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| Name: |
FSM Wealth Advisors LLC |
| City: |
CLEVELAND |
| State: |
OH |
| Zip: |
44122 |
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data |
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| Holdings
Found :
8 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
IVE |
iShares S&P 500/BARRA Value |
59 |
- |
$183.57 |
$835,000 |
4,471 |
0.3% |
57,000 |
0 |
0.003 |
Closed - End Fund - E... |
|
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SCHD |
Schwab US Dividend Equity ETF |
74 |
- |
$78.08 |
$613,000 |
7,605 |
0.22% |
34,000 |
0 |
0.003 |
N/A |
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FE |
FirstEnergy Corp |
105 |
- |
$39.24 |
$377,000 |
9,770 |
0.13% |
19,000 |
0 |
0.002 |
Electric Utilities |
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QSR |
Restaurant Brands Internati... |
119 |
- |
$71.07 |
$311,000 |
3,912 |
0.11% |
5,000 |
0 |
0.001 |
N/A |
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BSCQ |
Invesco Bulletshares 2026 C... |
125 |
- |
$19.23 |
$288,000 |
15,000 |
0.1% |
-2,000 |
0 |
0.012 |
N/A |
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WEN |
Wendys International Inc |
126 |
- |
$17.04 |
$288,000 |
15,300 |
0.1% |
-10,000 |
0 |
0 |
Restaurants |
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FBND |
Fidelity Total Bond Etf |
163 |
- |
$0.00 |
$202,000 |
4,447 |
0.07% |
-3,000 |
0 |
0.002 |
N/A |
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CNSP |
Cns Pharmaceuticals, Inc. |
166 |
- |
$0.17 |
$7,000 |
19,084 |
0% |
-17,000 |
0 |
1.435 |
N/A |
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