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 2 of 25
72201R833
Shares:34.5K
Value:$3.5M
922908363
Shares:6.2K
Value:$3.2M
EXXON MOBIL CORP
Shares:24.8K
Value:$2.9M
922042858
Shares:63.3K
Value:$2.9M
Apple Inc.
Shares:11.5K
Value:$2.6M
MICROSOFT CORP
Shares:6.5K
Value:$2.4M
808524508
Shares:78.9K
Value:$2.1M
808524607
Shares:70.0K
Value:$1.6M
BERKSHIRE HATHAWAY INC
Shares:3.1K
Value:$1.6M
ELI LILLY & Co
Shares:1.8K
Value:$1.5M
25434V500
Shares:20.9K
Value:$1.2M
922908553
Shares:12.8K
Value:$1.2M
72201R775
Shares:12.4K
Value:$1.1M
921910840
Shares:7.9K
Value:$1.0M
922908611
Shares:5.2K
Value:$966.7K
HOME DEPOT, INC.
Shares:2.6K
Value:$938.9K
SPDR S&P 500 ETF TRUST
Shares:1.6K
Value:$920.1K
JOHNSON & JOHNSON
Shares:5.3K
Value:$881.0K
MCCORMICK & CO INC
Shares:9.7K
Value:$796.3K
464287200
Shares:1.4K
Value:$779.4K