| |
|
|
| Name: |
FSM Wealth Advisors LLC |
| City: |
CLEVELAND |
| State: |
OH |
| Zip: |
44122 |
| |
|
|
| Achive
data |
| View
Filing Period: |
|
|
|
|
|
|
 |
Download |
|
|
| |
| |
|
Free Registration Required For Full Results
|
|
|
| Holdings
Found :
19 |
|
View All Holdings |
Currently
Viewing:
New Positions |
|
|
Page 1 of 1 |
Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
VGT |
Vanguard I T VIPERS |
63 |
New |
$549.89 |
$768,000 |
1,464 |
0.27% |
768,000 |
1,464 |
0 |
Closed - End Fund - E... |
|
|
DG |
Dollar General Corp |
112 |
New |
$129.53 |
$348,000 |
2,228 |
0.12% |
348,000 |
2,228 |
0 |
Discount, Variety Stores |
|
|
SCHM |
Schwab U.S. Mid-Cap Etf |
135 |
New |
$78.31 |
$253,000 |
3,106 |
0.09% |
253,000 |
3,106 |
0 |
N/A |
|
|
XLV |
SPDR Select Sector Health |
141 |
New |
$146.27 |
$240,000 |
1,622 |
0.09% |
240,000 |
1,622 |
0.001 |
Closed - End Fund - E... |
|
|
XLF |
SPDR Financial Sector |
144 |
New |
$41.29 |
$232,000 |
5,515 |
0.08% |
232,000 |
5,515 |
0 |
Closed - End Fund - E... |
|
|
CPRT |
Copart Inc |
143 |
New |
$53.47 |
$232,000 |
4,006 |
0.08% |
232,000 |
4,006 |
0 |
Auto Dealerships |
|
|
ENTG |
Entegris Inc |
145 |
New |
$130.83 |
$227,000 |
1,614 |
0.08% |
227,000 |
1,614 |
0.001 |
Semiconductor Equipme... |
|
|
IWD |
iShares Russell 1000 Value |
150 |
New |
$175.82 |
$220,000 |
1,229 |
0.08% |
220,000 |
1,229 |
0 |
Closed - End Fund - E... |
|
|
IWR |
iShares Tr Rssll MidCap Indx |
152 |
New |
$81.35 |
$216,000 |
2,570 |
0.08% |
216,000 |
2,570 |
0 |
Closed - End Fund - E... |
|
|
FTV |
Fortive Corp |
153 |
New |
$73.25 |
$215,000 |
2,503 |
0.08% |
215,000 |
2,503 |
0.001 |
N/A |
|
|
CAT |
Caterpillar Inc |
154 |
New |
$328.29 |
$214,000 |
585 |
0.08% |
214,000 |
585 |
0 |
Farm & Construction M... |
|
|
ITOT |
iShares Core S&P Total US |
156 |
New |
$116.95 |
$210,000 |
1,823 |
0.07% |
210,000 |
1,823 |
0.001 |
Closed - End Fund - E... |
|
|
HEI.A |
Heico Corp Class A |
158 |
New |
$178.08 |
$209,000 |
1,355 |
0.07% |
209,000 |
1,355 |
0 |
Aerospace/Defense Pro... |
|
|
KO |
Coca-Cola Co |
157 |
New |
$64.15 |
$209,000 |
3,413 |
0.07% |
209,000 |
3,413 |
0.002 |
Beverage Soft Drinks... |
|
|
FDX |
Fedex Corp |
160 |
New |
$250.27 |
$204,000 |
703 |
0.07% |
204,000 |
703 |
0 |
AirDelivery & Freight... |
|
|
KLAC |
KLA-Tencor Corp |
161 |
New |
$779.26 |
$204,000 |
292 |
0.07% |
204,000 |
292 |
0 |
Semiconductor Equipme... |
|
|
AON |
Aon Plc |
159 |
New |
$285.71 |
$204,000 |
610 |
0.07% |
204,000 |
610 |
0.001 |
Life & Health Insurance |
|
|
LIN |
Linde Plc |
162 |
New |
$433.85 |
$203,000 |
437 |
0.07% |
203,000 |
437 |
0 |
N/A |
|
|
DIS |
Walt Disney Co |
164 |
New |
$101.21 |
$201,000 |
1,641 |
0.07% |
201,000 |
1,641 |
0 |
Entertainment - Diver... |
|
