Vsm-Wealth-Advisory

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-05-06
Total Holdings
497
Total Value
278258033
Accession Number
0002050660-25-000003
Form Type
13F-HR
Manager Name
Vsm-Wealth-Advisory
Data Enrichment
81% identified
402 identified95 unidentified

Holdings

497 positions
Manager:
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Page 12 of 25
CENTERPOINT ENERGY INC
Shares:1.0K
Value:$36.2K
Salesforce, Inc.
Shares:135
Value:$36.2K
CVS HEALTH Corp
Shares:525
Value:$35.6K
Shares:498
Value:$35.5K
Shares:664
Value:$35.5K
ARES CAPITAL CORP
Shares:1.6K
Value:$35.4K
THERMO FISHER SCIENTIFIC INC.
Shares:70
Value:$34.8K
464287598
Shares:185
Value:$34.8K
AGNC Investment Corp.
Shares:3.6K
Value:$34.7K
INTUIT INC.
Shares:56
Value:$34.4K
ENTERGY CORP /DE/
Shares:400
Value:$34.2K
NOVARTIS AG
Shares:292
Value:$32.6K
882927502
Shares:1.0K
Value:$30.7K
COMSTOCK RESOURCES INC
Shares:1.5K
Value:$30.5K
GENERAL MILLS INC
Shares:500
Value:$29.9K
UNILEVER PLC
Shares:500
Value:$29.8K
78464A508
Shares:578
Value:$29.5K
ROPER TECHNOLOGIES INC
Shares:50
Value:$29.5K
464287556
Shares:228
Value:$29.2K
Doximity, Inc.
Shares:500
Value:$29.0K