Portfolio (Quarterly)
Guide ↗
FSM Wealth Advisors, LLC
· CIK 0001942548| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | — | ASTRAZENECA PLC | — | 8,192 | $753K | 0.10% | SOLD |
| 2 | APP | APPLOVIN CORP | Technology | 808 | $545K | 0.07% | SOLD |
| 3 | EA | ELECTRONIC ARTS INC | Communication Services | 1,717 | $351K | 0.05% | SOLD |
| 4 | NVO | NOVO-NORDISK A S | Healthcare | 6,788 | $345K | 0.05% | SOLD |
| 5 | SPOT | SPOTIFY TECHNOLOGY S A | Communication Services | 567 | $329K | 0.04% | SOLD |
| 6 | TTWO | TAKE-TWO INTERACTIVE SOFTWAR | Communication Services | 1,269 | $325K | 0.04% | SOLD |
| 7 | FDX | FEDEX CORP | Industrials | 1,087 | $314K | 0.04% | SOLD |
| 8 | COF | CAPITAL ONE FINL CORP | Financial Services | 1,099 | $266K | 0.04% | SOLD |
| 9 | BX | BLACKSTONE INC | Financial Services | 1,710 | $264K | 0.04% | SOLD |
| 10 | TDG | TRANSDIGM GROUP INC | Industrials | 177 | $235K | 0.03% | SOLD |
| 11 | BKNG | BOOKING HOLDINGS INC | Consumer Cyclical | 43 | $232K | 0.03% | SOLD |
| 12 | — | CYBERARK SOFTWARE LTD | — | 486 | $217K | 0.03% | SOLD |
| 13 | XLY | SELECT SECTOR SPDR TR | — | 1,814 | $217K | 0.03% | SOLD |
| 14 | MRVL | MARVELL TECHNOLOGY INC | Technology | 2,440 | $207K | 0.03% | SOLD |
| 15 | TSLA CALL | TESLA INC | Consumer Cyclical | 11,500 | $8K | 0.00% | SOLD |
Sector Allocation
Technology
31.7%
Financial Services
16.8%
Communication Services
10.0%
Industrials
9.4%
Healthcare
8.1%
Consumer Cyclical
7.5%
Energy
6.3%
Consumer Defensive
4.3%
Utilities
3.0%
Basic Materials
2.1%