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CIK: 0001942548
Total reported value
$939.0M
$939.0M
192 檔
12.0%
According to the latest 13F quarterly dataset, FSM Wealth Advisors, LLC managed an equity portfolio of $939.0M at the end of Q4 2024, spanning 192 distinct U.S. exchange-listed positions.
In Q4 2024, FSM Wealth Advisors, LLC displayed an active expansion posture, initiating 9 new positions and adding to 32 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JMST | JPM Ultra-short Muni Income | ETF-Other | 7.39% | -0.37% | +0.19% | |
| 2 | JAVA | Jpmorgan Active Value ETF | ETF-Other | 5.72% | -0.18% | +8.37% | |
| 3 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 5.09% | -0.65% | +18.72% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.96% | +0.11% | +9.20% | |
| 5 | VT | Vanguard Tot World Stk ETF | ETF-Other | 4.53% | -0.05% | +5.66% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.99% | +0.05% | +6.92% | |
| 7 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 3.81% | -0.06% | +21.25% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.67% | +0.04% | +8.76% | |
| 9 | VONV | Vanguard Russell 1000 Value | ETF-Other | 3.58% | -0.15% | +1.92% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.16% | -0.07% | +24.53% | |
| 11 | SCHF | Schwab Intl Equity ETF | ETF-Other | 2.70% | +0.15% | +152.86% | |
| 12 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.33% | +0.17% | +339.19% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 2.26% | +0.05% | +1.11% | |
| 14 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 2.23% | -0.22% | +7.08% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 2.22% | -0.05% | +8.48% | |
| 16 | IGF | Ishares Global Infrastructur | ETF-Other | 2.02% | -0.23% | +7.78% | |
| 17 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 1.86% | -0.21% | +18.69% | |
| 18 | MUB | Ishares National Muni Bond E | ETF-Other | 1.84% | -0.09% | +21.38% | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 1.68% | +0.43% | +5.98% | |
| 20 | REET | Ishares Global Reit ETF | ETF-Other | 1.55% | +0.04% | +7.14% | |
| 21 | CGGO | Cap Group Global Growth | ETF-Other | 1.06% | +0.03% | +2.68% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.99% | +0.08% | +20.09% | |
| 23 | RWO | State Street Spdr Dow Jones | ETF-Other | 0.92% | -0.04% | +12.21% | |
| 24 | XOM | Exxon Mobil CORP | Stock-Energy | 0.92% | -0.27% | +0.45% | |
| 25 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.91% | +0.08% | +4.35% | |
| 26 | V | Visa Inc-class A Shares | Stock-Financials | 0.81% | — | +0.83% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.76% | -0.08% | +5.61% | |
| 28 | LECO | Lincoln Electric Holdings | Stock-Industrials | 0.72% | -0.02% | -3.14% | |
| 29 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.71% | -0.03% | +1.25% | |
| 30 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.71% | +0.10% | +0.24% | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.68% | +0.42% | -0.39% | |
| 32 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.64% | -0.02% | +3.69% | |
| 33 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.59% | -0.02% | +49.20% | |
| 34 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.54% | -0.04% | +22.33% | |
| 35 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.53% | +0.21% | +15.72% | |
| 36 | AVGO | Broadcom Inc | Stock-Tech | 0.52% | +0.06% | -0.95% | |
| 37 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.51% | +0.08% | -1.15% | |
| 38 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.47% | -0.03% | +10.38% | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.46% | +0.09% | +31.79% | |
| 40 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.44% | +0.05% | -5.14% | |
| 41 | HD | Home Depot Inc | Stock-Consumer Disc | 0.43% | -0.02% | +4.05% | |
| 42 | GWW | Ww Grainger Inc | Stock-Industrials | 0.42% | +0.01% | — | |
| 43 | INTU | Intuit Inc | Stock-Tech | 0.39% | -0.09% | +1.20% | |
| 44 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.39% | -0.01% | +200.31% | |
| 45 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.36% | -0.02% | +0.03% | |
| 46 | DHR | Danaher CORP | Stock-Healthcare | 0.35% | -0.02% | +1.03% | |
| 47 | ABT | Abbott Laboratories | Stock-Healthcare | 0.34% | -0.04% | +7.73% | |
| 48 | EPD | Enterprise Products Partners | Stock-Energy | 0.32% | -0.05% | +18.39% | |
| 49 | ORCL | Oracle CORP | Stock-Tech | 0.30% | -0.02% | +1.39% | |
| 50 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.28% | +0.01% | +251.63% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GWW | Ww Grainger Inc | +0.4% | NEW | New buy |
| 2 | JPIB | Jpmorgan Intl Bnd ETF | +0.3% | +21.25% | Add |
| 3 | AMZN | Amazon.com Inc | +0.2% | +20.09% | Add |
| 4 | BOND | Pimco Active Bond Exchange-t | +0.2% | +18.72% | Add |
| 5 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | +9.20% | Add |
| 6 | SCHG | Schwab US Large-cap Growth | +0.2% | +339.19% | Add |
| 7 | VOO | Vanguard S&p 500 ETF | +0.2% | +49.20% | Add |
| 8 | SCHF | Schwab Intl Equity ETF | +0.2% | +152.86% | Add |
| 9 | MUB | Ishares National Muni Bond E | +0.2% | +21.38% | Add |
| 10 | TSLA | Tesla Inc | +0.2% | -1.15% | Trim |
| 11 | NVDA | Nvidia CORP | +0.1% | +5.98% | Add |
| 12 | VV | Vanguard Large-cap ETF | +0.1% | +164.18% | Add |
| 13 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +24.53% | Add |
| 14 | BSV | Vanguard Short-term Bond ETF | +0.1% | NEW | New buy |
| 15 | JAVA | Jpmorgan Active Value ETF | +0.1% | +8.37% | Add |
| 16 | GOOG | Alphabet Inc-cl C | +0.1% | +4.35% | Add |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +31.79% | Add |
| 18 | CRM | Salesforce Inc | +0.1% | NEW | New buy |
| 19 | JPM | Jpmorgan Chase & Co | +0.1% | +3.69% | Add |
| 20 | META | Meta Platforms Inc-class A | +0.1% | +22.33% | Add |
| 21 | AVGO | Broadcom Inc | +0.1% | -0.95% | Trim |
| 22 | ITOT | Ishares Core S&p Total U.s. | +0.1% | +152.17% | Add |
| 23 | CEG | Constellation Energy | +0.1% | NEW | New buy |
| 24 | IEMG | Ishares Core Msci Emerging | +0.1% | NEW | New buy |
| 25 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +6.92% | Add |
| 26 | BMY | Bristol-myers Squibb Co | +0.1% | NEW | New buy |
| 27 | EPD | Enterprise Products Partners | +0.1% | +18.39% | Add |
| 28 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +20.38% | Add |
| 29 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +15.72% | Add |
| 30 | GEV | GE Vernova Inc | +0.1% | +11.52% | Add |
| 31 | PLTR | Palantir Technologies Inc-a | +0.1% | NEW | New buy |
| 32 | OLLI | Ollie's Bargain Outlet Holdi | +0.1% | NEW | New buy |
| 33 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +109.06% | Add |
| 34 | DIS | Walt Disney Co/the | +0.1% | NEW | New buy |
| 35 | V | Visa Inc-class A Shares | +0.1% | +0.83% | Add |
| 36 | GOOGL | Alphabet Inc-cl A | +0.1% | +0.24% | Add |
| 37 | IJR | Ishares Core S&p Small-cap E | 0% | +8.76% | Add |
| 38 | MSFT | Microsoft CORP | 0% | +8.48% | Add |
| 39 | JPST | Jpmorgan Ultra-short Income | 0% | +7.08% | Add |
| 40 | IGF | Ishares Global Infrastructur | 0% | +7.78% | Add |
| 41 | SCZ | Ishares Msci Eafe Small-cap | 0% | +18.69% | Add |
| 42 | ZTS | Zoetis Inc | -0.1% | EXIT | Sold out |
| 43 | CPT | Camden Property Trust | -0.1% | EXIT | Sold out |
| 44 | MELI | Mercadolibre Inc | -0.1% | EXIT | Sold out |
| 45 | ROP | Roper Technologies Inc | -0.1% | -27.13% | Trim |
| 46 | LLY | Eli Lilly & Co | -0.1% | -7.82% | Trim |
| 47 | ADBE | Adobe Inc | -0.1% | -6.94% | Trim |
| 48 | UNH | Unitedhealth Group Inc | -0.1% | -5.14% | Trim |
| 49 | VT | Vanguard Tot World Stk ETF | -0.2% | +5.66% | Add |
| 50 | VONV | Vanguard Russell 1000 Value | -0.2% | +1.92% | Add |
According to official SEC Form 13F filings, FSM Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $939.0M across 192 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including JMST, JAVA, BOND) accounted for 12.0% of total reported equity market value during Q4 2024.
Top New Position Initiated
GWW
市值: $1.7M
Top Position Liquidated / Trimmed
MELI
前期市值: $272.9K
During Q4 2024, FSM Wealth Advisors, LLC's top holdings by market value included JMST (7.4%)、JAVA (5.7%)、BOND (5.1%). The largest single position, JMST, represented 7.4% of total portfolio value.
In Q4 2024, FSM Wealth Advisors, LLC made 50 total portfolio adjustments, initiating 9 new buys, adding to 32 positions, trimming 6 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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