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| Name: |
FSM Wealth Advisors LLC |
| City: |
CLEVELAND |
| State: |
OH |
| Zip: |
44122 |
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data |
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Filing Period: |
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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 |
|
LECO |
Lincoln Electric Holdings Inc |
21 |
New |
$228.26 |
$2,818,000 |
15,500 |
1.42% |
2,818,000 |
15,500 |
0.026 |
Machine Tools & Acces... |
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XSD |
streetTRACKS Series Trust -... |
109 |
New |
$238.46 |
$301,000 |
1,533 |
0.15% |
301,000 |
1,533 |
0.033 |
Closed - End Fund - E... |
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AVB |
AvalonBay Communities |
123 |
New |
$198.05 |
$248,000 |
1,446 |
0.12% |
248,000 |
1,446 |
0.001 |
REIT - Housing/Apartm... |
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LEN |
Lennar Corp |
126 |
New |
$165.20 |
$239,000 |
2,128 |
0.12% |
239,000 |
2,128 |
0.001 |
Residential Construct... |
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SCHA |
Schwab Strategic Trust |
131 |
New |
$48.70 |
$228,000 |
5,503 |
0.11% |
228,000 |
5,503 |
0 |
Closed - End Fund - Debt |
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MMC |
Marsh & McLennan Companies Inc |
134 |
New |
$209.14 |
$222,000 |
1,164 |
0.11% |
222,000 |
1,164 |
0 |
Insurance Brokers |
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PGR |
Progressive Corp |
139 |
New |
$207.01 |
$206,000 |
1,479 |
0.1% |
206,000 |
1,479 |
0 |
Property & Casualty I... |
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CARR |
Carrier Global Corp |
143 |
New |
$65.00 |
$201,000 |
3,649 |
0.1% |
201,000 |
3,649 |
0 |
N/A |
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