VSM Wealth Advisory, LLC Q2 2025 Filing
Filed August 11, 2025
Portfolio Value
$302.7M
Holdings
516
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (516 positions)
| Stock | Value |
|---|---|
4I1PHILIP MORRIS INTL INC | $178K |
GOOGALPHABET INC CLASS C | $176K |
DFAXDIMENSIONAL WLD EX US CREQ 2 ETF | $174K |
IWVISHARES RUSSELL 3000 ETF | $171K |
AXPAMERICAN EXPRESS CO | $170K |
TPLTEXAS PACIFIC LAND C | $165K |
KMIKINDER MORGAN INC DEL | $162K |
SCHWCHARLES SCHWAB CORP | $161K |
IJSISHARES S&P SMALL CAP 600 ETF | $152K |
MAMASTERCARD INC CLASS A | $151K |
INTCINTEL CORP | $150K |
PFEPFIZER INC | $148K |
BNDVANGUARD TOTAL INTERNATIONAL STOCK E | $148K |
EFXEQUIFAX INC | $143K |
LOWLOWES COS INC | $142K |
COSTCOSTCO WHSL CORP NEW | $137K |
AFLAFLAC INC | $134K |
NDQINVESCO QQQ TRUST | $133K |
ORCLORACLE CORP | $130K |
SCHJSCHWAB 1 5 YEAR CORP BOND ETF | $124K |
MRKMERCK & CO. INC. | $120K |
USBUS BANCORP DEL | $119K |
XEXGXEATON VANCE TAX MAN GL D | $117K |
APDAIR PRODS & CHEMS INC | $116K |
NADNUVEEN QUALITY MUNICIPAL | $114K |
PEPPEPSICO INC | $114K |
MUMICRON TECHNOLOGY INC | $112K |
JEPQJ P MORGAN NASDAQ EQT PRM INC ETF | $111K |
COFCAPITAL ONE FINL CORP | $110K |
ETBEATON VANCE TAX MGD BUY | $108K |
KMBKIMBERLY CLARK CORP | $107K |
VFHVANGUARD FINANCIALS ETF | $106K |
VBVANGUARD SMALL CAP GROWTH ETF | $105K |
LMTLOCKHEED MARTIN CORP | $104K |
ETWEATON VNCE MGD GLBL BUY | $103K |
QUALISHARES MSCI USA QLTY FACT ETF | $102K |
ABTABBOTT LABS | $100K |
VDEVANGUARD ENERGY ETF | $99K |
PSXPHILLIPS 66 | $99K |
SUSBISHARES ESG AWR 1-5 Y USD CP BND ETF | $99K |
CSCOCISCO SYS INC | $99K |
IBITISHARES BITCOIN ETF | $96K |
MLPXGLOBAL X MLP & ENERGY INFRASTRUCTURE | $94K |
MDLZMONDELEZ INTL INC CLASS A | $92K |
XVVISHARES ESG SELECT SCREENED S&P 500 | $92K |
XLKTECHNOLOGY SELECT SECTORSPDR ETF | $91K |
ACNACCENTURE PLC IRELAND FCLASS A | $90K |
TRVTRAVELERS COS INC | $90K |
MOALTRIA GROUP INC | $90K |
PCEFINVESCO CEF INCOME COMPOSITE ETF | $89K |
COPCONOCOPHILLIPS | $88K |
TRVCCITIGROUP INC | $85K |
MDGLMADRIGAL PHARMACEUTICALS | $85K |
CHDCHURCH & DWIGHT INC | $84K |
BMYBRISTOL MYERS SQUIBB CO | $84K |
VVISA INC CLASS A | $84K |
AMGNAMGEN INC | $84K |
GILDGILEAD SCIENCES INC | $83K |
MPCMARATHON PETE CORP | $81K |
CA8ACACI INTL INC CLASS A | $81K |
NATNORDIC AMERICAN TANKER F | $81K |
BTCGRAYSCALE BITCOIN MINI TRUST ETF | $81K |
SPDWSPDR PORTFOLIO DEVELOPEDWORLD EX-US | $80K |
METAMETA PLATFORMS INC CLASS A | $80K |
DFSVDIMENSIONAL US SMALL CAPVALU ETF | $80K |
BACBANK OF AMERICA CORP | $79K |
VOOGVANGUARD S&P 500 GROWTH ETF | $79K |
REGNREGENERON PHARMACEUTICAL | $79K |
IWFISHARES RUSSELL 1000 GROWTH ETF | $78K |
VCSHVANGUARD SHORT TERM TREASURY ETF | $76K |
UNPUNION PAC CORP | $75K |
ADPAUTOMATIC DATA PROCESSIN | $74K |
MLB1MERCADOLIBRE INC | $73K |
ESMLISHARES ESG AWARE MSCI USA ETF | $73K |
TAT&T INC | $72K |
XEADXALLSPRING INCOME OPPORTU | $71K |
BMTABRITISH AMERN TOB PLC FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS | $70K |
ISRGINTUITIVE SURGICAL INC | $70K |
GOOGLALPHABET INC CLASS A | $70K |
TELFYTELEFONICA S A FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $69K |
VUSBVAN ULTRA SHRT BND | $69K |
CPCANADIAN PACIFIC KAN F | $67K |
AQLTISHARES SELECT DIVIDEND ETF | $67K |
SDYSPDR S&P DIVIDEND ETF | $67K |
PPGPPG INDS INC | $67K |
KKRKKR & CO INC | $64K |
EPDENTERPRISE PRODS PART LP | $63K |
UPSUNITED PARCEL SVC INC CLASS B | $63K |
PNCPNC FINL SERVICES | $62K |
HLHECLA MNG CO | $61K |
ELVELEVANCE HEALTH INC | $61K |
DWDMORGAN STANLEY | $60K |
PEGPUBLIC SVC ENTERPRISE GR | $59K |
VHTVANGUARD HEALTH CARE ETF | $59K |
ERCALLSPRING MULTI SECTOR I | $58K |
TCPCBLACKROCK TCP CAP CORP | $58K |
DALDELTA AIR LINES INC DEL | $58K |
VEEVVEEVA SYS INC CLASS A | $58K |
IVOVVANGUARD S&P MID CAP 400VALUE ETF | $57K |
BNSBANK NOVA SCOTIA F | $55K |