Financial Advisory Service, Inc. Purchases in Q2 2025

Financial Advisory Service, Inc.

  • $1.26 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IMTM
Ishares Msci Intl Momentum Fac

ETFs
440
+ 0.53%
$36.01 - $45.69 $15.8K - $20.1K
84.2K $3.85M
NFLX
Netflix Inc

Communication Services
18
+ 1.55%
$855.86 - $1339.13 $15.4K - $24.1K
1.18K $1.58M
IEFA
Ishares Tr

ETFs
1.27K
+ 2.57%
$67.83 - $84.09 $86.4K - $107K
50.9K $4.25M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
13.8K
+ 3.94%
$39.34 - $40.41 $544K - $559K
365K $14.6M
QQQ
Invesco Qqq Trust, Series 1

ETFs
324
+ 9.96%
$416.06 - $551.64 $135K - $179K
3.58K $1.97M
KLAC
Kla Corp

Technology
315
+ 40.91%
$576.53 - $902.94 $182K - $284K
1.09K $971K
BX
Blackstone Inc.

Financial Services
1.59K
+ 7.51%
$120.07 - $151.11 $191K - $241K
22.8K $3.41M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
1.66K
+ 4.13%
$75.29 - $91.16 $125K - $151K
41.8K $3.77M
HON
Honeywell International Inc

Industrials
667
+ 5.06%
$182.86 - $232.88 $122K - $155K
13.8K $3.23M
V
Visa Inc.

Financial Services
1.04K
+ 8.35%
$308.27 - $373.31 $321K - $388K
13.5K $4.79M
VV
Vanguard Large Cap ETF

ETFs
912
+ 20.17%
$228.25 - $285.3 $208K - $260K
5.43K $1.55M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
3.26K
+ 2.75%
$19.1 - $23.83 $62.2K - $77.6K
122K $2.9M
INTU
Intuit Inc

Technology
432
New
$544.07 - $787.63 $235K - $340K
432 $340K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
3.23K
+ 3.87%
$72.71 - $82.56 $234K - $266K
86.5K $7.06M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
1.07K
New
$177.93 - $313.14 $191K - $335K
1.07K $335K
BAC
Bank Of America Corp

Financial Services
413
+ 0.77%
$34.39 - $47.46 $14.2K - $19.6K
54.2K $2.56M
ADI
Analog Devices Inc

Technology
1.27K
New
$164.6 - $238.02 $208K - $301K
1.27K $301K
EFA
Ishares Tr Msci Eafe ETF

ETFs
200
+ 0.56%
$72.96 - $90.39 $14.6K - $18.1K
35.7K $3.19M
LNG
Cheniere Energy, Inc.

Energy
712
+ 7.43%
$197.25 - $244.33 $140K - $174K
10.3K $2.51M
TRV
Travelers Companies, Inc.

Financial Services
921
+ 7.12%
$233.83 - $276.34 $215K - $255K
13.9K $3.71M
IWR
Ishares Russell Mid Cap ETF

ETFs
754
+ 2.48%
$74.88 - $91.97 $56.5K - $69.3K
31.2K $2.87M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.15K
New
$141.37 - $228.57 $163K - $263K
1.15K $260K
VBK
Vanguard Small Cap Growth ETF

ETFs
99
+ 1.09%
$219.76 - $276.94 $21.8K - $27.4K
9.15K $2.53M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.49K
+ 13.31%
$114.78 - $133.31 $171K - $199K
12.7K $1.69M
CRWD
Crowd Strike Holdings, Inc.

Technology
471
New
$321.63 - $509.31 $151K - $240K
471 $239K
HD
Home Depot, Inc.

Consumer Cyclical
644
+ 5.07%
$335.24 - $380.78 $216K - $245K
13.3K $4.89M
CTAS
Cintas Corp

Industrials
1.06K
New
$190.11 - $227.66 $202K - $242K
1.06K $236K
CSX
Csx Corp

Industrials
7.24K
New
$26.69 - $32.91 $193K - $238K
7.24K $236K
C
Citigroup Inc

Financial Services
2.76K
New
$58.13 - $85.12 $160K - $235K
2.76K $234K
VIG
Vanguard Dividend Appreciation

ETFs
1.27K
+ 1.42%
N/A
90.4K $16.5M
RY
Royal Bank Of Canada

Financial Services
1.75K
New
$108.36 - $131.55 $189K - $230K
1.75K $229K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
141
+ 0.16%
$24.38 - $30.18 $3.44K - $4.26K
87.5K $2.64M
PM
Philip Morris International Inc.

Consumer Defensive
1.23K
New
$149.23 - $184.95 $184K - $227K
1.23K $224K
COIN
Coinbase Global, Inc.

Technology
628
New
$151.47 - $375.07 $95.1K - $236K
628 $220K
CI
Cigna Corp

Healthcare
658
New
$301.89 - $340.04 $199K - $224K
658 $217K
ELV
Elevance Health, Inc.

Healthcare
555
New
$372.27 - $452.69 $207K - $251K
555 $215K
AXP
American Express CO

Financial Services
662
New
$231.39 - $318.98 $153K - $211K
662 $211K
LOUP
Innovator Etfs Tr Loup Frontie

ETFs
3.34K
New
$39.47 - $62.61 $132K - $209K
3.34K $209K
ADBE
Adobe Inc.

Technology
530
New
$340.0 - $420.68 $180K - $223K
530 $205K
SPXC
Spx Corp

Industrials
1.21K
New
$120.66 - $167.68 $146K - $203K
1.21K $203K
SPC
Trust For Professional Mgr Cro

ETFs
9.48K
New
$20.4 - $21.44 $193K - $203K
9.48K $203K
BMI
Badger Meter Inc

Technology
822
New
$170.72 - $254.17 $140K - $209K
822 $201K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
2.36K
+ 1.85%
$43.28 - $50.37 $102K - $119K
130K $6.53M
MGV
Vanguard Mega Cap Value

ETFs
1.39K
New
$114.87 - $131.25 $159K - $182K
1.39K $181K
SO
Southern CO

Utilities
1.99K
+ 6.77%
$84.91 - $92.56 $169K - $184K
31.3K $2.88M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
195
+ 0.26%
$17.76 - $22.1 $3.46K - $4.31K
75.6K $1.67M
MCK
Mckesson Corp

Healthcare
187
+ 29.08%
$652.83 - $732.78 $122K - $137K
830 $608K
TXN
Texas Instruments Inc

Technology
891
+ 5.51%
N/A
17.1K $3.32M
SCHA
Schwab Strategic Tr Us Small C

ETFs
5.1K
+ 21.93%
$20.42 - $25.3 $104K - $129K
28.4K $717K
Activity Summary
Buys All Purchases 290 New Holdings 40 Increased Positions 250 Sells All Sells 92 Reductions 92 Sold out 0 Options Calls 2 Puts 1
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