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
PRF
Invesco Exchange Traded Fd Tr

ETFs
18
+ 0.3%
$42.04 - $45.23 $757 - $814
6.1K $275K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
358
New
$50.85 - $51.35 $18.2K - $18.4K
358 $18K
MA
Mastercard Inc

Financial Services
19
+ 1.66%
$550.18 - $598.96 $10.5K - $11.4K
1.17K $663K
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
18
+ 2.88%
$105.16 - $140.03 $1.89K - $2.52K
643 $87K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
11
+ 0.16%
$101.12 - $106.18 $1.11K - $1.17K
7.05K $726K
SCHP
Schwab Strategic Us Tips ETF

ETFs
625
New
$26.44 - $27.1 $16.5K - $16.9K
625 $16K
IGM
Ishares Expanded Tech Sector E

ETFs
100
+ 40.0%
$110.96 - $127.67 $11.1K - $12.8K
350 $44K
FNDX
Schwab Fundamental U S Large C

ETFs
33
+ 0.37%
$24.38 - $26.34 $805 - $869
8.89K $233K
SHEL
Shell PLC

Energy
121
+ 1.81%
$69.82 - $73.93 $8.45K - $8.95K
6.81K $486K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
169
+ 2.98%
$78.11 - $79.07 $13.2K - $13.4K
5.85K $461K
ITA
Ishares Tr

ETFs
2
+ 0.27%
$184.73 - $209.26 $369 - $419
730 $152K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
199
+ 603.03%
$60.01 - $65.01 $11.9K - $12.9K
232 $15K
SCHW
Schwab Charles Corp

Financial Services
13
+ 0.5%
$91.03 - $98.69 $1.18K - $1.28K
2.62K $249K
MBB
Ishares Tr

ETFs
56
+ 1.04%
$92.46 - $95.73 $5.18K - $5.36K
5.42K $515K
NUE
Nucor Corp

Basic Materials
3
+ 0.15%
$133.3 - $150.33 $400 - $451
2.01K $272K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
1
+ 0.09%
$301.44 - $365.84 $301 - $366
1.07K $346K
IYE
Ishares Tr

ETFs
29
+ 0.7%
$44.83 - $48.91 $1.3K - $1.42K
4.16K $197K
LMB
Limbach Holdings, Inc.

Industrials
1.4K
+ 48.33%
$93.01 - $149.53 $130K - $209K
4.3K $416K
ADI
Analog Devices Inc

Technology
2
+ 0.16%
$220.68 - $255.63 $441 - $511
1.27K $311K
WMB
Williams Companies, Inc.

Energy
81
+ 0.85%
$56.52 - $64.01 $4.58K - $5.18K
9.62K $609K
AXP
American Express CO

Financial Services
5
+ 0.76%
$294.27 - $342.31 $1.47K - $1.71K
667 $221K
AVEM
American Centy ETF Tr Avantis

ETFs
85
+ 29.11%
$68.33 - $75.41 $5.81K - $6.41K
377 $28K
XAR
Spdr S&P Aerospace & Defense E

ETFs
1
+ 0.31%
$205.52 - $234.96 $206 - $235
325 $76K
ECL
Ecolab Inc.

Basic Materials
5
+ 0.32%
$259.39 - $285.47 $1.3K - $1.43K
1.58K $432K
VCR
Vanguard Consumer Discretionar

ETFs
1
+ 0.53%
$359.61 - $401.35 $360 - $401
191 $75K
VLUE
Ishares Msci Usa Value Factor

ETFs
3
+ 0.53%
$111.55 - $125.05 $335 - $375
564 $70K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
80
New
$80.54 - $89.67 $6.44K - $7.17K
80 $7K
FV
First Trust Dorsey Wright Focu

ETFs
3
+ 0.15%
$59.23 - $62.14 $178 - $186
2.02K $125K
DFIS
Dimensional ETF Tr Dimensional

ETFs
165
New
$29.65 - $31.77 $4.89K - $5.24K
165 $5K
AVMU
American Centy ETF Travantis C

ETFs
39
+ 0.89%
$43.91 - $45.71 $1.71K - $1.78K
4.41K $200K
DSI
Ishares Msci Kld 400 Social Et

ETFs
1
+ 0.18%
$115.96 - $125.95 $116 - $126
544 $68K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
2
+ 0.32%
$126.64 - $135.65 $253 - $271
619 $83K
FTXN
First Tr ETF Vi Nasdaq Oil & G

ETFs
17
+ 0.64%
$27.06 - $29.3 $460 - $498
2.69K $76K
FTXR
First Tr ETF Vi Nasdaq Transn

ETFs
3
+ 0.28%
$31.65 - $35.2 $94.9 - $106
1.07K $37K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1
+ 0.37%
$148.97 - $165.88 $149 - $166
269 $44K
FNDA
Schwab Fundamental U S Small C

ETFs
4
+ 0.26%
$28.75 - $31.93 $115 - $128
1.52K $47K
HYG
Ishares Tr

ETFs
34
+ 1.47%
$79.85 - $81.32 $2.71K - $2.76K
2.34K $189K
FXD
First Tr Exchange Traded Fd

ETFs
1
+ 0.17%
$63.72 - $70.29 $63.7 - $70.3
579 $39K
VTWO
Vanguard Russell 2000 ETF

ETFs
40
New
$86.92 - $99.32 $3.48K - $3.97K
40 $3K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
24
+ 400.0%
$98.53 - $107.1 $2.36K - $2.57K
30 $3K
CLOI
Vaneck ETF Tr

ETFs
54
+ 3.5%
$52.8 - $53.1 $2.85K - $2.87K
1.6K $84K
IWY
Ishares Tr Russell 200 Growth

ETFs
10
New
$243.93 - $275.62 $2.44K - $2.76K
10 $2K
TMUS
T Mobile Us, Inc.

Communication Services
3
+ 0.29%
$226.02 - $259.01 $678 - $777
1.02K $244K
FXR
First Trust Industrials/Produc

ETFs
1
+ 0.17%
$75.64 - $80.06 $75.6 - $80.1
584 $45K
BOTZ
Global X Fds

ETFs
2
+ 0.29%
$32.14 - $35.96 $64.3 - $71.9
685 $24K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
14
+ 0.88%
$45.72 - $47.27 $640 - $662
1.61K $75K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
69
+ 1.18%
$18.61 - $18.94 $1.28K - $1.31K
5.89K $110K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
61
+ 1.15%
$20.41 - $20.67 $1.25K - $1.26K
5.36K $110K
SMDV
Proshares Tr Russell 2000 Divi

ETFs
9
+ 1.26%
$63.98 - $69.04 $576 - $621
721 $48K
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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