← Every investor
FSM Wealth Advisors, LLC Portfolio
$972.4M across 347 positions as of 2026-09-30, with 43% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
+10.6%
-3.9% a year vs the S&P 500
3 years
+15.7%
-5.6% a year vs the S&P 500
5 years
—
a quarter missing or too little priced
Quarters ahead
4 of 17
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | -0.3% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +11.4% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -2.1% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | +1.7% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +6.3% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +7.5% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | -2.2% | -4.6% |
| Sep 30, 2024 to Dec 31, 2024 | -1.0% | +2.1% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| J P MORGAN EXCHANGE TRADED F | $69.9M | 7.2% | 1,495,021 |
| BONDPIMCO Active Bond Exchange-Traded Fund Exchange- Traded Fund | $54.6M | 5.6% | 628,266 |
| JAVAJPMorgan Active Value ETF | $46.7M | 4.8% | 576,158 |
| VTIVanguard Total Stock Market ETF | $44.2M | 4.5% | 116,398 |
| SCHFSchwab International Equity ETF | $41.9M | 4.3% | 1,548,220 |
| VWOVanguard FTSE Emerging Markets ETF | $41.5M | 4.3% | 701,677 |
| VTVanguard Total World Stock Index ETF | $38.8M | 4.0% | 244,551 |
| IJHiShares Core S&P Mid-Cap ETF | $30M | 3.1% | 411,335 |
| JMSTJPMorgan Ultra-Short Municipal Income ETF | $26.6M | 2.7% | 524,634 |
| AAPLApple Inc | $26.5M | 2.7% | 77,907 |
| VONVVanguard Russell 1000 Value ETF | $26.4M | 2.7% | 238,812 |
| SCHGSchwab U.S. Large-Cap Growth ETF | $26.2M | 2.7% | 718,097 |
| IJRiShares Core S&P Small-Cap ETF | $22.4M | 2.3% | 163,275 |
| SCZiShares MSCI EAFE Small-Cap ETF | $21.5M | 2.2% | 257,914 |
| ISHARES TR | $20.9M | 2.2% | 336,143 |
| AB ACTIVE ETFS INC | $20.8M | 2.1% | 872,393 |
| NVDANVIDIA Corp | $20.7M | 2.1% | 89,939 |
| REETiShares Trust iShares Global REIT ETF | $19.8M | 2.0% | 771,097 |
| MSFTMicrosoft Corp | $17.5M | 1.8% | 33,422 |
| JPSTJPMorgan Ultra-Short Income ETF | $10.8M | 1.1% | 215,693 |
| PGRProgressive Corp | $10.3M | 1.1% | 46,946 |
| GOOGAlphabet Inc | $10.1M | 1.0% | 29,295 |
| IVViShares Core S&P 500 ETF | $9.1M | 0.9% | 11,764 |
| GOOGLAlphabet Inc | $8.7M | 0.9% | 24,903 |
| AMZNAmazon.com Inc | $8.2M | 0.8% | 32,256 |
| XOMExxonmobil Holdings Corp | $7.8M | 0.8% | 46,065 |
| RSPInvesco S&P 500 Equal Weight ETF | $6.5M | 0.7% | 30,292 |
| CGGOCapital Group Global Growth Equity ETF | $6.4M | 0.7% | 163,761 |
| VUGVanguard Growth ETF | $5.8M | 0.6% | 63,186 |
| AVGOBroadcom Inc | $5.4M | 0.6% | 14,988 |
| JPMJPMorgan Chase & Co | $5.2M | 0.5% | 15,758 |
| QQQInvesco QQQ Trust, Series 1 | $5.1M | 0.5% | 6,846 |
| SPYState Street SPDR S&P 500 ETF Trust | $5.1M | 0.5% | 6,607 |
| BRK.BBerkshire Hathaway Inc | $4.4M | 0.5% | 8,579 |
| FDLFirst Trust Morningstar ETF | $4.2M | 0.4% | 84,417 |
| TSLATesla Inc | $4.1M | 0.4% | 10,909 |
| METAMeta Platforms Inc | $3.9M | 0.4% | 5,390 |
| NVDANVIDIA Corpput — a bet against | $3.7M | 0.4% | 16,000 |
| MINTPIMCO Enhanced Short Maturity Active Exchange-Traded Fund | $3.6M | 0.4% | 35,901 |
| ITAiShares U.S. Aerospace & Defense ETF | $3.3M | 0.3% | 16,108 |
| VOOVanguard S&P 500 ETF | $3M | 0.3% | 4,234 |
| FIRST TR EXCHANGE-TRADED ALP | $3M | 0.3% | 21,820 |
| JNJJohnson & Johnson | $3M | 0.3% | 11,512 |
| GEGeneral Electric Co | $2.9M | 0.3% | 9,336 |
| SHWSherwin-Williams Co | $2.8M | 0.3% | 8,838 |
| MUMicron Technology Inc | $2.8M | 0.3% | 2,726 |
| DIAState Street SPDR Dow Jones Industrial Average ETF Trust | $2.6M | 0.3% | 5,177 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | $2.6M | 0.3% | 5,705 |
| VEAVanguard FTSE Developed Markets ETF | $2.5M | 0.3% | 35,376 |
| GEVGE Vernova Inc | $2.4M | 0.3% | 2,450 |
| LLYEli Lilly and Co | $2.4M | 0.2% | 2,047 |
| VVisa Inc | $2.4M | 0.2% | 6,345 |
| BNDXVanguard Total International Bond ETF | $2.4M | 0.2% | 50,406 |
| VVVanguard Large-Cap ETF | $2.3M | 0.2% | 6,520 |
| PLTRPalantir Technologies Inc | $2.3M | 0.2% | 11,477 |
| CVXChevron Corp | $2.2M | 0.2% | 10,519 |
| BILState Street SPDR Bloomberg 1-3 Month T-Bill ETF | $2.2M | 0.2% | 24,303 |
| IEFAiShares Core MSCI EAFE ETF | $2.2M | 0.2% | 22,440 |
| INTCIntel Corp | $2.1M | 0.2% | 19,860 |
| SCHESchwab Emerging Markets Equity ETF | $2.1M | 0.2% | 56,592 |
| BACBank of America Corp | $2.1M | 0.2% | 38,297 |
| SPDR INDEX SHS FDS | $2M | 0.2% | 43,988 |
| IEMGiShares Core MSCI Emerging Markets ETF | $2M | 0.2% | 24,644 |
| SCHBSchwab U.S. Broad Market ETF | $2M | 0.2% | 66,937 |
| LECOLincoln Electric Holdings Inc | $2M | 0.2% | 7,659 |
| AMDAdvanced Micro Devices Inc | $2M | 0.2% | 3,189 |
| AMATApplied Materials Inc | $1.9M | 0.2% | 3,805 |
| SCHASchwab U.S. Small-Cap ETF | $1.9M | 0.2% | 58,444 |
| FIDELITY COVINGTON TRUST | $1.9M | 0.2% | 47,849 |
| CSCOCisco Systems Inc | $1.8M | 0.2% | 15,596 |
| COSTCostco Wholesale Corp | $1.8M | 0.2% | 1,864 |
| PANWPalo Alto Networks Inc | $1.7M | 0.2% | 4,350 |
| MRKMerck & Co Inc | $1.7M | 0.2% | 12,131 |
| MPCMarathon Petroleum Corp | $1.7M | 0.2% | 3,666 |
| IWBiShares Russell 1000 ETF | $1.6M | 0.2% | 3,892 |
| RTXRTX Corp | $1.6M | 0.2% | 8,847 |
| ASML HLDG NV | $1.6M | 0.2% | 903 |
| VONGVanguard Russell 1000 Growth ETF | $1.6M | 0.2% | 11,865 |
| IBMInternational Business Machines Corp | $1.6M | 0.2% | 6,846 |
| SCHXSchwab U.S. Large-Cap ETF | $1.5M | 0.2% | 50,562 |
| CIBRFirst Trust NASDAQ Cybersecurity ETF | $1.5M | 0.2% | 13,968 |
| LRCXLam Research Corp | $1.5M | 0.2% | 4,652 |
| ABBVAbbVie Inc | $1.5M | 0.2% | 5,451 |
| IAUiShares Gold Trust Shares of the iShares Gold Trust | $1.4M | 0.1% | 17,756 |
| CATCaterpillar Inc | $1.4M | 0.1% | 1,739 |
| PMPhilip Morris International Inc | $1.4M | 0.1% | 6,851 |
| WMTWalmart Inc | $1.3M | 0.1% | 12,173 |
| MAMastercard Inc | $1.3M | 0.1% | 2,327 |
| DFACDimensional ETF Trust Dimensional U.S. Core Equity 2 ETF | $1.3M | 0.1% | 29,147 |
| EPDEnterprise Products Partners L.P | $1.3M | 0.1% | 34,213 |
| VGTVanguard Information Tech ETF | $1.3M | 0.1% | 9,837 |
| STERIS PLC | $1.2M | 0.1% | 5,899 |
| KLACKLA Corp | $1.2M | 0.1% | 6,202 |
| J P MORGAN EXCHANGE TRADED F | $1.2M | 0.1% | 10,041 |
| IVWiShares S&P 500 Growth ETF | $1.2M | 0.1% | 8,384 |
| QQQMInvesco NASDAQ 100 ETF | $1.2M | 0.1% | 3,898 |
| SGOViShares 0-3 Month Treasury Bond ETF | $1.2M | 0.1% | 11,833 |
| HDHome Depot Inc | $1.2M | 0.1% | 3,920 |
| GLDSPDR Gold Shares | $1.2M | 0.1% | 3,041 |
| ISHARES TR | $1.2M | 0.1% | 9,083 |
| VOVanguard Mid-Cap ETF | $1.1M | 0.1% | 14,170 |
| NFLXNetflix Inc | $1.1M | 0.1% | 15,360 |
| SUBiShares Short-Term National Muni Bond ETF | $1.1M | 0.1% | 10,257 |
| IVEiShares S&P 500 Value ETF | $1.1M | 0.1% | 4,599 |
| VSSVanguard FTSE All-Wld ex-US SmCp Idx ETF | $1M | 0.1% | 6,775 |
| KOCoca-Cola Co | $1M | 0.1% | 11,659 |
| VBVanguard Small-Cap ETF | $979.8K | 0.1% | 3,406 |
| PHOInvesco Water Resources ETF | $973.9K | 0.1% | 14,199 |
| UNHUnitedHealth Group Inc | $960.4K | 0.1% | 2,589 |
| PGProcter & Gamble Co | $958.7K | 0.1% | 6,366 |
| SPDR INDEX SHS FDS | $952.7K | 0.1% | 10,956 |
| PEPPepsiCo Inc | $937.7K | 0.1% | 7,306 |
| IXUSiShares Core MSCI Total International Stock ETF | $937.1K | 0.1% | 9,865 |
| ORCLOracle Corp | $936.7K | 0.1% | 6,903 |
| SCHDSchwab US Dividend Equity ETF | $932.9K | 0.1% | 28,235 |
| IWFiShares Russell 1000 Growth ETF | $930.1K | 0.1% | 7,318 |
| CVSCVS Health Corp | $926.5K | 0.1% | 10,553 |
| SKHYSK Hynix Inc | $899K | 0.1% | 5,273 |
| ABTAbbott Laboratories | $878.9K | 0.1% | 8,923 |
| VNQVanguard Real Estate ETF | $867.4K | 0.1% | 9,708 |
| MTUMiShares MSCI USA Momentum Factor ETF | $859K | 0.1% | 2,684 |
| IWMiShares Russell 2000 Index Fund | $847.4K | 0.1% | 3,053 |
| PHParker-Hannifin Corp | $847.3K | 0.1% | 895 |
| BMYBristol-Myers Squibb Co | $842.8K | 0.1% | 14,146 |
| VGSHVanguard Short-Term Treasury ETF | $823.4K | 0.1% | 14,303 |
| ITOTiShares Core S&P Total U.S. Stock Market ETF | $809.6K | 0.1% | 4,803 |
| FBNDFidelity Total Bond ETF | $806K | 0.1% | 18,551 |
| DISWalt Disney Co | $805K | 0.1% | 7,522 |
| MUBiShares National Muni Bond ETF | $798.9K | 0.1% | 7,930 |
| URIUnited Rentals Inc | $776.1K | 0.1% | 739 |
| WELLWelltower Inc | $770.4K | 0.1% | 3,454 |
| FEFirstEnergy Corp | $761.7K | 0.1% | 16,982 |
| TSLATesla Inccall | $750K | 0.1% | 2,000 |
| TAT&T Inc | $744.9K | 0.1% | 29,951 |
| DEDeere & Co | $729.4K | 0.1% | 1,118 |
| WFCWells Fargo & Co | $724.7K | 0.1% | 8,835 |
| DIMENSIONAL ETF TRUST | $719.7K | 0.1% | 12,929 |
| APHAmphenol Corp | $717.8K | 0.1% | 8,413 |
| VZVerizon Communications Inc | $708.9K | 0.1% | 15,295 |
| PNCPNC Financial Services Group Inc | $704.2K | 0.1% | 3,206 |
| TFCTruist Financial Corp | $693K | 0.1% | 15,005 |
| BSVVanguard Short-Term Bond ETF | $691.9K | 0.1% | 9,055 |
| EATON CORP PLC | $683.5K | 0.1% | 1,610 |
| AXPAmerican Express Co | $676.2K | 0.1% | 2,195 |
| QCOMQualcomm Inc | $666.8K | 0.1% | 3,788 |
| NUENucor Corp | $666.4K | 0.1% | 2,707 |
| VBRVanguard Small-Cap Value ETF | $665.1K | 0.1% | 2,843 |
| PFEPfizer Inc | $653.3K | 0.1% | 23,484 |
| XLKState Street Technology Select Sector SPDR ETF | $649.4K | 0.1% | 3,284 |
| TOTALENERGIES SE | $645K | 0.1% | 7,498 |
| IWOiShares Russell 2000 Growth Fund | $635.9K | 0.1% | 1,799 |
| MRVLMarvell Technology Inc | $632.6K | 0.1% | 2,303 |
| MCDMcDonald's Corp | $626.7K | 0.1% | 2,646 |
| SPCXSpace Exploration Technologies Corp | $622.4K | 0.1% | 3,876 |
| CCitigroup Inc | $613.7K | 0.1% | 4,791 |
| FNDXSchwab Fundamental US Large Company Index ETF | $610.9K | 0.1% | 18,996 |
| VIGVanguard Div Appreciation ETF | $610.5K | 0.1% | 2,554 |
| MMM3M Co | $609.5K | 0.1% | 3,726 |
| GSGoldman Sachs Group Inc | $605.3K | 0.1% | 686 |
| VYMVanguard High Dividend Yield ETF | $590.6K | 0.1% | 3,732 |
| ASTRAZENECA PLC | $587.7K | 0.1% | 3,701 |
| CCJCameco Corp | $582.3K | 0.1% | 6,684 |
| WMBWilliams Companies Inc | $578.1K | 0.1% | 7,992 |
| KEYSKeysight Technologies Inc | $574.7K | 0.1% | 1,534 |
| AMEAMETEK Inc | $565.4K | 0.1% | 2,284 |
| CHUBB LIMITED | $560.4K | 0.1% | 1,630 |
| QUALiShares MSCI USA Quality Factor ETF | $556.8K | 0.1% | 2,452 |
| CRWDCrowdStrike Holdings Inc | $556K | 0.1% | 2,114 |
| UNPUnion Pacific Corp | $555.2K | 0.1% | 1,996 |
| SOXXiShares Semiconductor ETF | $553.3K | 0.1% | 982 |
| ADPAutomatic Data Processing Inc | $549.3K | 0.1% | 2,029 |
| VTEBVanguard Tax-Exempt Bond ETF | $544K | 0.1% | 11,496 |
| TMOThermo Fisher Scientific Inc | $542.1K | 0.1% | 832 |
| JKHYJack Henry & Associates Inc | $535.8K | 0.1% | 3,595 |
| AMPLIFY ETF TR | $535.3K | 0.1% | 6,671 |
| NEENextera Energy Inc | $534.7K | 0.1% | 6,911 |
| FBCGFidelity Blue Chip Growth ETF | $533.9K | 0.1% | 8,402 |
| BBJPJPMorgan BetaBuilders Japan ETF | $526.8K | 0.1% | 6,678 |
| SPLVInvesco S&P 500 Low Volatility ETF | $526.3K | 0.1% | 7,296 |
| TJXTJX Companies Inc | $525.6K | 0.1% | 3,788 |
| VTVVanguard Value ETF | $523.8K | 0.1% | 2,385 |
| JEPQJPMorgan Nasdaq Equity Premium Income ETF | $521.1K | 0.1% | 8,530 |
| SCHWCharles Schwab Corp | $518.2K | 0.1% | 5,349 |
| CEGConstellation Energy Corp | $516.6K | 0.1% | 1,812 |
| SAPSAP SE | $516.3K | 0.1% | 2,431 |
| SYKStryker Corp | $512.8K | 0.1% | 1,852 |
| ROYAL CARIBBEAN GROUP | $507.4K | 0.1% | 1,803 |
| HLTHilton Worldwide Holdings Inc | $502.4K | 0.1% | 1,554 |
| ACWIiShares MSCI ACWI ETF | $497.1K | 0.1% | 3,111 |
| ANETArista Networks Inc | $488.3K | 0.1% | 2,314 |
| CSXCSX Corp | $487.3K | 0.1% | 10,294 |
| SNDKSandisk Corp | $484.9K | 0.0% | 301 |
| TGTTarget Corp | $479.6K | 0.0% | 3,099 |
| INTUIntuit Inc | $474.8K | 0.0% | 1,562 |
| MEDTRONIC PLC | $474.6K | 0.0% | 5,409 |
| GWWWW Grainger Inc | $467K | 0.0% | 368 |
| VRTXVertex Pharmaceuticals Inc | $466.4K | 0.0% | 927 |
| GARMIN LTD | $463.1K | 0.0% | 1,725 |
| DHRDanaher Corp | $456.3K | 0.0% | 2,098 |
| AMGNAmgen Inc | $450.6K | 0.0% | 1,106 |
| AMTAmerican Tower Corp | $449.4K | 0.0% | 2,695 |
| XLFState Street Financial Select Sector SPDR ETF | $447.3K | 0.0% | 8,248 |
| CARRCarrier Global Corp | $444.1K | 0.0% | 7,955 |
| VXUSVanguard Total International Stock ETF | $441.9K | 0.0% | 5,209 |
| TXNTexas Instruments Inc | $440K | 0.0% | 1,527 |
| SPEMSPDR Index Shares Fund SPDR Portfolio Emerging Markets ETF | $438.2K | 0.0% | 8,504 |
| DELLDell Technologies Inc | $437.8K | 0.0% | 762 |
| DBCINVESCO DB COMMDY INDX TRCK | $415.2K | 0.0% | 12,599 |
| LMTLockheed Martin Corp | $414.7K | 0.0% | 816 |
| VHTVanguard Health Care ETF | $414.5K | 0.0% | 1,321 |
| ISRGIntuitive Surgical Inc | $413.1K | 0.0% | 994 |
| DGDollar General Corp | $412.9K | 0.0% | 3,323 |
| GILDGilead Sciences, Inc | $401K | 0.0% | 2,726 |
| CWIState Street SPDR MSCI ACWI ex-US ETF | $400.3K | 0.0% | 10,031 |
| LINDE PLC | $396.5K | 0.0% | 823 |
| CRMSalesforce Inc | $391.7K | 0.0% | 1,720 |
| TRPTC Energy Corp | $382.2K | 0.0% | 6,372 |
| MSMorgan Stanley | $381.7K | 0.0% | 2,036 |
| LOWLowe's Companies Inc | $380.2K | 0.0% | 2,013 |
| NOCNorthrop Grumman Corp | $375.9K | 0.0% | 776 |
| TSLATesla Incput — a bet against | $375K | 0.0% | 1,000 |
| ICOWPACER FDS TR | $373.4K | 0.0% | 8,898 |
| MAINMain Street Capital Corp | $368.7K | 0.0% | 6,769 |
| NEMNewmont Corporation | $367.5K | 0.0% | 3,180 |
| COPConocoPhillips | $365.1K | 0.0% | 2,721 |
| EMREmerson Electric Co | $362.5K | 0.0% | 2,279 |
| SHELShell PLC | $361.9K | 0.0% | 3,612 |
| GNRState Street SPDR S&P Global Natural Resources ETF | $360.1K | 0.0% | 4,797 |
| VEUVanguard FTSE All World Ex US ETF | $358.7K | 0.0% | 4,365 |
| FCXFreeport-McMoRan Inc | $358.4K | 0.0% | 5,039 |
| ADIAnalog Devices Inc | $357.1K | 0.0% | 880 |
| HEI.AHEICO Corp | $356.8K | 0.0% | 1,614 |
| JOHNSON CONTROLS INTERNATION | $354.6K | 0.0% | 2,302 |
| SPGIS&P Global Inc | $353.7K | 0.0% | 878 |
| SPYISHP ETF Trust NEOS S&P 500 High Income ETF | $349.7K | 0.0% | 6,466 |
| NOWServiceNow Inc | $348.8K | 0.0% | 2,496 |
| UBERUber Technologies Inc | $345.7K | 0.0% | 4,921 |
| GOOGAlphabet Inccall | $344.9K | 0.0% | 1,000 |
| BEONE MEDICINES LTD | $343.8K | 0.0% | 982 |
| CLColgate-Palmolive Co | $340.9K | 0.0% | 3,869 |
| LHXL3Harris Technologies Inc | $339.7K | 0.0% | 1,434 |
| SCHWAB STRATEGIC TR | $337.6K | 0.0% | 9,744 |
| BLKBlackRock Inc | $336.7K | 0.0% | 316 |
| TIPiShares TIPS Bond ETF | $335.8K | 0.0% | 3,213 |
| BNDVanguard Total Bond Market ETF | $332.4K | 0.0% | 4,733 |
| TXTTextron Inc | $330.2K | 0.0% | 4,509 |
| ATOAtmos Energy Corp | $327.9K | 0.0% | 2,041 |
| AIQGlobal X Artificial Intelligence & Technology ETF | $327.4K | 0.0% | 4,991 |
| SCHZSchwab US Aggregate Bond ETF | $326.5K | 0.0% | 14,759 |
| OXYOccidental Petroleum Corp | $325.6K | 0.0% | 5,401 |
| ULTAUlta Beauty Inc | $324.5K | 0.0% | 575 |
| FASTFastenal Co | $323K | 0.0% | 6,397 |
| GLWCorning Inc | $317.9K | 0.0% | 2,080 |
| BUDAnheuser-Busch Inbev SA | $317.5K | 0.0% | 4,101 |
| HONHoneywell International Inc | $316.1K | 0.0% | 1,530 |
| QSRRestaurant Brands International Inc | $315.1K | 0.0% | 4,459 |
| ROKRockwell Automation Inc | $315.1K | 0.0% | 726 |
| PWRQuanta Services Inc | $313K | 0.0% | 457 |
| SPDR SERIES TRUST | $311.8K | 0.0% | 14,700 |
| WMWaste Management Inc | $309.8K | 0.0% | 1,475 |
| FIXComfort Systems USA Inc | $307.5K | 0.0% | 180 |
| LQDiShares iBoxx $ Investment Grade Corporate Bond ETF | $306.5K | 0.0% | 2,991 |
| BANK OF NY MELLON CORP | $303.6K | 0.0% | 2,114 |
| MSIMotorola Solutions Inc | $302.5K | 0.0% | 677 |
| MRSHMarsh & McLennan Companies Inc | $302K | 0.0% | 1,709 |
| BBCAJPMorgan BetaBuilders Canada ETF | $301.1K | 0.0% | 2,969 |
| IBITiShares Bitcoin Trust ETF | $300.5K | 0.0% | 6,496 |
| WECWEC Energy Group Inc | $297.9K | 0.0% | 2,875 |
| BBEUJ P MORGAN EXCHANGE TRADED F | $297.8K | 0.0% | 3,970 |
| RPMRPM International Inc | $297.2K | 0.0% | 2,989 |
| ACCENTURE PLC IRELAND | $297K | 0.0% | 1,425 |
| NSCNorfolk Southern Corp | $295.4K | 0.0% | 932 |
| TRAVELERS COMPANIES INC | $292.4K | 0.0% | 790 |
| HACKETFMG Prime Cyber Security ETF | $287.7K | 0.0% | 2,201 |
| PCARPaccar Inc | $286.5K | 0.0% | 2,612 |
| IWDiShares Russell 1000 Value ETF | $286.4K | 0.0% | 1,136 |
| ELVElevance Health Inc | $281.6K | 0.0% | 702 |
| WDCWestern Digital Corp | $279.8K | 0.0% | 711 |
| IWRiShares Russell Mid-Cap ETF | $279.8K | 0.0% | 2,570 |
| BBAXJPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF | $279.1K | 0.0% | 4,588 |
| SPYXSPDR S&P 500 Fossil Fuel Reserves Free ETF | $271K | 0.0% | 4,275 |
| ABNBAirbnb Inc | $270.8K | 0.0% | 1,659 |
| MCKMcKesson Corp | $270K | 0.0% | 290 |
| XLVState Street Health Care Select Sector SPDR ETF | $269.4K | 0.0% | 1,602 |
| SNASnap-On Inc | $268.4K | 0.0% | 748 |
| NVSNovartis AG | $268.1K | 0.0% | 1,873 |
| PAYXPaychex Inc | $267.1K | 0.0% | 2,557 |
| CICigna Group | $265.8K | 0.0% | 946 |
| ABAllianceBernstein Holding LP | $265.5K | 0.0% | 7,522 |
| VLOValero Energy Corp | $264.6K | 0.0% | 596 |
| SBUXStarbucks Corp | $258.1K | 0.0% | 2,769 |
| METMetLife Inc | $257.2K | 0.0% | 2,612 |
| SPDR INDEX SHS FDS | $256.9K | 0.0% | 3,633 |
| PSXPhillips 66 | $253.4K | 0.0% | 900 |
| FVDFirst Trust VL Dividend | $251.6K | 0.0% | 5,285 |
| MOAltria Group Inc | $250.2K | 0.0% | 3,504 |
| MDYSPDR MidCap Trust Series I | $249.8K | 0.0% | 375 |
| MGCVanguard Mega Cap ETF | $249.8K | 0.0% | 873 |
| BWABorgwarner Inc | $249.7K | 0.0% | 4,045 |
| AGGiShares Core U.S. Aggregate Bond ETF | $249.4K | 0.0% | 2,635 |
| CMICummins Inc | $247.8K | 0.0% | 476 |
| TQQQProShares UltraPro QQQ | $240.9K | 0.0% | 3,002 |
| ICEIntercontinental Exchange Inc | $240.7K | 0.0% | 1,550 |
| NETCloudflare Inc | $239K | 0.0% | 699 |
| AAgilent Technologies Inc | $237.4K | 0.0% | 1,411 |
| COFCapital One Financial Corp | $236.3K | 0.0% | 1,185 |
| EQIXEquinix Inc | $236.1K | 0.0% | 233 |
| ITWIllinois Tool Works Inc | $232.9K | 0.0% | 880 |
| RUBRIK INC. | $230.2K | 0.0% | 1,904 |
| SSGA ACTIVE TR | $228.4K | 0.0% | 9,526 |
| HIGHartford Insurance Group Inc | $227.6K | 0.0% | 1,758 |
| SNOWSnowflake Inc | $225.1K | 0.0% | 655 |
| MPWRMonolithic Power Systems Inc | $224.1K | 0.0% | 164 |
| DVNDevon Energy Corp | $220.6K | 0.0% | 4,509 |
| VOEVanguard Mid-Cap Value ETF | $220.1K | 0.0% | 1,093 |
| ORLYO'Reilly Automotive Inc | $218.6K | 0.0% | 2,542 |
| FTGCFirst Trust Global Tactical Commodity Strategy Fund | $218.4K | 0.0% | 7,040 |
| HOODRobinhood Markets Inc | $217.5K | 0.0% | 2,032 |
| EMEEMCOR Group Inc | $217.2K | 0.0% | 279 |
| IJKiShares S&P Mid-Cap 400 Growth ETF | $216.7K | 0.0% | 1,954 |
| ISHARES TR | $216.1K | 0.0% | 5,349 |
| HONAHoneywell Aerospace Inc | $215K | 0.0% | 1,396 |
| FORTINET INC | $213.1K | 0.0% | 1,127 |
| ENTGEntegris Inc | $212.6K | 0.0% | 1,311 |
| XLCThe Communication Services Select Sector SPDR Fund | $211.3K | 0.0% | 1,914 |
| SOSouthern Co | $211K | 0.0% | 2,449 |
| EOGEOG Resources Inc | $210.1K | 0.0% | 1,415 |
| PLDPrologis Inc | $209.2K | 0.0% | 1,618 |
| TRMBTrimble Inc | $209.2K | 0.0% | 3,495 |
| NKENike Inc | $208.5K | 0.0% | 6,000 |
| AEPAmerican Electric Power Company Inc | $208.1K | 0.0% | 1,702 |
| SHOPShopify Inc | $208K | 0.0% | 1,264 |
| CTASCintas Corp | $207.2K | 0.0% | 1,030 |
| TDGTransDigm Group Inc | $206.2K | 0.0% | 189 |
| TTWOTake-Two Interactive Software Inc | $205.8K | 0.0% | 983 |
| MDLZMondelez International Inc | $205.4K | 0.0% | 3,386 |
| VICRVicor Corp | $203.8K | 0.0% | 777 |
| GDGeneral Dynamics Corp | $203.6K | 0.0% | 617 |
| SKYYFirst Trust Cloud Computing ETF | $202.7K | 0.0% | 1,159 |
| XLYSPDR Select Sector Fund - Consumer Discretionary | $202.6K | 0.0% | 1,814 |
| NVENT ELEC PLC | $202K | 0.0% | 1,230 |
| LULULululemon Athletica Inc | $201.9K | 0.0% | 2,178 |
| EXCExelon Corp | $201.1K | 0.0% | 4,819 |
| YUMYum! Brands Inc | $200.9K | 0.0% | 1,405 |
| AESAES Corp | $156K | 0.0% | 10,450 |
| FFord Motor Co | $132.8K | 0.0% | 10,838 |
| WENDYS CO | $99.6K | 0.0% | 16,005 |
Quarter ending 2026-09-30.
Follow FSM Wealth Advisors, LLC by email
FSM Wealth Advisors, LLC's new 13F filings and what changed in them, with the rest of the week's filings. One email a week, free.
Unsubscribe with one click from any email.