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 13 of 25
Coterra Energy Inc.
Shares:1.0K
Value:$28.9K
871013108
Shares:500
Value:$28.8K
Essential Utilities, Inc.
Shares:720
Value:$28.5K
46429B697
Shares:303
Value:$28.4K
DOMINION ENERGY, INC
Shares:500
Value:$28.0K
ALLSTATE CORP
Shares:132
Value:$27.3K
OCCIDENTAL PETROLEUM CORP /DE/
Shares:551
Value:$27.2K
Warner Bros. Discovery, Inc.
Shares:2.5K
Value:$26.9K
Valneva SE
Shares:4.0K
Value:$26.8K
Sabra Health Care REIT, Inc.
Shares:1.5K
Value:$26.7K
RTX Corp
Shares:201
Value:$26.6K
Hilton Worldwide Holdings Inc.
Shares:115
Value:$26.2K
46429B267
Shares:1.1K
Value:$26.0K
92204A884
Shares:172
Value:$25.5K
PROSPECT CAPITAL CORP
Shares:6.2K
Value:$25.3K
NEWMONT Corp /DE/
Shares:519
Value:$25.0K
MADRIGAL PHARMACEUTICALS, INC.
Shares:75
Value:$24.8K
GSK plc
Shares:640
Value:$24.8K
LAM RESEARCH CORP
Shares:330
Value:$24.0K
464287762
Shares:380
Value:$23.1K