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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ARTESIAN RESOURCES CORP
Shares:122
Value:$4.0K
Empire State Realty Trust, Inc.
Shares:500
Value:$3.9K
MERCADOLIBRE INC
Shares:2
Value:$3.9K
MSC INDUSTRIAL DIRECT CO INC
Shares:50
Value:$3.9K
Granite Point Mortgage Trust Inc.
Shares:1.5K
Value:$3.8K
Phillips Edison & Company, Inc.
Shares:105
Value:$3.8K
92189F676
Shares:18
Value:$3.8K
CHIPOTLE MEXICAN GRILL INC
Shares:75
Value:$3.8K
Lucid Group, Inc.
Shares:1.5K
Value:$3.6K
032108664
Shares:50
Value:$3.6K
QuidelOrtho Corp
Shares:100
Value:$3.5K
46435U135
Shares:74
Value:$3.5K
Amalgamated Financial Corp.
Shares:120
Value:$3.5K
Energy Transfer LP
Shares:185
Value:$3.4K
CRISPR Therapeutics AG
Shares:100
Value:$3.4K
464287499
Shares:39
Value:$3.3K
Western Midstream Partners, LP
Shares:80
Value:$3.3K
Norwegian Cruise Line Holdings Ltd.
Shares:173
Value:$3.3K
46435U549
Shares:67
Value:$3.2K
Nu Holdings Ltd.
Shares:300
Value:$3.1K