FSM Wealth Advisors, LLC Q2 2025 Filing
Filed July 31, 2025
Portfolio Value
$614.9B
Holdings
287
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (287 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | BSXBOSTON SCIENTIFIC CORP | 8,165 | $847.8M | 0.14% | |
| 102 | BNDXVANGUARD CHARLOTTE FDS | 16,353 | $806.4M | 0.13% | |
| 103 | ACNACCENTURE PLC IRELAND | 2,628 | $789.8M | 0.13% | |
| 104 | IXUSISHARES TR | 10,174 | $782.4M | 0.13% | |
| 105 | 4I1PHILIP MORRIS INTL INC | 4,304 | $779.8M | 0.13% | |
| 106 | CARRCARRIER GLOBAL CORPORATION | 10,285 | $767.7M | 0.12% | |
| 107 | CBCHUBB LIMITED | 2,726 | $763.3M | 0.12% | |
| 108 | PHOINVESCO EXCHANGE TRADED FD T | 10,377 | $735.8M | 0.12% | |
| 109 | CIBRFIRST TR EXCHANGE TRADED FD | 9,680 | $732.6M | 0.12% | |
| 110 | SPGMSPDR INDEX SHS FDS | 10,506 | $726.0M | 0.12% | |
| 111 | PFEPFIZER INC | 28,521 | $719.9M | 0.12% | |
| 112 | IWMISHARES TR | 3,268 | $718.1M | 0.12% | |
| 113 | MRKMERCK & CO INC | 8,867 | $717.4M | 0.12% | |
| 114 | SCHDSCHWAB STRATEGIC TR | 26,187 | $708.6M | 0.12% | |
| 115 | MDLZMONDELEZ INTL INC | 10,246 | $705.1M | 0.11% | |
| 116 | MPCMARATHON PETE CORP | 3,881 | $684.7M | 0.11% | |
| 117 | DEDEERE & CO | 1,341 | $684.1M | 0.11% | |
| 118 | KOCOCA COLA CO | 9,566 | $679.3M | 0.11% | |
| 119 | TFCTRUIST FINL CORP | 14,878 | $671.9M | 0.11% | |
| 120 | IEMGISHARES INC | 11,209 | $669.7M | 0.11% | |
| 121 | GRMNGARMIN LTD | 3,088 | $662.1M | 0.11% | |
| 122 | CVSCVS HEALTH CORP | 9,914 | $661.1M | 0.11% | |
| 123 | VNQVANGUARD INDEX FDS | 7,320 | $653.3M | 0.11% | |
| 124 | ICEINTERCONTINENTAL EXCHANGE IN | 3,561 | $652.0M | 0.11% | |
| 125 | ITOTISHARES TR | 4,800 | $651.9M | 0.11% | |
| 126 | VRTVERTIV HOLDINGS CO | 5,152 | $650.5M | 0.11% | |
| 127 | JKHYHENRY JACK & ASSOC INC | 3,593 | $648.6M | 0.11% | |
| 128 | PANWPALO ALTO NETWORKS INC | 3,203 | $645.1M | 0.10% | |
| 129 | VIGVANGUARD SPECIALIZED FUNDS | 3,106 | $641.4M | 0.10% | |
| 130 | TAT&T INC | 22,469 | $638.3M | 0.10% | |
| 131 | ROPROPER TECHNOLOGIES INC | 1,100 | $622.6M | 0.10% | |
| 132 | BACVERIZON COMMUNICATIONS INC | 14,325 | $613.1M | 0.10% | |
| 133 | BMYBRISTOL-MYERS SQUIBB CO | 12,770 | $593.7M | 0.10% | |
| 134 | PNCPNC FINL SVCS GROUP INC | 2,990 | $586.8M | 0.10% | |
| 135 | DFUVDIMENSIONAL ETF TRUST | 13,593 | $580.3M | 0.09% | |
| 136 | IWFISHARES TR | 1,359 | $578.1M | 0.09% | |
| 137 | DISDISNEY WALT CO | 4,546 | $559.9M | 0.09% | |
| 138 | IWOISHARES TR | 1,939 | $558.1M | 0.09% | |
| 139 | SPLVINVESCO EXCH TRADED FD TR II | 7,649 | $557.6M | 0.09% | |
| 140 | AXPAMERICAN EXPRESS CO | 1,720 | $555.0M | 0.09% | |
| 141 | DGDOLLAR GEN CORP NEW | 4,770 | $554.7M | 0.09% | |
| 142 | SAPSAP SE | 1,806 | $551.7M | 0.09% | |
| 143 | VBRVANGUARD INDEX FDS | 2,743 | $546.8M | 0.09% | |
| 144 | ETHOAMPLIFY ETF TR | 9,173 | $543.8M | 0.09% | |
| 145 | RCLROYAL CARIBBEAN GROUP | 1,650 | $542.5M | 0.09% | |
| 146 | FBCGFIDELITY COVINGTON TRUST | 11,189 | $539.8M | 0.09% | |
| 147 | ADPAUTOMATIC DATA PROCESSING IN | 1,700 | $524.4M | 0.09% | |
| 148 | FEFIRSTENERGY CORP | 13,065 | $520.5M | 0.08% | |
| 149 | MMM3M CO | 3,415 | $518.5M | 0.08% | |
| 150 | ADSKAUTODESK INC | 1,627 | $513.0M | 0.08% | |
| 151 | AMATAPPLIED MATLS INC | 2,683 | $512.0M | 0.08% | |
| 152 | ACWIISHARES TR | 3,963 | $509.9M | 0.08% | |
| 153 | JPIEJ P MORGAN EXCHANGE TRADED F | 10,980 | $505.6M | 0.08% | |
| 154 | XLKSELECT SECTOR SPDR TR | 1,964 | $500.7M | 0.08% | |
| 155 | TQQQPROSHARES TR | 6,002 | $497.7M | 0.08% | |
| 156 | VYMVANGUARD WHITEHALL FDS | 3,673 | $494.9M | 0.08% | |
| 157 | CMCSACOMCAST CORP NEW | 13,639 | $483.4M | 0.08% | |
| 158 | VTEBVANGUARD MUN BD FDS | 9,861 | $483.2M | 0.08% | |
| 159 | ISRGINTUITIVE SURGICAL INC | 903 | $482.7M | 0.08% | |
| 160 | AZNASTRAZENECA PLC | 6,897 | $480.2M | 0.08% | |
| 161 | PHPARKER-HANNIFIN CORP | 678 | $479.1M | 0.08% | |
| 162 | NOCNORTHROP GRUMMAN CORP | 943 | $479.0M | 0.08% | |
| 163 | LMTLOCKHEED MARTIN CORP | 1,017 | $477.0M | 0.08% | |
| 164 | VSSVANGUARD INTL EQUITY INDEX F | 3,524 | $470.4M | 0.08% | |
| 165 | CSXCSX CORP | 14,229 | $470.3M | 0.08% | |
| 166 | MCDMCDONALDS CORP | 1,592 | $467.4M | 0.08% | |
| 167 | VOVANGUARD INDEX FDS | 1,650 | $465.8M | 0.08% | |
| 168 | CEGCONSTELLATION ENERGY CORP | 1,462 | $465.4M | 0.08% | |
| 169 | CATCATERPILLAR INC | 1,169 | $457.6M | 0.07% | |
| 170 | IXGISHARES TR | 4,075 | $452.6M | 0.07% | |
| 171 | VTVVANGUARD INDEX FDS | 2,536 | $451.9M | 0.07% | |
| 172 | ASMLASML HOLDING N V | 576 | $451.9M | 0.07% | |
| 173 | WMBWILLIAMS COS INC | 7,674 | $448.8M | 0.07% | |
| 174 | SPGIS&P GLOBAL INC | 842 | $446.7M | 0.07% | |
| 175 | VHTVANGUARD WORLD FD | 1,793 | $443.7M | 0.07% | |
| 176 | AMGNAMGEN INC | 1,503 | $440.4M | 0.07% | |
| 177 | EAELECTRONIC ARTS INC | 2,853 | $438.0M | 0.07% | |
| 178 | HLTHILTON WORLDWIDE HLDGS INC | 1,588 | $430.2M | 0.07% | |
| 179 | MDTMEDTRONIC PLC | 4,872 | $427.1M | 0.07% | |
| 180 | TIPISHARES TR | 3,841 | $419.6M | 0.07% | |
| 181 | BSVVANGUARD BD INDEX FDS | 5,363 | $419.4M | 0.07% | |
| 182 | HEIHEICO CORP NEW | 1,610 | $408.9M | 0.07% | |
| 183 | LOWLOWES COS INC | 1,790 | $402.6M | 0.07% | |
| 184 | VBVANGUARD INDEX FDS | 1,643 | $395.3M | 0.06% | |
| 185 | MAINMAIN STR CAP CORP | 6,304 | $384.4M | 0.06% | |
| 186 | MRSHMARSH & MCLENNAN COS INC | 1,783 | $380.0M | 0.06% | |
| 187 | TJXTJX COS INC NEW | 3,007 | $376.3M | 0.06% | |
| 188 | CRMSALESFORCE INC | 1,381 | $372.7M | 0.06% | |
| 189 | LINLINDE PLC | 788 | $370.1M | 0.06% | |
| 190 | XLFSELECT SECTOR SPDR TR | 6,948 | $366.0M | 0.06% | |
| 191 | TTENTOTALENERGIES SE | 6,035 | $364.6M | 0.06% | |
| 192 | LRCXLAM RESEARCH CORP | 3,711 | $364.2M | 0.06% | |
| 193 | TXTTEXTRON INC | 4,455 | $362.5M | 0.06% | |
| 194 | SPEMSPDR INDEX SHS FDS | 8,484 | $362.0M | 0.06% | |
| 195 | NKENIKE INC | 4,727 | $361.8M | 0.06% | |
| 196 | YUMYUM BRANDS INC | 2,400 | $360.9M | 0.06% | |
| 197 | RPMRPM INTL INC | 3,192 | $354.4M | 0.06% | |
| 198 | FASTFASTENAL CO | 8,304 | $352.7M | 0.06% | |
| 199 | TRMBTRIMBLE INC | 4,434 | $348.6M | 0.06% | |
| 200 | NVONOVO-NORDISK A S | 4,973 | $344.7M | 0.06% |