FSM Wealth Advisors, LLC Q1 2025 Filing
Filed April 28, 2025
Portfolio Value
$444.8M
Holdings
211
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (211 positions)
| Stock | Value |
|---|---|
JMSTJ P MORGAN EXCHANGE TRADED F | $30.3M |
BONDPIMCO ETF TR | $27.3M |
JPIBJ P MORGAN EXCHANGE TRADED F | $27.1M |
JAVAJ P MORGAN EXCHANGE TRADED F | $23.4M |
VTIVANGUARD INDEX FDS | $19.8M |
VTVANGUARD INTL EQUITY INDEX F | $18.4M |
VWOVANGUARD INTL EQUITY INDEX F | $16.3M |
IJHISHARES TR | $15.3M |
VONVVANGUARD SCOTTSDALE FDS | $14.9M |
SCHFSCHWAB STRATEGIC TR | $14.1M |
IJRISHARES TR | $13.6M |
AAPLAPPLE INC | $10.1M |
SCZISHARES TR | $10.0M |
IGFISHARES TR | $8.7M |
MSFTMICROSOFT CORP | $8.7M |
SCHGSCHWAB STRATEGIC TR | $8.5M |
REETISHARES TR | $8.2M |
JPSTJ P MORGAN EXCHANGE TRADED F | $8.0M |
MUBISHARES TR | $7.8M |
NVDANVIDIA CORPORATION | $6.5M |
CGGOCAPITAL GROUP GBL GROWTH EQT | $4.4M |
XOMEXXON MOBIL CORP | $4.2M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $4.1M |
AMZNAMAZON COM INC | $3.8M |
VVISA INC | $3.8M |
GOOGALPHABET INC | $3.2M |
RWOSPDR INDEX SHS FDS | $2.9M |
VOOVANGUARD INDEX FDS | $2.7M |
JPMJPMORGAN CHASE & CO. | $2.7M |
COSTCOSTCO WHSL CORP NEW | $2.7M |
IVVISHARES TR | $2.6M |
NDQINVESCO QQQ TR | $2.5M |
GOOGLALPHABET INC | $2.5M |
METAMETA PLATFORMS INC | $2.2M |
SPYSPDR S&P 500 ETF TR | $2.2M |
DONSPDR DOW JONES INDL AVERAGE | $2.0M |
VEAVANGUARD TAX-MANAGED FDS | $2.0M |
EPDENTERPRISE PRODS PARTNERS L | $2.0M |
LECOLINCOLN ELEC HLDGS INC | $1.9M |
UNHUNITEDHEALTH GROUP INC | $1.8M |
ABTABBOTT LABS | $1.7M |
INTUINTUIT | $1.6M |
AVGOBROADCOM INC | $1.6M |
HDHOME DEPOT INC | $1.6M |
SCHBSCHWAB STRATEGIC TR | $1.4M |
GWWGRAINGER W W INC | $1.3M |
GEGE AEROSPACE | $1.3M |
TAFMAB ACTIVE ETFS INC | $1.3M |
SCHASCHWAB STRATEGIC TR | $1.3M |
TSLATESLA INC | $1.3M |
LLYELI LILLY & CO | $1.2M |
DHRDANAHER CORPORATION | $1.2M |
STESTERIS PLC | $1.2M |
PEPPEPSICO INC | $1.2M |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $1.1M |
ORCLORACLE CORP | $1.1M |
ABBVABBVIE INC | $1.1M |
SCHXSCHWAB STRATEGIC TR | $1.0M |
AMEAMETEK INC | $1.0M |
CVXCHEVRON CORP NEW | $1.0M |
ADBEADOBE INC | $1.0M |
DFACDIMENSIONAL ETF TRUST | $1.0M |
VONGVANGUARD SCOTTSDALE FDS | $979K |
PGPROCTER AND GAMBLE CO | $955K |
AMTAMERICAN TOWER CORP NEW | $950K |
AQLTISHARES TR | $930K |
MAMASTERCARD INCORPORATED | $915K |
VVVANGUARD INDEX FDS | $903K |
CSCOCISCO SYS INC | $898K |
QCOMQUALCOMM INC | $872K |
IVEISHARES TR | $852K |
RTXRTX CORPORATION | $827K |
IVWISHARES TR | $824K |
JPMEJ P MORGAN EXCHANGE TRADED F | $822K |
SYKSTRYKER CORPORATION | $818K |
ACNACCENTURE PLC IRELAND | $802K |
SHWSHERWIN WILLIAMS CO | $799K |
CBCHUBB LIMITED | $792K |
MTUMISHARES TR | $778K |
IBMINTERNATIONAL BUSINESS MACHS | $757K |
VGTVANGUARD WORLD FD | $748K |
DEDEERE & CO | $728K |
BNDXVANGUARD CHARLOTTE FDS | $722K |
BSXBOSTON SCIENTIFIC CORP | $719K |
IXUSISHARES TR | $709K |
JNJJOHNSON & JOHNSON | $676K |
JKHYHENRY JACK & ASSOC INC | $656K |
SCHDSCHWAB STRATEGIC TR | $655K |
ROPROPER TECHNOLOGIES INC | $644K |
SPGMSPDR INDEX SHS FDS | $639K |
VNQVANGUARD INDEX FDS | $636K |
ICEINTERCONTINENTAL EXCHANGE IN | $610K |
GEVGE VERNOVA INC | $602K |
HONHONEYWELL INTL INC | $600K |
XLKSELECT SECTOR SPDR TR | $583K |
ITOTISHARES TR | $581K |
4I1PHILIP MORRIS INTL INC | $577K |
BACVERIZON COMMUNICATIONS INC | $560K |
DFUVDIMENSIONAL ETF TRUST | $560K |
IWMISHARES TR | $559K |
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