VSM Wealth Advisory, LLC
Top Portfolio Positions
265 positions ·
$35,314,673 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
6,424 | $3,106,774 | 8.80% |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
21,125 | $3,027,423 | 8.57% |
| AAPL |
Apple Inc.
Technology
|
10,948 | $2,976,323 | 8.43% |
| XOM |
Exxon Mobil Corp
Energy
|
23,889 | $2,874,802 | 8.14% |
| SPY |
Spdr S&P 500 Etf Trust
|
1,641 | $1,119,030 | 3.17% |
| CEG |
Constellation Energy Corp
Utilities
|
2,698 | $953,122 | 2.70% |
| JNJ |
Johnson & Johnson
Healthcare
|
4,508 | $932,930 | 2.64% |
| LLY |
ELI LILLY & Co
Healthcare
|
839 | $901,656 | 2.55% |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
2,528 | $869,884 | 2.46% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
2,655 | $855,494 | 2.42% |
Portfolio Trend
Holdings in BCLI
Export CSVShares Held
Position Value (USD)
3 of 3 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-09-30 | $85 | 120 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $134 | 120 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $151 | 120 | Shares | Sole | 2025-05-06 | |
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