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 7 of 25
US BANCORP \DE\
Shares:2.6K
Value:$110.5K
92204A306
Shares:834
Value:$108.1K
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
Shares:13.2K
Value:$107.6K
CONOCOPHILLIPS
Shares:982
Value:$103.1K
Phillips 66
Shares:829
Value:$102.4K
Eaton Vance Tax-Managed Buy-Write Income Fund
Shares:7.4K
Value:$100.4K
LOCKHEED MARTIN CORP
Shares:224
Value:$100.1K
92204A405
Shares:831
Value:$99.3K
46654Q203
Shares:1.9K
Value:$96.8K
CHURCH & DWIGHT CO INC /DE/
Shares:876
Value:$96.4K
Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
Shares:11.6K
Value:$95.9K
46432F339
Shares:558
Value:$95.4K
REGENERON PHARMACEUTICALS, INC.
Shares:150
Value:$95.1K
Accenture plc
Shares:302
Value:$94.2K
AMGEN INC
Shares:300
Value:$93.5K
Mondelez International, Inc.
Shares:1.4K
Value:$92.7K
ABBOTT LABORATORIES
Shares:688
Value:$91.2K
MORGAN STANLEY
Shares:780
Value:$91.0K
Alphabet Inc.
Shares:581
Value:$90.8K
BlackRock TCP Capital Corp.
Shares:11.2K
Value:$90.0K