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
Claritev Corporation
5.25K
+ 42.02%
N/A
17.8K $0
SBTX
Silverback Therapeutics, Inc.

Healthcare
44.8K
+ 47.34%
N/A
140K $0
COPX
Global X Copper Miners ETF

ETFs
1
+ 2.22%
$37.72 - $43.32 $37.7 - $43.3
46 $1K
American Centy ETF Tr
2.25K
+ 1.08%
N/A
212K $0
American Centy ETF Tr
1
+ 0.42%
N/A
240 $0
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
17
+ 0.74%
$25.12 - $26.05 $427 - $443
2.33K $58K
URTH
Ishares Msci World ETF

ETFs
5
+ 0.48%
$151.24 - $164.09 $756 - $820
1.05K $160K
AVMU
American Centy ETF Travantis C

ETFs
25
+ 0.58%
$45.11 - $46.66 $1.13K - $1.17K
4.33K $196K
XLK
Technology Sector Spdr

ETFs
379
+ 12.21%
$206.38 - $242.18 $78.2K - $91.8K
3.48K $719K
FXR
First Trust Industrials/Produc

ETFs
1
+ 0.17%
$68.3 - $79.81 $68.3 - $79.8
582 $40K
FTXR
First Tr ETF Vi Nasdaq Transn

ETFs
4
+ 0.38%
$29.41 - $36.37 $118 - $145
1.06K $31K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
3
+ 0.25%
$196.12 - $229.48 $588 - $688
1.18K $238K
FV
First Trust Dorsey Wright Focu

ETFs
3
+ 0.15%
$53.91 - $63.03 $162 - $189
2.02K $110K
LCID
Lucid Group, Inc.

Consumer Cyclical
1
+ 0.01%
$2.03 - $3.48 $2.03 - $3.48
17K $41K
GWW
W.W. Grainger, Inc.

Industrials
3
+ 1.38%
$953.54 - $1132.42 $2.86K - $3.4K
220 $217K
VO
Vanguard Mid Cap ETF

ETFs
10
+ 0.36%
$251.87 - $277.95 $2.52K - $2.78K
2.82K $730K
ADM
Archer Daniels Midland CO

Consumer Defensive
70
+ 1.02%
$45.22 - $52.17 $3.17K - $3.65K
6.91K $331K
PAVE
Global X Fds Us Infrastructure

ETFs
19
+ 0.33%
$37.31 - $43.82 $709 - $833
5.85K $220K
PRU
Prudential Financial Inc

Financial Services
48
+ 1.35%
$105.04 - $122.33 $5.04K - $5.87K
3.6K $402K
SPYG
Spdr Portfolio

ETFs
4
+ 0.16%
$80.05 - $92.39 $320 - $370
2.45K $196K
CLX
Clorox CO

Consumer Defensive
8
+ 0.57%
$141.76 - $162.89 $1.13K - $1.3K
1.42K $209K
ET
Energy Transfer LP

Energy
666
+ 2.01%
$17.26 - $21.08 $11.5K - $14K
33.7K $627K
META
Meta Platforms, Inc.

Communication Services
351
+ 2.12%
$576.36 - $736.67 $202K - $259K
16.9K $9.74M
VOE
Vanguard Mid Cap Value Index F

ETFs
123
+ 0.37%
$156.61 - $168.02 $19.3K - $20.7K
33.5K $5.38M
ACN
Accenture PLC

Technology
11
+ 1.68%
$300.91 - $398.25 $3.31K - $4.38K
665 $207K
PANW
Palo Alto Networks Inc

Technology
10
+ 0.44%
$167.82 - $208.28 $1.68K - $2.08K
2.3K $392K
HON
Honeywell International Inc

Industrials
715
+ 5.74%
$202.75 - $226.52 $145K - $162K
13.2K $2.79M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
6
+ 0.09%
$37.35 - $43.35 $224 - $260
6.95K $262K
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
4
+ 0.14%
$82.81 - $96.53 $331 - $386
2.89K $242K
VTWV
Vanguard Russell 2000 Value Et

ETFs
10
+ 0.39%
$131.51 - $149.24 $1.32K - $1.49K
2.61K $346K
PTON
Peloton Interactive, Inc.

Consumer Cyclical
1
+ 0.01%
$5.62 - $10.15 $5.62 - $10.2
12.7K $80K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
152
+ 3.13%
$47.79 - $59.89 $7.26K - $9.1K
5K $251K
IWR
Ishares Russell Mid Cap ETF

ETFs
570
+ 1.91%
$82.81 - $92.93 $47.2K - $53K
30.4K $2.59M
EMR
Emerson Electric CO

Industrials
24
+ 0.6%
$108.64 - $131.17 $2.61K - $3.15K
4.05K $443K
SCHA
Schwab Strategic Tr Us Small C

ETFs
15
+ 0.06%
$23.16 - $27.04 $347 - $406
23.3K $544K
TGT
Target Corp

Consumer Defensive
3
+ 0.15%
$103.65 - $142.5 $311 - $428
2K $208K
UMBF
Umb Financial Corp

Financial Services
52
+ 0.71%
$98.0 - $122.56 $5.1K - $6.37K
7.37K $745K
MS
Morgan Stanley

Financial Services
1.09K
+ 4.7%
$111.68 - $141.08 $122K - $154K
24.3K $2.84M
NKE
Nike, Inc.

Consumer Cyclical
16
+ 0.23%
$63.29 - $81.72 $1.01K - $1.31K
7.06K $447K
SPY
Spdr S&P 500 ETF Trust

ETFs
450
+ 3.44%
$551.42 - $612.93 $248K - $276K
13.5K $7.56M
LMT
Lockheed Martin Corp

Industrials
5
+ 0.19%
$423.19 - $506.29 $2.12K - $2.53K
2.68K $1.2M
QQQ
Invesco Qqq Trust, Series 1

ETFs
34
+ 1.06%
$468.34 - $539.52 $15.9K - $18.3K
3.25K $1.53M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
332
+ 0.28%
$21.23 - $23.75 $7.05K - $7.89K
119K $2.55M
DHR
Danaher Corp

Healthcare
493
+ 5.14%
$201.62 - $250.59 $99.4K - $124K
10.1K $2.07M
HD
Home Depot, Inc.

Consumer Cyclical
381
+ 3.09%
$347.25 - $424.87 $132K - $162K
12.7K $4.65M
CRM
Salesforce, Inc.

Technology
31
+ 1.18%
$268.36 - $359.95 $8.32K - $11.2K
2.65K $710K
FDX
Fedex Corp

Industrials
458
+ 5.51%
$230.33 - $281.53 $105K - $129K
8.77K $2.14M
MRK
Merck & Co., Inc.

Healthcare
764
+ 2.19%
$83.01 - $101.02 $63.4K - $77.2K
35.6K $3.2M
CAT
Caterpillar Inc

Industrials
490
+ 3.57%
$326.75 - $407.63 $160K - $200K
14.2K $4.69M
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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