FSM Wealth Advisors »

Comfort Systems USA shares owned by FSM Wealth Advisors

Quarter-by-quarter ownership of Comfort Systems USA (FIX) shares owned by FSM Wealth Advisors from 13F filings

Historical chart of FSM Wealth Advisors investment in Comfort Systems USA

Tip: Access up to 7 years of quarterly data

All positions including Comfort Systems USA held by FSM Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Comfort Systems USA by FSM Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $217k 263 826.07

More positions owned by FSM Wealth Advisors

J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)
Pimco Etf Tr Active Bd Etf (BOND)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Apple (AAPL)
Ishares Tr Core S&p Scp Etf (IJR)
Microsoft Corporation (MSFT)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for FSM Wealth Advisors

Top funds holding Comfort Systems USA

BlackRock
Vanguard Group
FMR
Capital World Investors
Invesco
State Street Corporation
Geode Capital Management
AQR Capital Management
Westfield Capital Management Company
Jpmorgan Chase & Co
First Trust Advisors
Baillie Gifford & Co
Hanna Zanoni
Millennium Management
Morgan Stanley

View all funds holding Comfort Systems USA