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
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
1.93K
+ 2.37%
$78.12 - $83.7 $150K - $161K
83.3K $6.72M
MUB
Ishares National Muni Bond ETF

ETFs
1.59K
+ 9.55%
$104.71 - $107.69 $166K - $171K
18.2K $1.92M
VZ
Verizon Communications Inc

Communication Services
450
+ 2.25%
$37.81 - $46.49 $17K - $20.9K
20.4K $926K
TXN
Texas Instruments Inc

Technology
616
+ 3.96%
N/A
16.2K $3.15M
LUV
Southwest Airlines CO

Industrials
3.4K
+ 4.9%
$28.18 - $34.84 $95.9K - $119K
72.9K $2.45M
ABT
Abbott Laboratories

Healthcare
32
+ 0.6%
$111.1 - $140.22 $3.56K - $4.49K
5.33K $706K
AIQ
Global X Funds Global X Artifi

ETFs
3K
+ 198.94%
$36.38 - $42.77 $109K - $128K
4.51K $164K
CAH
Cardinal Health Inc

Healthcare
21
+ 0.42%
$118.02 - $137.77 $2.48K - $2.89K
5.04K $693K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
2.66K
+ 0.82%
$25.44 - $25.58 $67.7K - $68.1K
326K $8.34M
VDE
Vanguard Energy ETF

ETFs
74
+ 0.68%
$119.14 - $132.76 $8.82K - $9.82K
10.9K $1.41M
GE
General Electric CO

Industrials
67
+ 3.07%
$168.59 - $212.13 $11.3K - $14.2K
2.25K $449K
INTC
Intel Corp

Technology
1.4K
+ 7.24%
$19.1 - $27.39 $26.7K - $38.3K
20.7K $471K
WSO
Watsco Inc

Industrials
6
+ 0.27%
$463.86 - $530.75 $2.78K - $3.18K
2.19K $1.11M
COP
Conocophillips

Energy
37
+ 0.31%
$88.6 - $105.85 $3.28K - $3.92K
12K $1.26M
SHEL
Shell PLC

Energy
33
+ 0.49%
$62.84 - $73.29 $2.07K - $2.42K
6.76K $495K
WMB
Williams Companies, Inc.

Energy
355
+ 3.9%
$54.02 - $61.09 $19.2K - $21.7K
9.47K $565K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
48
+ 0.44%
$67.08 - $76.14 $3.22K - $3.65K
11K $809K
MCK
Mckesson Corp

Healthcare
1
+ 0.16%
$566.21 - $672.99 $566 - $673
643 $432K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
1K
+ 1.59%
$50.39 - $50.66 $50.5K - $50.8K
64.1K $3.25M
EMLP
First Tr Exchange Traded Iv

ETFs
169
+ 0.63%
$35.79 - $38.28 $6.05K - $6.47K
27.2K $1.02M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
170
+ 16.24%
$522.96 - $601.18 $88.9K - $102K
1.22K $649K
PSX
Phillips 66

Energy
32
+ 0.66%
$113.93 - $131.55 $3.65K - $4.21K
4.86K $599K
EVRG
Evergy, Inc.

Utilities
39
+ 0.63%
$59.9 - $69.52 $2.34K - $2.71K
6.26K $431K
MARB
First Tr Exchange Traded Fd Ii

ETFs
2.11K
+ 4.76%
$19.75 - $20.03 $41.7K - $42.3K
46.4K $927K
KR
Kroger CO

Consumer Defensive
35
+ 0.52%
$58.36 - $67.72 $2.04K - $2.37K
6.73K $455K
CSCO
Cisco Systems, Inc.

Technology
88
+ 0.56%
$58.74 - $64.87 $5.17K - $5.71K
15.9K $979K
REET
Ishares Global Reit ETF

ETFs
936
+ 1.23%
$23.24 - $25.16 $21.8K - $23.5K
76.8K $1.86M
EPD
Enterprise Products Partners L.P.

Energy
73
+ 0.48%
$31.75 - $34.14 $2.32K - $2.49K
15.4K $525K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
1.52K
+ 8.3%
$22.46 - $23.26 $34.2K - $35.4K
19.8K $459K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
196
+ 1.78%
$126.11 - $135.06 $24.7K - $26.5K
11.2K $1.45M
MMM
3 M CO

Industrials
12
+ 0.58%
$129.7 - $155.12 $1.56K - $1.86K
2.08K $305K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
9
+ 0.17%
$69.81 - $78.9 $628 - $710
5.27K $410K
PAYX
Paychex Inc

Industrials
20
+ 0.8%
$136.06 - $154.52 $2.72K - $3.09K
2.51K $387K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
2
+ 0.2%
$208.48 - $244.03 $417 - $488
1.01K $245K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
333
+ 0.96%
$27.01 - $28.54 $8.99K - $9.5K
35.2K $984K
VNQ
Vanguard Specialized Funds Van

ETFs
287
+ 8.0%
$85.55 - $94.34 $24.6K - $27.1K
3.87K $350K
CLOI
Vaneck ETF Tr

ETFs
571
+ 51.72%
$52.68 - $53.16 $30.1K - $30.4K
1.68K $88K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
351
+ 7.43%
N/A
5.08K $435K
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
297
+ 1.2%
$46.45 - $47.26 $13.8K - $14K
25K $1.18M
RAAX
Vaneck ETF Trust Inflation All

ETFs
413
+ 6.48%
$28.3 - $30.43 $11.7K - $12.6K
6.79K $206K
QCOM
Qualcomm Inc

Technology
160
+ 6.86%
$151.94 - $175.86 $24.3K - $28.1K
2.49K $382K
SMB
Vaneck Short Muni ETF

ETFs
1.16K
+ 2.95%
$17.08 - $17.25 $19.7K - $19.9K
40.4K $692K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
12
+ 0.3%
$128.74 - $138.67 $1.54K - $1.66K
4.06K $550K
JKHY
Henry Jack & Associates Inc

Technology
7
+ 0.35%
$166.47 - $191.28 $1.17K - $1.34K
1.98K $362K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
264
+ 1.35%
$50.72 - $50.92 $13.4K - $13.4K
19.8K $1.01M
IYE
Ishares Tr

ETFs
24
+ 0.59%
$45.23 - $49.95 $1.09K - $1.2K
4.11K $202K
WFC
Wells Fargo & Company

Financial Services
24
+ 0.27%
$66.78 - $81.42 $1.6K - $1.95K
8.87K $636K
VV
Vanguard Large Cap ETF

ETFs
257
+ 6.03%
$253.32 - $282.66 $65.1K - $72.6K
4.52K $1.16M
MLPA
Global X Mlp ETF

ETFs
38
+ 1.8%
$49.83 - $54.53 $1.89K - $2.07K
2.15K $114K
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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