Financial Advisory Service, Inc. Purchases in Q3 2025

Financial Advisory Service, Inc.

  • $1.37 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
RSP
Invesco S&P 500 Equal Weight E

ETFs
23.7K
+ 5.54%
$181.56 - $190.33 $4.3M - $4.51M
451K $85.6M
AAPL
Apple Inc.

Technology
1.47K
+ 1.01%
$202.38 - $256.87 $298K - $378K
148K $37.6M
NVDA
Nvidia Corp

Technology
2.01K
+ 1.43%
$153.3 - $186.58 $308K - $375K
142K $26.6M
GLD
Spdr Gold Trust

ETFs
8.69K
+ 71.09%
$300.96 - $355.47 $2.62M - $3.09M
20.9K $7.44M
GOOG
Alphabet Inc.

Communication Services
817
+ 1.58%
$175.16 - $255.24 $143K - $209K
52.4K $12.8M
JEPI
J P Morgan Exchange Traded Fd

ETFs
54.9K
+ 3.71%
$55.61 - $57.37 $3.06M - $3.15M
1.53M $87.6M
CORT
Corcept Therapeutics Inc

Healthcare
5.89K
+ 1.95%
$67.17 - $83.9 $396K - $494K
308K $25.6M
AOR
Ishares Tr Core Growth Allocat

ETFs
53K
New
$60.99 - $64.39 $3.23M - $3.41M
53K $3.41M
AVLV
American Centy ETF Tr Avantis
10K
+ 1.53%
$68.33 - $72.69 $686K - $730K
664K $48M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
11K
+ 1.86%
$78.88 - $85.2 $865K - $935K
600K $50M
AVGO
Broadcom Inc.

Technology
755
+ 1.52%
$264.74 - $369.57 $200K - $279K
50.4K $16.6M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
8.52K
+ 2.68%
$87.69 - $96.0 $747K - $818K
327K $30.8M
PTRB
Pgim ETF Tr Total Return Bd Et

ETFs
54.5K
+ 10.82%
$41.18 - $42.48 $2.24M - $2.31M
558K $23.5M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
39.4K
+ 141.34%
$53.81 - $57.52 $2.12M - $2.27M
67.3K $3.87M
EFG
Msci Eafe Growth ETF

ETFs
13.2K
+ 3.05%
$106.99 - $114.46 $1.41M - $1.51M
447K $50.9M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
8.25K
+ 5.13%
$79.39 - $90.39 $655K - $745K
169K $15M
PLTR
Palantir Technologies Inc.

Technology
1.34K
+ 3.23%
$130.68 - $186.97 $175K - $251K
42.8K $7.81M
AVUV
American Centy ETF Tr Avantis

ETFs
9.74K
+ 8.85%
$90.37 - $102.12 $880K - $995K
120K $11.9M
TSLA
Tesla, Inc.

Consumer Cyclical
173
+ 1.31%
$293.94 - $444.72 $50.9K - $76.9K
13.3K $5.94M
AVSC
American Centy ETF Tr Avantis
1.92K
+ 0.76%
$51.33 - $58.63 $98.5K - $112K
253K $14.5M
CAT
Caterpillar Inc

Industrials
408
+ 2.74%
$390.92 - $477.15 $159K - $195K
15.3K $7.3M
JNJ
Johnson & Johnson

Healthcare
980
+ 2.4%
$155.17 - $185.42 $152K - $182K
41.8K $7.76M
ABBV
Abb Vie Inc.

Healthcare
524
+ 1.89%
$184.85 - $231.54 $96.9K - $121K
28.3K $6.54M
OUNZ
Van Eck Merk Gold Trust

ETFs
29K
+ 83.56%
$31.49 - $37.19 $914K - $1.08M
63.8K $2.37M
JPM
Jpmorgan Chase & CO

Financial Services
656
+ 1.68%
$282.78 - $316.06 $186K - $207K
39.6K $12.5M
EFV
Msci Eafe Value ETF

ETFs
260
+ 0.1%
$62.79 - $68.42 $16.3K - $17.8K
272K $18.4M
MSFT
Microsoft Corp

Technology
519
+ 1.15%
$491.09 - $535.64 $255K - $278K
45.6K $23.6M
KEMX
Kraneshares Tr

ETFs
2.61K
+ 0.59%
$31.99 - $35.08 $83.3K - $91.4K
447K $15.5M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
7.64K
+ 1.36%
$28.15 - $30.13 $215K - $230K
568K $16.8M
SPY
Spdr S&P 500 ETF Trust

ETFs
498
+ 3.48%
$617.65 - $666.84 $308K - $332K
14.8K $9.87M
JCPB
J P Morgan Exchange Traded Fd

ETFs
17.2K
+ 5.99%
$46.37 - $47.77 $798K - $822K
304K $14.5M
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
6.22K
+ 7.19%
$81.61 - $86.58 $508K - $539K
92.8K $7.92M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
15.9K
+ 4.35%
$39.58 - $40.74 $628K - $646K
380K $15.4M
IDV
Ishares Tr

ETFs
7.47K
+ 3.03%
$34.54 - $37.28 $258K - $278K
254K $9.28M
CVX
Chevron Corp

Energy
1.66K
+ 3.91%
$145.57 - $161.83 $242K - $269K
44.1K $6.85M
FNDF
Schwab Fundamental Intl Large

ETFs
2.55K
+ 1.16%
$39.84 - $43.15 $102K - $110K
222K $9.55M
DVY
Ishares Tr

ETFs
3.47K
+ 12.45%
$133.88 - $142.57 $464K - $494K
31.3K $4.45M
GRMN
Garmin LTD

Technology
329
+ 1.92%
$211.13 - $246.22 $69.5K - $81K
17.4K $4.29M
WMT
Walmart Inc.

Consumer Defensive
2.5K
+ 2.9%
$94.4 - $104.27 $236K - $261K
88.7K $9.14M
HD
Home Depot, Inc.

Consumer Cyclical
408
+ 3.06%
$357.4 - $423.42 $146K - $173K
13.8K $5.57M
MS
Morgan Stanley

Financial Services
1.17K
+ 4.41%
$139.09 - $161.16 $163K - $189K
27.8K $4.41M
BX
Blackstone Inc.

Financial Services
1.06K
+ 4.63%
$152.77 - $188.68 $161K - $199K
23.9K $4.08M
ORCL
Oracle Corp

Technology
804
+ 15.4%
$218.96 - $328.33 $176K - $264K
6.02K $1.69M
HDV
Ishares Core High Dividend ETF

ETFs
577
+ 0.69%
$118.16 - $123.66 $68.2K - $71.4K
84.4K $10.3M
NEE
Nextera Energy Inc

Utilities
2.48K
+ 5.23%
$69.77 - $77.54 $173K - $192K
49.8K $3.76M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
3.36K
+ 2.58%
$50.02 - $53.28 $168K - $179K
134K $6.99M
ETN
Eaton Corp PLC

Industrials
576
+ 4.16%
$342.99 - $392.76 $198K - $226K
14.4K $5.39M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
55
+ 0.61%
$567.77 - $614.76 $31.2K - $33.8K
9.08K $5.56M
XOM
Exxon Mobil Corp

Energy
1.05K
+ 1.72%
$105.83 - $117.22 $111K - $122K
61.7K $6.95M
Activity Summary
Buys All Purchases 268 New Holdings 26 Increased Positions 242 Sells All Sells 106 Reductions 106 Sold out 0 Options Calls 3 Puts 0
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