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 5 of 25
AMERICAN ELECTRIC POWER CO INC
Shares:2.2K
Value:$240.6K
HONEYWELL INTERNATIONAL INC
Shares:1.1K
Value:$232.9K
922908512
Shares:1.4K
Value:$226.3K
VERIZON COMMUNICATIONS INC
Shares:4.7K
Value:$213.5K
25434V302
Shares:8.2K
Value:$212.2K
808524300
Shares:8.4K
Value:$209.5K
Texas Pacific Land Corp
Shares:156
Value:$206.7K
Walt Disney Co
Shares:2.1K
Value:$203.9K
464287309
Shares:2.2K
Value:$203.3K
TRUIST FINANCIAL CORP
Shares:4.9K
Value:$202.9K
AbbVie Inc.
Shares:966
Value:$202.3K
92204A876
Shares:1.1K
Value:$191.3K
Jefferies Financial Group Inc.
Shares:3.4K
Value:$183.2K
25434V666
Shares:5.8K
Value:$177.6K
921910725
Shares:2.9K
Value:$172.7K
464287671
Shares:1.3K
Value:$168.6K
25434V880
Shares:6.3K
Value:$166.3K
922908595
Shares:656
Value:$165.1K
ROCKWELL AUTOMATION, INC
Shares:623
Value:$161.0K
KINDER MORGAN, INC.
Shares:5.5K
Value:$156.9K