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 9 of 25
CITIGROUP INC
Shares:1.0K
Value:$71.0K
BANK OF AMERICA CORP /DE/
Shares:1.7K
Value:$69.8K
VISA INC.
Shares:199
Value:$69.7K
92203C303
Shares:1.4K
Value:$68.9K
AUTOMATIC DATA PROCESSING INC
Shares:221
Value:$67.5K
464287168
Shares:502
Value:$67.4K
46435U663
Shares:1.7K
Value:$67.2K
78464A763
Shares:495
Value:$67.2K
464287614
Shares:184
Value:$66.4K
ALLSPRING INCOME OPPORTUNITIES FUND
Shares:9.6K
Value:$65.7K
921932505
Shares:196
Value:$65.6K
PPG INDUSTRIES INC
Shares:588
Value:$64.3K
INTUITIVE SURGICAL INC
Shares:129
Value:$63.9K
ALTRIA GROUP, INC.
Shares:1.1K
Value:$63.0K
Shares:426
Value:$62.5K
CACI INTERNATIONAL INC /DE/
Shares:170
Value:$62.4K
92204A504
Shares:236
Value:$62.4K
TELEFONICA S A
Shares:13.2K
Value:$61.6K
Alphabet Inc.
Shares:395
Value:$61.1K
CANADIAN PACIFIC KANSAS CITY LTD/CN
Shares:850
Value:$59.7K