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 |
|---|---|
IXNISHARES GLOBAL TECH ETF | $55K |
HSYHERSHEY CO | $55K |
FLINFRANKLIN FTSE INDIA ETF | $54K |
PRUPRUDENTIAL FINL INC | $54K |
LYBLYONDELLBASELL INDUSTR FCLASS A | $52K |
IJRISHARES CORE S&P SMALL CAP ETF | $52K |
MMM3M CO | $52K |
MPLXMPLX LP LP | $51K |
IWMISHARES RUSSELL 2000 ETF | $51K |
NOCNORTHROP GRUMMAN CORP | $50K |
TSMTAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS | $50K |
DFUSDIMENSIONAL US HIGH PROFTBLTY ETF | $50K |
SPYGSPDR S&P 500 GROWTH ETF | $50K |
CITCINTAS CORP | $49K |
VTIPVANGUARD ST INFLATION PROT ETF | $49K |
CMCSACOMCAST CORP NEW CLASS A | $48K |
AGNCAGNC INVT CORP REIT | $47K |
GLWCORNING INC | $47K |
AWMSKYWORKS SOLUTIONS INC | $47K |
ETHGRAYSCALE ETHEREUM MINI | $47K |
NEENEXTERA ENERGY INC | $47K |
ACWVISHARES MSCI GLOBAL MIN VOL FCT ETF | $46K |
INTUINTUIT | $44K |
OREALTY INCOME CORP REIT | $43K |
NOWSERVICENOW INC | $43K |
UNHUNITEDHEALTH GROUP INC | $42K |
DUHPDIMENSIONAL US MARKETWIDE VALUE ETF | $42K |
CRKCOMSTOCK RES INC | $42K |
WSFSWSFS FINL CORP | $41K |
GMGENERAL MTRS CO | $41K |
ORRFORRSTOWN FINL SVCS INC | $41K |
VDCVANGUARD CONSUMER STAPLES ETF | $41K |
OKEONEOK INC NEW | $41K |
SYKSTRYKER CORP | $40K |
TDTORONTO DOMINION BK ON F | $39K |
BDXBECTON DICKINSON & CO | $39K |
IVOOVANGUARD S&P MID CAP 400ETF | $39K |
KNSLKINSALE CAP GROUP INC | $39K |
GBDCGOLUB CAP BDC INC | $39K |
SRESEMPRA | $38K |
ETRENTERGY CORP NEW | $38K |
PPLPEMBINA PIPELINE CORP F | $38K |
CRMSALESFORCE INC | $37K |
CNPCENTERPOINT ENERGY INC | $37K |
RTXRTX CORP | $37K |
CVSCVS HEALTH CORP | $36K |
ARCCARES CAP CORP Stock CLASS Stock | $36K |
PYPLPAYPAL HLDGS INC | $36K |
IWDISHARES RUSSELL 1000 VALUE ETF | $36K |
NVSNNOVARTIS AG FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $35K |
CCOCAMECO CORP F | $35K |
DYHTARGET CORP Stock CLASS Stock | $35K |
AMTAMERICAN TOWER CORP NEW REIT | $34K |
SPYVSPDR S&P 500 VALUE ETF | $34K |
LUVSOUTHWEST AIRLS CO | $34K |
PLTRPALANTIR TECHNOLOGIES INCLASS A | $34K |
DTDYNATRACE INC | $34K |
AZNASTRAZENECA PLC FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS | $33K |
LRCXLAM RESH CORP | $32K |
CBCHUBB LTD F | $32K |
FFORD MTR CO DEL | $31K |
HLTHILTON WORLDWIDE HLDGS I | $31K |
DOCSDOXIMITY INC CLASS A | $31K |
ULUNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $31K |
SPGSIMON PPTY GROUP INC NEWREIT | $30K |
VOXVANGUARD COMMUNICATION SERVICES ETF | $29K |
IBBISHARES BIOTECHNOLOGY ETF | $29K |
NEMNEWMONT CORP | $29K |
USMVISHARES MSCI USA MIN VOLFCTR ETF | $28K |
TMOTHERMO FISHER SCIENTIFIC | $28K |
ROPROPER TECHNOLOGIES INC | $28K |
DDOMINION ENERGY INC | $28K |
SBCSABRA HEALTH CARE REIT IREIT | $28K |
GBTCGRAYSCALE BITCOIN TRUST ETF | $28K |
WTRGESSENTIAL UTILS INC | $27K |
ALSALLSTATE CORP | $27K |
BGMS 6 PERPCYCLACEL PHARMACE 6pcnt PFDCONV | $26K |
GISGENERAL MILLS INC | $26K |
HNMORMAT TECHNOLOGIES INC | $26K |
KOSKOSMOS ENERGY LTD | $26K |
VISVANGUARD INDUSTRIALS ETF | $26K |
GEGE AEROSPACE | $26K |
PSIINVESCO SEMICONDUCTORS ETF | $25K |
CTRACOTERRA ENERGY INC | $25K |
SPYMSPDR PORTFOLIO S&P 500 ETF | $25K |
MTBM & T BK CORP | $25K |
GSKGSK PLC ADR FSPONSORED ADR 1 ADR REPS 2 ORD SHS | $25K |
CCLCARNIVAL CORP F | $24K |
VCRVANGUARD CONSUMER DISCRETIONARY ETF | $24K |
EFAISHARES MSCI EAFE ETF | $24K |
OXYOCCIDENTAL PETE CORP | $23K |
DYNFISHS US EQTY FACTR ROTATN ACT ETF | $23K |
VALNVALNEVA SE FUNSPONSORED ADR 1 ADR REPS 2 ORD SHS | $23K |
AZOAUTOZONE INC | $22K |
SOXXISHARES SEMICONDUCTOR ETF | $21K |
IYHISHARES US HEALTHCARE ETF | $21K |
PSECPROSPECT CAP CORP | $21K |
DDDUPONT DE NEMOURS INC | $21K |
VAWVANGUARD MATERIALS ETF | $21K |
ESEVERSOURCE ENERGY | $21K |