Financial Security Advisor, Inc. Purchases in Q2 2025

Financial Security Advisor, Inc.

  • $434 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
TFC
Truist Financial Corp

Financial Services
97
+ 0.42%
$34.79 - $42.99 $3.37K - $4.17K
23K $988M
IVV
Ishares Core S&P 500 ETF

ETFs
2
+ 0.27%
$498.8 - $620.9 $998 - $1.24K
744 $462M
AROC
Archrock, Inc.

Energy
2.27K
+ 24.47%
$21.0 - $27.11 $47.7K - $61.6K
11.6K $287M
WFC
Wells Fargo & Company

Financial Services
86
+ 2.24%
$60.98 - $80.12 $5.24K - $6.89K
3.93K $314M
COST
Costco Wholesale Corp

Consumer Defensive
2
+ 0.25%
$908.13 - $1056.85 $1.82K - $2.11K
813 $805M
COP
Conocophillips

Energy
866
+ 31.73%
$82.66 - $106.1 $71.6K - $91.9K
3.6K $323M
MAIN
Main Street Capital Corp

Financial Services
26
+ 0.19%
$49.15 - $59.32 $1.28K - $1.54K
13.4K $791M
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
1K
+ 9.09%
$20.31 - $24.1 $20.3K - $24.1K
12K $289M
VMC
Vulcan Materials CO

Basic Materials
2
+ 0.18%
$226.49 - $276.01 $453 - $552
1.12K $293M
GLD
Spdr Gold Trust

ETFs
30
+ 3.06%
$273.71 - $316.29 $8.21K - $9.49K
1.01K $308M
ABT
Abbott Laboratories

Healthcare
4
+ 0.11%
$123.95 - $138.08 $496 - $552
3.54K $482M
HD
Home Depot, Inc.

Consumer Cyclical
33
+ 1.7%
$335.24 - $380.78 $11.1K - $12.6K
1.98K $725M
MA
Mastercard Inc

Financial Services
1
+ 0.24%
$479.92 - $590.74 $480 - $591
416 $234M
ADP
Automatic Data Processing Inc

Industrials
1
+ 0.08%
$276.76 - $326.81 $277 - $327
1.29K $399M
ATO
Atmos Energy Corp

Utilities
7
+ 0.52%
$145.06 - $162.66 $1.02K - $1.14K
1.36K $210M
GILD
Gilead Sciences, Inc.

Healthcare
11
+ 0.56%
$96.91 - $113.0 $1.07K - $1.24K
1.98K $219M
WM
Waste Management Inc

Industrials
1
+ 0.11%
$216.47 - $242.1 $216 - $242
883 $202M
MO
Altria Group, Inc.

Consumer Defensive
536
+ 0.54%
$55.56 - $60.91 $29.8K - $32.6K
99.2K $5.92B
DHR
Danaher Corp

Healthcare
132
+ 3.07%
$174.64 - $205.16 $23.1K - $27.1K
4.43K $875M
EOG
Eog Resources Inc

Energy
15
+ 0.86%
$104.61 - $129.97 $1.57K - $1.95K
1.76K $211M
DUK
Duke Energy Corp

Utilities
15
+ 0.31%
$112.46 - $124.05 $1.69K - $1.86K
4.88K $576M
KO
Coca Cola CO

Consumer Defensive
19
+ 0.08%
$68.37 - $73.9 $1.3K - $1.4K
23.4K $1.67B
PEP
Pepsico Inc

Consumer Defensive
61
+ 2.26%
$128.02 - $151.37 $7.81K - $9.23K
2.77K $365M
ABBV
Abb Vie Inc.

Healthcare
158
+ 5.23%
$170.16 - $206.27 $26.9K - $32.6K
3.18K $590M
AMGN
Amgen Inc

Healthcare
6
+ 0.44%
$262.28 - $309.85 $1.57K - $1.86K
1.38K $386M
BMY
Bristol Myers Squibb CO

Healthcare
335
+ 7.6%
$44.12 - $59.6 $14.8K - $20K
4.74K $219M
ELV
Elevance Health, Inc.

Healthcare
4
+ 0.18%
$372.27 - $452.69 $1.49K - $1.81K
2.23K $866M
XOM
Exxon Mobil Corp

Energy
1.41K
+ 3.59%
$99.93 - $119.04 $141K - $168K
40.8K $4.4B
UNH
Unitedhealth Group Inc

Healthcare
182
+ 7.16%
$274.35 - $599.47 $49.9K - $109K
2.72K $850M
AAPL
Apple Inc.

Technology
440
+ 0.83%
$172.42 - $223.89 $75.9K - $98.5K
53.7K $11B
Activity Summary
Buys All Purchases 81 New Holdings 10 Increased Positions 71 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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