Long-term investor
Fsm Wealth Advisors, LLC @fsmwealthadvisorsllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001942548).
Record
- Tracked since 2025-06-30 (471 days), 53 trades recorded
- Returns: week n/a · month n/a · 90 days +1.8% · 6 months +3.3% · 1 year +2.4% · all +2.4%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 46641Q852 · 7.1% · long · since 2025-06-30
- 72201R775 · 5.7% · long · since 2025-06-30
- 46641Q167 · 4.7% · long · since 2025-06-30
- 922908769 · 4.4% · long · since 2025-06-30
- 808524805 · 4.2% · long · since 2025-06-30
- 922042858 · 4.1% · long · since 2025-06-30
- 922042742 · 3.9% · long · since 2025-06-30
- 464287507 · 3.2% · long · since 2025-06-30
- 46641Q654 · 2.8% · long · since 2025-06-30
- 92206C714 · 2.7% · long · since 2025-06-30
- 808524300 · 2.5% · long · since 2025-06-30
- 464287804 · 2.5% · long · since 2025-06-30