Financial Advisory Service, Inc. Incresed Positions in Q2 2025

Financial Advisory Service, Inc.

  • $1.26 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
RSP
Invesco S&P 500 Equal Weight E

ETFs
34.4K
+ 8.74%
$152.93 - $181.74 $5.26M - $6.25M
428K $77.7M
NVDA
Nvidia Corp

Technology
9.54K
+ 7.29%
$94.31 - $157.99 $900K - $1.51M
140K $22.2M
EFG
Msci Eafe Growth ETF

ETFs
22.3K
+ 5.42%
$89.8 - $112.0 $2M - $2.5M
433K $48.5M
MSFT
Microsoft Corp

Technology
2.37K
+ 5.54%
$354.56 - $497.45 $839K - $1.18M
45.1K $22.4M
AVGO
Broadcom Inc.

Technology
4.27K
+ 9.41%
$146.29 - $275.65 $625K - $1.18M
49.7K $13.7M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
18.9K
+ 4.1%
$70.44 - $86.87 $1.33M - $1.64M
480K $41.7M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
32.3K
+ 5.8%
$66.87 - $79.47 $2.16M - $2.56M
589K $46.7M
META
Meta Platforms, Inc.

Communication Services
1.38K
+ 8.13%
$484.66 - $738.09 $666K - $1.01M
18.3K $13.5M
AVLV
American Centy ETF Tr Avantis
25.8K
+ 4.1%
$56.85 - $68.21 $1.46M - $1.76M
654K $44.6M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
20.2K
+ 6.76%
$72.61 - $88.75 $1.46M - $1.79M
318K $28.2M
JEPI
J P Morgan Exchange Traded Fd

ETFs
63.9K
+ 4.52%
$51.14 - $57.0 $3.27M - $3.64M
1.48M $84.1M
AMZN
Amazon Com Inc

Consumer Cyclical
4.21K
+ 6.14%
$167.32 - $223.3 $704K - $939K
72.7K $15.9M
TSLA
Tesla, Inc.

Consumer Cyclical
8.14K
+ 161.84%
$221.86 - $362.89 $1.81M - $2.95M
13.2K $4.18M
JPM
Jpmorgan Chase & CO

Financial Services
2.77K
+ 7.65%
$210.28 - $289.91 $582K - $803K
39K $11.3M
GLD
Spdr Gold Trust

ETFs
7.55K
+ 161.27%
$273.71 - $316.29 $2.07M - $2.39M
12.2K $3.73M
PLTR
Palantir Technologies Inc.

Technology
2.21K
+ 5.64%
$74.01 - $144.25 $164K - $319K
41.5K $5.66M
BA
Boeing CO

Industrials
10.5K
+ 332.44%
$136.59 - $217.51 $1.44M - $2.29M
13.7K $2.87M
ISRG
Intuitive Surgical Inc

Healthcare
3.81K
+ 413.25%
$451.58 - $565.94 $1.72M - $2.15M
4.73K $2.57M
AVIV
American Centy ETF Tr Avantis
7.06K
+ 2.58%
$50.27 - $62.84 $355K - $443K
280K $17.4M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
33.2K
+ 662.85%
$45.98 - $56.15 $1.52M - $1.86M
38.2K $2.14M
AVUV
American Centy ETF Tr Avantis

ETFs
15.4K
+ 16.22%
$75.17 - $91.21 $1.15M - $1.4M
110K $10M
EFV
Msci Eafe Value ETF

ETFs
6.17K
+ 2.32%
$52.4 - $64.65 $323K - $399K
272K $17.2M
AVDE
American Centy ETF Tr Avantis

ETFs
1.7K
+ 0.95%
$59.32 - $74.36 $101K - $127K
181K $13.4M
ETN
Eaton Corp PLC

Industrials
913
+ 7.06%
$246.52 - $356.99 $225K - $326K
13.8K $4.94M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
13.6K
+ 2.49%
$22.92 - $28.05 $312K - $382K
560K $15.7M
SCHV
Schwab Strategic Tr Us Large C

ETFs
5.05K
+ 0.45%
$23.55 - $27.67 $119K - $140K
1.14M $31.5M
SPY
Spdr S&P 500 ETF Trust

ETFs
803
+ 5.94%
$496.48 - $617.85 $399K - $496K
14.3K $8.85M
PTRB
Pgim ETF Tr Total Return Bd Et

ETFs
29K
+ 6.12%
$40.66 - $41.98 $1.18M - $1.22M
503K $21.1M
ASTS
Ast Space Mobile, Inc.

Communication Services
2.19K
+ 4.54%
$20.07 - $51.83 $43.9K - $113K
50.3K $2.35M
GOOG
Alphabet Inc.

Communication Services
757
+ 1.49%
$146.58 - $180.01 $111K - $136K
51.6K $9.15M
AVSC
American Centy ETF Tr Avantis
7.07K
+ 2.9%
$42.39 - $51.76 $300K - $366K
251K $12.9M
WMT
Walmart Inc.

Consumer Defensive
2.68K
+ 3.21%
$81.79 - $99.98 $219K - $268K
86.2K $8.43M
CAT
Caterpillar Inc

Industrials
677
+ 4.76%
$273.94 - $388.21 $185K - $263K
14.9K $5.78M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.05K
+ 13.17%
$456.74 - $568.03 $480K - $596K
9.02K $5.13M
IDV
Ishares Tr

ETFs
3.89K
+ 1.6%
$27.79 - $34.84 $108K - $135K
247K $8.51M
ARCB
Arcbest Corp

Industrials
7.27K
+ 11.53%
$56.73 - $77.01 $413K - $560K
70.3K $5.42M
MS
Morgan Stanley

Financial Services
2.24K
+ 9.21%
$99.83 - $140.86 $224K - $316K
26.6K $3.74M
FNDF
Schwab Fundamental Intl Large

ETFs
74
+ 0.03%
$32.25 - $40.02 $2.39K - $2.96K
220K $8.79M
GOOGL
Alphabet Inc.

Communication Services
1.32K
+ 5.69%
$144.7 - $178.6 $190K - $235K
24.4K $4.31M
ITOT
Ishares Core S&P Total U.S. St

ETFs
946
+ 2.3%
$108.12 - $135.04 $102K - $128K
42.1K $5.69M
ORCL
Oracle Corp

Technology
1.66K
+ 46.46%
$122.82 - $218.63 $203K - $362K
5.22K $1.14M
COST
Costco Wholesale Corp

Consumer Defensive
283
+ 4.28%
$908.13 - $1056.85 $257K - $299K
6.89K $6.82M
IVV
Ishares Core S&P 500 ETF

ETFs
146
+ 1.83%
$498.8 - $620.9 $72.8K - $90.7K
8.14K $5.05M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
10.3K
+ 16.12%
$50.36 - $50.68 $521K - $524K
74.4K $3.77M
JCPB
J P Morgan Exchange Traded Fd

ETFs
11.1K
+ 4.02%
$45.9 - $47.2 $509K - $524K
287K $13.5M
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
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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