VSM Wealth Advisory, LLC Q1 2025 Filing
Filed May 6, 2025
Portfolio Value
$278.3M
Holdings
497
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (497 positions)
| Stock | Value |
|---|---|
VEEVVEEVA SYS INC CLASS A | $46K |
CITCINTAS CORP | $45K |
GEGE AEROSPACE | $45K |
IXNISHARES GLOBAL TECH ETF | $45K |
LYBLYONDELLBASELL INDUSTR FCLASS A | $42K |
LUVSOUTHWEST AIRLS CO | $42K |
CIMCHIMERA INVT CORP EQUITYCLASS EQUITY | $41K |
DFUVDIMENSIONAL US MARKETWIDE VALUE ETF | $41K |
GLWCORNING INC | $41K |
AWMSKYWORKS SOLUTIONS INC | $41K |
VDCVANGUARD CONSUMER STAPLES ETF | $41K |
PPLPEMBINA PIPELINE CORP F | $40K |
GMGENERAL MTRS CO | $39K |
IAU*ISHARES GOLD ETF | $39K |
WSFSWSFS FINL CORP | $39K |
GBDCGOLUB CAP BDC INC | $39K |
ORRFORRSTOWN FINL SVCS INC | $39K |
SPYGSPDR S&P 500 GROWTH ETF | $38K |
SYKSTRYKER CORP | $37K |
IVOOVANGUARD S&P MID CAP 400ETF | $37K |
CNPCENTERPOINT ENERGY INC | $36K |
CRMSALESFORCE INC | $36K |
CVSCVS HEALTH CORP | $36K |
SRESEMPRA | $36K |
MPLXMPLX LP LP | $36K |
ARCCARES CAP CORP EQUITY CLASS EQUITY | $35K |
TMOTHERMO FISHER SCIENTIFIC | $35K |
IWDISHARES RUSSELL 1000 VALUE ETF | $35K |
AGNCAGNC INVT CORP REIT | $35K |
INTUINTUIT | $34K |
ETRENTERGY CORP NEW | $34K |
NVSNNOVARTIS AG FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $33K |
WISETHEMES GENRTVE ARTFCL INTLE ETF | $31K |
CRKCOMSTOCK RES INC | $31K |
GISGENERAL MLS INC | $30K |
ULUNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $30K |
SPYVSPDR S&P 500 VALUE ETF | $30K |
ROPROPER TECHNOLOGIES INC | $29K |
IBBISHARES BIOTECHNOLOGY ETF | $29K |
DOCSDOXIMITY INC CLASS A | $29K |
CTRACOTERRA ENERGY INC | $29K |
SCMWYSWISSCOM FSPONSORED ADR 1 ADR REPS 0.1 ORD SHS | $29K |
WTRGESSENTIAL UTILS INC | $28K |
USMVISHARES MSCI USA MIN VOLFCTR ETF | $28K |
DDOMINION ENERGY INC | $28K |
ALSALLSTATE CORP | $27K |
OXYOCCIDENTAL PETE CORP | $27K |
WBDWARNER BROS DISCOVERY IN | $27K |
VALNVALNEVA SE FUNSPONSORED ADR 1 ADR REPS 2 ORD SHS | $27K |
SBCSABRA HEALTH CARE REIT IREIT | $27K |
RTXRTX CORP | $27K |
HLTHILTON WORLDWIDE HLDGS I | $26K |
AQLTISHARES US TREASURY BONDETF | $26K |
VOXVANGUARD COMMUNICATION SERVICES ETF | $26K |
PSECPROSPECT CAP CORP | $25K |
NEMNEWMONT CORP | $25K |
MDGLMADRIGAL PHARMACEUTICALS | $25K |
GSKGSK PLC ADR FSPONSORED ADR 1 ADR REPS 2 ORD SHS | $25K |
LRCXLAM RESH CORP | $24K |
IYHISHARES US HEALTHCARE ETF | $23K |
MTBM & T BK CORP | $23K |
METAMETA PLATFORMS INC CLASS A | $23K |
DDDUPONT DE NEMOURS INC | $23K |
AZOAUTOZONE INC | $23K |
KOSKOSMOS ENERGY LTD | $23K |
VISVANGUARD INDUSTRIALS ETF | $23K |
SPYMSPDR PORTFOLIO S&P 500 ETF | $23K |
EPDENTERPRISE PRODS PART LP | $23K |
PKNREVVITY INC | $22K |
KHCKRAFT HEINZ CO | $22K |
HNMORMAT TECHNOLOGIES INC | $22K |
EFAISHARES MSCI EAFE ETF | $21K |
VCRVANGUARD CONSUMER DISCRETIONARY ETF | $21K |
GBTCGRAYSCALE BITCOIN TRUST ETF | $21K |
PLTRPALANTIR TECHNOLOGIES INCLASS A | $21K |
DYNFISHS US EQTY FACTR ROTATN ACT ETF | $21K |
DHRDANAHER CORP | $21K |
VAWVANGUARD MATERIALS ETF | $20K |
PSIINVESCO SEMICONDUCTORS ETF | $20K |
ESEVERSOURCE ENERGY | $20K |
CMCSACOMCAST CORP NEW CLASS A | $19K |
HQLABRDN LIFE SCIENCES INVE | $19K |
NINISOURCE INC | $18K |
BMY 2 PERPBRISTOL-MYERS SQU 4pcnt PFDCONV | $18K |
FDXFEDEX CORP | $18K |
CIVICIVITAS RES INC | $17K |
CTVACORTEVA INC | $17K |
MBBISHARES MBS ETF | $17K |
ZTSZOETIS INC CLASS A | $17K |
IXUSISHARES CORE MSCI TOTL INTL STCK ETF | $17K |
GEVGE VERNOVA INC | $17K |
SOXXISHARES SEMICONDUCTOR ETF | $17K |
IJHISHARES CORE S&P MID CAPETF | $17K |
CCLCARNIVAL CORP F | $17K |
DNPDNP SELECT INCOME CF | $16K |
SHWSHERWIN-WILLIAMS CO | $16K |
IUSVISHARES CORE S&P US VALUE ETF | $16K |
USIGISHARES BROAD USD INVESTMENT GRADE C | $16K |
PANWPALO ALTO NETWORKS INC | $16K |
BABOEING CO | $15K |