VSM Wealth Advisory, LLC
Top Portfolio Positions
324 positions ·
$38,993,265 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| XOM |
Exxon Mobil Corp
Energy
|
23,550 | $3,995,493 | 10.25% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
21,118 | $3,050,283 | 7.82% | |
| AAPL |
Apple Inc.
Technology
|
11,138 | $2,826,713 | 7.25% | |
| MSFT |
Microsoft Corp
Technology
|
5,014 | $1,856,032 | 4.76% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
3,037 | $1,455,330 | 3.73% | |
| SPY |
Spdr S&P 500 ETF Trust
|
1,643 | $1,068,508 | 2.74% | |
| JNJ |
Johnson & Johnson
Healthcare
|
4,346 | $1,062,336 | 2.72% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
2,506 | $824,198 | 2.11% | |
| CEG |
Constellation Energy Corp
Utilities
|
2,876 | $803,123 | 2.06% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
2,656 | $781,288 | 2.00% |
Portfolio Trend
6 quarters · across all stocks
Holdings in VALN
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $62,500 | 10,000 | Shares | Sole | 2026-05-06 | |
| 2025-09-30 | $109,800 | 9,000 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $22,680 | 4,000 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $26,840 | 4,000 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $4,372 | 1,000 | Shares | Sole | 2025-02-11 | |
| No 13F history on record for this holder in this stock. | ||||||