FSM Wealth Advisors, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 30, 2024
Value $
$377M
Signature - Title
Jonathan Wowak - Compliance Officer
Location
Cleveland, OH
Summary
This page shows a list of all the recent 13F filings made by FSM Wealth Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. FSM Wealth Advisors, LLC reported 189 stock holdings with total value $377M as of Q3 2024. Top holdings included JMST, JAVA, BOND, VTI, and VT.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 189 $377M +$69.6M -$7.03M +$62.6M JMST, JAVA, BOND, VTI, VT 13F-HR 10/30/2024, 09:57 AM
Q2 2024 157 $298M +$22M -$4.4M +$17.6M JAVA, VTI, VT, BOND, IJH 13F-HR 7/12/2024, 03:21 PM
Q1 2024 166 $282M +$44.8M -$6M +$38.8M JAVA, VTI, VT, BOND, VONV 13F-HR 5/14/2024, 01:18 PM
Q4 2023 154 $235M +$22.8M -$4.87M +$17.9M JAVA, BOND, VTI, VONV, IJH 13F-HR 5/14/2024, 01:15 PM
Q3 2023 144 $199M +$19.1M -$13.8M +$5.35M VTI, JAVA, BOND, VONV, VT 13F-HR 11/14/2023, 12:53 PM
Q2 2023 165 $199M +$25M -$7.32M +$17.7M VTI, VT, BOND, VONV, JAVA 13F-HR 7/12/2023, 10:27 AM
Q1 2023 156 $172M +$27.6M -$3.23M +$24.4M VTI, VT, VONV, AAPL, JPST 13F-HR 4/24/2023, 04:02 PM
Q4 2022 141 $141M +$16.5M -$5.6M +$10.9M VTI, JPST, VONV, VT, AAPL 13F-HR 1/19/2023, 01:21 PM
Q3 2022 130 $120M +$31.2M -$1M +$30.2M VTI, JPST, VONV, AAPL, MSFT 13F-HR 10/24/2022, 02:03 PM
Q2 2022 113 $91.3M $0 $0 VTI, VT, MSFT, VONV, IJH 13F-HR 8/12/2022, 11:29 AM