Financial Security Advisor, Inc. Reduced Holdings in Q1 2025

Financial Security Advisor, Inc.

  • $394 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
RPG
Invesco Exchange Traded Fd Tr

ETFs
-9.1K
- 1.26%
$37.33 - $45.03 $340K - $410K
714K $27.3B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-15.6K
- 4.39%
$40.03 - $46.81 $626K - $732K
340K $13.9B
Neos Enhanced Income Credit Select ETF
-4.13K
- 0.3%
N/A
1.37M $68.2B
AAPL
Apple Inc.

Technology
-818
- 1.51%
$209.68 - $247.1 $172K - $202K
53.3K $11.8B
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-1.55K
- 2.36%
$80.73 - $94.96 $125K - $147K
64K $5.31B
SPY
Spdr S&P 500 ETF Trust

ETFs
-749
- 23.1%
$551.42 - $612.93 $413K - $459K
2.49K $1.39B
WMT
Walmart Inc.

Consumer Defensive
-1.98K
- 3.83%
$84.5 - $105.05 $167K - $208K
49.7K $4.37B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-6.1K
- 2.41%
$50.39 - $50.66 $308K - $309K
247K $12.5B
VZ
Verizon Communications Inc

Communication Services
-11.4K
- 25.82%
$37.81 - $46.49 $430K - $528K
32.6K $1.48B
AXP
American Express CO

Financial Services
-38
- 0.4%
$255.39 - $325.87 $9.7K - $12.4K
9.53K $2.56B
LMT
Lockheed Martin Corp

Industrials
-103
- 4.76%
$423.19 - $506.29 $43.6K - $52.1K
2.06K $920M
PH
Parker Hannifin Corp

Industrials
-57
- 1.79%
$591.65 - $707.05 $33.7K - $40.3K
3.14K $1.91B
MRK
Merck & Co., Inc.

Healthcare
-655
- 11.05%
$83.01 - $101.02 $54.4K - $66.2K
5.27K $478M
GS
Goldman Sachs Group Inc

Financial Services
-9
- 0.32%
$524.81 - $672.19 $4.72K - $6.05K
2.84K $1.55B
TFC
Truist Financial Corp

Financial Services
-240
- 1.04%
$39.48 - $48.15 $9.48K - $11.6K
22.9K $942M
TOWN
Towne Bank (Va)

Financial Services
-898
- 2.35%
$32.13 - $37.51 $28.9K - $33.7K
37.3K $1.28B
MS
Morgan Stanley

Financial Services
-4
- 0.16%
$111.68 - $141.08 $447 - $564
2.51K $293M
LDOS
Leidos Holdings, Inc.

Technology
-21
- 1.36%
$126.82 - $161.11 $2.66K - $3.38K
1.52K $205M
NSC
Norfolk Southern Corp

Industrials
-66
- 1.71%
$227.69 - $259.76 $15K - $17.1K
3.8K $900M
WY
Weyerhaeuser CO

Real Estate
-591
- 5.5%
$27.29 - $31.39 $16.1K - $18.6K
10.2K $297M
COF
Capital One Financial Corp

Financial Services
-40
- 1.37%
$163.87 - $209.82 $6.55K - $8.39K
2.88K $515M
COP
Conocophillips

Energy
-82
- 2.92%
$88.6 - $105.85 $7.27K - $8.68K
2.73K $287M
PG
Procter & Gamble CO

Consumer Defensive
-266
- 1.33%
$158.56 - $176.26 $42.2K - $46.9K
19.8K $3.37B
INTC
Intel Corp

Technology
-586
- 5.34%
$19.1 - $27.39 $11.2K - $16.1K
10.4K $236M
PBR
Petrobras Petroleo Brasileiro Sa

Energy
-530
- 2.89%
$12.61 - $14.92 $6.68K - $7.91K
17.8K $255M
COST
Costco Wholesale Corp

Consumer Defensive
-3
- 0.37%
$890.62 - $1076.86 $2.67K - $3.23K
811 $767M
RTX
Raytheon Technologies Corp

Industrials
-1
- 0.04%
$114.1 - $135.66 $114 - $136
2.36K $312M
ABT
Abbott Laboratories

Healthcare
-187
- 5.02%
$111.1 - $140.22 $20.8K - $26.2K
3.54K $469M
D
Dominion Energy, Inc

Utilities
-429
- 1.2%
$52.85 - $57.43 $22.7K - $24.6K
35.3K $1.98B
WRB
Berkley W R Corp

Financial Services
-54
- 1.03%
$56.7 - $71.27 $3.06K - $3.85K
5.17K $368M
ABBV
Abb Vie Inc.

Healthcare
-6
- 0.2%
$169.2 - $216.66 $1.02K - $1.3K
3.02K $632M
CB
Chubb LTD

Financial Services
-13
- 0.32%
$257.71 - $301.99 $3.35K - $3.93K
4.04K $1.22B
CSCO
Cisco Systems, Inc.

Technology
-1.3K
- 1.75%
$58.74 - $64.87 $76.2K - $84.2K
72.9K $4.5B
ELV
Elevance Health, Inc.

Healthcare
-106
- 4.55%
$365.9 - $436.25 $38.8K - $46.2K
2.22K $966M
KO
Coca Cola CO

Consumer Defensive
-455
- 1.91%
$60.81 - $72.32 $27.7K - $32.9K
23.4K $1.69B
LLY
Eli Lilly & CO

Healthcare
-6
- 0.15%
$725.72 - $929.72 $4.35K - $5.58K
4K $3.3B
MCD
Mcdonalds Corp

Consumer Cyclical
-223
- 1.54%
$279.74 - $321.29 $62.4K - $71.6K
14.3K $4.46B
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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