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 4 of 25
MCDONALDS CORP
Shares:1.2K
Value:$377.6K
WELLS FARGO & COMPANY/MN
Shares:5.1K
Value:$366.7K
921935870
Shares:3.5K
Value:$351.2K
Tesla, Inc.
Shares:1.3K
Value:$342.1K
AMAZON COM INC
Shares:1.8K
Value:$341.3K
EXELON CORP
Shares:7.4K
Value:$339.5K
SOUTHERN CO
Shares:3.5K
Value:$326.4K
DYNEX CAPITAL INC
Shares:24.4K
Value:$317.4K
921910816
Shares:1.0K
Value:$316.6K
Eaton Corp plc
Shares:1.2K
Value:$315.9K
921937835
Shares:4.2K
Value:$310.9K
CSX CORP
Shares:10.4K
Value:$305.8K
CHEVRON CORP
Shares:1.8K
Value:$292.8K
921932703
Shares:1.6K
Value:$288.8K
808524706
Shares:10.0K
Value:$274.8K
CONSOLIDATED EDISON INC
Shares:2.4K
Value:$260.3K
464287705
Shares:2.1K
Value:$257.2K
25434V591
Shares:5.1K
Value:$256.6K
Banco Santander, S.A.
Shares:36.6K
Value:$245.3K
NVIDIA CORP
Shares:2.2K
Value:$240.9K