FW
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FSM Wealth Advisors, LLC13F | |
| FSM Wealth Advisors, LLC | |
| Last update 2025-04-28 | 212 Stocks (28 new) |
| Value $445.00 Mil | Turnover 12 % |
FSM Wealth Advisors, LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JMST |
JPMorgan Ultra-Short Municipal Income ETF
JPMorgan Ultra-Short Municipal Income ETF
| 595,459 | 30,279.1 | +0.10% | 6.810 | +0.01% | 0.870 | +1.49% | +1.87% | 4,063.6 | ||
BOND | PIMCO Active Bond ETF | 294,962 | 27,275.2 | +28.14% | 6.130 | +1.35% | 0.500 | +2.66% | +3.32% | 5,599.9 | ||
JPIB |
JPMorgan International Bond Opportunities ETF
JPMorgan International Bond Opportunities ETF
| 566,825 | 27,145.3 | +72.05% | 6.100 | +2.55% | 4.290 | +3.68% | +4.76% | 884.8 | ||
JAVA | JPMorgan Active Value ETF | 368,658 | 23,424.5 | +2.90% | 5.270 | +0.15% | 122.890 | +11.83% | +5.61% | 3,727.8 | ||
VTI | Vanguard Total Stock Market ETF | 71,996 | 19,787.3 | +4.29% | 4.450 | +0.18% | 0.000 | +17.65% | +6.63% | 471,718.0 | ||
VT | Vanguard Total World Stock ETF | 158,780 | 18,410.5 | +1.60% | 4.140 | +0.07% | 0.040 | +16.87% | +10.90% | 45,528.5 | ||
VWO | Vanguard FTSE Emerging Markets ETF | 360,974 | 16,337.7 | +21.61% | 3.670 | +0.65% | 0.020 | +15.39% | +13.04% | 84,631.0 | ||
IJH | iShares Core S&P Mid-Cap ETF | 262,617 | 15,323.7 | +3.82% | 3.450 | +0.13% | 0.020 | +17.05% | +2.42% | 96,994.3 | ||
VONV |
Vanguard Russell 1000 Value Index Fund
Vanguard Russell 1000 Value Index Fund
| 180,739 | 14,918.2 | +3.17% | 3.350 | +0.10% | 0.120 | +11.96% | +7.04% | 11,964.6 | ||
SCHF | Schwab International Equity ETF | 712,770 | 14,098.6 | +21.00% | 3.170 | +0.55% | 0.030 | +15.43% | +19.92% | 48,818.6 |
FSM Wealth Advisors, LLC's Historical Top Holdings Breakdowns
FSM Wealth Advisors, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
JPIB |
JPMorgan International Bond Opportunities ETF
JPMorgan International Bond Opportunities ETF
| 2025-03-31 | Add Add | +2.55% | 46.97 ($47.71) 48.26 | $48.35 | 1.34% | Add 72.05% | 566,825 | 237,379 | |
BOND | PIMCO Active Bond ETF | 2025-03-31 | Add Add | +1.35% | 89.27 ($91.32) 92.9 | $91.07 | -0.27% | Add 28.14% | 294,962 | 64,782 | |
VWO | Vanguard FTSE Emerging Markets ETF | 2025-03-31 | Add Add | +0.65% | 42.5 ($45.01) 46.71 | $49.59 | 10.18% | Add 21.61% | 360,974 | 64,143 | |
SCHF | Schwab International Equity ETF | 2025-03-31 | Add Add | +0.55% | 18.36 ($19.62) 20.51 | $22.04 | 12.33% | Add 21% | 712,770 | 123,699 | |
SCZ | iShares MSCI EAFE Small-Cap ETF | 2025-03-31 | Add Add | +0.46% | 59.28 ($63.17) 66.08 | $72.71 | 15.10% | Add 25.68% | 157,879 | 32,263 | |
REET | iShares Global REIT ETF | 2025-03-31 | Add Add | +0.42% | 23.24 ($24.35) 25.13 | $24.72 | 1.52% | Add 28.98% | 339,075 | 76,188 | |
JPST | JPMorgan Ultra-Short Income ETF | 2025-03-31 | Reduce Reduce | -0.29% | 50.39 ($50.51) 50.66 | $50.54 | 0.06% | Reduce -13.04% | 157,214 | -23,567 | |
TAFM |
AB Tax-Aware Intermediate Municipal ETF
AB Tax-Aware Intermediate Municipal ETF
| 2025-03-31 | New Buy New Buy | +0.28% | 24.97 ($25.32) 25.67 | $24.76 | -2.21% | New holding | 50,303 | 50,303 | |
AAPL | Apple Inc | 2025-03-31 | Add Add | +0.26% | 209.68 ($231.67) 247.1 | $211.16 | -8.85% | Add 12.92% | 45,617 | 5,219 | |
LECO | Lincoln Electric Holdings Inc | 2025-03-31 | Reduce Reduce | -0.23% | 180.51 ($196.35) 216.81 | $222.78 | 13.46% | Reduce -32.52% | 10,209 | -4,919 |
FSM Wealth Advisors, LLC Total Holding History ($B)
FSM Wealth Advisors, LLC's Asset Allocation
FSM Wealth Advisors, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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FSM Wealth Advisors, LLC's Hypothetical Growth since 2025-03-31
FSM Wealth Advisors, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
FSM Wealth Advisors, LLC's Holdings Heat Map
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FSM Wealth Advisors, LLC's Holdings Bubble Chart
FSM Wealth Advisors, LLC News
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