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 3 of 25
25434V203
Shares:23.8K
Value:$743.7K
92204A702
Shares:1.3K
Value:$721.4K
JPMORGAN CHASE & CO
Shares:2.9K
Value:$708.4K
808524862
Shares:28.1K
Value:$682.8K
INTERNATIONAL BUSINESS MACHINES CORP
Shares:2.7K
Value:$670.6K
921910733
Shares:6.0K
Value:$589.7K
808524805
Shares:29.3K
Value:$578.8K
Constellation Energy Corp
Shares:2.7K
Value:$543.7K
921937827
Shares:6.9K
Value:$541.8K
921908844
Shares:2.7K
Value:$524.6K
WASTE MANAGEMENT INC
Shares:2.2K
Value:$503.5K
SPDR GOLD TRUST
Shares:1.7K
Value:$499.1K
922042742
Shares:4.0K
Value:$462.4K
CATERPILLAR INC
Shares:1.4K
Value:$462.2K
Aon plc
Shares:1.2K
Value:$460.9K
464287408
Shares:2.4K
Value:$453.9K
Duke Energy CORP
Shares:3.6K
Value:$438.7K
808524847
Shares:18.8K
Value:$404.4K
Walmart Inc.
Shares:4.5K
Value:$392.7K
COCA COLA CO
Shares:5.4K
Value:$387.0K