FSM Wealth Advisors, LLC

Position in ELV — Elevance Health, Inc.

CIK 1942548 CLEVELAND, OH

Position in ELV

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$321,759

+$116,249 QoQ

Shares Held

832

+18.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#1,109

of 1,597 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

FSM Wealth Advisors, LLC holds $2,955,206 across 4 Healthcare Plans names. ELV ranks #3 (10.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	2,903	$1,206,573
2	CVS	CVS HEALTH Corp	11,184	$1,156,984
3	ELV	Elevance Health, Inc. This page	832	$321,759
4	CI	Cigna Group	979	$269,890

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$321,759	832	+18.5%	Shares	Sole	2026-07-15
2026-03-31	$205,510	702	-14.4%	Shares	Sole	2026-04-27
2025-12-31	$287,451	820	+0.6%	Shares	Sole	2026-01-23
2025-09-30	$263,342	815	-3.2%	Shares	Sole	2025-10-17
2025-06-30	$327,504	842	+20.8%	Shares	Sole	2025-07-31
2025-03-31	$303,167	697	+12.4%	Shares	Sole	2025-04-28
2024-12-31	$228,718	620	+2.5%	Shares	Sole	2025-01-24
2024-09-30	$314,600	605	+6.5%	Shares	Sole	2024-10-30
2024-06-30	$307,776	568	+4.4%	Shares	Sole	2024-07-12
2024-03-31	$282,085	544	+2.4%	Shares	Sole	2024-05-14
2023-12-31	$250,398	531	+0.8%	Shares	Sole	2024-05-14
2023-09-30	$229,466	527	-1.3%	Shares	Sole	2023-11-14
2023-06-30	$237,250	534	-16.3%	Shares	Sole	2023-07-12
2023-03-31	$293,358	638	+1.3%	Shares	Sole	2023-04-24
2022-12-31	$323,171	630	+0.5%	Shares	Sole	2023-01-19
2022-09-30	$284,808	627	—	Shares	Sole	2022-10-24
No filing history on record for this holder in this stock.