Financial Advisory Group Portfolio Holdings

Financial Advisory Group has filed its 13F form on May 10, 2024 for Q1 2024 where it was disclosed a total value porftolio of $552 Million distributed in 91 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $88.3M, Xtrackers Msci Eafe Hedged Equ with a value of $67.7M, Spdr S&P 500 ETF Trust with a value of $63.9M, Spdr Ser Tr Fds Spdr Portfolio with a value of $44.5M, and Ishares Core S&P Mid Cap ETF with a value of $32.6M.

Examining the 13F form we can see an increase of $38.5M in the current position value, from $514M to 552M.

Financial Advisory Group is based out at Houston, TX

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