Latest FSM Wealth Advisors, LLC Stock Portfolio
$281Million
Equity Portfolio Value
Last Reported on: 14 May, 2024
About FSM Wealth Advisors, LLC and it’s 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, FSM Wealth Advisors, LLC reported an equity portfolio of $281.6 Millions as of 31 Mar, 2024.
The top stock holdings of FSM Wealth Advisors, LLC are BBAX, VOO, VEU. The fund has invested 5.9% of it's portfolio in J P MORGAN EXCHANGE TRADED F and 5.2% of portfolio in VANGUARD INDEX FDS.
The fund managers got completely rid off SPDR SER TR (BIL), ISHARES TR (IBCE) and AVALONBAY CMNTYS INC (AVB) stocks. They significantly reduced their stock positions in VANGUARD INDEX FDS (VOO), ISHARES TR (AGG) and ALPHABET INC (GOOG). FSM Wealth Advisors, LLC opened new stock positions in VANGUARD WORLD FD (VAW), DOLLAR GEN CORP NEW (DG) and SCHWAB STRATEGIC TR (FNDA). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (AGG), ISHARES TR (IBCE) and TESLA INC (TSLA).
The top stock holdings of FSM Wealth Advisors, LLC are BBAX, VOO, VEU. The fund has invested 5.9% of it's portfolio in J P MORGAN EXCHANGE TRADED F and 5.2% of portfolio in VANGUARD INDEX FDS.
The fund managers got completely rid off SPDR SER TR (BIL), ISHARES TR (IBCE) and AVALONBAY CMNTYS INC (AVB) stocks. They significantly reduced their stock positions in VANGUARD INDEX FDS (VOO), ISHARES TR (AGG) and ALPHABET INC (GOOG). FSM Wealth Advisors, LLC opened new stock positions in VANGUARD WORLD FD (VAW), DOLLAR GEN CORP NEW (DG) and SCHWAB STRATEGIC TR (FNDA). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (AGG), ISHARES TR (IBCE) and TESLA INC (TSLA).
New Buys
| Ticker | $ Bought |
|---|---|
| VANGUARD WORLD FD | 767,634 |
| DOLLAR GEN CORP NEW | 347,664 |
| SCHWAB STRATEGIC TR | 252,922 |
| SELECT SECTOR SPDR TR | 239,618 |
| SELECT SECTOR SPDR TR | 232,292 |
| COPART INC | 232,028 |
| ENTEGRIS INC | 226,862 |
| ISHARES TR | 220,153 |
New stocks bought by FSM Wealth Advisors, LLC
Additions
| Ticker | % Inc. |
|---|---|
| ISHARES TR | 483 |
| ISHARES TR | 71.33 |
| ISHARES TR | 67.85 |
| TESLA INC | 43.24 |
| TAIWAN SEMICONDUCTOR MFG LTD | 40.14 |
| VANGUARD INTL EQUITY INDEX F | 37.83 |
| VANGUARD TAX-MANAGED FDS | 37.44 |
| ISHARES TR | 33.35 |
Additions to existing portfolio by FSM Wealth Advisors, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| VANGUARD INDEX FDS | -39.48 |
| ISHARES TR | -34.5 |
| ALPHABET INC | -31.75 |
| VANGUARD INDEX FDS | -28.91 |
| VANGUARD MUN BD FDS | -28.8 |
| LOWES COS INC | -26.47 |
| GARMIN LTD | -22.94 |
| VANGUARD INDEX FDS | -20.61 |
FSM Wealth Advisors, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| INTEL CORP | -227,564 |
| COMERICA INC | -226,477 |
| ISHARES TR | -263,106 |
| EDWARDS LIFESCIENCES CORP | -202,673 |
| SPDR SER TR | -372,967 |
| TAKE-TWO INTERACTIVE SOFTWAR | -237,401 |
| AVALONBAY CMNTYS INC | -243,386 |
| QUALYS INC | -233,573 |
FSM Wealth Advisors, LLC got rid off the above stocks
Current Stock Holdings of FSM Wealth Advisors, LLC
Last Reported on: 14 May, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 2.31 | 37,874 | 6,494,600 | ADDED | 1.85 | |
| AAXJ | ISHARES TR | 1.98 | 87,853 | 5,563,740 | ADDED | 33.35 | |
| AAXJ | ISHARES TR | 1.92 | 113,419 | 5,401,020 | ADDED | 26.54 | |
| AAXJ | ISHARES TR | 1.92 | 50,155 | 5,396,680 | ADDED | 30.5 | |
| ABBV | ABBVIE INC | 0.26 | 3,988 | 726,178 | REDUCED | -7.21 | |
| ABT | ABBOTT LABS | 0.48 | 11,893 | 1,351,780 | ADDED | 6.89 | |
| ACN | ACCENTURE PLC IRELAND | 0.28 | 2,283 | 791,311 | ADDED | 0.62 | |
| ADBE | ADOBE INC | 0.48 | 2,668 | 1,346,270 | ADDED | 0.53 | |
| ADP | AUTOMATIC DATA PROCESSING IN | 0.09 | 1,015 | 253,486 | ADDED | 11.78 | |
| AGG | ISHARES TR | 4.26 | 197,573 | 12,000,600 | ADDED | 483 | |
| AGG | ISHARES TR | 3.77 | 95,953 | 10,604,700 | ADDED | 19.85 | |
| AGG | ISHARES TR | 0.83 | 4,437 | 2,332,490 | REDUCED | -3.71 | |
| AGG | ISHARES TR | 0.30 | 4,471 | 835,313 | UNCHANGED | 0.00 | |
| AGG | ISHARES TR | 0.27 | 8,878 | 749,619 | ADDED | 0.01 | |
| AGG | ISHARES TR | 0.18 | 1,875 | 507,758 | REDUCED | -3.85 | |
| AGG | ISHARES TR | 0.18 | 2,390 | 502,561 | ADDED | 71.33 | |
| AGG | ISHARES TR | 0.11 | 3,189 | 312,331 | REDUCED | -34.5 | |
| AGG | ISHARES TR | 0.08 | 1,229 | 220,153 | NEW | ||
| AGG | ISHARES TR | 0.08 | 2,570 | 216,111 | NEW | ||
| AGG | ISHARES TR | 0.07 | 1,823 | 210,198 | NEW | ||
| AMAT | APPLIED MATLS INC | 0.12 | 1,714 | 353,402 | ADDED | 1.72 | |
| AME | AMETEK INC | 0.38 | 5,917 | 1,082,280 | ADDED | 0.66 | |
| AMT | AMERICAN TOWER CORP NEW | 0.32 | 4,548 | 898,639 | ADDED | 2.57 | |
| AMZN | AMAZON COM INC | 0.82 | 12,755 | 2,300,750 | ADDED | 7.63 | |
| AON | AON PLC | 0.07 | 610 | 203,689 | NEW | ||
| ASML | ASML HOLDING N V | 0.18 | 511 | 495,910 | REDUCED | -17.85 | |
| AVB | AVALONBAY CMNTYS INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| AVGO | BROADCOM INC | 0.47 | 994 | 1,317,380 | REDUCED | -1.49 | |
| AZN | ASTRAZENECA PLC | 0.15 | 6,110 | 413,984 | ADDED | 0.69 | |
| BAC | BANK AMERICA CORP | 0.08 | 5,706 | 216,389 | NEW | ||
| BBAX | J P MORGAN EXCHANGE TRADED F | 5.86 | 275,604 | 16,505,900 | ADDED | 27.91 | |
| BBAX | J P MORGAN EXCHANGE TRADED F | 3.36 | 198,552 | 9,455,060 | ADDED | 31.41 | |
| BBAX | J P MORGAN EXCHANGE TRADED F | 2.24 | 125,053 | 6,308,910 | ADDED | 6.23 | |
| BBAX | J P MORGAN EXCHANGE TRADED F | 1.30 | 72,067 | 3,656,700 | ADDED | 6.19 | |
| BBAX | J P MORGAN EXCHANGE TRADED F | 0.18 | 10,927 | 497,834 | ADDED | 0.26 | |
| BBAX | J P MORGAN EXCHANGE TRADED F | 0.11 | 3,229 | 320,120 | ADDED | 17.59 | |
| BIL | SPDR SER TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| BMY | BRISTOL-MYERS SQUIBB CO | 0.13 | 6,661 | 361,204 | ADDED | 18.71 | |
| BNDW | VANGUARD SCOTTSDALE FDS | 4.47 | 160,007 | 12,583,000 | ADDED | 11.27 | |
| BNDW | VANGUARD SCOTTSDALE FDS | 0.32 | 10,496 | 909,692 | ADDED | 6.39 | |
| BOND | PIMCO ETF TR | 4.82 | 147,597 | 13,558,200 | ADDED | 19.82 | |
| BSAE | INVESCO EXCH TRD SLF IDX FD | 0.10 | 15,000 | 288,150 | UNCHANGED | 0.00 | |
| BSX | BOSTON SCIENTIFIC CORP | 0.15 | 6,093 | 417,310 | ADDED | 0.12 | |
| CARR | CARRIER GLOBAL CORPORATION | 0.13 | 6,291 | 365,669 | ADDED | 1.99 | |
| CAT | CATERPILLAR INC | 0.08 | 585 | 214,362 | NEW | ||
| CB | CHUBB LIMITED | 0.22 | 2,345 | 607,611 | REDUCED | -0.42 | |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | 1.42 | 138,715 | 3,994,980 | REDUCED | -13.89 | |
| CMA | COMERICA INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| CMCSA | COMCAST CORP NEW | 0.14 | 8,895 | 385,608 | REDUCED | -8.56 | |
| CNSP | CNS PHARMACEUTICALS INC | 0.00 | 19,084 | 6,908 | UNCHANGED | 0.00 | |
| COST | COSTCO WHSL CORP NEW | 0.78 | 2,988 | 2,189,100 | ADDED | 2.08 | |
| CPRT | COPART INC | 0.08 | 4,006 | 232,028 | NEW | ||
| CSCO | CISCO SYS INC | 0.21 | 12,042 | 601,006 | ADDED | 4.95 | |
| CSX | CSX CORP | 0.11 | 8,417 | 312,014 | REDUCED | -2.57 | |
| CVX | CHEVRON CORP NEW | 0.41 | 7,315 | 1,153,880 | ADDED | 4.25 | |
| CWI | SPDR INDEX SHS FDS | 2.57 | 168,899 | 7,232,260 | ADDED | 25.27 | |
| CWI | SPDR INDEX SHS FDS | 0.21 | 9,763 | 582,682 | ADDED | 9.89 | |
| CWI | SPDR INDEX SHS FDS | 0.10 | 9,494 | 269,623 | ADDED | 0.54 | |
| DE | DEERE & CO | 0.22 | 1,517 | 623,243 | REDUCED | -0.07 | |
| DFAC | DIMENSIONAL ETF TRUST | 0.34 | 30,276 | 967,318 | ADDED | 0.03 | |
| DFAC | DIMENSIONAL ETF TRUST | 0.20 | 13,556 | 554,424 | REDUCED | -2.38 | |
| DG | DOLLAR GEN CORP NEW | 0.12 | 2,228 | 347,664 | NEW | ||
| DHR | DANAHER CORPORATION | 0.51 | 5,729 | 1,430,740 | ADDED | 4.26 | |
| DIA | SPDR DOW JONES INDL AVERAGE | 0.48 | 3,425 | 1,362,320 | REDUCED | -2.89 | |
| DIS | DISNEY WALT CO | 0.07 | 1,641 | 200,789 | NEW | ||
| ELV | ELEVANCE HEALTH INC | 0.10 | 544 | 282,037 | ADDED | 2.45 | |
| ENTG | ENTEGRIS INC | 0.08 | 1,614 | 226,862 | NEW | ||
| EOG | EOG RES INC | 0.08 | 1,727 | 220,780 | REDUCED | -16.77 | |
| EPD | ENTERPRISE PRODS PARTNERS L | 0.36 | 34,363 | 1,002,710 | REDUCED | -0.85 | |
| EW | EDWARDS LIFESCIENCES CORP | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| FBND | FIDELITY MERRIMACK STR TR | 0.07 | 4,447 | 201,504 | UNCHANGED | 0.00 | |
| FDX | FEDEX CORP | 0.07 | 703 | 203,598 | NEW | ||
| FE | FIRSTENERGY CORP | 0.13 | 9,770 | 377,317 | UNCHANGED | 0.00 | |
| FNDA | SCHWAB STRATEGIC TR | 2.59 | 186,859 | 7,291,240 | ADDED | 23.47 | |
| FNDA | SCHWAB STRATEGIC TR | 2.17 | 66,041 | 6,123,280 | ADDED | 15.8 | |
| FNDA | SCHWAB STRATEGIC TR | 0.35 | 16,170 | 987,179 | ADDED | 10.91 | |
| FNDA | SCHWAB STRATEGIC TR | 0.30 | 13,758 | 853,823 | REDUCED | -6.05 | |
| FNDA | SCHWAB STRATEGIC TR | 0.24 | 13,683 | 673,751 | REDUCED | -2.58 | |
| FNDA | SCHWAB STRATEGIC TR | 0.22 | 7,605 | 613,191 | UNCHANGED | 0.00 | |
| FNDA | SCHWAB STRATEGIC TR | 0.10 | 11,593 | 292,723 | ADDED | 25.36 | |
| FNDA | SCHWAB STRATEGIC TR | 0.09 | 3,106 | 252,922 | NEW | ||
| FNDA | SCHWAB STRATEGIC TR | 0.09 | 6,782 | 241,507 | REDUCED | -5.62 | |
| FTV | FORTIVE CORP | 0.08 | 2,503 | 215,308 | NEW | ||
| GDDY | GODADDY INC | 0.08 | 1,884 | 223,593 | REDUCED | -12.21 | |
| GE | GENERAL ELECTRIC CO | 0.27 | 4,341 | 761,889 | ADDED | 5.83 | |
| GOOG | ALPHABET INC | 0.94 | 17,408 | 2,650,540 | REDUCED | -4.97 | |
| GOOG | ALPHABET INC | 0.78 | 14,506 | 2,189,390 | REDUCED | -31.75 | |
| GRMN | GARMIN LTD | 0.07 | 1,421 | 211,544 | REDUCED | -22.94 | |
| HD | HOME DEPOT INC | 0.55 | 4,046 | 1,552,210 | REDUCED | -6.21 | |
| HEI | HEICO CORP NEW | 0.07 | 1,355 | 208,589 | NEW | ||
| HLT | HILTON WORLDWIDE HLDGS INC | 0.12 | 1,639 | 349,615 | ADDED | 1.49 | |
| HON | HONEYWELL INTL INC | 0.20 | 2,688 | 551,725 | ADDED | 7.18 | |
| IBCE | ISHARES TR | 0.28 | 11,842 | 803,592 | ADDED | 67.85 | |
| IBCE | ISHARES TR | 0.26 | 3,833 | 718,093 | ADDED | 0.05 | |
| IBCE | ISHARES TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| IBM | INTERNATIONAL BUSINESS MACHS | 0.16 | 2,440 | 465,888 | ADDED | 1.62 | |
| ICE | INTERCONTINENTAL EXCHANGE IN | 0.16 | 3,228 | 443,630 | ADDED | 0.62 | |
| INTC | INTEL CORP | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| INTU | INTUIT | 0.58 | 2,525 | 1,641,250 | ADDED | 3.23 | |
| JKHY | HENRY JACK & ASSOC INC | 0.22 | 3,570 | 620,216 | ADDED | 0.03 | |
| JNJ | JOHNSON & JOHNSON | 0.20 | 3,496 | 553,035 | REDUCED | -6.67 | |
| JPM | JPMORGAN CHASE & CO | 0.66 | 9,302 | 1,863,220 | ADDED | 1.91 | |
| KLAC | KLA CORP | 0.07 | 292 | 203,982 | NEW | ||
| KO | COCA COLA CO | 0.07 | 3,413 | 208,795 | NEW | ||
| LECO | LINCOLN ELEC HLDGS INC | 1.41 | 15,504 | 3,960,340 | ADDED | 0.03 | |
| LIN | LINDE PLC | 0.07 | 437 | 202,947 | NEW | ||
| LLY | ELI LILLY & CO | 0.34 | 1,245 | 968,439 | REDUCED | -7.09 | |
| LOW | LOWES COS INC | 0.12 | 1,361 | 346,688 | REDUCED | -26.47 | |
| MA | MASTERCARD INCORPORATED | 0.20 | 1,160 | 558,776 | ADDED | 2.56 | |
| MCD | MCDONALDS CORP | 0.10 | 975 | 274,767 | REDUCED | -8.19 | |
| MDLZ | MONDELEZ INTL INC | 0.14 | 5,425 | 379,772 | REDUCED | -4.44 | |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 0.10 | 525 | 292,166 | ADDED | 4.58 | |
| MELI | MERCADOLIBRE INC | 0.07 | 133 | 201,091 | ADDED | 3.1 | |
| META | META PLATFORMS INC | 0.39 | 2,245 | 1,090,150 | REDUCED | -1.23 | |
| MGM | MGM RESORTS INTERNATIONAL | 0.11 | 6,344 | 299,510 | ADDED | 0.49 | |
| MMC | MARSH & MCLENNAN COS INC | 0.09 | 1,273 | 262,281 | ADDED | 10.31 | |
| MRK | MERCK & CO INC | 0.32 | 6,736 | 888,770 | REDUCED | -1.75 | |
| MSFT | MICROSOFT CORP | 2.73 | 18,245 | 7,676,210 | REDUCED | -0.15 | |
| NKE | NIKE INC | 0.19 | 5,635 | 529,577 | REDUCED | -1.98 | |
| NOC | NORTHROP GRUMMAN CORP | 0.13 | 789 | 377,728 | ADDED | 1.68 | |
| NUE | NUCOR CORP | 0.13 | 1,902 | 376,394 | REDUCED | -1.65 | |
| NVDA | NVIDIA CORPORATION | 1.29 | 4,023 | 3,635,110 | REDUCED | -1.71 | |
| NVO | NOVO-NORDISK A S | 0.26 | 5,626 | 722,441 | REDUCED | -4.11 | |
| ORCL | ORACLE CORP | 0.33 | 7,324 | 919,905 | ADDED | 0.99 | |
| OXY | OCCIDENTAL PETE CORP | 0.09 | 3,866 | 251,251 | ADDED | 0.21 | |
| PEP | PEPSICO INC | 0.46 | 7,391 | 1,293,520 | REDUCED | -0.18 | |
| PFE | PFIZER INC | 0.15 | 15,221 | 422,383 | REDUCED | -16.24 | |
| PG | PROCTER AND GAMBLE CO | 0.26 | 4,452 | 722,285 | REDUCED | -3.87 | |
| PGR | PROGRESSIVE CORP | 0.11 | 1,513 | 312,850 | REDUCED | -5.2 | |
| PH | PARKER-HANNIFIN CORP | 0.11 | 550 | 305,454 | ADDED | 1.29 | |
| PM | PHILIP MORRIS INTL INC | 0.10 | 3,007 | 275,464 | REDUCED | -3.03 | |
| QCOM | QUALCOMM INC | 0.41 | 6,826 | 1,155,630 | REDUCED | -0.68 | |
| QLYS | QUALYS INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| QQQ | INVESCO QQQ TR | 0.58 | 3,661 | 1,625,440 | ADDED | 1.13 | |
| QSR | RESTAURANT BRANDS INTL INC | 0.11 | 3,912 | 310,808 | UNCHANGED | 0.00 | |
| RCL | ROYAL CARIBBEAN GROUP | 0.08 | 1,590 | 221,026 | ADDED | 1.15 | |
| ROP | ROPER TECHNOLOGIES INC | 0.28 | 1,406 | 788,541 | ADDED | 0.36 | |
| RTX | RTX CORPORATION | 0.20 | 5,622 | 548,289 | REDUCED | -0.46 | |
| SAP | SAP SE | 0.15 | 2,162 | 421,655 | ADDED | 2.37 | |
| SBUX | STARBUCKS CORP | 0.14 | 4,320 | 394,805 | ADDED | 13.92 | |
| SHW | SHERWIN WILLIAMS CO | 0.33 | 2,709 | 940,895 | REDUCED | -0.51 | |
| SPY | SPDR S&P 500 ETF TR | 0.44 | 2,351 | 1,229,890 | ADDED | 0.43 | |
| SYK | STRYKER CORPORATION | 0.23 | 1,831 | 655,260 | REDUCED | -0.38 | |
| T | AT&T INC | 0.08 | 12,793 | 225,155 | ADDED | 16.00 | |
| TGT | TARGET CORP | 0.10 | 1,651 | 292,574 | REDUCED | -0.48 | |
| TRMB | TRIMBLE INC | 0.09 | 4,064 | 261,559 | ADDED | 0.4 | |
| TSLA | TESLA INC | 0.20 | 3,177 | 558,448 | ADDED | 43.24 | |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 0.16 | 3,226 | 438,933 | ADDED | 40.14 | |
| TTE | TOTALENERGIES SE | 0.13 | 5,399 | 371,613 | REDUCED | -1.78 | |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| TXT | TEXTRON INC | 0.15 | 4,355 | 417,775 | ADDED | 0.42 | |
| UNH | UNITEDHEALTH GROUP INC | 0.62 | 3,527 | 1,744,910 | REDUCED | -2.35 | |
| V | VISA INC | 1.03 | 10,350 | 2,888,380 | ADDED | 1.78 | |
| VAW | VANGUARD WORLD FD | 0.27 | 1,464 | 767,634 | NEW | ||
| VEA | VANGUARD TAX-MANAGED FDS | 0.67 | 37,715 | 1,892,160 | ADDED | 37.44 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 4.87 | 124,190 | 13,723,000 | ADDED | 37.83 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 2.78 | 187,656 | 7,838,390 | ADDED | 29.21 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 0.09 | 4,308 | 252,689 | REDUCED | -2.86 | |
| VOO | VANGUARD INDEX FDS | 5.20 | 56,332 | 14,640,800 | ADDED | 18.65 | |
| VOO | VANGUARD INDEX FDS | 0.50 | 2,897 | 1,392,780 | REDUCED | -3.08 | |
| VOO | VANGUARD INDEX FDS | 0.12 | 986 | 339,381 | REDUCED | -20.61 | |
| VOO | VANGUARD INDEX FDS | 0.10 | 1,689 | 275,071 | REDUCED | -39.48 | |
| VOO | VANGUARD INDEX FDS | 0.09 | 1,436 | 251,688 | REDUCED | -1.17 | |
| VOO | VANGUARD INDEX FDS | 0.09 | 1,249 | 239,663 | REDUCED | -28.91 | |
| VTEB | VANGUARD MUN BD FDS | 0.19 | 10,489 | 530,743 | REDUCED | -28.8 | |
| VZ | VERIZON COMMUNICATIONS INC | 0.14 | 9,762 | 409,634 | ADDED | 3.11 | |
| WEN | WENDYS CO | 0.10 | 15,300 | 288,252 | UNCHANGED | 0.00 | |
| XLB | SELECT SECTOR SPDR TR | 0.14 | 1,848 | 384,963 | ADDED | 1.04 | |
| XLB | SELECT SECTOR SPDR TR | 0.09 | 1,622 | 239,618 | NEW | ||
| XLB | SELECT SECTOR SPDR TR | 0.08 | 5,515 | 232,292 | NEW | ||
| XOM | EXXON MOBIL CORP | 1.31 | 31,687 | 3,683,310 | ADDED | 0.54 | |
| YUM | YUM BRANDS INC | 0.16 | 3,220 | 446,490 | ADDED | 1.48 | |
| ZTS | ZOETIS INC | 0.09 | 1,445 | 244,441 | ADDED | 3.36 | |
| BERKSHIRE HATHAWAY INC DEL | 0.93 | 6,221 | 2,616,060 | REDUCED | -0.78 |