Industrials
-53
- 8.43%
$324.93 - $383.42 $17.2K - $20.3K
576 $200K
Graniteshares ETF Tr
-5.28K
- 56.78%
N/A
4.02K $0
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-8
- 0.21%
$201.32 - $217.44 $1.61K - $1.74K
3.85K $796K
AME
Ametek Inc

Industrials
-191
- 3.17%
$165.89 - $197.38 $31.7K - $37.7K
5.83K $1.05M
HON
Honeywell International Inc

Industrials
-134
- 4.77%
$202.84 - $236.0 $27.2K - $31.6K
2.68K $604K
VONG
Vanguard Russell 1000 Growth E

ETFs
-425
- 3.84%
$95.27 - $107.82 $40.5K - $45.8K
10.6K $1.1M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-219
- 13.39%
$173.13 - $258.09 $37.9K - $56.5K
1.42K $326K
IVV
Ishares Core S&P 500 ETF

ETFs
-18
- 0.39%
$570.51 - $610.59 $10.3K - $11K
4.64K $2.73M
AVGO
Broadcom Inc.

Technology
-90
- 0.95%
$159.67 - $250.0 $14.4K - $22.5K
9.34K $2.17M
TSLA
Tesla, Inc.

Consumer Cyclical
-59
- 1.15%
$213.65 - $479.86 $12.6K - $28.3K
5.07K $2.05M
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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