Financial Security Advisor, Inc. Purchases in Q1 2025

Financial Security Advisor, Inc.

  • $394 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
151K
+ 969.51%
$53.6 - $58.97 $8.11M - $8.92M
167K $9.14B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
754
+ 1.79%
$442.66 - $534.52 $334K - $403K
43K $22.9B
USFR
Wisdomtree Floating Rate Treas

ETFs
22.7K
+ 7.76%
$50.29 - $50.5 $1.14M - $1.15M
316K $15.9B
Grayscale Bitcoin Mini Trust ETF
29.8K
New
N/A
29.8K $1.09B
JNJ
Johnson & Johnson

Healthcare
261
+ 0.59%
$142.06 - $167.7 $37.1K - $43.8K
44.7K $7.42B
MO
Altria Group, Inc.

Consumer Defensive
2.36K
+ 2.45%
$50.81 - $60.02 $120K - $141K
98.7K $5.92B
PM
Philip Morris International Inc.

Consumer Defensive
131
+ 0.63%
$117.15 - $158.79 $15.3K - $20.8K
20.8K $3.32B
XOM
Exxon Mobil Corp

Energy
963
+ 2.51%
$105.44 - $118.93 $102K - $115K
39.4K $4.68B
HCA
Hca Healthcare, Inc.

Healthcare
318
+ 4.33%
$296.7 - $345.55 $94.4K - $110K
7.65K $2.64B
T. Rowe Price Small Mid Cap ETF
12.6K
New
N/A
12.6K $383M
TOL
Toll Brothers, Inc.

Consumer Cyclical
2.19K
New
$103.02 - $140.69 $226K - $308K
2.19K $231M
FNV
Franco Nevada Corp

Basic Materials
1.46K
New
$120.72 - $157.56 $176K - $230K
1.46K $230M
EOG
Eog Resources Inc

Energy
1.75K
New
$120.54 - $138.05 $211K - $241K
1.75K $224M
GILD
Gilead Sciences, Inc.

Healthcare
1.97K
New
$89.14 - $117.41 $175K - $231K
1.97K $220M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
25
+ 0.56%
$80.53 - $147.57 $2.01K - $3.69K
4.5K $595M
SWTX
Spring Works Therapeutics, Inc.

Healthcare
4.76K
New
$32.5 - $59.93 $155K - $285K
4.76K $210M
ATO
Atmos Energy Corp

Utilities
1.36K
New
$136.51 - $154.58 $185K - $209K
1.36K $209M
WM
Waste Management Inc

Industrials
882
New
$200.54 - $233.78 $177K - $206K
882 $204M
CGGO
Capital Group Global Growth Eq

ETFs
7.06K
+ 86.09%
$28.33 - $30.84 $200K - $218K
15.3K $432M
UNH
Unitedhealth Group Inc

Healthcare
221
+ 9.53%
$461.52 - $548.18 $102K - $121K
2.54K $1.33B
T. Rowe Price Capital Apprec Eq ETF
9.1K
+ 5.48%
N/A
175K $5.65B
SO
Southern CO

Utilities
21
+ 0.17%
$80.96 - $92.96 $1.7K - $1.95K
12.3K $1.13B
Invesco Galaxy Botcoin ETF
1.79K
+ 61.51%
N/A
4.7K $386M
DE
Deere & CO

Industrials
3
+ 0.18%
$408.57 - $509.27 $1.23K - $1.53K
1.71K $802M
VNLA
Janus Henderson Short Duration

ETFs
1.48K
+ 23.87%
$48.89 - $49.21 $72.4K - $72.8K
7.68K $377M
AMGN
Amgen Inc

Healthcare
4
+ 0.29%
$258.59 - $327.36 $1.03K - $1.31K
1.38K $429M
DUK
Duke Energy Corp

Utilities
6
+ 0.12%
$105.87 - $121.97 $635 - $732
4.87K $594M
IBM
International Business Machines Corp

Technology
2
+ 0.09%
$217.4 - $264.74 $435 - $529
2.33K $580M
CVX
Chevron Corp

Energy
27
+ 1.07%
$146.71 - $167.97 $3.96K - $4.54K
2.55K $426M
GLD
Spdr Gold Trust

ETFs
50
+ 5.38%
$243.19 - $288.14 $12.2K - $14.4K
980 $282M
V
Visa Inc.

Financial Services
1
+ 0.07%
$306.92 - $362.71 $307 - $363
1.53K $535M
MDLZ
Mondelez International, Inc.

Consumer Defensive
23
+ 0.47%
$56.12 - $68.15 $1.29K - $1.57K
4.91K $335M
HOLX
Hologic Inc

Healthcare
1.18K
+ 35.52%
$60.7 - $73.77 $71.4K - $86.8K
4.49K $277M
HD
Home Depot, Inc.

Consumer Cyclical
210
+ 12.1%
$347.25 - $424.87 $72.9K - $89.2K
1.95K $713M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
3.42K
+ 5.58%
$64.88 - $72.1 $222K - $247K
64.7K $4.26B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
483
+ 27.43%
$165.25 - $224.62 $79.8K - $108K
2.24K $374M
PLTR
Palantir Technologies Inc.

Technology
24
+ 0.88%
$64.98 - $124.62 $1.56K - $2.99K
2.76K $233M
BMY
Bristol Myers Squibb CO

Healthcare
28
+ 0.64%
$53.9 - $63.11 $1.51K - $1.77K
4.41K $269M
ADP
Automatic Data Processing Inc

Industrials
3
+ 0.23%
$286.85 - $318.64 $861 - $956
1.29K $395M
NFLX
Netflix Inc

Communication Services
2
+ 0.58%
$828.4 - $1058.6 $1.66K - $2.12K
345 $322M
JPM
Jpmorgan Chase & CO

Financial Services
6
+ 0.24%
$225.19 - $279.95 $1.35K - $1.68K
2.49K $612M
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
1K
+ 10.0%
$22.77 - $24.73 $22.8K - $24.7K
11K $256M
GLDG
Gold Mining Inc.

Basic Materials
16.8K
New
$0.77 - $0.9 $13K - $15.2K
16.8K $14.3M
AROC
Archrock, Inc.

Energy
62
+ 0.67%
$22.72 - $30.34 $1.41K - $1.88K
9.28K $244M
WFC
Wells Fargo & Company

Financial Services
96
+ 2.56%
$66.78 - $81.42 $6.41K - $7.82K
3.84K $276M
VTI
Vanguard Total Stock Market Et

ETFs
115
+ 6.0%
$271.18 - $303.12 $31.2K - $34.9K
2.03K $558M
BDX
Becton Dickinson & CO

Healthcare
3
+ 0.33%
$222.79 - $249.08 $668 - $747
907 $208M
MAIN
Main Street Capital Corp

Financial Services
425
+ 3.28%
$54.71 - $63.1 $23.3K - $26.8K
13.4K $756M
CII
Blackrock Enhanced Capital & Income Fund, Inc.

Financial Services
1.08K
+ 7.79%
$18.47 - $21.1 $20K - $22.9K
15K $277M
Activity Summary
Buys All Purchases 72 New Holdings 11 Increased Positions 61 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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