Financial Advisory Corp has filed its 13F form on April 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $604 Billion distributed in 47 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $105B, Ishares Russell Mid Cap Growth with a value of $86.5B, Ishares Treasury Floating Rate with a value of $82.6B, Vanguard Small Cap Value ETF with a value of $50B, and Vanguard Ftse Developed Market with a value of $43.7B.

Examining the 13F form we can see an increase of $31.1B in the current position value, from $573B to 604B.

Financial Advisory Corp is based out at Grand Rapids, MI

Below you can find more details about Financial Advisory Corp portfolio as well as his latest detailed transactions.

Portfolio value $604 Billion
ETFs: $599 Billion
Technology: $2.73 Billion
Financial Services: $908 Million
Consumer Cyclical: $679 Million
Healthcare: $566 Million
Communication Services: $350 Million
Utilities: $236 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 47
  • Current Value $604 Billion
  • Prior Value $573 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 8 stocks
  • Additional Purchases 22 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
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