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 16 of 25
Blue Owl Capital Corp
Shares:1.0K
Value:$15.3K
BlackRock, Inc.
Shares:16
Value:$15.1K
33738R662
Shares:410
Value:$15.0K
66737P600
Shares:65.6K
Value:$15.0K
33733E823
Shares:503
Value:$15.0K
464286632
Shares:200
Value:$14.9K
Confluent, Inc.
Shares:631
Value:$14.8K
MARRIOTT INTERNATIONAL INC /MD/
Shares:62
Value:$14.7K
BlackRock Enhanced Global Dividend Trust
Shares:1.4K
Value:$14.7K
Alibaba Group Holding Ltd
Shares:110
Value:$14.5K
AMERICAN TOWER CORP /MA/
Shares:66
Value:$14.4K
TWO HARBORS INVESTMENT CORP.
Shares:1.1K
Value:$14.3K
TOWER SEMICONDUCTOR LTD
Shares:400
Value:$14.3K
CrowdStrike Holdings, Inc.
Shares:40
Value:$14.1K
33738R506
Shares:240
Value:$14.1K
BANK OF HAWAII CORP
Shares:200
Value:$13.8K
AXCELIS TECHNOLOGIES INC
Shares:275
Value:$13.7K
HONDA MOTOR CO LTD
Shares:500
Value:$13.6K
46641Q332
Shares:233
Value:$13.3K
TEXAS INSTRUMENTS INC
Shares:74
Value:$13.3K