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:
135.83%
Gain +1.16%
Monthly
1.68%
Yearly
22.16%
Drawdown
25.59%
$930.57M
Equity
Holdings
$930.57M
Investment
$745.23M
$195.16M
Profit +$4.02M
Realized
$9.82M
Unrealized
$185.34M
Dividends
$35.38M
Goals
Avg. 51.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.16%
Profit
$4.02M
Win %
72%
This Week
Compared To Last Week
Gain
0.85%
Profit
$7.8M
Win %
72%
This Month
Compared to last month
Gain
0.93%
Profit
$8.56M
Win %
72%
This Year
Compared to last year
Gain
0.15%
Profit
$1.43M
Win %
71%
LECO Lincoln Electric Holdings, Inc.
+8.48%
+$168,038.54 
DELL Dell Technologies Inc. Class C Common Stock
+7.63%
+$26,266.68 
CRDO Credo Technology Group Holding Ltd
+7.46%
+$8,538.97 
RCL Royal Caribbean Cruises Ltd.
+7.37%
+$41,638.88 
WDC Western Digital Corp.
+7.21%
+$18,665.72 
VICR Vicor Corp.
+6.84%
+$9,843.48 
ENTG Entegris Inc.
+6%
+$12,243.83 
NUE Nucor Corporation
+5.43%
+$37,683.37 
CDNS Cadence Design Systems, Inc.
+5.11%
+$11,051.37 
ANET Arista Networks Inc.
+5.05%
+$21,127.68 
VRT Vertiv Holdings Co Class A Common Stock
+4.5%
+$13,721.44 
AMD Advanced Micro Devices Inc.
+4.46%
+$74,694.57 
JCI Johnson Controls International plc
+4.33%
+$14,935.58 
URI United Rentals Inc.
+4.09%
+$32,285.43 
NVT nVent Electric plc
+3.95%
+$7,787.72 
MRVL Marvell Technology Inc.
+3.81%
+$19,049.58 
CCJ Cameco Corporation
+3.72%
+$20,706.42 
AVGO Broadcom Inc.
+3.49%
+$169,466.01 
APH Amphenol Corp. Class A Common Stock
+3.49%
+$27,804 
HOOD Robinhood Markets Inc. Class A Common Stock
+3.44%
+$6,402.33 
SNDK Sandisk Corp.
+3.34%
+$15,339.06 
TQQQ ProShares UltraPro QQQ
+3.26%
+$20,933.01 
ORCL Oracle Corporation
+3.17%
+$29,514.03 
TSLA Tesla, Inc.
+3.07%
+$123,373.28 
ETN Eaton Corporation plc
+3%
+$18,096.43 
SOXX iShares Semiconductor ETF
+2.98%
+$12,640.33 
INTC Intel Corporation
+2.91%
+$45,622.39 
WMB The Williams Companies, Inc.
+2.81%
+$16,236.76 
GE General Electric Company
+2.79%
+$79,091.25 
EQIX Equinix, Inc.
+2.7%
+$6,045.27 
ASML ASML Holding N.V. NY Registered Shares
+2.62%
+$41,116.15 
ADI Analog Devices, Inc.
+2.62%
+$9,334.85 
GEV GE Vernova Inc.
+2.57%
+$56,386 
MPWR Monolithic Power Systems Inc.
+2.56%
+$4,592.28 
MU Micron Technology Inc.
+2.45%
+$58,564.6 
TXN Texas Instruments Inc.
+2.44%
+$11,335.97 
KEYS Keysight Technologies, Inc.
+2.43%
+$11,895.83 
CEG Constellation Energy Corporation
+2.42%
+$9,827.1 
STRL Sterling Infrastructure, Inc.
+2.36%
+$2,100.74 
PWR Quanta Services, Inc.
+2.35%
+$6,281.44 
CAT Caterpillar Inc.
+2.27%
+$28,313.98 
PANW Palo Alto Networks, Inc.
+2.26%
+$38,123.03 
FIX Comfort Systems USA Inc.
+2.25%
+$6,811.3 
KLAC KLA Corporation
+2.08%
+$22,413 
NEM Newmont Corporation
+2.02%
+$6,995.51 
CRWD CrowdStrike Holdings, Inc.
+1.94%
+$10,505.46 
ROK Rockwell Automation Inc.
+1.76%
+$5,540.98 
CMI Cummins Inc.
+1.76%
+$4,420.39 
GS The Goldman Sachs Group, Inc.
+1.72%
+$10,823.98 
EMR Emerson Electric Co.
+1.61%
+$5,687.19 
MTUM iShares MSCI USA Momentum Factor ETF
+1.57%
+$12,413.5 
TMO Thermo Fisher Scientific Inc.
+1.55%
+$8,755.6 
XLK State Street Technology Select Sector SPDR ETF
+1.53%
+$9,375.79 
F Ford Motor Co.
+1.47%
+$1,933.75 
CSCO Cisco Systems, Inc.
+1.44%
+$25,226.94 
MS Morgan Stanley Common Stock
+1.38%
+$5,184.12 
FCX Freeport-McMoRan Inc.
+1.38%
+$4,480.2 
VGT Vanguard Information Technology ETF
+1.38%
+$17,808.88 
AMAT Applied Materials Inc.
+1.34%
+$23,311.01 
PCAR PACCAR Inc.
+1.3%
+$3,296.72 
MRK Merck & Co., Inc.
+1.29%
+$19,937.15 
FBOT Fidelity Disruptive Automation ETF
+1.26%
+$22,841.8 
MAIN Main Street Capital Corporation
+1.26%
+$4,447.46 
IWO iShares Russell 2000 Growth ETF
+1.25%
+$7,825.65 
IEMG iShares Core MSCI Emerging Markets ETF
+1.24%
+$24,375.45 
LLY Eli Lilly and Company
+1.24%
+$32,873.88 
AIQ Global X Artificial Intelligence & Technology ETF
+1.18%
+$3,219.89 
SNDL SNDL Inc.
+1.18%
+$300 
T AT&T Inc.
+1.15%
+$6,495.12 
IAU iShares Gold Trust
+1.14%
+$12,679.84 
GLD SPDR Gold Shares
+1.13%
+$13,488.09 
FBCG Fidelity Blue Chip Growth ETF
+1.12%
+$6,771.02 
DE Deere & Company
+1.11%
+$8,403.78 
CSX CSX Corporation
+1.11%
+$5,794.05 
AME AMETEK, Inc.
+1.11%
+$5,845.37 
CGGO Capital Group Global Growth Equity ETF
+1.08%
+$65,725.83 
QQQ Invesco QQQ Trust, Series 1
+1.07%
+$52,410.33 
NVS Novartis AG Sponsored ADR
+1.06%
+$2,982.24 
VONG Vanguard Russell 1000 Growth ETF
+1.06%
+$16,358.17 
QQQM Invesco NASDAQ 100 ETF
+1.06%
+$12,231.59 
IWF iShares Russell 1000 Growth ETF
+1.06%
+$9,365.76 
ITW Illinois Tool Works Inc.
+1.05%
+$2,369.3 
GOOGL Alphabet Inc
+1.05%
+$84,593.85 
AAPL Apple Inc.
+1.04%
+$279,862.04 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.04%
+$256,869.76 
QCOM QUALCOMM Incorporated
+1.03%
+$7,344.46 
CIBR First Trust Nasdaq Cybersecurity ETF
+1%
+$15,105.37 
BWA BorgWarner Inc.
+1%
+$2,230.25 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.99%
+$4,990.05 
VMI Valmont Industries, Inc.
+0.99%
+$1,478.75 
VZ Verizon Communications Inc.
+0.99%
+$6,633.86 
AMZN Amazon.com Inc
+0.98%
+$78,511.74 
VUG Vanguard Morningstar Growth ETF
+0.97%
+$54,976.3 
HACK Amplify Cybersecurity ETF
+0.97%
+$2,835.6 
RPM RPM International Inc.
+0.96%
+$2,725.06 
VSS Vanguard FTSE All-World ex-US Small-Cap Index Fund
+0.94%
+$7,480.22 
C Citigroup Inc.
+0.94%
+$5,233.48 
SCZ iShares MSCI EAFE Small-Cap ETF
+0.89%
+$177,575.58 
BBJP JPMorgan BetaBuilders Japan ETF
+0.89%
+$4,833.44 
JNJ Johnson & Johnson
+0.89%
+$27,446.8 
IVW iShares S&P 500 Growth ETF
+0.87%
+$10,102.72 
IXUS iShares Core MSCI Total International Stock ETF
+0.85%
+$8,094.14 
IWM iShares Russell 2000 ETF
+0.83%
+$7,038.6 
SCHF Schwab International Equity ETF
+0.82%
+$310,981.44 
NSC Norfolk Southern Corp.
+0.79%
+$2,397.13 
GOOG Alphabet Inc
+0.77%
+$72,660.27 
VEA Vanguard FTSE Developed Markets ETF
+0.77%
+$19,013.37 
VEU Vanguard FTSE All-World ex-US Index Fund ETF Shares
+0.77%
+$2,706.3 
NVDA NVIDIA Corporation
+0.76%
+$145,065.11 
BLK BlackRock, Inc.
+0.75%
+$2,563.37 
XLY State Street Consumer Discretionary Select Sector SPDR ETF
+0.75%
+$1,550.97 
ETHO Amplify Etho Climate Leadership U.S. ETF
+0.73%
+$4,111.12 
SCHE Schwab Emerging Markets Equity ETF
+0.7%
+$10,170.19 
MGC Vanguard Morningstar Mega Cap ETF
+0.68%
+$1,667.43 
VWO Vanguard FTSE Emerging Markets ETF
+0.67%
+$244,295.16 
TT Trane Technologies plc
+0.67%
+$1,276.8 
CWI State Street SPDR MSCI ACWI ex-US ETF
+0.66%
+$2,608.06 
APP AppLovin Corporation Class A Common Stock
+0.66%
+$699.39 
BBAX JPMorgan BetaBuilders Developed Asia Pacific ex-Japan ETF
+0.65%
+$1,858.14 
IEFA iShares Core MSCI EAFE ETF
+0.65%
+$14,089.37 
SPEM SPDR Portfolio Emerging Markets ETF
+0.64%
+$2,678.76 
LRCX Lam Research Corp.
+0.64%
+$7,092.47 
VV Vanguard Morningstar Large-Cap ETF
+0.62%
+$14,246.02 
ACWI iShares MSCI ACWI ETF
+0.62%
+$3,230.14 
VT Vanguard Total World Stock ETF
+0.61%
+$224,826.24 
SCHA Schwab U.S. Small-Cap ETF
+0.61%
+$11,706.6 
PM Philip Morris International Inc.
+0.6%
+$7,940.98 
CARR Carrier Global Corp.
+0.59%
+$2,673.64 
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
+0.59%
+$1,580.27 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$4,705.96 
VTI Vanguard Total Stock Market ETF
+0.59%
+$245,430.84 
JPM JPMorgan Chase & Co.
+0.57%
+$29,624.8 
SCHX Schwab U.S. Large-Cap ETF
+0.56%
+$8,593.33 
VOO Vanguard S&P 500 ETF
+0.56%
+$16,948.06 
AMGN Amgen Inc. Common Stock
+0.56%
+$5,362.63 
IVV iShares Core S&P 500 ETF
+0.56%
+$48,133.8 
IWB iShares Russell 1000 ETF
+0.55%
+$9,332.94 
SPY State Street SPDR S&P 500 ETF Trust
+0.55%
+$27,691.71 
UNH UnitedHealth Group Inc.
+0.53%
+$6,357.54 
ULTA Ulta Beauty, Inc.
+0.53%
+$1,926.41 
SCHB Schwab U.S. Broad Market ETF
+0.51%
+$10,031.55 
UNP Union Pacific Corp.
+0.47%
+$2,773.4 
SPGI S&P Global Inc.
+0.46%
+$1,852.29 
SPGM State Street SPDR Portfolio MSCI Global Stock Market ETF
+0.45%
+$4,293.9 
IBIT iShares Bitcoin Trust ETF
+0.45%
+$1,367.35 
STT State Street Corporation Common Stock
+0.43%
+$915.42 
COF Capital One Financial Corp.
+0.42%
+$1,006.2 
TGT Target Corp.
+0.42%
+$1,922.76 
SPYI NEOS S&P 500 High Income ETF
+0.41%
+$1,422.52 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.41%
+$5,390.35 
VB Vanguard Small-Cap ETF
+0.41%
+$2,713.07 
MVIS MicroVision, Inc.
+0.4%
+$10.27 
IJR iShares Core S&P Small-Cap ETF
+0.38%
+$83,091.79 
IJK iShares S&P Mid-Cap 400 Growth ETF
+0.38%
+$790.15 
BBEU JPMorgan BetaBuilders Europe ETF
+0.34%
+$1,109.42 
SCHM Schwab U.S. Mid-Cap ETF
+0.33%
+$1,120.56 
GLW Corning Incorporated
+0.33%
+$878.55 
NEE NextEra Energy Inc.
+0.32%
+$1,746.67 
AOK iShares Core 30/70 Conservative Allocation ETF
+0.31%
+$612.37 
PLTR Palantir Technologies Inc. Class A Common Stock
+0.29%
+$6,398.56 
VYM Vanguard High Dividend Yield ETF
+0.28%
+$1,716.72 
PLD Prologis, Inc.
+0.28%
+$516.95 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.27%
+$913.37 
IJH iShares Core S&P Mid-Cap ETF
+0.27%
+$76,164.27 
VIG Vanguard Dividend Appreciation ETF
+0.26%
+$1,666.56 
VHT Vanguard Health Care ETF
+0.26%
+$1,148.96 
GNR State Street SPDR S&P Global Natural Resources ETF
+0.24%
+$887.45 
DFUV Dimensional US Marketwide Value ETF
+0.24%
+$1,744.47 
BAC Bank of America Corporation
+0.22%
+$4,241.38 
TDG TransDigm Group Inc.
+0.21%
+$420 
JPIB JPMorgan International Bond Opportunities ETF
+0.2%
+$128,121.46 
IGF iShares Global Infrastructure ETF
+0.19%
+$39,184.62 
FNX First Trust Mid Cap Core AlphaDEX Fund
+0.19%
+$5,936.02 
TRMB Trimble Inc.
+0.19%
+$513.84 
IVE iShares S&P 500 Value ETF
+0.18%
+$1,975.42 
VO Vanguard Mid-Cap Index Fund ETF Shares
+0.18%
+$1,330.23 
IWR iShares Russell Mid-Cap ETF
+0.17%
+$488.3 
MDY State Street SPDR S&P MidCap 400 ETF Trust
+0.17%
+$454.26 
BNY Bank of New York Mellon Corp.
+0.17%
+$537.03 
DUK Duke Energy Corporation
+0.17%
+$352.17 
PFE Pfizer Inc.
+0.17%
+$1,203.65 
XLV State Street Health Care Select Sector SPDR ETF
+0.14%
+$416.52 
TAFM AB Tax-Aware Intermediate Municipal ETF
+0.14%
+$30,113.79 
IXG iShares Global Financials ETF
+0.14%
+$1,641.06 
BNDX Vanguard Total International Bond ETF
+0.14%
+$1,890.39 
WEC WEC Energy Group Inc.
+0.13%
+$418.32 
DIA State Street SPDR Dow Jones Industrial Average ETF Trust
+0.13%
+$3,520.36 
JAVA JPMorgan Active Value ETF
+0.13%
+$57,805.65 
VBR Vanguard Small-Cap Value ETF
+0.12%
+$848.42 
VTEB Vanguard Tax-Exempt Bond ETF
+0.11%
+$603.49 
IWD iShares Russell 1000 Value ETF
+0.11%
+$312.4 
MYCJ SPDR SSGA My2030 Corporate Bond ETF
+0.1%
+$238.15 
BOND PIMCO Active Bond Exchange-Traded Fund
+0.1%
+$52,472.97 
VONV Vanguard Russell 1000 Value ETF
+0.1%
+$27,293.53 
TRP TC Energy Corporation
+0.1%
+$379.32 
AGG iShares Core U.S. Aggregate Bond ETF
+0.09%
+$256.4 
LIN Linde plc
+0.09%
+$425.82 
VTV Vanguard Morningstar Value ETF
+0.08%
+$454.05 
SYY Sysco Corp.
+0.08%
+$158.15 
MUB iShares National Muni Bond ETF
+0.08%
+$981.04 
GII State Street SPDR S&P Global Infrastructure ETF
+0.06%
+$162.59 
AB AllianceBernstein Holding L.P.
+0.06%
+$150.44 
HD The Home Depot, Inc.
+0.05%
+$767.91 
GD General Dynamics Corp.
+0.05%
+$107.78 
BBCA JPMorgan BetaBuilders Canada ETF
+0.05%
+$161.4 
BSV Vanguard Short-Term Bond ETF
+0.05%
+$425.07 
FNDX Schwab Fundamental U.S. Large Company ETF
+0.05%
+$240.75 
RSP Invesco S&P 500 Equal Weight ETF
+0.05%
+$3,018.1 
XLC State Street Communication Services Select Sector SPDR ETF
+0.04%
+$86.13 
JPST JPMorgan Ultra-Short Income ETF
+0.04%
+$4,132.44 
ABBV AbbVie Inc.
+0.04%
+$504.38 
SAP SAP SE Sponsored ADR
+0.04%
+$163.8 
SUB iShares Short-Term National Muni Bond ETF
+0.04%
+$416.72 
MSFT Microsoft Corporation Common Stock
+0.04%
+$6,418.2 
JPIE JPMorgan Income ETF
+0.03%
+$148.38 
AEP American Electric Power Company, Inc.
+0.03%
+$66.16 
PNC The PNC Financial Services Group, Inc.
+0.03%
+$224.77 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.03%
+$1,124.85 
TMUS T-Mobile US Inc.
+0.03%
+$55.97 
RYAAY Ryanair Holdings plc Sponsored ADR
+0.02%
+$34.52 
VGSH Vanguard Short-Term Treasury ETF
+0.02%
+$78.4 
BIL State Street SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$448.43 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$197.62 
SNA Snap-on Incorporated
+0.01%
+$38.35 
EXC Exelon Corp.
+0.01%
+$24.77 
VGIT Vanguard Intermediate-Term Treasury ETF
+0.01%
+$32.47 
MET MetLife, Inc.
+0.01%
+$12.74 
AES The AES Corporation
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
WBD Warner Bros. Discovery, Inc.
0%
$0 
JMST JPMorgan Ultra-Short Municipal Income ETF
0%
$0 
BA The Boeing Company
-10.01%
-$21,715.2 
MPC Marathon Petroleum Corp.
-5.99%
-$105,120.04 
WELL Welltower Inc.
-5.23%
-$43,926.51 
CRS Carpenter Technology Corporation
-4.63%
-$5,082.39 
INTU Intuit Inc.
-2.75%
-$25,320.74 
HLT Hilton Worldwide Holdings Inc.
-2.57%
-$14,049.41 
RMBS Rambus Inc.
-2.49%
-$3,701.25 
ADP Automatic Data Processing Inc.
-2.36%
-$13,823.7 
WM Waste Management Inc.
-2.27%
-$9,162.57 
MRSH Marsh & McLennan Companies, Inc.
-2.07%
-$5,813.86 
DVN Devon Energy Corporation
-1.92%
-$5,723.19 
JKHY Jack Henry & Associates, Inc.
-1.85%
-$10,767.04 
SYK Stryker Corp.
-1.84%
-$7,085.79 
HIG The Hartford Insurance Group, Inc.
-1.79%
-$4,317.26 
AON Aon plc Class A
-1.7%
-$5,155.65 
COP ConocoPhillips
-1.69%
-$7,086.45 
XOM ExxonMobil Holdings Corporation
-1.67%
-$141,512.04 
CRM Salesforce, Inc.
-1.65%
-$5,998.4 
PGR The Progressive Corporation
-1.57%
-$112,195.19 
TJX The TJX Companies, Inc.
-1.57%
-$8,908.92 
NOW ServiceNow Inc.
-1.52%
-$5,082.67 
SHEL Shell plc American Depositary Shares (Each representing two Ordinary shares)
-1.51%
-$5,639.58 
ABT Abbott Laboratories
-1.51%
-$13,011.3 
FAST Fastenal Co.
-1.51%
-$5,018.87 
NFLX Netflix Inc.
-1.42%
-$13,585.39 
OXY Occidental Petroleum Corp.
-1.41%
-$4,819.5 
ABNB Airbnb Inc. Class A Common Stock
-1.33%
-$4,540.91 
IBM International Business Machines Corporation
-1.31%
-$23,140.17 
TTE TotalEnergies SE
-1.27%
-$8,689.38 
CVX Chevron Corporation
-1.25%
-$30,087.5 
YUM Yum! Brands, Inc.
-1.23%
-$2,971.6 
ELV Elevance Health, Inc.
-1.14%
-$4,093.44 
GRMN Garmin Ltd.
-1.09%
-$5,833.6 
MCK McKesson Corporation
-0.99%
-$2,831.26 
HON Honeywell International Inc.
-0.97%
-$3,533.67 
CI The Cigna Group
-0.93%
-$2,790.16 
META Meta Platforms Inc Class A
-0.91%
-$26,718.99 
ORLY O'Reilly Automotive Inc.
-0.88%
-$2,100.81 
MDT Medtronic plc
-0.88%
-$4,276.99 
PEP PepsiCo, Inc.
-0.85%
-$9,236.61 
TRV The Travelers Companies, Inc.
-0.82%
-$2,540.79 
CTVA Corteva Inc.
-0.8%
-$345.8 
QSR Restaurant Brands International Inc.
-0.77%
-$2,533.08 
GILD Gilead Sciences Inc.
-0.76%
-$3,190.8 
NKE Nike, Inc. Class B Common Stock
-0.75%
-$1,972.2 
SHW The Sherwin-Williams Company
-0.75%
-$22,860.99 
LHX L3Harris Technologies, Inc.
-0.73%
-$2,677.85 
GWW W.W. Grainger Inc.
-0.73%
-$3,793.25 
WEN The Wendy's Company
-0.73%
-$737.91 
COST Costco Wholesale Corp
-0.7%
-$13,856.07 
WMT Walmart Inc.
-0.69%
-$10,570.05 
BRK-B Berkshire Hathaway Inc.
-0.68%
-$33,378.34 
LMT Lockheed Martin Corporation
-0.67%
-$3,501.73 
AMT American Tower Corporation
-0.67%
-$4,042.36 
ISRG Intuitive Surgical Inc.
-0.67%
-$2,451.26 
CB Chubb Limited
-0.66%
-$4,321.14 
V Visa Inc. Class A
-0.65%
-$16,655.28 
ITA iShares U.S. Aerospace & Defense ETF
-0.62%
-$18,526.72 
CL Colgate-Palmolive Co.
-0.59%
-$2,297.89 
TTWO Take-Two Interactive Software, Inc.
-0.58%
-$1,251.37 
MCD McDonald's Corporation
-0.57%
-$3,975.84 
DBC Invesco DB Commodity Index Tracking Fund
-0.55%
-$2,330.82 
NOC Northrop Grumman Corporation
-0.54%
-$2,693.12 
BUD Anheuser-Busch InBev SA/NV Sponsored ADR
-0.53%
-$1,767.73 
MMM 3M Company
-0.52%
-$3,303 
HEI.A Heico Corporation
-0.51%
-$2,030.4 
STE STERIS plc
-0.51%
-$6,886.48 
VNQ Vanguard Real Estate ETF
-0.5%
-$4,657.23 
PG The Procter & Gamble Company
-0.5%
-$5,886.46 
KO The Coca-Cola Company
-0.49%
-$5,213.39 
VRTX Vertex Pharmaceuticals Incorporated Common Stock
-0.46%
-$2,227.34 
DIS The Walt Disney Company
-0.46%
-$3,861.72 
MO Altria Group, Inc.
-0.46%
-$1,205.3 
SBUX Starbucks Corp.
-0.46%
-$1,315.53 
UBER Uber Technologies Inc.
-0.45%
-$1,090.8 
FVD First Trust Value Line Dividend Index Fund
-0.43%
-$1,136.28 
SCHD Schwab U.S. Dividend Equity ETF
-0.42%
-$4,244.1 
MA Mastercard Inc. Class A Common Stock
-0.38%
-$5,152.7 
LOW Lowe's Companies, Inc.
-0.35%
-$1,372 
SCHW The Charles Schwab Corporation
-0.34%
-$1,613.24 
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF
-0.33%
-$4,176.56 
AXP American Express Company
-0.33%
-$2,432.54 
ICOW Pacer Developed Markets International Cash Cows 100 ETF
-0.3%
-$1,176.5 
RWO SPDR Dow Jones Global Real Estate ETF
-0.29%
-$6,393.52 
AZN AstraZeneca PLC American Depositary Shares
-0.27%
-$2,077.87 
TXT Textron Inc.
-0.27%
-$957.39 
WFC Wells Fargo & Company
-0.25%
-$1,876.56 
REET iShares Global REIT ETF
-0.25%
-$47,566.81 
TFC Truist Financial Corporation
-0.24%
-$1,860.12 
FDL First Trust Morningstar Dividend Leaders Index Fund
-0.24%
-$11,178.5 
BMY Bristol-Myers Squibb Company
-0.23%
-$2,112.65 
SPLV Invesco S&P 500 Low Volatility ETF
-0.23%
-$1,273.83 
EPD Enterprise Products Partners L.P.
-0.22%
-$3,292.16 
GBCI Glacier Bancorp Inc.
-0.21%
-$429.98 
RTX RTX Corporation
-0.2%
-$3,465.15 
CVS CVS Health Corporation Common Stock
-0.2%
-$2,013.12 
VOE Vanguard Morningstar Mid-Cap Value ETF
-0.18%
-$419.65 
SO The Southern Company
-0.17%
-$411.68 
XLF State Street Financial Select Sector SPDR ETF
-0.17%
-$783.56 
PHO Invesco Water Resources ETF
-0.16%
-$1,617.81 
FE FirstEnergy Corp.
-0.15%
-$1,180.48 
MSI Motorola Solutions, Inc.
-0.15%
-$472.31 
VNQI Vanguard Global ex-U.S. Real Estate ETF
-0.14%
-$269.94 
EME EMCOR Group, Inc.
-0.09%
-$162 
PH Parker-Hannifin Corporation
-0.09%
-$700.72 
ATO Atmos Energy Corporation
-0.06%
-$187.68 
CW Curtiss-Wright Corporation
-0.06%
-$96.93 
DJIA Global X Dow 30 Covered Call ETF
-0.04%
-$116.87 
DHR Danaher Corp.
-0.03%
-$176.4 
BWX SPDR Bloomberg International Treasury Bond ETF
-0.02%
-$73.5 
DG Dollar General Corp.
-0.02%
-$85.2 
TIP iShares TIPS Bond ETF
-0.01%
-$48.2 
QUAL iShares MSCI USA Quality Factor ETF
0%
-$24.53 Events
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Dividends
Dividend Analysis
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| Trades 3268 | Longs Won 2262/3268 69% | Profit Factor 7.91 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $292,070.8 |
| Average Win $98,763.66 | Best Trade (Oct 15) $7.49M | Sharpe Ratio -10.99 |
| Average Loss -$28,070.84 | Worst Trade (Sep 30) -$4.31M | Z-Score 22.49 (100%) |
| Commissions $0 | Avg. Trade Length 1y 7m 6d | Expectancy $59,719.75 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 33,333 | 30,000 | 26,667 | 23,333 | 20,000 | 16,667 | 13,333 | 10,000 | 6,667 | 3,333 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 77,956 | $14.5M | $27.09M | - | $12.59M | 86.83% | +1.044% |
| AB AllianceBernstein Holding L.P. | 7,522 | $307,118.04 | $265,526.6 | - | -$41,591.44 | -13.54% | +0.057% |
| ABBV AbbVie Inc. | 4,589 | $731,074.54 | $1.32M | - | $585,279.7 | 80.06% | +0.038% |
| ABNB Airbnb Inc. Class A Common Stock | 1,996 | $263,954.08 | $336,874.9 | - | $72,920.82 | 27.63% | -1.33% |
| ABT Abbott Laboratories | 8,235 | $919,544.11 | $850,675.5 | - | -$68,868.61 | -7.49% | -1.506% |
| ACWI iShares MSCI ACWI ETF | 3,313 | $428,553.31 | $525,259.58 | - | $96,706.27 | 22.57% | +0.619% |
| ADI Analog Devices, Inc. | 875 | $283,193.33 | $366,273.6 | - | $83,080.27 | 29.34% | +2.615% |
| ADP Automatic Data Processing Inc. | 1,947 | $526,021.29 | $572,456.94 | - | $46,435.65 | 8.83% | -2.358% |
| AEP American Electric Power Company, Inc. | 1,654 | $217,138.66 | $213,796.04 | - | -$3,342.62 | -1.54% | +0.031% |
| AES The AES Corporation | 10,383 | $135,023.88 | $156,056.49 | - | $21,032.61 | 15.58% | 0.0 |
| AGG iShares Core U.S. Aggregate Bond ETF | 2,849 | $288,078.58 | $273,902.86 | - | -$14,175.72 | -4.92% | +0.094% |
| AIQ Global X Artificial Intelligence & Technology ETF | 4,322 | $283,566.42 | $275,246.57 | - | -$8,319.85 | -2.93% | +1.184% |
| AMAT Applied Materials Inc. | 4,470 | $1.41M | $1.76M | - | $346,603.45 | 24.6% | +1.345% |
| AMD Advanced Micro Devices Inc. | 3,153 | $657,649.91 | $1.75M | - | $1.09M | 166.07% | +4.459% |
| AME AMETEK, Inc. | 2,173 | $318,684.32 | $533,471.5 | - | $214,787.18 | 67.4% | +1.108% |
| AMGN Amgen Inc. Common Stock | 2,158 | $640,282.98 | $964,874.17 | - | $324,591.19 | 50.69% | +0.559% |
| AMT American Tower Corporation | 3,221 | $751,664.7 | $602,407.52 | - | -$149,257.18 | -19.86% | -0.667% |
| AMZN Amazon.com Inc | 32,026 | $5.95M | $8.06M | - | $2.1M | 35.33% | +0.984% |
| ANET Arista Networks Inc. | 2,358 | $342,473.68 | $439,059.6 | - | $96,585.92 | 28.2% | +5.055% |
| AOK iShares Core 30/70 Conservative Allocation ETF | 4,899 | $203,210.52 | $199,364.8 | - | -$3,845.72 | -1.89% | +0.308% |
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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 - $4.16M, JPMorgan International Bond Opportunities ETF - $3.83M, JPMorgan Ultra-Short Municipal Income ETF - $1.84M, GraniteShares 2x Long PLTR Daily ETF - $1.52M, and JPMorgan Ultra-Short Income ETF - $1.38M. 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 - $3.36M, Alphabet Inc - $2.91M, UnitedHealth Group Inc - $454,026.3, Salesforce, Inc - $225,713.04, and Pfizer Inc - $166,451.05. 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 $35.38M earned over time. The largest contributors to dividend income include PIMCO Active Bond Exchange-Traded Fund - $4.16M, JPMorgan International Bond Opportunities ETF - $3.83M, JPMorgan Ultra-Short Municipal Income ETF - $1.81M, JPMorgan Ultra-Short Income ETF - $1.37M, and Vanguard FTSE Emerging Markets ETF - $1.33M. 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.
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