Portfolio (Quarterly)
Guide ↗
FSM Wealth Advisors, LLC
· CIK 0001942548| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | UDOW | PROSHARES TR | — | 8,003 | $402K | 0.05% | SOLD |
| 2 | DB | DEUTSCHE BK AG | Financial Services | 9,564 | $285K | 0.04% | SOLD |
| 3 | ICE | INTERCONTINENTAL EXCHANGE IN | Financial Services | 1,776 | $279K | 0.04% | SOLD |
| 4 | ADSK | AUTODESK INC | Technology | 1,099 | $263K | 0.03% | SOLD |
| 5 | SJM | SMUCKER J M CO | Consumer Defensive | 2,720 | $262K | 0.03% | SOLD |
| 6 | ACN | ACCENTURE PLC IRELAND | Technology | 1,294 | $257K | 0.03% | SOLD |
| 7 | CME | CME GROUP INC | Financial Services | 820 | $242K | 0.03% | SOLD |
| 8 | BSX | BOSTON SCIENTIFIC CORP | Healthcare | 3,677 | $231K | 0.03% | SOLD |
| 9 | AWK | AMERICAN WTR WKS CO INC NEW | Utilities | 1,690 | $230K | 0.03% | SOLD |
| 10 | FTGC | FIRST TR EXCHANGE TRAD FD VI | — | 7,995 | $230K | 0.03% | SOLD |
| 11 | CMCSA | COMCAST CORP NEW | Communication Services | 7,426 | $213K | 0.03% | SOLD |
| 12 | ADBE | ADOBE INC | Technology | 865 | $210K | 0.03% | SOLD |
| 13 | CTRA | COTERRA ENERGY INC | Energy | 5,863 | $206K | 0.03% | SOLD |
Sector Allocation
Technology
36.4%
Financial Services
16.2%
Communication Services
9.8%
Industrials
9.4%
Healthcare
7.3%
Consumer Cyclical
7.2%
Energy
5.0%
Consumer Defensive
3.6%
Utilities
2.5%
Basic Materials
2.1%