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 17 of 25
VALERO ENERGY CORP/TX
Shares:100
Value:$13.2K
Cyclacel Pharmaceuticals, Inc.
Shares:2.8K
Value:$13.0K
TotalEnergies SE
Shares:200
Value:$12.9K
CARRIER GLOBAL Corp
Shares:201
Value:$12.7K
37954Y673
Shares:334
Value:$12.6K
BIOGEN INC.
Shares:92
Value:$12.6K
APPLIED MATERIALS INC /DE
Shares:86
Value:$12.5K
monday.com Ltd.
Shares:50
Value:$12.2K
464287606
Shares:144
Value:$12.0K
808524797
Shares:417
Value:$11.7K
Archer-Daniels-Midland Co
Shares:238
Value:$11.4K
78463X509
Shares:290
Value:$11.4K
ZIMMER BIOMET HOLDINGS, INC.
Shares:100
Value:$11.3K
Snowflake Inc.
Shares:75
Value:$11.0K
464287887
Shares:88
Value:$11.0K
EQT Corp
Shares:203
Value:$10.9K
STAG Industrial, Inc.
Shares:300
Value:$10.8K
808524722
Shares:401
Value:$10.8K
25434V823
Shares:451
Value:$10.7K
Eaton Vance Tax-Advantaged Global Dividend Income Fund
Shares:587
Value:$10.7K