VSM Wealth Advisory, LLC Q1 2025 Filing
Filed May 6, 2025
Portfolio Value
$278.3B
Holdings
497
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (497 positions)
| Stock | Value |
|---|---|
4I1PHILIP MORRIS INTL INC | $155.6M |
IWVISHARES RUSSELL 3000 ETF | $154.7M |
INTCINTEL CORP | $152.0M |
NADNUVEEN QUALITY MUNICIPAL | $150.3M |
IJSISHARES S&P SMALL CAP 600 ETF | $149.0M |
LOWLOWES COS INC | $148.8M |
MAMASTERCARD INC CLASS A | $147.4M |
AXPAMERICAN EXPRESS CO | $143.4M |
AFLAFLAC INC | $141.4M |
MRKMERCK & CO. INC. | $136.1M |
EFXEQUIFAX INC | $134.0M |
VXUSVANGUARD TOTAL INTERNATIONAL STK ETF | $132.6M |
AMDADVANCED MICRO DEVIC | $129.1M |
PEPPEPSICO INC | $128.9M |
COSTCOSTCO WHSL CORP NEW | $127.2M |
SCHJSCHWAB 1 5 YEAR CORP BOND ETF | $122.7M |
APDAIR PRODS & CHEMS INC | $121.8M |
KMBKIMBERLY CLARK CORP | $118.2M |
SCHVSCHWAB US LARGE CAP VALUE ETF | $113.1M |
NDQINVESCO QQQ TRUST | $112.5M |
USBUS BANCORP DEL | $110.5M |
VDEVANGUARD ENERGY ETF | $108.1M |
XEXGXEATON VANCE TAX MAN GL D | $107.6M |
COPCONOCOPHILLIPS | $103.1M |
PSXPHILLIPS 66 | $102.4M |
ETBEATON VANCE TAX MGD BUY | $100.4M |
LMTLOCKHEED MARTIN CORP | $100.1M |
VFHVANGUARD FINANCIALS ETF | $99.3M |
JEPQJ P MORGAN NASDAQ EQT PRM INC ETF | $96.8M |
CHDCHURCH & DWIGHT INC | $96.4M |
ETWEATON VNCE MGD GLBL BUY | $95.9M |
QUALISHARES MSCI USA QLTY FACT ETF | $95.4M |
REGNREGENERON PHARMACEUTICAL | $95.1M |
ACNACCENTURE PLC IRELAND FCLASS A | $94.2M |
AMGNAMGEN INC | $93.5M |
MDLZMONDELEZ INTL INC CLASS A | $92.7M |
ABTABBOTT LABS | $91.2M |
DWDMORGAN STANLEY | $91.0M |
GOOGALPHABET INC CLASS C | $90.8M |
TCPCBLACKROCK TCP CAP CORP | $90.0M |
SUSBISHARES ESG AWR 1-5 Y USD CP BND ETF | $89.2M |
TRVTRAVELERS COS INC | $88.4M |
DFSEURDISCOVER FINL SVCS | $87.1M |
BMYBRISTOL MYERS SQUIBB CO | $84.5M |
PCEFINVESCO CEF INCOME COMPOSITE ETF | $84.4M |
GILDGILEAD SCIENCES INC | $84.2M |
ORCLORACLE CORP | $83.3M |
XLKTECHNOLOGY SELECT SECTORSPDR ETF | $82.6M |
DEODIAGEO PLC FSPONSORED ADR 1 ADR REPS 4 ORD SHS | $81.8M |
PFEPFIZER INC | $81.1M |
CSCOCISCO SYS INC | $79.0M |
MUMICRON TECHNOLOGY INC | $79.0M |
UNPUNION PAC CORP | $77.3M |
SCHWCHARLES SCHWAB CORP | $76.7M |
VGSHVANGUARD SHORT TERM TREASURY ETF | $76.1M |
DFSVDIMENSIONAL US SMALL CAPVALU ETF | $76.1M |
NATNORDIC AMERICAN TANKER F | $75.7M |
XVVISHARES ESG SELECT SCREENED S&P 500 | $72.6M |
MPCMARATHON PETE CORP | $71.4M |
TAT&T INC | $71.3M |
TRVCCITIGROUP INC | $71.0M |
BACBANK OF AMERICA CORP | $69.8M |
VVISA INC CLASS A | $69.7M |
VUSBVAN ULTRA SHRT BND | $68.9M |
ADPAUTOMATIC DATA PROCESSIN | $67.5M |
AQLTISHARES SELECT DIVIDEND ETF | $67.4M |
ESMLISHARES ESG AWARE MSCI USA ETF | $67.2M |
SDYSPDR S&P DIVIDEND ETF | $67.2M |
IWFISHARES RUSSELL 1000 GROWTH ETF | $66.4M |
XEADXALLSPRING INCOME OPPORTU | $65.7M |
VOOGVANGUARD S&P 500 GROWTH ETF | $65.6M |
PPGPPG INDS INC | $64.3M |
ISRGINTUITIVE SURGICAL INC | $63.9M |
MOALTRIA GROUP INC | $63.0M |
MMM3M CO | $62.5M |
CA8ACACI INTL INC CLASS A | $62.4M |
VHTVANGUARD HEALTH CARE ETF | $62.4M |
TELFYTELEFONICA S A FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $61.6M |
GOOGLALPHABET INC CLASS A | $61.1M |
CPCANADIAN PACIFIC KAN F | $59.7M |
PNCPNC FINL SERVICES | $58.9M |
UNHUNITEDHEALTH GROUP INC | $58.1M |
PEGPUBLIC SVC ENTERPRISE GR | $57.6M |
FFORD MTR CO DEL | $56.9M |
HSYHERSHEY CO | $56.5M |
HLHECLA MNG CO | $56.5M |
PRUPRUDENTIAL FINL INC | $56.1M |
KKRKKR & CO INC | $55.4M |
IVOVVANGUARD S&P MID CAP 400VALUE ETF | $55.2M |
ERCALLSPRING MULTI SECTOR I | $54.4M |
BPBP P L C FSPONSORED ADR 1 ADR REPS 6 ORD SHS | $54.0M |
VTIPVANGUARD SHRT INF PROT SEC INDEX ETF | $53.9M |
IJRISHARES CORE S&P SMALL CAP ETF | $53.0M |
SPDWSPDR PORTFOLIO DEVELOPEDWORLD EX-US | $52.8M |
BDXBECTON DICKINSON & CO | $52.0M |
NOCNORTHROP GRUMMAN CORP | $51.2M |
OKEONEOK INC NEW | $49.6M |
DUHPDIMENSIONAL US HIGH PROFTBLTY ETF | $48.8M |
UPSUNITED PARCEL SVC INC CLASS B | $48.4M |
IWMISHARES RUSSELL 2000 ETF | $46.9M |