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 |
|---|---|
BABOEING CO | $15K |
OBDCBLUE OWL CAP CORP | $15K |
BLKBLACKROCK INC NEW | $15K |
FICSFIRST TRUST INTL DELP CAPTL SGTH ETF | $15K |
FTGSFIRST TRUST GROWTH STRENGTH ETF | $15K |
EIS*ISHARES MSCI ISRAEL ETF | $15K |
CFLTCONFLUENT INC CLASS A | $15K |
MARMARRIOTT INTL INC NEW CLASS A | $15K |
XBOEXBLACKROCK ENHANCED GLOBA | $15K |
BABAALIBABA GROUP HLDG LTD FSPONSORED ADR 1 ADR REPS 8 ORD SHS | $15K |
AMTAMERICAN TOWER CORP NEW REIT | $14K |
TWOTWO HARBORS INVESTME | $14K |
TSEMTOWER SEMICONDUCTOR LT F | $14K |
CRWDCROWDSTRIKE HLDGS INC CLASS A | $14K |
RDVYFT RISING DIVIDEND ACHIEVERS ETF | $14K |
BOHBANK HAWAII CORP | $14K |
ACLSAXCELIS TECHNOLOGIES INC | $14K |
HMCHONDA MTR LTD FSPONSORED ADR 1 ADR REPS 3 ORD SHS | $14K |
JEPIJPMORGAN EQUITY PREMIUM INCOME ETF | $13K |
TXNTEXAS INSTRS INC | $13K |
VLOVALERO ENERGY CORP NEW | $13K |
BGMS 6 PERPCYCLACEL PHARMACE 6pcnt PFDCONV | $13K |
TTENTOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $13K |
CARRCARRIER GLOBAL CORP | $13K |
BCCCGLOBAL X U.S. INFRASTRUCTURE DEVELOP | $13K |
BIIBBIOGEN INC | $13K |
AMATAPPLIED MATLS INC | $12K |
MNDYMONDAY COM LTD F | $12K |
IJKISHARES S&P MID CAP 400 GRWTH ETF | $12K |
SCHDSCHWAB US DIVIDEND EQUITY ETF | $12K |
ADMARCHER-DANIELS MIDLAND C | $11K |
SPEMSPDR INDEX SHARES EMERG MARKT ETF | $11K |
ZBHZIMMER BIOMET HLDGS INC | $11K |
SNOWSNOWFLAKE INC CLASS A | $11K |
IJTISHARES S&P SMLL CAP 600GRTH ETF | $11K |
EQTEQT CORP | $11K |
STAGSTAG INDL INC REIT | $11K |
SCHKSCHWAB 1000 INDEX ETF | $11K |
DFARDIMENSIONAL US REAL ESTATE ETF | $11K |
ETGEATON VANCE TAX ADV GLBL | $11K |
DRSLEONARDO DRS INC | $11K |
AIC3 AI INC CLASS A | $11K |
OTISOTIS WORLDWIDE CORP | $10K |
DHRB & G FOODS INC NEW | $10K |
RC 6.25 PERP CREADY CAPITAL 6.25pcnt PFDCONV SER C | $10K |
IDUISHARES US UTILITIES ETF | $10K |
EOIEATON VANCE ENHANCED EQT | $10K |
ONON SEMICONDUCTOR CORP | $10K |
RIVNRIVIAN AUTOMOTIVE INC CLASS A | $10K |
BNBROOKFIELD CORP FCLASS A | $10K |
VTSVITESSE ENERGY INC | $10K |
VFLOVICTORYSHARES FREE CASH FLOW ETF | $10K |
DELLDELL TECHNOLOGIES INC CLASS C | $10K |
JBLUJETBLUE AWYS CORP EQUITYCLASS EQUITY | $10K |
DOWDOW INC | $10K |
MLPXGLOBAL X MLP & ENERGY INFRASTRUCTURE | $10K |
TRPTC ENERGY CORP F | $9K |
WYWEYERHAEUSER CO REIT | $9K |
QLTYGMO U S QUALITY ETF | $9K |
LHXL3HARRIS TECHNOLOGIES IN | $9K |
IDAIDACORP INC | $9K |
IBHFISHARES IBONDS 2026 TERMHIGH YIELD | $9K |
IBHGISHS IBND 2027 TRM HGH YLD INCM ETF | $9K |
REKRREKOR SYS INC | $9K |
PSTGPURE STORAGE INC CLASS A | $9K |
SPYDSPDR S&P 500 HIGH DIVIDEND ETF | $9K |
QXOQXO INC | $9K |
IBHEISHARES IBONDS 2025 TERMHIGH YI ETF | $9K |
WPRTWESTPORT FUEL SYSTEM I F | $9K |
TELTE CONNECTIVITY PLC F | $8K |
ITWILLINOIS TOOL WKS INC | $8K |
FRPTFRESHPET INC | $8K |
HLNHALEON PLC FSPONSORED ADR 1 ADR REPS 2 ORD SHS | $8K |
GSGOLDMAN SACHS GROUP INC | $8K |
RWLINVESCO S P 500 REVENUE ETF | $8K |
MDBMONGODB INC CLASS A | $8K |
SPBSPECTRUM BRANDS HLDGS IN | $8K |
FXIISHARES CHINA LARGE CAP ETF | $8K |
ANETARISTA NETWORKS INC | $8K |
FTNTFORTINET INC | $8K |
WELLWELLTOWER INC REIT | $8K |
BIPCBROOKFIELD INFRASTRU FCLASS A | $7K |
ACHRARCHER AVIATION INC CLASS A | $7K |
ROKUROKU INC CLASS A | $7K |
JOEST JOE CO | $7K |
AGCOAGCO CORP DEL | $7K |
VSSVGRD FTSE ALL WRLD EX USSML CAP ETF | $7K |
DALDELTA AIR LINES INC DEL | $7K |
QSQUANTUMSCAPE CORP CLASS A | $7K |
KLICKULICKE & SOFFA INDS INC | $7K |
APAAPA CORP | $6K |
XLEENERGY SELECT SECTOR SPDR ETF | $6K |
WMBWILLIAMS COS INC | $6K |
GEHCGE HEALTHCARE TECHNOLOGI | $6K |
XLREREAL ESTATE SELECT SCTR SPDR ETF | $6K |
HTGCHERCULES CAP INC | $6K |
DNAGINKGO BIOWORKS HLDG CLASS A | $6K |
ALCALCON INC F | $6K |
NLYANNALY CAP MGMT INC REIT | $5K |
FLBSTANDARD BIOTOOLS INC | $5K |