FWA
FSM Wealth Advisors LLC Portfolio
Invests via FSM Wealth Advisors LLC | Managed by Lauren MacLaren
Invests via FSM Wealth Advisors LLC
Managed by Lauren MacLaren
Automatically Tracked
Company Profile
FSM Wealth Advisors LLC operates as a full-service financial advisory firm, delivering tailored wealth management solutions. With an emphasis on personalized client engagement, it addresses the intricate financial needs of individuals and families. The firm excels in guiding clients through diverse investment landscapes, offering insights that help shape their financial futures. Driven by a commitment to excellence, FSM has cultivated a reputation for its strategic approach and robust support structures aimed at optimizing client outcomes. Its leadership team boasts extensive expertise across various sectors within the finance industry, positioning FSM Wealth Advisors as a trusted partner in capital preservation and growth.
FSM Wealth Advisors LLC operates as a full-service financial advisory firm, delivering tailored wealth management solutions. With an emphasis on personalized client engagement, it addresses the intricate financial needs of individuals and families. The firm excels in guiding clients through diverse investment landscapes, offering insights that help shape their financial futures. Driven by a commitment to excellence, FSM has cultivated a reputation for its strategic approach and robust support structures aimed at optimizing client outcomes. Its leadership team boasts extensive expertise across various sectors within the finance industry, positioning FSM Wealth Advisors as a trusted partner in capital preservation and growth.
Investment Philosophy & Strategy
In the complex world of wealth management, FSM Wealth Advisors LLC excels at cultivating meaningful relationships that foster strategic capital deployment. The firm's leadership embodies a wealth of industry experience and entrepreneurial spirit, shaping an adaptive approach to investing tailored to each client's unique aspirations. Prioritizing customized investment strategies enables effective navigation through market dynamics while focusing on long-term value creation. Leveraging comprehensive financial acumen ensures that clients benefit from holistic insights across diverse asset classes. With a forward-thinking mindset, this firm positions itself as an invaluable partner committed to empowering its clientele towards sustained financial success.
In the complex world of wealth management, FSM Wealth Advisors LLC excels at cultivating meaningful relationships that foster strategic capital deployment. The firm's leadership embodies a wealth of industry experience and entrepreneurial spirit, shaping an adaptive approach to investing tailored to each client's unique aspirations. Prioritizing customized investment strategies enables effective navigation through market dynamics while focusing on long-term value creation. Leveraging comprehensive financial acumen ensures that clients benefit from holistic insights across diverse asset classes. With a forward-thinking mindset, this firm positions itself as an invaluable partner committed to empowering its clientele towards sustained financial success.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
101.47%
Gain -0.4%
Monthly
1.7%
Yearly
22.4%
Drawdown
25.54%
$919.25M
Equity
Holdings
$919.25M
Investment
$745.23M
$184.77M
Profit -$2.41M
Realized
$10.75M
Unrealized
$174.02M
Dividends
$32.39M
Goals
Avg. 47.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.4%
Profit
-$2.41M
Win %
72%
This Week
Compared To Last Week
Gain
-0.37%
Profit
-$3.45M
Win %
72%
This Month
Compared to last month
Gain
-1.06%
Profit
-$9.87M
Win %
72%
This Year
Compared to last year
Gain
-1.07%
Profit
-$9.9M
Win %
71%
SNDK SanDisk Corporation
+8.74%
+$44,487.3 
WDC Western Digital Corporation
+8.72%
+$30,904.77 
RMBS Rambus Inc.
+7.78%
+$12,913.25 
MU Micron Technology, Inc.
+7.34%
+$167,867.56 
AMAT Applied Materials, Inc.
+7.21%
+$169,457.7 
INTC Intel Corporation
+6.79%
+$114,120.04 
MMM 3M Company
+6.49%
+$37,874.4 
ORLY O'Reilly Automotive Inc.
+6.16%
+$13,681.46 
ENTG Entegris, Inc.
+5.93%
+$11,552.7 
MRVL Marvell Technology, Inc.
+5.91%
+$24,629.78 
LRCX Lam Research Corporation
+5.81%
+$83,677.05 
STRL Sterling Infrastructure, Inc.
+5.78%
+$9,282.26 
MVIS Microvision Inc.
+5.27%
+$490.4 
KLAC KLA Corporation
+5.23%
+$78,553.95 
GLW Corning Incorporated
+5.14%
+$16,681.96 
SOXX iShares Semiconductor ETF
+4.91%
+$22,248 
AMD Advanced Micro Devices, Inc.
+4.86%
+$77,122.35 
GEV GE Vernova Inc.
+4.56%
+$126,150.86 
TQQQ ProShares UltraPro QQQ
+4.51%
+$28,630.35 
KEYS Keysight Technologies, Inc.
+4.36%
+$20,562.38 
CRDO Credo Technology Group Holding Ltd.
+4.32%
+$6,926.55 
HOOD Robinhood Markets, Inc.
+4.31%
+$8,589.96 
FIX Comfort Systems USA, Inc.
+4.25%
+$17,683.11 
TXN Texas Instruments Inc
+4.07%
+$17,960.25 
FCX Freeport-McMoRan Inc.
+4.03%
+$11,797.86 
MPWR Monolithic Power Systems, Inc.
+3.94%
+$8,054.2 
NVS Novartis AG Sponsored ADR
+3.66%
+$9,977.28 
VRT Vertiv Holdings Co
+3.62%
+$16,135.68 
VMI Valmont Industries, Inc.
+3.62%
+$6,660.5 
MRSH Marsh & McLennan Companies, Inc.
+3.54%
+$9,292.92 
APH Amphenol Corporation
+3.51%
+$13,981.44 
DELL Dell Technologies Inc.
+3.48%
+$9,802.1 
ADI Analog Devices, Inc.
+3.43%
+$11,182.5 
CAT Caterpillar Inc.
+3.23%
+$50,184 
ASML ASML Holding N.V. New York Registry Shares
+3.21%
+$55,035.12 
MTUM iShares MSCI USA Momentum Factor ETF
+3.18%
+$25,846.92 
NVT nVent Electric plc
+3.15%
+$7,451.76 
AVGO Broadcom Inc.
+3.11%
+$173,595.73 
CMI Cummins Inc.
+2.71%
+$8,330.92 
NVDA NVIDIA Corporation
+2.5%
+$453,110.43 
ANET Arista Networks, Inc.
+2.46%
+$9,809.28 
CW Curtiss-Wright Corporation
+2.43%
+$6,185.57 
IEMG iShares Core MSCI Emerging Markets ETF
+2.29%
+$46,143.9 
EME EMCOR Group, Inc.
+2.29%
+$4,595.4 
JCI Johnson Controls International plc
+2.25%
+$7,327.33 
ETN Eaton Corporation plc
+2.23%
+$14,542.08 
TT Trane Technologies plc
+2.22%
+$4,363.8 
XLK State Street Technology Select Sector SPDR ETF
+2.22%
+$12,789.54 
TTE TotalEnergies SE
+2.15%
+$12,668.97 
ROK Rockwell Automation, Inc.
+2.11%
+$7,083.39 
PWR Quanta Services Inc.
+2.08%
+$6,219.95 
CEG Constellation Energy Corporation
+2.07%
+$8,457.75 
CRS Carpenter Technology Corporation
+2.02%
+$4,252.38 
AIQ Global X Artificial Intelligence & Technology ETF
+2.01%
+$5,143.18 
NEM Newmont Corporation
+1.94%
+$5,427.01 
VGT Vanguard Information Technology ETF
+1.92%
+$23,140.88 
IBIT iShares Bitcoin Trust
+1.9%
+$4,669 
SPEM SPDR Portfolio Emerging Markets ETF
+1.88%
+$8,020.12 
CCJ Cameco Corporation
+1.8%
+$10,775.79 
NUE Nucor Corporation
+1.8%
+$11,201.88 
BBJP JPMorgan BetaBuilders Japan Fund
+1.79%
+$9,311.48 
GS The Goldman Sachs Group, Inc.
+1.72%
+$12,748.74 
CGGO Capital Group Global Growth Equity ETF
+1.69%
+$107,108.76 
SCHE Schwab Emerging Markets Equity ETF
+1.69%
+$24,802.82 
PH Parker-Hannifin Corporation
+1.58%
+$13,291.69 
CSCO Cisco Systems, Inc.
+1.56%
+$27,368.85 
VWO Vanguard FTSE Emerging Markets ETF
+1.55%
+$578,593.8 
EMR Emerson Electric Co.
+1.55%
+$4,619.48 
BUD Anheuser-Busch InBev S.A. ADR
+1.53%
+$5,097.64 
BWA BorgWarner Inc.
+1.52%
+$3,791.43 
QQQ Invesco QQQ Trust, Series 1
+1.51%
+$72,167.2 
QCOM QUALCOMM Incorporated
+1.5%
+$10,163.2 
QQQM Invesco NASDAQ 100 ETF
+1.49%
+$16,754.58 
VONG Vanguard Russell 1000 Growth Fund
+1.41%
+$21,401.83 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+1.38%
+$6,909.3 
IWF iShares Russell 1000 Growth ETF
+1.38%
+$12,073.05 
GWW W.W. Grainger, Inc.
+1.37%
+$7,204.52 
F Ford Motor Company
+1.36%
+$2,161.25 
SCHA Schwab U.S. Small-Cap ETF
+1.36%
+$26,925.18 
HLT Hilton Worldwide Holdings Inc.
+1.36%
+$6,826.45 
DE Deere & Company
+1.32%
+$9,092.33 
MS Morgan Stanley
+1.29%
+$5,551.52 
VEU Vanguard FTSE All-World ex-US ETF
+1.28%
+$4,535.23 
IXUS iShares Core International Stock ETF
+1.28%
+$12,218.53 
DBC Invesco DB Commodity Index Tracking Fund
+1.23%
+$4,507.92 
C Citigroup Inc.
+1.21%
+$7,170.1 
CWI SPDR MSCI ACWI ex-US ETF
+1.19%
+$4,714.57 
GE General Electric Company
+1.19%
+$39,889.5 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.13%
+$12,743.68 
GLD SPDR Gold Shares
+1.1%
+$13,194.9 
IAU iShares Gold Trust
+1.1%
+$12,237.52 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.1%
+$27,009.64 
SCHF Schwab International Equity ETF
+1.08%
+$409,930.08 
FBOT Fidelity Disruptive Automation ETF
+1.07%
+$18,874.54 
FBCG Fidelity Blue Chip Growth Fund
+1.07%
+$6,467.84 
PCAR PACCAR Inc.
+1.05%
+$3,187.23 
LECO Lincoln Electric Holdings, Inc.
+1.05%
+$19,683.63 
GNR SPDR S&P Global Natural Resources ETF
+1.04%
+$3,453.84 
ORCL Oracle Corporation
+1.02%
+$9,172.28 
SCHM Schwab U.S. Mid-Cap ETF
+1.02%
+$3,442.56 
SCZ iShares MSCI EAFE Small-Cap ETF
+1%
+$196,772.94 
URI United Rentals, Inc.
+0.98%
+$7,015.36 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
+0.98%
+$7,826.28 
TSLA Tesla, Inc.
+0.98%
+$37,052.94 
IWO iShares Russell 2000 Growth ETF
+0.96%
+$6,494.39 
STT State Street Corp
+0.95%
+$2,175.69 
ITW Illinois Tool Works Inc.
+0.92%
+$2,042.5 
SHEL Shell plc
+0.88%
+$2,653.92 
VT Vanguard Total World Stock ETF
+0.87%
+$316,161.9 
AME Ametek Inc.
+0.87%
+$4,454.65 
SNA Snap-on Inc.
+0.87%
+$2,719.01 
VUG Vanguard Growth ETF
+0.86%
+$47,214.94 
ACWI iShares MSCI ACWI ETF
+0.83%
+$4,240.64 
MPC Marathon Petroleum Corporation
+0.82%
+$9,690.2 
IEFA iShares Core MSCI EAFE ETF
+0.82%
+$17,583.54 
SNDL Sundial Growers Inc.
+0.78%
+$200 
JPM JPMorgan Chase & Co.
+0.77%
+$40,851.04 
HON Honeywell International Inc.
+0.75%
+$2,803.71 
DVN Devon Energy Corporation
+0.73%
+$1,849.92 
IJH iShares Core S&P Mid-Cap ETF
+0.72%
+$210,916.44 
CTVA Corteva Inc.
+0.71%
+$2,256.8 
GRMN Garmin Ltd.
+0.71%
+$3,153.79 
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF
+0.71%
+$1,836.53 
IWM iShares Russell 2000 ETF
+0.68%
+$6,094 
META Meta Platforms Inc Class A
+0.68%
+$20,610.46 
TDG TransDigm Group Inc.
+0.68%
+$1,438.5 
IJK iShares S&P Mid-Cap 400 Growth ETF
+0.67%
+$1,463.25 
RCL Royal Caribbean Group
+0.64%
+$3,703.92 
VB Vanguard Small-Cap ETF
+0.64%
+$4,340.92 
MGC Vanguard Mega Cap ETF
+0.63%
+$1,492.83 
SCHB Schwab U.S. Broad Market ETF
+0.63%
+$12,037.86 
IJR iShares Core S&P Small-Cap ETF
+0.63%
+$142,664.34 
IVV iShares Core S&P 500 ETF
+0.61%
+$51,275.4 
BBEU JPMorgan BetaBuilders Europe Fund
+0.61%
+$2,005.49 
FNX First Trust Mid Cap Core AlphaDEX Fund
+0.61%
+$19,360.56 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.6%
+$4,705.96 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.6%
+$243,203.61 
MDY SPDR S&P MidCap 400 ETF Trust
+0.6%
+$1,607.65 
SPGM SPDR Portfolio MSCI Global Stock Market ETF
+0.59%
+$5,505 
SPY SPDR S&P 500 ETF Trust
+0.59%
+$28,881.33 
OXY Occidental Petroleum Corporation
+0.58%
+$1,713.6 
VOO Vanguard S&P 500 ETF
+0.58%
+$16,862.55 
CDNS Cadence Design Systems, Inc.
+0.57%
+$1,261.48 
WMB The Williams Companies, Inc.
+0.57%
+$3,375.96 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.56%
+$12,554.65 
AZN AstraZeneca PLC American Depositary Shares
+0.55%
+$3,978.9 
SCHX Schwab U.S. Large-Cap ETF
+0.55%
+$8,087.84 
SPYI NEOS S&P 500 High Income ETF
+0.53%
+$1,810.48 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.52%
+$6,701.51 
WFC Wells Fargo & Company
+0.52%
+$4,021.2 
COP ConocoPhillips
+0.49%
+$1,584.03 
RYAAY Ryanair Holdings plc American Depositary Receipt
+0.49%
+$1,001.08 
QUAL iShares MSCI USA Quality Factor ETF
+0.48%
+$2,549.04 
SBUX Starbucks Corporation
+0.48%
+$1,399.5 
MET MetLife Inc.
+0.46%
+$1,095.64 
VO Vanguard Mid-Cap ETF
+0.45%
+$3,302.64 
AB AllianceBernstein Holding L.P.
+0.45%
+$1,278.74 
VYM Vanguard High Dividend Yield ETF
+0.43%
+$2,575.08 
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF
+0.43%
+$5,406.38 
ABBV AbbVie Inc.
+0.4%
+$4,680.78 
EQIX Equinix, Inc.
+0.4%
+$930.93 
XOM Exxon Mobil Corporation
+0.39%
+$26,605.18 
VNQI Vanguard Global ex-US Real Estate Index Fund
+0.38%
+$773.83 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.37%
+$9,836.3 
IWR iShares Russell Mid-Cap ETF
+0.36%
+$1,002.3 
PLD Prologis Inc.
+0.36%
+$782.81 
PANW Palo Alto Networks, Inc.
+0.36%
+$5,372.18 
BBAX JPMorgan BetaBuilders Developed Markets ETF
+0.36%
+$1,009.36 
MAIN Main Street Capital Corporation
+0.35%
+$1,261.22 
BAC Bank of America Corporation
+0.35%
+$8,097.18 
DFUV Dimensional US Marketwide Value ETF
+0.33%
+$2,325.96 
VTV Vanguard Value ETF
+0.33%
+$1,697.61 
AOK iShares Core Conservative Allocation ETF
+0.32%
+$636.87 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.32%
+$2,214.52 
RWO SPDR Dow Jones Global Real Estate ETF
+0.29%
+$6,850.2 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.29%
+$1,444.5 
ICOW Pacer Developed Markets International ETF
+0.28%
+$1,086 
WELL Welltower Inc.
+0.27%
+$2,302.74 
AMGN Amgen Inc.
+0.27%
+$2,082.47 
BLK BlackRock, Inc.
+0.26%
+$833.25 
IXG iShares Global Financials ETF
+0.26%
+$3,050.55 
TXT Textron Inc.
+0.25%
+$1,048.57 
CARR Carrier Global Corporation
+0.24%
+$1,276.96 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.23%
+$56,284.8 
BWX SPDR Bloomberg International Treasury Bond ETF
+0.23%
+$735 
CVX Chevron Corporation
+0.23%
+$4,565 
T AT&T Inc.
+0.23%
+$1,353.15 
BBCA JPMorgan BetaBuilders Canada ETF
+0.23%
+$742.44 
EPD Enterprise Products Partners L.P.
+0.22%
+$3,497.92 
TFC Truist Financial Corporation
+0.21%
+$1,627.61 
VIG Vanguard Dividend Appreciation ETF
+0.2%
+$1,223.88 
DJIA Global X Dow 30 Covered Call ETF
+0.18%
+$469.82 
BNY BlackRock New York Municipal Income Trust
+0.18%
+$589.68 
JAVA JPMorgan Active Value ETF
+0.18%
+$77,184.31 
TRP TC Energy Corporation
+0.17%
+$758.64 
IGF iShares Global Infrastructure ETF
+0.14%
+$29,780.31 
CSX CSX Corporation
+0.14%
+$711.55 
FAST Fastenal Co.
+0.13%
+$381.18 
GII SPDR S&P Global Infrastructure ETF
+0.13%
+$361.3 
WBD Warner Bros. Discovery, Inc.
+0.12%
+$249.21 
ITA iShares U.S. Aerospace & Defense ETF
+0.09%
+$3,039.54 
VTEB Vanguard Tax-Exempt Bond ETF
+0.09%
+$525.02 
CIBR First Trust NASDAQ Cybersecurity ETF
+0.09%
+$1,113.76 
BA Boeing Company
+0.09%
+$207.36 
TAFM AB Tax-Aware Intermediate Municipal ETF
+0.08%
+$17,207.88 
MSI Motorola Solutions, Inc.
+0.08%
+$207.04 
CRWD CrowdStrike Holdings, Inc.
+0.08%
+$310.2 
AES AES Corporation
+0.07%
+$103.83 
JPIB JPMorgan International Bond ETF
+0.06%
+$41,373.99 
RSP Invesco S&P 500 Equal Weight ETF
+0.06%
+$3,923.14 
IVE ISHARES S&P 500 VALUE ETF
+0.06%
+$597.22 
COF Capital One Financial Corporation
+0.03%
+$81.9 
JPIE JPMorgan Income ETF
+0.03%
+$153.33 
VNQ Vanguard Real Estate ETF
+0.03%
+$297.27 
AXP American Express Company
+0.02%
+$163.73 
JPST JPMorgan Ultra-Short Income ETF
+0.02%
+$2,066.22 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.02%
+$749.9 
MUB iShares National Muni Bond ETF
+0.02%
+$245.26 
BNDX Vanguard Total International Bond ETF
+0.02%
+$225.46 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$197.62 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$298.95 
CVS CVS Health Corporation
+0.01%
+$111.84 
VOE Vanguard Mid-Cap Value ETF
+0.01%
+$10.9 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
UNP Union Pacific Corporation
0%
$0 
DHR Danaher Corporation
-16.72%
-$79,074.24 
NOC Northrop Grumman Corporation
-5.75%
-$26,600.37 
TMO Thermo Fisher Scientific Inc.
-4.95%
-$21,517.3 
VICR Vicor Corporation
-4.7%
-$8,018.15 
INTU Intuit Inc.
-4.34%
-$34,551.69 
SPGI S&P Global Inc.
-3.81%
-$15,358.5 
NOW ServiceNow, Inc.
-2.94%
-$6,495.72 
JKHY Jack Henry & Associates, Inc.
-2.83%
-$15,576.26 
CRM Salesforce Inc
-2.83%
-$7,242.24 
ADP Automatic Data Processing Inc.
-2.2%
-$10,942.14 
LHX L3Harris Technologies, Inc.
-2.2%
-$8,660.96 
AAPL Apple Inc.
-2.14%
-$557,384.62 
LMT Lockheed Martin Corporation
-1.96%
-$8,207.67 
SAP SAP SE Sponsored ADR
-1.92%
-$5,532.8 
TMUS T-Mobile US, Inc.
-1.69%
-$4,616.7 
STE STERIS plc
-1.68%
-$21,067.96 
NKE Nike, Inc. - Class B
-1.62%
-$4,878.6 
SYK Stryker Corporation
-1.61%
-$6,471.26 
WM Waste Management, Inc.
-1.33%
-$5,333.68 
GILD Gilead Sciences Inc.
-1.33%
-$4,706.43 
TRMB Trimble Inc.
-1.32%
-$2,997.4 
MDT Medtronic plc
-1.18%
-$5,049.94 
IBM International Business Machines Corporation
-1.17%
-$17,372.5 
APP AppLovin Corporation Class A Common Stock
-1.05%
-$1,830.28 
DG Dollar General Corporation
-1.03%
-$4,396.32 
MSFT Microsoft Corp.
-1.03%
-$139,511.4 
XLV Health Care Select Sector SPDR Fund
-1.02%
-$2,611.26 
TRV The Travelers Companies, Inc.
-1.01%
-$2,898.21 
V Visa Inc. Class A
-0.99%
-$22,630.28 
ABT Abbott Laboratories
-0.97%
-$8,111.48 
PGR Progressive Corporation
-0.95%
-$62,468.79 
TTWO Take-Two Interactive Software, Inc.
-0.91%
-$2,291.52 
AMT American Tower Corporation
-0.9%
-$4,863.71 
JNJ Johnson & Johnson
-0.89%
-$25,760.45 
AMZN Amazon.com Inc
-0.86%
-$69,176.16 
VHT Vanguard Health Care ETF
-0.83%
-$3,326.64 
CL Colgate-Palmolive Company
-0.81%
-$3,091.72 
VRTX Vertex Pharmaceuticals Incorporated
-0.8%
-$3,561.9 
CB Chubb Limited
-0.8%
-$5,135.95 
TGT Target Corporation
-0.78%
-$3,326.68 
GD General Dynamics Corporation
-0.76%
-$1,778.37 
HEI.A Heico Corporation
-0.76%
-$3,197.91 
CI The Cigna Group
-0.75%
-$2,095.06 
ELV Elevance Health, Inc.
-0.75%
-$2,379.52 
ISRG Intuitive Surgical, Inc.
-0.7%
-$2,031.84 
MCD McDonald's Corporation
-0.69%
-$5,080.24 
MA Mastercard Incorporated
-0.68%
-$8,106.54 
TJX The TJX Companies, Inc.
-0.66%
-$4,020.84 
GOOG Alphabet Inc
-0.63%
-$66,517.86 
GOOGL Alphabet Inc
-0.63%
-$56,310.8 
AON Aon plc
-0.62%
-$2,266.28 
PLTR Palantir Technologies Inc.
-0.61%
-$9,046.24 
PEP PepsiCo, Inc.
-0.6%
-$6,477.57 
COST Costco Wholesale Corporation
-0.59%
-$10,978.47 
MO Altria Group, Inc.
-0.58%
-$1,542.08 
ULTA Ulta Beauty Inc.
-0.57%
-$1,629.6 
YUM Yum! Brands, Inc.
-0.57%
-$1,348.53 
MCK McKesson Corporation
-0.56%
-$1,334.55 
SHW The Sherwin-Williams Company
-0.54%
-$15,756.84 
WMT Walmart Inc.
-0.53%
-$7,513.65 
VZ Verizon Communications Inc.
-0.49%
-$3,355.93 
HD The Home Depot, Inc.
-0.48%
-$7,446.4 
LOW Lowe's Companies Inc.
-0.47%
-$1,881.6 
PM Philip Morris International Inc.
-0.46%
-$5,793.01 
HIG The Hartford Insurance Group, Inc.
-0.46%
-$1,143.6 
ABNB Airbnb, Inc.
-0.45%
-$1,297.4 
KO The Coca-Cola Company
-0.43%
-$4,010.3 
RTX RTX Corporation
-0.39%
-$6,663.75 
WEN The Wendy's Company
-0.38%
-$491.94 
FE FirstEnergy Corp.
-0.37%
-$3,035.52 
NFLX Netflix, Inc.
-0.37%
-$3,732.25 
PG Procter & Gamble Co
-0.37%
-$4,047.45 
XLC Communication Services Select Sector SPDR Fund
-0.37%
-$775.17 
QSR Restaurant Brands International Inc.
-0.34%
-$1,133.22 
ATO Atmos Energy Corporation
-0.34%
-$1,144.97 
SYY Sysco Corporation
-0.34%
-$669.08 
WEC WEC Energy Group Inc.
-0.31%
-$1,009.75 
SCHW Charles Schwab Corporation
-0.3%
-$1,613.24 
SO The Southern Company
-0.28%
-$681.85 
SPLV Invesco S&P 500 Low Volatility ETF
-0.28%
-$1,528.59 
UBER Uber Technologies, Inc.
-0.27%
-$709.02 
NEE NextEra Energy, Inc.
-0.27%
-$1,578.73 
PHO Invesco Water Resources ETF
-0.26%
-$2,521.26 
LIN Linde plc
-0.25%
-$1,150.61 
DUK Duke Energy Corporation
-0.25%
-$519.87 
FVD First Trust Value Line Dividend Index Fund
-0.2%
-$528.5 
LLY Eli Lilly and Company
-0.19%
-$4,614.41 
VONV Vanguard Russell 1000 Value Index Fund
-0.19%
-$49,840.35 
GBCI Glacier Bancorp Inc.
-0.19%
-$409.5 
ETHO Amplify Etho Climate Leadership U.S. ETF
-0.18%
-$975.52 
EXC Exelon Corporation
-0.17%
-$396.4 
IWB iShares Russell 1000 ETF
-0.17%
-$2,834.3 
BMY Bristol-Myers Squibb Company
-0.17%
-$1,457 
MYCJ SPDR SSGA MY2030 Corporate Bond Fund
-0.14%
-$334.36 
XLF Financial Select Sector SPDR Fund
-0.14%
-$659.84 
PFE Pfizer Inc.
-0.14%
-$842.55 
BRK-B Berkshire Hathaway Inc.
-0.14%
-$6,069 
RPM RPM International Inc.
-0.13%
-$391.37 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.12%
-$424.06 
SCHD Schwab U.S. Dividend Equity ETF
-0.12%
-$1,066.68 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.11%
-$422.11 
IWD iShares Russell 1000 Value ETF
-0.1%
-$289.68 
AGG iShares Core U.S. Aggregate Bond ETF
-0.1%
-$284.9 
DIS The Walt Disney Company
-0.09%
-$681.48 
FDL First Trust Morningstar Dividend Leaders Index Fund
-0.09%
-$4,229.94 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.09%
-$46,642.64 
PNC The PNC Financial Services Group, Inc.
-0.09%
-$690.37 
HACK Amplify Cybersecurity ETF
-0.07%
-$177.92 
REET iShares Global REIT ETF
-0.07%
-$14,635.94 
TIP iShares TIPS Bond ETF
-0.05%
-$160.65 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.04%
-$90.7 
BSV Vanguard Short-Term Bond ETF
-0.04%
-$364.35 
AEP American Electric Power Company, Inc.
-0.04%
-$82.7 
SUB iShares Short-Term National Muni Bond ETF
-0.03%
-$312.54 
NSC Norfolk Southern Corporation
-0.03%
-$81.72 
VGSH Vanguard Short-Term Treasury Fund
-0.03%
-$117.6 
MRK Merck & Co., Inc.
-0.02%
-$330.45 
JMST JPMorgan Ultra-Short Municipal Income Fund
-0.02%
-$5,088.03 
UNH UnitedHealth Group Incorporated
-0.02%
-$203.21 Events
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Dividends
Dividend Analysis
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| Trades 3268 | Longs Won 2241/3268 68% | Profit Factor 8.22 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $274,866.2 |
| Average Win $93,865.44 | Best Trade (Jul 22) $7.21M | Sharpe Ratio -11.01 |
| Average Loss -$24,912.42 | Worst Trade (Sep 30) -$4.31M | Z-Score 21.72 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 1w 5d | Expectancy $56,538.37 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 37,037 | 33,333 | 29,630 | 25,926 | 22,222 | 18,519 | 14,815 | 11,111 | 7,407 | 3,704 |
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Returns
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FAQ
Which stocks have generated the highest profits for FSM Wealth Advisors LLC?
The largest contributions to the portfolio's profits come from the following stocks: PIMCO Active Bond Exchange-Traded Fund - $3.73M, JPMorgan International Bond ETF - $3.51M, JPMorgan Ultra-Short Municipal Income Fund - $1.74M, GraniteShares 2x Palantir ETF - $1.52M, and Schwab International Equity ETF - $1.32M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Alphabet Inc - $3.37M, Alphabet Inc - $2.91M, UnitedHealth Group Incorporated - $460,761.26, Salesforce Inc - $225,894.37, and Pfizer Inc - $176,802.44. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does FSM Wealth Advisors LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $32.39M earned over time. The largest contributors to dividend income include PIMCO Active Bond Exchange-Traded Fund - $3.73M, JPMorgan International Bond ETF - $3.51M, JPMorgan Ultra-Short Municipal Income Fund - $1.71M, Schwab International Equity ETF - $1.32M, and JPMorgan Ultra-Short Income ETF - $1.3M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are FSM Wealth Advisors LLC's monthly returns?
FSM Wealth Advisors LLC's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can FSM Wealth Advisors LLC's strategy be considered aggressive or moderate?
FSM Wealth Advisors LLC's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow FSM Wealth Advisors LLC's strategy?
FSM Wealth Advisors LLC's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
