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
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
3
+ 0.09%
$48.31 - $48.93 $145 - $147
3.33K $162K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
11
+ 1.06%
$45.6 - $46.92 $502 - $516
1.05K $49K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
15
+ 0.86%
$21.77 - $22.57 $327 - $339
1.75K $39K
XLB
Select Sector Spdr Fd Material

ETFs
2
+ 0.54%
$86.72 - $92.61 $173 - $185
374 $33K
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
7
+ 0.95%
$41.19 - $43.7 $288 - $306
742 $31K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
28
+ 0.88%
$22.64 - $23.22 $634 - $650
3.19K $73K
RPV
Invesco Exchange Traded Fd Tr

ETFs
2
+ 0.85%
$90.97 - $99.42 $182 - $199
237 $23K
Ge Vernova Inc
335
New
N/A
335 $0
Franklin Ethereum Tr
29.9K
New
N/A
29.9K $0
SBTX
Silverback Therapeutics, Inc.

Healthcare
51.5K
+ 34.5%
N/A
201K $0
Vaneck Bitcoin ETF
3.85K
+ 11.44%
N/A
37.5K $0
ILCG
Ishares Morningstar Growth ETF
1.26K
+ 0.21%
N/A
600K $0
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
6
+ 0.98%
$22.89 - $23.7 $137 - $142
619 $14K
Claritev Corporation
4.28K
+ 19.89%
N/A
25.8K $0
Lam Research Corp
1.5K
+ 3.35%
N/A
46.2K $0
Calumet Inc
6.9K
+ 7.72%
N/A
96.3K $0
Bny Mellon ETF Trust Ii
71.4K
+ 864.93%
N/A
79.6K $0
J P Morgan Exchange Traded F
164
New
N/A
164 $0
Bitwise Bitcoin ETF Tr
479
+ 7.38%
N/A
6.97K $0
Mfs Active Exchange Traded F
64.3K
New
N/A
64.3K $0
Te Connectivity PLC
963
New
N/A
963 $0
Arista Networks Inc
1.72K
New
N/A
1.72K $0
Palmer Square Funds Trust
121
+ 1.18%
N/A
10.4K $0
RZG
Invesco Fd Tr S&P Smallcap 600
5
+ 0.06%
N/A
7.86K $0
American Centy ETF Tr
1.06K
+ 0.5%
N/A
214K $0
Palmer Square Funds Trust
201
+ 31.5%
N/A
839 $0
Cohen & Steers Infrastructur
10.2K
New
N/A
10.2K $0
Ishares Bitcoin Trust ETF
3.51K
+ 26.26%
N/A
16.9K $0
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
4
+ 1.62%
$28.77 - $29.79 $115 - $119
251 $7K
PID
Invesco Exchange Traded Fd Tr

ETFs
8
+ 0.8%
N/A
1K $17K
VDC
Vanguard Consumer Staples ETF

ETFs
1
+ 0.66%
$212.64 - $225.25 $213 - $225
152 $32K
MLPA
Global X Mlp ETF

ETFs
41
+ 1.87%
$48.25 - $51.56 $1.98K - $2.11K
2.23K $108K
EMR
Emerson Electric CO

Industrials
3
+ 0.07%
$128.6 - $149.63 $386 - $449
4.07K $533K
ABT
Abbott Laboratories

Healthcare
22
+ 0.42%
$120.51 - $136.62 $2.65K - $3.01K
5.24K $701K
COIN
Coinbase Global, Inc.

Technology
1
+ 0.16%
$297.99 - $419.78 $298 - $420
629 $212K
PRU
Prudential Financial Inc

Financial Services
39
+ 1.07%
$100.68 - $109.89 $3.93K - $4.29K
3.68K $381K
ICE
Intercontinental Exchange, Inc.

Financial Services
3
+ 0.25%
$167.28 - $188.45 $502 - $565
1.2K $201K
CTAS
Cintas Corp

Industrials
2
+ 0.19%
$199.29 - $226.27 $399 - $453
1.06K $218K
GWW
W.W. Grainger, Inc.

Industrials
1
+ 0.45%
$932.44 - $1059.49 $932 - $1.06K
221 $210K
MDLZ
Mondelez International, Inc.

Consumer Defensive
8
+ 0.19%
$60.9 - $70.75 $487 - $566
4.13K $257K
ET
Energy Transfer LP

Energy
725
+ 2.15%
$17.11 - $18.16 $12.4K - $13.2K
34.4K $589K
T
At&T Inc.

Communication Services
81
+ 0.24%
$26.94 - $29.62 $2.18K - $2.4K
33.8K $954K
PM
Philip Morris International Inc.

Consumer Defensive
10
+ 0.81%
$157.77 - $183.27 $1.58K - $1.83K
1.24K $201K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
3
+ 0.22%
$196.15 - $217.83 $588 - $653
1.39K $279K
ARCC
Ares Capital Corp

Financial Services
20
+ 0.12%
$20.41 - $23.25 $408 - $465
16.5K $335K
KR
Kroger CO

Consumer Defensive
21
+ 0.32%
$64.52 - $74.35 $1.35K - $1.56K
6.57K $443K
UNM
Unum Group

Financial Services
71
+ 0.65%
$68.55 - $82.12 $4.87K - $5.83K
11K $857K
CBSH
Commerce Bancshares Inc

Financial Services
64
+ 0.42%
$58.61 - $66.11 $3.75K - $4.23K
15.3K $914K
V
Visa Inc.

Financial Services
435
+ 3.22%
$332.09 - $358.86 $144K - $156K
13.9K $4.76M
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
Track This Portfolio

Track Financial Advisory Service, Inc. Portfolio

Follow Financial Advisory Service, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Advisory Service, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Financial Advisory Service, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email