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:
Search and click to pin securities to the top
Page 20 of 25
WELLTOWER INC.
Shares:50
Value:$7.7K
Brookfield Infrastructure Corp
Shares:200
Value:$7.2K
Archer Aviation Inc.
Shares:1.0K
Value:$7.1K
ROKU, INC
Shares:100
Value:$7.0K
ST JOE Co
Shares:148
Value:$6.9K
AGCO CORP /DE
Shares:75
Value:$6.9K
922042718
Shares:58
Value:$6.7K
DELTA AIR LINES, INC.
Shares:153
Value:$6.7K
QuantumScape Corp
Shares:1.6K
Value:$6.7K
KULICKE & SOFFA INDUSTRIES INC
Shares:200
Value:$6.6K
APA Corp
Shares:300
Value:$6.3K
81369Y506
Shares:64
Value:$6.0K
WILLIAMS COMPANIES, INC.
Shares:100
Value:$6.0K
GE HealthCare Technologies Inc.
Shares:74
Value:$6.0K
81369Y860
Shares:140
Value:$5.8K
Hercules Capital, Inc.
Shares:300
Value:$5.8K
Ginkgo Bioworks Holdings, Inc.
Shares:1.0K
Value:$5.7K
ALCON INC
Shares:58
Value:$5.5K
ANNALY CAPITAL MANAGEMENT INC
Shares:269
Value:$5.5K
STANDARD BIOTOOLS INC.
Shares:5.0K
Value:$5.4K