VSM WEALTH ADVISORY, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | D | 506 | $30.93K |
 | PRU | 502 | $52.08K |
 | PEG | 502 | $41.92K |
 | ESRT | 500 | $3.83K |
 | DOCS | 500 | $36.58K |
 | GIS | 500 | $25.21K |
 | HMC | 500 | $15.40K |
 | UL | 500 | $29.64K |
 | OKE | 500 | $36.48K |
 | SRE | 498 | $44.81K |
 | NEM | 494 | $41.69K |
 | KKR | 481 | $62.45K |
 | NI | 460 | $19.92K |
 | ETR | 452 | $42.12K |
 | MS | 428 | $68.09K |
 | APD | 413 | $112.63K |
 | CAT | 403 | $192.46K |
 | TSEM | 400 | $28.92K |
 | GOOG | 395 | $96.03K |
 | NLY | 388 | $7.85K |
Dominion Energy, Inc.
D
Shares Held
506
Value
$30.93K
Prudential Financial, Inc.
PRU
Shares Held
502
Value
$52.08K
Public Service Enterprise Group Incorporated
PEG
Shares Held
502
Value
$41.92K
Empire State Realty Trust, Inc.
ESRT
Shares Held
500
Value
$3.83K
Doximity, Inc.
DOCS
Shares Held
500
Value
$36.58K
General Mills, Inc.
GIS
Shares Held
500
Value
$25.21K
Honda Motor Co., Ltd.
HMC
Shares Held
500
Value
$15.40K
Unilever PLC
UL
Shares Held
500
Value
$29.64K
ONEOK, Inc.
OKE
Shares Held
500
Value
$36.48K
Sempra
SRE
Shares Held
498
Value
$44.81K
Newmont Corporation
NEM
Shares Held
494
Value
$41.69K
KKR & Co. Inc.
KKR
Shares Held
481
Value
$62.45K
NiSource Inc.
NI
Shares Held
460
Value
$19.92K
Entergy Corporation
ETR
Shares Held
452
Value
$42.12K
Morgan Stanley
MS
Shares Held
428
Value
$68.09K
Air Products and Chemicals, Inc.
APD
Shares Held
413
Value
$112.63K
Caterpillar Inc.
CAT
Shares Held
403
Value
$192.46K
Tower Semiconductor Ltd.
TSEM
Shares Held
400
Value
$28.92K
Alphabet Inc.
GOOG
Shares Held
395
Value
$96.03K
Annaly Capital Management, Inc.
NLY
Shares Held
388
Value
$7.85K