Financial Advisory Service, Inc. Purchases in Q1 2025

Financial Advisory Service, Inc.

  • $1.15 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
RSP
Invesco S&P 500 Equal Weight E

ETFs
335K
+ 570.73%
$169.43 - $182.84 $56.7M - $61.2M
393K $68.1M
JEPI
J P Morgan Exchange Traded Fd

ETFs
101K
+ 7.65%
$56.17 - $59.71 $5.65M - $6M
1.42M $80.9M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
88.8K
New
$50.48 - $51.04 $4.48M - $4.53M
88.8K $4.5M
PTRB
Pgim ETF Tr Total Return Bd Et

ETFs
33.5K
+ 7.6%
$40.5 - $42.02 $1.36M - $1.41M
474K $19.8M
EFG
Msci Eafe Growth ETF

ETFs
2.23K
+ 0.55%
$96.1 - $106.37 $215K - $238K
411K $41.1M
AVIV
American Centy ETF Tr Avantis
35
+ 0.01%
$51.51 - $58.54 $1.8K - $2.05K
273K $15.5M
CVX
Chevron Corp

Energy
1.94K
+ 5.05%
$146.71 - $167.97 $285K - $326K
40.3K $6.75M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
19.4K
+ 5.86%
$38.99 - $40.37 $757K - $784K
351K $14.1M
JNJ
Johnson & Johnson

Healthcare
1.55K
+ 4.0%
$142.06 - $167.7 $220K - $260K
40.3K $6.68M
ABBV
Abb Vie Inc.

Healthcare
1.06K
+ 4.21%
$169.2 - $216.66 $180K - $231K
26.4K $5.52M
AVDE
American Centy ETF Tr Avantis

ETFs
502
+ 0.28%
$60.63 - $68.55 $30.4K - $34.4K
179K $11.9M
JCPB
J P Morgan Exchange Traded Fd

ETFs
11.5K
+ 4.33%
$45.56 - $47.23 $522K - $541K
276K $13M
AMGN
Amgen Inc

Healthcare
635
+ 7.11%
$258.59 - $327.36 $164K - $208K
9.56K $2.98M
CME
Cme Group Inc.

Financial Services
942
+ 8.03%
$225.82 - $266.54 $213K - $251K
12.7K $3.36M
AVUS
American Centy ETF Tr Avantis

ETFs
6.97K
+ 233.15%
$90.7 - $101.57 $632K - $708K
9.96K $919K
AMT
American Tower Corp

Real Estate
1.05K
+ 9.3%
$173.46 - $217.6 $181K - $228K
12.3K $2.67M
DUK
Duke Energy Corp

Utilities
1.21K
+ 3.76%
$105.87 - $121.97 $128K - $148K
33.4K $4.07M
MCD
Mcdonalds Corp

Consumer Cyclical
514
+ 2.74%
$279.74 - $321.29 $144K - $165K
19.3K $6.02M
V
Visa Inc.

Financial Services
466
+ 3.89%
$306.92 - $362.71 $143K - $169K
12.5K $4.37M
PLTR
Palantir Technologies Inc.

Technology
2.97K
+ 8.18%
$64.98 - $124.62 $193K - $370K
39.3K $3.31M
LLY
Eli Lilly & CO

Healthcare
109
+ 1.23%
$725.72 - $929.72 $79.1K - $101K
8.97K $7.4M
ASTS
Ast Space Mobile, Inc.

Communication Services
22.6K
+ 88.24%
$17.72 - $33.8 $400K - $763K
48.2K $1.1M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1.7K
+ 2.36%
$87.68 - $94.52 $149K - $161K
73.9K $6.92M
TRV
Travelers Companies, Inc.

Financial Services
609
+ 4.94%
$232.43 - $265.13 $142K - $161K
12.9K $3.42M
COST
Costco Wholesale Corp

Consumer Defensive
256
+ 4.03%
$890.62 - $1076.86 $228K - $276K
6.61K $6.25M
SO
Southern CO

Utilities
1.38K
+ 4.94%
$80.96 - $92.96 $112K - $128K
29.3K $2.7M
JPM
Jpmorgan Chase & CO

Financial Services
770
+ 2.17%
$225.19 - $279.95 $173K - $216K
36.2K $8.88M
KEMX
Kraneshares Tr

ETFs
11.1K
+ 2.56%
$27.49 - $29.02 $305K - $322K
445K $12.4M
SLB
Schlumberger Limited

Energy
4.94K
+ 10.21%
$38.4 - $43.74 $190K - $216K
53.3K $2.23M
IEFA
Ishares Tr

ETFs
843
+ 1.73%
$69.57 - $78.65 $58.6K - $66.3K
49.6K $3.76M
TAXF
American Centy ETF Tr Diversif

ETFs
6.95K
+ 10.46%
$49.19 - $50.86 $342K - $354K
73.5K $3.63M
PFG
Principal Financial Group Inc

Financial Services
1.13K
+ 3.92%
$76.34 - $89.04 $86.6K - $101K
30K $2.53M
LNG
Cheniere Energy, Inc.

Energy
597
+ 6.65%
$209.32 - $253.66 $125K - $151K
9.58K $2.22M
GRMN
Garmin LTD

Technology
538
+ 3.43%
$204.55 - $241.93 $110K - $130K
16.2K $3.52M
NEE
Nextera Energy Inc

Utilities
4.22K
+ 9.79%
$66.96 - $76.16 $283K - $321K
47.3K $3.36M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
6.15K
+ 21.45%
$39.96 - $43.3 $246K - $266K
34.8K $1.43M
PG
Procter & Gamble CO

Consumer Defensive
992
+ 3.58%
$158.56 - $176.26 $157K - $175K
28.7K $4.89M
WMT
Walmart Inc.

Consumer Defensive
5.08K
+ 6.48%
$84.5 - $105.05 $429K - $534K
83.5K $7.33M
CHKP
Check Point Software Technologies LTD

Technology
1K
New
$179.88 - $231.31 $180K - $231K
1K $227K
ICE
Intercontinental Exchange, Inc.

Financial Services
1.26K
New
$142.8 - $176.36 $179K - $222K
1.26K $216K
UNP
Union Pacific Corp

Industrials
427
+ 3.06%
$225.21 - $254.42 $96.2K - $109K
14.4K $3.4M
LMB
Limbach Holdings, Inc.

Industrials
2.9K
New
$68.92 - $104.65 $200K - $303K
2.9K $215K
ENB
Enbridge Inc

Energy
4.61K
New
$41.54 - $45.45 $192K - $210K
4.61K $204K
SCHW
Schwab Charles Corp

Financial Services
2.6K
New
$71.24 - $83.64 $185K - $217K
2.6K $203K
T
At&T Inc.

Communication Services
73
+ 0.22%
$21.56 - $28.28 $1.57K - $2.06K
32.9K $931K
PEP
Pepsico Inc

Consumer Defensive
1.47K
+ 7.03%
$142.64 - $156.42 $210K - $230K
22.4K $3.36M
UNH
Unitedhealth Group Inc

Healthcare
95
+ 1.35%
$461.52 - $548.18 $43.8K - $52.1K
7.15K $3.74M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
4.49K
+ 2.07%
$28.55 - $29.09 $128K - $130K
222K $6.4M
WM
Waste Management Inc

Industrials
8
+ 0.14%
$200.54 - $233.78 $1.6K - $1.87K
5.62K $1.3M
Activity Summary
Buys All Purchases 215 New Holdings 16 Increased Positions 199 Sells All Sells 127 Reductions 127 Sold out 0 Options Calls 0 Puts 0
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