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VSM Wealth Advisory

Latest statistics and disclosures from VSM Wealth Advisory's latest quarterly 13F-HR filing:

Top 5 stock holdings are VV, VCSH, MGC, VTI, VYM, and represent 36.21% of VSM Wealth Advisory's stock portfolio.
Added to shares of these 10 stocks: VCSH (+$21M), SCHX (+$9.0M), SCHZ, AAPL, SCHM, MINT, MGK, XLK, MGV, VHT.
Started 61 new stock positions in DFUV, SCHX, DUSA, NFLX, NOW, COF, LCID, VGHY, SPYI, DNOW.
Reduced shares in these 10 stocks: VGSH (-$14M), SCHA (-$9.6M), SCHV (-$5.3M), GRIFX, VV, HON, AZO, ETN, MGC, KHC.
Sold out of its positions in BABA, AYRWF, BGS, BP, BLDP, SAN, BCLI, CCL, CNP, Chargepoint Holdings Inc Com Cl A.
VSM Wealth Advisory was a net buyer of stock by $7.0M.
VSM Wealth Advisory has $333M in assets under management (AUM), dropping by 3.61%.
Central Index Key (CIK): 0002050660

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Positions held by VSM Wealth Advisory consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for VSM Wealth Advisory

VSM Wealth Advisory holds 447 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Large Cap Etf Etf (VV)	15.6	$52M	-2%	165k	314.74	View chart
Vanguard Short Term Cor Bd Etf Etf (VCSH)	6.2	$21M	+19914%	260k	79.69	View chart
Vanguard Mega Cap Etf Etf (MGC)	5.2	$18M	-2%	70k	251.17	View chart
Vanguard Total Stock Market Etf Etf (VTI)	4.8	$16M		47k	335.28	View chart
Vanguard High Dividend Yield Etf Etf (VYM)	4.4	$15M		101k	143.52	View chart
Vanguard Small Cap Etf Etf (VB)	4.2	$14M	-2%	54k	257.95	View chart
Vanguard Mid Cap Etf Etf (VO)	3.6	$12M		41k	290.22	View chart
Schwab Us Broad Market Etf Etf (SCHB)	3.6	$12M		451k	26.23	View chart
Vanguard Ftse All World Ex Us Etf Etf (VEU)	3.4	$11M		155k	73.56	View chart
Vanguard Growth Etf Etf (VUG)	3.3	$11M	+2%	23k	487.86	View chart
Vanguard Value Etf Etf (VTV)	3.2	$11M		55k	190.99	View chart
Dimensional Us Core Equity Markt Etf Etf (DFAU)	3.0	$10M		215k	46.74	View chart
Schwab Us Large Cap Etf Etf (SCHX)	2.7	$9.0M	NEW	336k	26.88	View chart
Dimensional Us Equity Market Etf Etf (DFUS)	2.7	$8.8M		119k	74.09	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	2.6	$8.5M		136k	62.58	View chart
Dimensional U S Core Equity 2 Etf Etf (DFAC)	2.5	$8.4M		211k	39.58	View chart
Vanguard Extended Marketetf Etf (VXF)	2.4	$8.1M	-2%	39k	209.47	View chart
Pimco Enhanced Shrt Maturty Actv Etf Etf (MINT)	1.3	$4.5M	+17%	45k	100.34	View chart
Vanguard S&p 500 Etf Etf (VOO)	1.3	$4.2M		6.7k	627.10	View chart
Schwab Us Aggregate Bondetf Etf (SCHZ)	1.2	$4.1M	NEW	176k	23.36	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	1.0	$3.4M		64k	53.73	View chart
Microsoft Corp Common Stock (MSFT)	0.9	$3.1M		6.4k	483.67	View chart
Procter & Gamble Common Stock (PG)	0.9	$3.0M		21k	143.31	View chart
Apple Common Stock (AAPL)	0.9	$3.0M	+12630%	11k	271.87	View chart
Exxon Mobil Corp Common Stock (XOM)	0.9	$2.9M		24k	120.34	View chart
Vanguard Muni Bnd Tax Exempt Etf Etf (VTEB)	0.8	$2.8M	-10%	56k	50.29	View chart
Schwab Us Small Cap Etf Etf (SCHA)	0.6	$1.9M	-83%	66k	28.43	View chart
Charles Schwab Us Mc Etf Etf (SCHM)	0.5	$1.7M	NEW	58k	30.07	View chart
Vanguard Mega Cap Value Etf Etf (MGV)	0.5	$1.7M	+32%	12k	141.16	View chart
Dimensional U S Small Cap Etf Etf (DFAS)	0.5	$1.6M	+12%	23k	69.67	View chart
Berkshire Hathaway Class Class B Common Stock (BRK.B)	0.5	$1.5M		3.0k	502.65	View chart
Pimco Active Bond Etf Etf (BOND)	0.5	$1.5M	+22%	16k	93.08	View chart
Vanguard Small Cap Valueetf Etf (VBR)	0.4	$1.3M	+22%	5.9k	211.76	View chart
Vanguard Mega Cap Growthetf Etf (MGK)	0.4	$1.2M	+53%	2.9k	412.77	View chart
Vanguard Information Technology Etf Etf (VGT)	0.3	$1.2M	+4%	1.5k	753.52	View chart
Spdr S&p 500 Etf Etf (SPY)	0.3	$1.1M		1.6k	682.03	View chart
Constellation Energy Cor Common Stock (CEG)	0.3	$953k	-12%	2.7k	353.29	View chart
Johnson & Johnson Common Stock (JNJ)	0.3	$933k		4.5k	206.96	View chart
Eli Lilly And Common Stock (LLY)	0.3	$902k	-10%	839.00	1074.94	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.3	$899k	-16%	1.3k	684.94	View chart
Home Depot Common Stock (HD)	0.3	$870k		2.5k	344.08	View chart
Jpmorgan Chase & Co Common Stock (JPM)	0.3	$856k		2.7k	322.24	View chart
Dimensional Intern Core Eqt Mkt Etf Etf (DFAI)	0.3	$840k		22k	38.11	View chart
Schwab Us Large Cap Growth Etf Etf (SCHG)	0.2	$830k	+7%	26k	32.52	View chart
Ibm Corp Common Stock (IBM)	0.2	$794k		2.7k	296.24	View chart
Spdr Gold Shares Etf Etf (GLD)	0.2	$686k		1.7k	396.31	View chart
Van Sht Tx Expt Bnd Etf (VTES)	0.2	$672k	+7%	6.6k	101.58	View chart
Vanguard Real Estate Etf Etf (VNQ)	0.2	$665k	-16%	7.5k	88.50	View chart
Vanguard Mid Cap Value Etf Etf (VOE)	0.2	$596k	+133%	2.5k	237.52	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.2	$595k		2.7k	219.75	View chart
Dynex Cap Inc Reit Real Estate Investme (DX)	0.2	$591k	+24%	42k	14.01	View chart
Schwab Us Large Cap Value Etf Etf (SCHV)	0.2	$587k	-89%	20k	29.48	View chart
Tesla Common Stock (TSLA)	0.2	$565k		1.3k	449.72	View chart
Vanguard Esg Us Stock Etf Etf (ESGV)	0.2	$553k	-11%	4.6k	120.97	View chart
Schwab Short Term Us Treasury Etf Etf (SCHO)	0.2	$542k	-11%	22k	24.37	View chart
Vanguard Total World Stock Etf Etf (VT)	0.2	$538k	-5%	3.8k	141.05	View chart
Schwab International Equity Etf Etf (SCHF)	0.2	$526k		22k	24.04	View chart
Mccormick & Co Inc Class Class N Common Stock (MKC)	0.2	$523k		7.7k	68.11	View chart
Walmart Common Stock (WMT)	0.2	$521k		4.7k	111.88	View chart
Wells Fargo & Co Common Stock (WFC)	0.2	$506k	+3%	5.4k	93.20	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.1	$494k		2.3k	212.06	View chart
Vanguard Short-term Bondetf Etf (BSV)	0.1	$483k		6.1k	78.81	View chart
Waste Mgmt Inc Del Common Stock (WM)	0.1	$472k		2.1k	219.76	View chart
State Stret Tec Select Sec Spdr Etf Etf (XLK)	0.1	$471k	+865%	3.3k	143.97	View chart
Vanguard Health Care Etf Etf (VHT)	0.1	$453k	+563%	1.6k	287.90	View chart
Aon Plc Fclass Class A Foreign Ordinaries (AON)	0.1	$408k		1.2k	352.88	View chart
Vanguard Financials Etf Etf (VFH)	0.1	$407k	+265%	3.1k	133.47	View chart
Amazon.com Common Stock (AMZN)	0.1	$391k	-4%	1.7k	230.82	View chart
Vanguard Communication Services Etf Etf (VOX)	0.1	$386k	+1057%	2.0k	193.63	View chart
The Coca-cola Common Stock (KO)	0.1	$378k		5.4k	69.91	View chart
Csx Corp Common Stock (CSX)	0.1	$377k		10k	36.25	View chart
Mcdonalds Corp Common Stock (MCD)	0.1	$366k		1.2k	305.59	View chart
Nvidia Corp Common Stock (NVDA)	0.1	$345k	+3%	1.9k	186.47	View chart
Charles Schwab Us Reit Etf Etf (SCHH)	0.1	$333k	-5%	16k	20.89	View chart
Schwab Emerging Markets Equity Etf Etf (SCHE)	0.1	$320k		9.8k	32.75	View chart
Vanguard Materials Etf Etf (VAW)	0.1	$317k	+1326%	1.5k	207.55	View chart
Vanguard Consumer Discretionary Etf Etf (VCR)	0.1	$317k	+1118%	804.00	393.92	View chart
Vanguard Industrials Etf Etf (VIS)	0.1	$316k	+1052%	1.1k	298.38	View chart
Exelon Corp Common Stock (EXC)	0.1	$312k	-3%	7.2k	43.59	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.1	$309k		4.2k	74.08	View chart
State Stret Enrgy Slect Sec Spdr Etf Etf (XLE)	0.1	$292k	+8488%	6.5k	44.71	View chart
Dimensnl Ultrashrt Fixedincm Etf Etf (DUSB)	0.1	$285k	+2%	5.6k	50.65	View chart
Ishares S&p Mid Cap 400 Value Etf Etf (IJJ)	0.1	$283k		2.1k	131.59	View chart
Ste Srt Cnsr Stpls Slct Sec Spdr Etf Etf (XLP)	0.1	$282k	NEW	3.6k	77.68	View chart
Advanced Micro Devic Common Stock (AMD)	0.1	$276k		1.3k	214.16	View chart
Vanguard Small Cap Growth Etf Etf (VBK)	0.1	$273k	+137%	902.00	302.11	View chart
State Strt Utltes Slet Sctr Spdr Etf Etf (XLU)	0.1	$272k	NEW	6.4k	42.69	View chart
State Srt Rel Est Slct Sctr Spdr Etf Etf (XLRE)	0.1	$269k	NEW	6.7k	40.35	View chart
Intel Corp Common Stock (INTC)	0.1	$256k		6.7k	37.90	View chart
Ishares Core S&p Us Growth Etf Etf (IUSG)	0.1	$244k		1.5k	167.94	View chart
Dimensional Emerg Core Eqy Mrkt Etf Etf (DFAE)	0.1	$244k		7.5k	32.57	View chart
Rockwell Automation Common Stock (ROK)	0.1	$243k		623.00	389.28	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.1	$240k		1.9k	123.24	View chart
American Elec Pwr Common Stock (AEP)	0.1	$238k		2.1k	115.34	View chart
Disney Walt Common Stock (DIS)	0.1	$235k		2.1k	113.80	View chart
Vanguard S&p Mid Cap 400growth Etf Etf (IVOG)	0.1	$235k	NEW	2.0k	120.20	View chart
Consolidated Edison Common Stock (ED)	0.1	$234k		2.4k	99.32	View chart
Vanguard S&p 500 Value Etf Etf (VOOV)	0.1	$229k	+2%	1.1k	204.85	View chart
Honeywell Intl Common Stock (HON)	0.1	$225k	-78%	251.00	894.28	View chart
Abbvie Common Stock (ABBV)	0.1	$215k	-7%	940.00	228.52	View chart
Caterpillar Common Stock (CAT)	0.1	$213k	-7%	373.00	572.02	View chart
Micron Technology Common Stock (MU)	0.1	$202k		709.00	285.42	View chart
Dimensionl Us Large Cap Value Etf Etf (DFLV)	0.1	$199k		5.8k	34.21	View chart
American Express Common Stock (AXP)	0.1	$197k		533.00	369.95	View chart
Alphabet Inc Class Class C Common Stock (GOOG)	0.1	$196k	+58%	625.00	313.61	View chart
Hecla Mng Common Stock (HL)	0.1	$195k		10k	19.19	View chart
Chevron Corp Common Stock (CVX)	0.1	$194k		1.3k	152.50	View chart
Southern Common Stock (SO)	0.1	$190k	-12%	2.2k	87.21	View chart
Ishares Russell 3000 Etf Etf (IWV)	0.1	$188k		487.00	386.85	View chart
Duke Energy Corp Common Stock (DUK)	0.1	$187k	-4%	1.6k	117.24	View chart
Vanguard Utilities Etf Etf (VPU)	0.1	$185k		1.0k	185.04	View chart
Truist Finl Corp Common Stock (TFC)	0.1	$184k		3.7k	49.21	View chart
Vanguard Esg Internatnl Stock Etf Etf (VSGX)	0.1	$183k	-8%	2.5k	71.63	View chart
Ishares Esg Awr 1-5 Y Usd Cp Bnd Etf Etf (SUSB)	0.1	$176k	+53%	7.0k	25.24	View chart
Ishares S&p Small Cap 600 Etf Etf (IJS)	0.1	$175k		1.5k	113.69	View chart
Phillips 66 Common Stock (PSX)	0.1	$168k	+56%	1.3k	129.07	View chart
J P Morgan Nasdaq Eqt Prm Inc Etf Etf (JEPQ)	0.0	$162k	+15%	2.8k	58.12	View chart
Vanguard Total International Stk Etf Etf (VXUS)	0.0	$162k	NEW	2.1k	75.44	View chart
Philip Morris Intl Common Stock (PM)	0.0	$157k		980.00	160.48	View chart
Mastercard Inc Class Class A Common Stock (MA)	0.0	$154k		270.00	569.90	View chart
Lowes Cos Common Stock (LOW)	0.0	$154k		638.00	241.16	View chart
Kinder Morgan Inc Del Common Stock (KMI)	0.0	$152k		5.5k	27.49	View chart
Invsc Qqq Trust Srs 1 Etf Etf (QQQ)	0.0	$148k		241.00	614.32	View chart
Dimensional Wld Ex Us Creq 2 Etf Etf (DFAX)	0.0	$143k	-26%	4.4k	32.73	View chart
Aflac Common Stock (AFL)	0.0	$140k		1.3k	110.27	View chart
Texas Pacific Land C Common Stock (TPL)	0.0	$134k	+200%	468.00	287.22	View chart
Us Bancorp Del Common Stock (USB)	0.0	$134k	-4%	2.5k	53.36	View chart
Verizon Communications I Common Stock (VZ)	0.0	$124k	-8%	3.0k	40.74	View chart
Pepsico Common Stock (PEP)	0.0	$124k		863.00	143.39	View chart
Costco Whsl Corp Common Stock (COST)	0.0	$121k		140.00	860.70	View chart
Equifax Common Stock (EFX)	0.0	$119k		550.00	216.98	View chart
Citigroup Common Stock (C)	0.0	$117k		1.0k	116.69	View chart
Oracle Corp Common Stock (ORCL)	0.0	$116k		595.00	195.07	View chart
Regeneron Pharmaceutical Common Stock (REGN)	0.0	$116k		150.00	771.87	View chart
Ishares Msci Usa Qlty Fact Etf Etf (QUAL)	0.0	$111k		558.00	198.62	View chart
Lockheed Martin Corp Common Stock (LMT)	0.0	$108k		224.00	483.67	View chart
Jefferies Finl Group Common Stock (JEF)	0.0	$106k		1.7k	61.97	View chart
Vanguard Energy Etf Etf (VDE)	0.0	$106k		838.00	125.87	View chart
Air Prods & Chems Common Stock (APD)	0.0	$102k		413.00	247.02	View chart
Ishares Esg Select Screened S&p 500 Etf Etf (XVV)	0.0	$101k		1.9k	52.70	View chart
Alphabet Inc Class Class A Common Stock (GOOGL)	0.0	$100k	-48%	320.00	313.00	View chart
Charles Schwab Corp Common Stock (SCHW)	0.0	$98k		985.00	99.81	View chart
Amgen Common Stock (AMGN)	0.0	$98k		300.00	327.31	View chart
Blackrock Enhanced Globa Closed End Mutl Fund (BOE)	0.0	$96k		8.2k	11.71	View chart
Ishares Select Dividend Etf Etf (DVY)	0.0	$94k	+30%	665.00	141.27	View chart
Invesco Cef Income Composite Etf Etf (PCEF)	0.0	$93k		4.7k	19.88	View chart
Pfizer Common Stock (PFE)	0.0	$92k		3.7k	24.90	View chart
Gilead Sciences Common Stock (GILD)	0.0	$92k		752.00	122.70	View chart
Conocophillips Common Stock (COP)	0.0	$92k		983.00	93.50	View chart
Global X Mlp & Energy Infrastructure Etf Etf (MLPX)	0.0	$91k		1.5k	60.53	View chart
Caci Intl Inc Class Class A Common Stock (CACI)	0.0	$91k		170.00	532.81	View chart
Spdr Portfolio Dvlpd Wrld Ex-us Etf Etf (SPDW)	0.0	$89k		2.0k	44.40	View chart
Dimensional Us Small Capvalu Etf Etf (DFSV)	0.0	$89k		2.7k	32.89	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.0	$87k		184.00	473.30	View chart
Abbott Labs Common Stock (ABT)	0.0	$86k		688.00	125.26	View chart
Ares Cap Corp Equity Class Equity Common Stock (ARCC)	0.0	$85k	+151%	4.2k	20.23	View chart
Vanguard S&p 500 Growth Etf Etf (VOOG)	0.0	$84k	-11%	189.00	444.59	View chart
Ishares Esg Aware Msci Usa Etf Etf (ESML)	0.0	$81k		1.8k	45.97	View chart
Corning Common Stock (GLW)	0.0	$79k		901.00	87.56	View chart
Mondelez Intl Inc Class A Common Stock (MDLZ)	0.0	$79k		1.4k	57.49	View chart
Capital One Finl Corp Common Stock (COF)	0.0	$77k	NEW	112.00	690.29	View chart
Morgan Stanley Common Stock (MS)	0.0	$76k		429.00	177.70	View chart
Vanguard Short Term Treasury Etf Etf (VGSH)	0.0	$76k	-99%	1.3k	58.73	View chart
Merck & Co Common Stock (MRK)	0.0	$76k		723.00	105.25	View chart
Schwab 1 5 Year Corp Bond Etf Etf (SCHJ)	0.0	$76k		3.0k	24.90	View chart
Visa Inc Class Class A Common Stock (V)	0.0	$75k		214.00	350.71	View chart
Cisco Sys Common Stock (CSCO)	0.0	$74k		1.2k	60.71	View chart
Accenture Plc Ireland Fclass Class A Foreign Ordinaries (ACN)	0.0	$74k	-9%	274.00	268.30	View chart
Church & Dwight Common Stock (CHD)	0.0	$74k		876.00	83.85	View chart
Pnc Finl Services Common Stock (PNC)	0.0	$70k		335.00	208.73	View chart
Van Ultra Shrt Bnd Etf (VUSB)	0.0	$69k		1.4k	49.84	View chart
State Street Spdr S&p Div Etf Etf (SDY)	0.0	$69k		495.00	139.16	View chart
General Mtrs Common Stock (GM)	0.0	$68k		836.00	81.37	View chart
Travelers Cos Common Stock (TRV)	0.0	$68k	-30%	234.00	290.06	View chart
Dimensional Us High Proftblty Etf Etf (DUHP)	0.0	$66k		1.7k	38.03	View chart
Grayscale Bitcoin Mini Trust Etf Etf (BTC)	0.0	$65k	+415%	1.7k	38.73	View chart
Kimberly Clark Corp Common Stock (KMB)	0.0	$64k		634.00	100.92	View chart
Prudential Finl Common Stock (PRU)	0.0	$64k	+12%	566.00	112.88	View chart
Ishares Global Tech Etf Etf (IXN)	0.0	$63k		599.00	105.08	View chart
Canadian Pacific Kan F Foreign Canadian (CP)	0.0	$63k		850.00	73.63	View chart
Automatic Data Processin Common Stock (ADP)	0.0	$62k	+141%	241.00	257.51	View chart
At&t Common Stock (T)	0.0	$62k		2.5k	24.84	View chart
Agnc Invt Corp Reit Real Estate Investme (AGNC)	0.0	$61k	+6%	5.7k	10.72	View chart
Kkr & Co Common Stock (KKR)	0.0	$61k		481.00	127.55	View chart
Altria Group Common Stock (MO)	0.0	$61k		1.1k	57.63	View chart
Vanguard S&p Mid Cap 400value Etf Etf (IVOV)	0.0	$61k		600.00	101.01	View chart
Ppg Inds Common Stock (PPG)	0.0	$60k		588.00	102.46	View chart
Hershey Common Stock (HSY)	0.0	$60k		330.00	182.12	View chart
Northrop Grumman Corp Common Stock (NOC)	0.0	$58k		101.00	570.26	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.0	$57k		474.00	120.18	View chart
Lam Resh Corp Common Stock (LRCX)	0.0	$57k		330.00	171.35	View chart
Lyondellbasell Industr Fclass A Foreign Ordinaries (LYB)	0.0	$56k	+8%	1.3k	43.30	View chart
Bristol Myers Squibb Common Stock (BMY)	0.0	$56k	-16%	1.0k	53.96	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.0	$55k	+64%	968.00	57.23	View chart
Nu Hldgs Ltd Fclass Class A Foreign Ordinaries (NU)	0.0	$55k		3.3k	16.74	View chart
3M Common Stock (MMM)	0.0	$55k		340.00	160.41	View chart
St Strt Spdr Prtl S&p 500 Grw Etf Iv Etf (SPYG)	0.0	$54k	-33%	510.00	106.72	View chart
Bank Of America Corp Common Stock (BAC)	0.0	$53k		972.00	54.98	View chart
Dimensional Shrt Drt Fxdincm Etf Etf (DFSD)	0.0	$50k	NEW	1.0k	47.95	View chart
Newmont Corp Common Stock (NEM)	0.0	$49k		495.00	99.79	View chart
Ishares Bitcoin Etf Etf (IBIT)	0.0	$48k	NEW	967.00	49.65	View chart
Vanguard Shrt Inf Prot Sec Index Etf Etf (VTIP)	0.0	$47k	-2%	950.00	49.44	View chart
Tower Semiconductor Lt F Foreign Ordinaries (TSEM)	0.0	$47k		400.00	117.42	View chart
Rtx Corp Common Stock (RTX)	0.0	$47k		254.00	183.71	View chart
Dimensional Us Marketwide Value Etf Etf (DFUV)	0.0	$47k	NEW	1.0k	46.59	View chart
Ishares Msci Global Min Vol Fct Etf Etf (ACWV)	0.0	$46k	NEW	388.00	118.75	View chart
Orrstown Finl Svcs Common Stock (ORRF)	0.0	$46k		1.3k	35.42	View chart
Palantir Technologies Inclass Class A Common Stock (PLTR)	0.0	$45k		254.00	177.75	View chart
Becton Dickinson & Co Common Stock (BDX)	0.0	$44k		228.00	193.69	View chart
Southwest Airls Common Stock (LUV)	0.0	$44k		1.1k	41.32	View chart
Entergy Corp Common Stock (ETR)	0.0	$42k		452.00	92.43	View chart
Cvs Health Corp Common Stock (CVS)	0.0	$42k		525.00	79.36	View chart
Vanguard S&p Mid Cap 400etf Etf (IVOO)	0.0	$42k		371.00	111.90	View chart
Wsfs Finl Corp Common Stock (WSFS)	0.0	$41k		750.00	55.24	View chart
Cintas Corp Common Stock (CTAS)	0.0	$41k		220.00	188.07	View chart
Thermo Fisher Scientific Common Stock (TMO)	0.0	$41k		70.00	579.44	View chart
Atlassian Corp Class A Common Stock (TEAM)	0.0	$41k	NEW	250.00	162.14	View chart
Skyworks Solutions Common Stock (SWKS)	0.0	$40k		634.00	63.39	View chart
Vanguard Consumer Staples Etf Etf (VDC)	0.0	$40k		188.00	211.23	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.0	$39k		185.00	210.34	View chart
Ishares Biotechnology Etf Etf (IBB)	0.0	$39k		228.00	168.77	View chart
Ford Mtr Co Del Common Stock (F)	0.0	$38k		2.9k	13.12	View chart
St Strt Spdr Prtfl S&p 500 Vl Etf Iv Etf (SPYV)	0.0	$38k		662.00	56.79	View chart
Golub Cap Bdc Common Stock (GBDC)	0.0	$37k	+2%	2.7k	13.57	View chart
Intuit Common Stock (INTU)	0.0	$37k		56.00	662.43	View chart
MPLX Limited Partnershp (MPLX)	0.0	$37k		695.00	53.37	View chart
Union Pac Corp Common Stock (UNP)	0.0	$37k	-51%	159.00	231.32	View chart
Oneok Common Stock (OKE)	0.0	$37k		500.00	73.50	View chart
Stryker Corp Common Stock (SYK)	0.0	$35k		100.00	351.47	View chart
Comstock Res Common Stock (CRK)	0.0	$35k		1.5k	23.18	View chart
Ormat Technologies Common Stock (ORA)	0.0	$34k		308.00	110.49	View chart
Invesco Semiconductors Etf Etf (PSI)	0.0	$34k	NEW	425.00	78.88	View chart
Ishares Esg Aware Us Aggrgt Bnd Etf Etf (EAGG)	0.0	$33k	+917%	692.00	47.86	View chart
Hilton Worldwide Hldgs I Common Stock (HLT)	0.0	$33k		115.00	287.97	View chart
Blackrock Tcp Cap Corp Common Stock (TCPC)	0.0	$32k	-26%	5.8k	5.47	View chart
Ge Aerospace Common Stock (GE)	0.0	$31k		100.00	308.03	View chart
Dominion Energy Common Stock (D)	0.0	$30k		512.00	58.54	View chart
Unilever Plc Fsponsored Adr 1 Adr Reps 1 Ord American Depository (UL)	0.0	$29k	NEW	444.00	65.40	View chart
Ishares Msci Usa Min Volfctr Etf Etf (USMV)	0.0	$29k		303.00	94.16	View chart
State Street Spdr Portfls&p 500 Etf Etf (SPYM)	0.0	$28k		346.00	80.22	View chart
Essential Utils Common Stock (WTRG)	0.0	$28k		720.00	38.36	View chart
Allstate Corp Common Stock (ALL)	0.0	$28k		132.00	208.15	View chart
Ishares Semiconductor Etf Etf (SOXX)	0.0	$27k		90.00	301.16	View chart
Coterra Energy Common Stock (CTRA)	0.0	$26k		1.0k	26.32	View chart
M&t Bk Corp Common Stock (MTB)	0.0	$26k		129.00	201.48	View chart
Ishs Us Eqty Factr Rotatn Act Etf Etf (DYNF)	0.0	$26k		421.00	60.81	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.0	$25k		263.00	96.03	View chart
Ishares Us Healthcare Etf Etf (IYH)	0.0	$25k		380.00	65.10	View chart
Quantumscape Corp Class Class A Common Stock (QS)	0.0	$25k		2.4k	10.42	View chart
Public Svc Enterprise Gr Common Stock (PEG)	0.0	$25k	-39%	305.00	80.21	View chart
Meta Platforms Inc Class A Common Stock (META)	0.0	$24k	-10%	36.00	660.33	View chart
Unitedhealth Group Common Stock (UNH)	0.0	$23k	-52%	71.00	330.11	View chart
General Mills Common Stock (GIS)	0.0	$23k		501.00	46.53	View chart
Occidental Pete Corp Common Stock (OXY)	0.0	$23k		561.00	41.10	View chart
Spdr Index Shares Emerg Markt Etf Etf (SPEM)	0.0	$23k		484.00	46.79	View chart
Grayscale Bitcoin Trust Etf Etf (GBTC)	0.0	$22k	-83%	327.00	68.36	View chart
Veeva Sys Inc Class Class A Common Stock (VEEV)	0.0	$22k		100.00	223.23	View chart
Roper Technologies Common Stock (ROP)	0.0	$22k		50.00	445.14	View chart
Doximity Inc Class A Common Stock (DOCS)	0.0	$22k		500.00	44.28	View chart
Applied Matls Common Stock (AMAT)	0.0	$22k	-91%	86.00	256.99	View chart
Axcelis Technologies Common Stock (ACLS)	0.0	$22k	+4483%	275.00	80.34	View chart
Ishares Msci Israel Etf Etf (EIS)	0.0	$22k		200.00	110.03	View chart
Ishares Core Msci Totl Intl Stck Etf Etf (IXUS)	0.0	$21k	-41%	245.00	84.64	View chart
Autozone Common Stock (AZO)	0.0	$20k	-97%	6.00	3391.50	View chart
Revvity Common Stock (RVTY)	0.0	$20k		210.00	96.75	View chart
Davis Select Us Equity Etf Etf (DUSA)	0.0	$20k	NEW	388.00	51.13	View chart
Boeing Common Stock (BA)	0.0	$20k		90.00	217.12	View chart
Marriott Intl Inc New Class Class A Common Stock (MAR)	0.0	$19k		62.00	311.39	View chart
Nisource Common Stock (NI)	0.0	$19k		460.00	41.76	View chart
Ishares Core S&p Mid Capetf Etf (IJH)	0.0	$19k		290.00	66.00	View chart
Crowdstrike Hldgs Inc Class A Common Stock (CRWD)	0.0	$19k		40.00	468.75	View chart
Corteva Common Stock (CTVA)	0.0	$18k		275.00	67.03	View chart
BRISTOL-MYERS SQU 4pcnt PFDCONV Convertable Prefered (BMYMP)	0.0	$18k		20.00	900.00	View chart
Ishares Core S&p Us Value Etf Etf (IUSV)	0.0	$18k		174.00	102.54	View chart
First Trust Growth Strength Etf Etf (FTGS)	0.0	$18k		503.00	35.35	View chart
Blackrock Common Stock (BLK)	0.0	$17k		16.00	1070.31	View chart
Blue Owl Cap Corp Common Stock (OBDC)	0.0	$17k	+12%	1.4k	12.43	View chart
Vanguard Mid Cap Growth Etf Etf (VOT)	0.0	$17k	+500%	60.00	279.14	View chart
Ft Rising Dividend Achievers Etf Etf (RDVY)	0.0	$17k		240.00	69.47	View chart
Snowflake Inc Class Class A Common Stock (SNOW)	0.0	$17k	NEW	75.00	219.36	View chart
First Trust Intl Delp Captl Sgth Etf Etf (FICS)	0.0	$16k		410.00	40.11	View chart
Ge Vernova Common Stock (GEV)	0.0	$16k		25.00	653.56	View chart
Valero Energy Corp Common Stock (VLO)	0.0	$16k		100.00	162.79	View chart
Vertiv Hldgs Co Class Class A Common Stock (VRT)	0.0	$16k	NEW	100.00	162.08	View chart
Biogen Common Stock (BIIB)	0.0	$16k		92.00	175.99	View chart
Compass Therapeutics Common Stock (CMPX)	0.0	$16k	NEW	3.0k	5.37	View chart
Rivian Automotive Inc Class Class A Common Stock (RIVN)	0.0	$16k		811.00	19.71	View chart
Global X Us Infra Dvlpmnt Etf Etf (PAVE)	0.0	$16k		334.00	47.79	View chart
Diageo Plc Fsponsored Adr 1 Adr Reps 4 Ord American Depository (DEO)	0.0	$16k		181.00	86.27	View chart
Northwest Biotherapeutic Common Stock (NWBO)	0.0	$15k	+22%	81k	0.19	View chart
Vanguard High Yield Active Etf Etf (VGHY)	0.0	$15k	NEW	199.00	75.36	View chart
Sherwin-williams Common Stock (SHW)	0.0	$15k		46.00	324.02	View chart
United Parcel Svc Inc Class Class B Common Stock (UPS)	0.0	$15k	-38%	150.00	99.19	View chart
Marathon Pete Corp Common Stock (MPC)	0.0	$15k	-50%	91.00	162.63	View chart
Palo Alto Networks Common Stock (PANW)	0.0	$15k		80.00	184.20	View chart
Ishares Gold Etf Etf (IAU)	0.0	$14k		178.00	81.17	View chart
Ishares S&p Mid Cap 400 Grwth Etf Etf (IJK)	0.0	$14k		145.00	96.88	View chart
Archer-daniels Midland C Common Stock (ADM)	0.0	$14k	NEW	238.00	57.49	View chart
Bank Hawaii Corp Common Stock (BOH)	0.0	$14k		200.00	68.37	View chart
Te Connectivity Plc F Foreign Ordinaries (TEL)	0.0	$14k		60.00	227.52	View chart
Intuitive Surgical Common Stock (ISRG)	0.0	$14k		24.00	566.33	View chart
On Semiconductor Corp Common Stock (ON)	0.0	$14k		250.00	54.15	View chart
Dell Technologies Inc Class Class C Common Stock (DELL)	0.0	$14k	NEW	107.00	126.14	View chart
Pure Storage Inc Class Class A Common Stock (PSTG)	0.0	$13k		200.00	67.01	View chart
Stag Indl Inc Reit Real Estate Investme (STAG)	0.0	$13k	+21%	364.00	36.76	View chart
Schwab 1000 Index Etf Etf (SCHK)	0.0	$13k		405.00	32.79	View chart
Zoetis Inc Class Class A Common Stock (ZTS)	0.0	$13k		105.00	125.96	View chart
Brookfield Corp Fclass A Foreign Canadian (BN)	0.0	$13k	+50%	288.00	45.89	View chart
Goldman Sachs Group Common Stock (GS)	0.0	$13k		15.00	879.00	View chart
Broadcom Common Stock (AVGO)	0.0	$13k	NEW	38.00	346.11	View chart
Texas Instrs Common Stock (TXN)	0.0	$13k		76.00	172.79	View chart
Arista Networks Common Stock (ANET)	0.0	$13k		100.00	131.03	View chart
L3harris Technologies In Common Stock (LHX)	0.0	$13k		43.00	293.58	View chart
Qnity Electronics Common Stock (Q)	0.0	$13k	NEW	153.00	81.65	View chart
Ishares S&p Smll Cap 600grth Etf Etf (IJT)	0.0	$12k		88.00	141.16	View chart
Dupont De Nemours Common Stock (DD)	0.0	$12k		308.00	40.24	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.0	$12k	+2%	438.00	27.42	View chart
American Tower Corp New Reit Real Estate Investme (AMT)	0.0	$12k		66.00	175.58	View chart
Danaher Corp Common Stock (DHR)	0.0	$11k	NEW	50.00	228.92	View chart
Tc Energy Corp F Foreign Canadian (TRP)	0.0	$11k		200.00	55.01	View chart
Ishares Us Utilities Etf Etf (IDU)	0.0	$11k		101.00	108.36	View chart
Eqt Corp Common Stock (EQT)	0.0	$11k		203.00	53.68	View chart
Roku Inc Class A Common Stock (ROKU)	0.0	$11k		100.00	108.49	View chart
Delta Air Lines Inc Del Common Stock (DAL)	0.0	$11k		154.00	69.55	View chart
Alps Alerian Mlp Etf Etf (AMLP)	0.0	$11k	NEW	227.00	47.02	View chart
Carrier Global Corp Common Stock (CARR)	0.0	$11k		201.00	52.84	View chart
Stratgy Shars Nasdaq 7handl Indx Etf Etf (HNDL)	0.0	$11k	+30%	480.00	22.02	View chart
Dimensional Us Real Estate Etf Etf (DFAR)	0.0	$10k		451.00	22.90	View chart
Comcast Corp New Trades With Due Bills Common Stock (CMCSA)	0.0	$10k		343.00	29.91	View chart
Idacorp Common Stock (IDA)	0.0	$9.7k		77.00	126.56	View chart
Kla Corp Common Stock (KLAC)	0.0	$9.7k	NEW	8.00	1215.12	View chart
Fedex Corp Common Stock (FDX)	0.0	$9.6k		33.00	291.55	View chart
Leonardo Drs Common Stock (DRS)	0.0	$9.4k		275.00	34.09	View chart
Annaly Cap Mgmt Inc Reit Real Estate Investme (NLY)	0.0	$9.3k	+7%	416.00	22.34	View chart
Welltower Inc Reit Real Estate Investme (WELL)	0.0	$9.3k		50.00	185.62	View chart
Jetblue Awys Corp Equityclass Equity Common Stock (JBLU)	0.0	$9.1k		2.0k	4.55	View chart
Brookfield Infrastru Fclass A Foreign Canadian (BIPC)	0.0	$9.1k		200.00	45.40	View chart
Zimmer Biomet Hldgs Common Stock (ZBH)	0.0	$9.0k		100.00	89.92	View chart
Ishs Ibnd 2027 Trm Hgh Yld Incm Etf Etf (IBHG)	0.0	$8.9k		398.00	22.32	View chart
Sagimet Biosciences Inc Class Series A Common Stock (SGMT)	0.0	$8.9k	NEW	1.5k	5.92	View chart
Ishares Ibonds 2026 Termhigh Yield Etf (IBHF)	0.0	$8.9k		384.00	23.08	View chart
Parker-hannifin Corp Common Stock (PH)	0.0	$8.8k	NEW	10.00	879.00	View chart
Otis Worldwide Corp Common Stock (OTIS)	0.0	$8.7k		100.00	87.35	View chart
Vgrd Ftse All Wrld Ex Ussml Cap Etf Etf (VSS)	0.0	$8.7k		60.00	144.18	View chart
Ishares China Large Cap Etf Etf (FXI)	0.0	$8.6k		224.00	38.32	View chart
Solid Pwr Inc Class A Common Stock (SLDP)	0.0	$8.5k	-60%	2.0k	4.25	View chart
Servicenow Common Stock (NOW)	0.0	$8.4k	NEW	55.00	153.18	View chart
Illinois Tool Wks Common Stock (ITW)	0.0	$8.4k		34.00	246.29	View chart
Ginkgo Bioworks Hldg Class Class A Common Stock (DNA)	0.0	$8.3k		1.0k	8.31	View chart
Rekor Sys Common Stock (REKR)	0.0	$8.3k	NEW	6.0k	1.38	View chart
Agco Corp Del Common Stock (AGCO)	0.0	$7.8k		75.00	104.32	View chart
Bank New York Mellon Cor Common Stock (BK)	0.0	$7.8k	NEW	67.00	116.09	View chart
Archer Aviation Inc Class A Common Stock (ACHR)	0.0	$7.5k	+320%	1.0k	7.52	View chart
Bloom Energy Corp Class Class A Common Stock (BE)	0.0	$7.4k	NEW	85.00	86.89	View chart
BIO GREEN MED SOL 6pcnt PFDCONV Convertable Prefered	0.0	$7.4k	NEW	1.8k	3.99	View chart
Apa Corp Common Stock (APA)	0.0	$7.3k		300.00	24.46	View chart
Stealthgas Inc F Foreign Ordinaries (GASS)	0.0	$7.0k	NEW	1.0k	7.02	View chart
Spectrum Brands Hldgs In Common Stock (SPB)	0.0	$6.5k		110.00	58.86	View chart
Dow Common Stock (DOW)	0.0	$6.4k		274.00	23.38	View chart
Standard Biotools Common Stock (LAB)	0.0	$6.4k		5.0k	1.28	View chart
Microchip Technology Common Stock (MCHP)	0.0	$6.4k	NEW	100.00	63.72	View chart
Coca Cola Consolidat Common Stock (COKE)	0.0	$6.1k	NEW	40.00	153.57	View chart
Williams Cos Common Stock (WMB)	0.0	$6.0k		100.00	60.11	View chart
Hercules Cap Common Stock (HTGC)	0.0	$5.6k		300.00	18.82	View chart
Lithium Argentina Ag F Foreign Ordinaries (LAR)	0.0	$5.6k		1.0k	5.58	View chart
Kraft Heinz Common Stock (KHC)	0.0	$5.6k	-98%	230.00	24.25	View chart
Genco Shipping & Tradi F Foreign Ordinaries (GNK)	0.0	$5.5k		300.00	18.43	View chart
Price T Rowe Group Common Stock (TROW)	0.0	$5.2k		51.00	102.84	View chart
Oil Sts Intl Common Stock (OIS)	0.0	$5.1k	NEW	748.00	6.77	View chart
Ameren Corp Common Stock (AEE)	0.0	$5.1k	+2%	51.00	99.27	View chart
Ecolab Common Stock (ECL)	0.0	$5.0k		19.00	262.53	View chart
Uber Technologies Common Stock (UBER)	0.0	$4.9k		60.00	81.72	View chart
Vanguard Russell 2000 Etf Etf (VTWO)	0.0	$4.8k	-22%	48.00	99.94	View chart
H2o America Common Stock (HTO)	0.0	$4.8k	NEW	97.00	48.99	View chart
Lucid Group Common Stock (LCID)	0.0	$4.7k	NEW	449.00	10.57	View chart
Trane Technologies Plc F Foreign Ordinaries (TT)	0.0	$4.7k	NEW	12.00	389.17	View chart
On Hldg Ag Fclass A Foreign Ordinaries (ONON)	0.0	$4.6k		100.00	46.48	View chart
Viking Hldgs Ltd F Foreign Ordinaries (VIK)	0.0	$4.6k	+8%	65.00	71.42	View chart
Alcon Inc F Foreign Ordinaries (ALC)	0.0	$4.6k		58.00	78.81	View chart
Dimensional Us Core Equity 1 Etf Etf (DCOR)	0.0	$4.6k	NEW	62.00	73.63	View chart
Kosmos Energy Common Stock (KOS)	0.0	$4.5k	+2073%	5.0k	0.91	View chart
Lithium Amers Corp F Foreign Canadian (LAC)	0.0	$4.4k		1.0k	4.36	View chart
Msc Indl Direct Inc Class A Common Stock (MSM)	0.0	$4.2k	NEW	50.00	84.10	View chart
Mercadolibre Common Stock (MELI)	0.0	$4.0k		2.00	2014.50	View chart
Amplify Cybersecurity Etf Etf (HACK)	0.0	$4.0k		50.00	80.42	View chart
Amalgamated Finl Corp Common Stock (AMAL)	0.0	$3.9k		122.00	32.09	View chart
Artesian Res Corp Class A Common Stock (ARTNA)	0.0	$3.9k		122.00	31.61	View chart
Phillips Edison & Co Common Stock (PECO)	0.0	$3.8k		108.00	35.58	View chart
Netflix Common Stock (NFLX)	0.0	$3.8k	NEW	40.00	93.75	View chart
Clean Energy Fuels Corp Common Stock (CLNE)	0.0	$3.6k		1.7k	2.10	View chart
Ishares Cybersecurity And Tech Etf Etf (IHAK)	0.0	$3.6k		74.00	48.12	View chart
Tenaya Therapeutics Common Stock (TNYA)	0.0	$3.6k	NEW	5.0k	0.71	View chart
Blackstone Mtg Tr Inc Reit Real Estate Investme (BXMT)	0.0	$3.5k	+141%	181.00	19.13	View chart
Empire St Rlty Tr Inc Reit Real Estate Investme (ESRT)	0.0	$3.3k		500.00	6.52	View chart
F N B Corp Pa Common Stock (FNB)	0.0	$3.2k		189.00	17.10	View chart
Vanguard Russell 1000 Etf Etf (VONE)	0.0	$3.1k		10.00	314.60	View chart
Toyota Mtr Corp Fsponsored Adr 1 Adr Reps 10 Ord American Depository (TM)	0.0	$3.0k	NEW	14.00	214.07	View chart
Vaneck Semiconductor Etf Etf (SMH)	0.0	$2.9k		8.00	360.12	View chart
Ge Healthcare Technologi Common Stock (GEHC)	0.0	$2.7k		33.00	82.03	View chart
First Cmnty Corp S C Common Stock (FCCO)	0.0	$2.7k		91.00	29.65	View chart
Tractor Supply Common Stock (TSCO)	0.0	$2.6k		51.00	50.02	View chart
Brookfield Asset Mgmt Fclass A Foreign Canadian (BAM)	0.0	$2.5k		48.00	52.40	View chart
Dnow Common Stock (DNOW)	0.0	$2.5k	NEW	189.00	13.25	View chart
Ready Cap Corp Reit Real Estate Investme (RC)	0.0	$2.5k	+4%	1.1k	2.18	View chart
Northern Dynasty Miner F Foreign Canadian (NAK)	0.0	$2.3k		1.2k	1.97	View chart
Neos Nasdaq 100 High Income Etf Etf (QQQI)	0.0	$2.2k	NEW	41.00	53.85	View chart
Fiverr Intl Ltd F Foreign Ordinaries (FVRR)	0.0	$2.0k		100.00	19.76	View chart
Host Hotels & Resorts In Common Stock (HST)	0.0	$2.0k		110.00	17.73	View chart
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)	0.0	$1.8k	NEW	24.00	76.25	View chart
Middlesex Wtr Common Stock (MSEX)	0.0	$1.8k		35.00	50.43	View chart
Norwegian Cruise Line F Foreign Ordinaries (NCLH)	0.0	$1.6k		73.00	22.32	View chart
The Magnum Ice Cream C F Foreign Ordinaries (MICC)	0.0	$1.6k	NEW	100.00	15.85	View chart
Invsc S P Global Water Index Etf Etf (CGW)	0.0	$1.6k		25.00	63.00	View chart
Vaneck Uranium And Nuclear Etf Etf (NLR)	0.0	$1.5k		12.00	124.17	View chart
Joby Aviation Inc Fclass A Foreign Ordinaries (JOBY)	0.0	$1.3k	NEW	100.00	13.20	View chart
Amplify Alternative Harvetf Etf (MJ)	0.0	$1.3k		43.00	29.79	View chart
Kyndryl Hldgs Common Stock (KD)	0.0	$1.1k	NEW	40.00	26.55	View chart
Solventum Corp Common Stock (SOLV)	0.0	$951.000000		12.00	79.25	View chart
Vanguard Glbal Ex Us Real Estate Etf Etf (VNQI)	0.0	$917.000000		20.00	45.85	View chart
Cenovus Energy Inc F Foreign Canadian (CVE)	0.0	$812.001600		48.00	16.92	View chart
Ishares Silver Trust Etf Etf (SLV)	0.0	$773.000400	NEW	12.00	64.42	View chart
Columbia Seligman Prm Te Closed End Mutl Fund (STK)	0.0	$662.000400	NEW	18.00	36.78	View chart
Porsche Automobil Hldg Fsponsored Adr 1 Adr Reps 0.1 Ord American Depository (POAHY)	0.0	$460.000000		100.00	4.60	View chart
Pacific Biosciences Cali Common Stock (PACB)	0.0	$451.007400		241.00	1.87	View chart
Hilton Grand Vacations I Common Stock (HGV)	0.0	$448.000000		10.00	44.80	View chart
Organon & Co Common Stock (OGN)	0.0	$359.000000		50.00	7.18	View chart
Ovintiv Common Stock (OVV)	0.0	$352.999800		9.00	39.22	View chart
Proshares Ultra Energy Etf Etf (DIG)	0.0	$289.000000		8.00	36.12	View chart
Neos S&p 500 High Incomeetf Etf (SPYI)	0.0	$273.000000	NEW	5.00	54.60	View chart
Fuelcell Energy Common Stock (FCEL)	0.0	$234.000000		32.00	7.31	View chart
Park Hotels & Resorts Inreit Real Estate Investme (PK)	0.0	$220.000200		21.00	10.48	View chart
Embecta Corp Common Stock (EMBC)	0.0	$214.000200		18.00	11.89	View chart
Viatris Common Stock (VTRS)	0.0	$187.000500		15.00	12.47	View chart
Chargepoint Hldgs Inc Class A Common Stock (CHPT)	0.0	$159.000000	NEW	24.00	6.62	View chart
Warner Bros Discovery Intender Offer Exp: 01/21/26 Common Stock (WBD)	0.0	$115.000000		4.00	28.75	View chart
Themes Genrtve Artfcl Intle Etf Etf (WISE)	0.0	$39.000000		1.00	39.00	View chart
Beyond Meat Common Stock (BYND)	0.0	$27.000600		33.00	0.82	View chart
Manchester Utd Plc New Fclass A Foreign Ordinaries (MANU)	0.0	$16.000000		1.00	16.00	View chart
Peloton Interactive Inc Class Class A Common Stock (PTON)	0.0	$6.000000		1.00	6.00	View chart
Under Armour Inc Class Class A Common Stock (UAA)	0.0	$5.000000	-99%	1.00	5.00	View chart
Advisorshares Pure Us Cannabis Etf Etf (MSOS)	0.0	$5.000000		1.00	5.00	View chart
Aer Energy Res Common Stock (AERN)	0.0	$0		5.00	0.00	View chart
Akoustis Technologies In Common Stock (AKTSQ)	0.0	$0	NEW	50.00	0.00	View chart
Invsc S P Midcap 400 Pure Growth Etf Etf (RFG)	0.0	$0	NEW	0	0.00	View chart
Hyliion Hldgs Corp Class A Common Stock (HYLN)	0.0	$0	NEW	0	0.00	View chart
Arrival Ordf Foreign Ordinaries (ARVLF)	0.0	$0		30.00	0.00	View chart
Ishares Ethereum Trust Etf Iv Etf (ETHA)	0.0	$0	NEW	0	0.00	View chart

Past Filings by VSM Wealth Advisory

SEC 13F filings are viewable for VSM Wealth Advisory going back to 2025

VSM Wealth Advisory 2025 Q4 filed Feb. 6, 2026
VSM Wealth Advisory 2025 Q3 filed Nov. 13, 2025
VSM Wealth Advisory 2025 Q2 filed Aug. 11, 2025

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