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 8 of 25
46435G243
Shares:3.6K
Value:$89.2K
TRAVELERS COMPANIES, INC.
Shares:334
Value:$88.4K
Discover Financial Services
Shares:510
Value:$87.1K
BRISTOL MYERS SQUIBB CO
Shares:1.4K
Value:$84.5K
46138E404
Shares:4.5K
Value:$84.4K
GILEAD SCIENCES, INC.
Shares:752
Value:$84.2K
ORACLE CORP
Shares:595
Value:$83.3K
81369Y803
Shares:400
Value:$82.6K
DIAGEO PLC
Shares:781
Value:$81.8K
PFIZER INC
Shares:3.2K
Value:$81.1K
CISCO SYSTEMS, INC.
Shares:1.3K
Value:$79.0K
MICRON TECHNOLOGY INC
Shares:909
Value:$79.0K
UNION PACIFIC CORP
Shares:327
Value:$77.3K
SCHWAB CHARLES CORP
Shares:980
Value:$76.7K
92206C102
Shares:1.3K
Value:$76.1K
25434V815
Shares:2.7K
Value:$76.1K
NORDIC AMERICAN TANKERS Ltd
Shares:30.8K
Value:$75.7K
46436E569
Shares:1.7K
Value:$72.6K
Marathon Petroleum Corp
Shares:490
Value:$71.4K
AT&T INC.
Shares:2.5K
Value:$71.3K