Financial Advisory Service, Inc. Incresed Positions in Q4 2024

Financial Advisory Service, Inc.

  • $1.11 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
1.25K
+ 2.73%
$159.67 - $250.0 $200K - $313K
47K $10.9M
PLTR
Palantir Technologies Inc.

Technology
25.9K
+ 248.37%
$36.46 - $82.38 $944K - $2.13M
36.3K $2.75M
PTRB
Pgim ETF Tr Total Return Bd Et

ETFs
67.2K
+ 17.99%
$40.84 - $42.74 $2.75M - $2.87M
441K $18.1M
GOOG
Alphabet Inc.

Communication Services
4.52K
+ 9.87%
$163.08 - $198.16 $737K - $896K
50.3K $9.58M
LLY
Eli Lilly & CO

Healthcare
3.22K
+ 57.08%
$727.2 - $932.06 $2.34M - $3M
8.86K $6.84M
NVDA
Nvidia Corp

Technology
587
+ 0.45%
$117.0 - $148.88 $68.7K - $87.4K
132K $17.7M
JPM
Jpmorgan Chase & CO

Financial Services
579
+ 1.66%
$205.18 - $250.29 $119K - $145K
35.4K $8.5M
JCPB
J P Morgan Exchange Traded Fd

ETFs
31.1K
+ 13.3%
$46.07 - $48.17 $1.43M - $1.5M
265K $12.2M
LOW
Lowes Companies Inc

Consumer Cyclical
4.05K
+ 133.06%
$244.52 - $284.07 $989K - $1.15M
7.09K $1.75M
WMT
Walmart Inc.

Consumer Defensive
1.09K
+ 1.41%
$79.1 - $95.7 $86.3K - $104K
78.4K $7.09M
MS
Morgan Stanley

Financial Services
783
+ 3.49%
$104.42 - $134.99 $81.8K - $106K
23.2K $2.92M
SCHG
Schwab Strategic Tr Us Large C

ETFs
307K
+ 293.67%
$25.93 - $105.3 $7.97M - $32.4M
412K $11.5M
V
Visa Inc.

Financial Services
217
+ 1.84%
$273.87 - $320.91 $59.4K - $69.6K
12K $3.79M
META
Meta Platforms, Inc.

Communication Services
127
+ 0.77%
$554.08 - $632.68 $70.4K - $80.4K
16.6K $9.76M
XOM
Exxon Mobil Corp

Energy
7.5K
+ 15.38%
$105.51 - $125.37 $791K - $940K
56.3K $6.05M
HON
Honeywell International Inc

Industrials
372
+ 3.08%
$202.84 - $236.0 $75.5K - $87.8K
12.5K $2.82M
COST
Costco Wholesale Corp

Consumer Defensive
138
+ 2.22%
$873.59 - $994.69 $121K - $137K
6.35K $5.82M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
23.3K
+ 7.55%
$39.3 - $41.34 $914K - $961K
331K $13.1M
CME
Cme Group Inc.

Financial Services
447
+ 3.96%
$221.17 - $246.02 $98.9K - $110K
11.7K $2.72M
TAXF
American Centy ETF Tr Diversif

ETFs
6.2K
+ 10.28%
$49.94 - $51.44 $310K - $319K
66.5K $3.33M
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
3.66K
+ 4.71%
$80.18 - $88.79 $294K - $325K
81.4K $6.56M
HYD
Vaneck High Yield Muni ETF

ETFs
4.82K
+ 8.98%
$51.09 - $53.06 $246K - $256K
58.5K $3.04M
TRV
Travelers Companies, Inc.

Financial Services
323
+ 2.69%
$225.97 - $266.66 $73K - $86.1K
12.3K $2.97M
ETN
Eaton Corp PLC

Industrials
448
+ 3.82%
$326.96 - $377.52 $146K - $169K
12.2K $4.04M
EMLP
First Tr Exchange Traded Iv

ETFs
2.95K
+ 12.26%
$33.69 - $38.24 $99.5K - $113K
27K $963K
UNM
Unum Group

Financial Services
62
+ 0.58%
$58.88 - $77.07 $3.65K - $4.78K
10.8K $790K
FDX
Fedex Corp

Industrials
285
+ 3.55%
$260.5 - $305.15 $74.2K - $87K
8.31K $2.34M
AVUV
American Centy ETF Tr Avantis

ETFs
804
+ 0.87%
$94.37 - $106.41 $75.9K - $85.6K
93.4K $9.01M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
9.91K
+ 4.78%
$28.6 - $29.27 $283K - $290K
217K $6.22M
WFC
Wells Fargo & Company

Financial Services
42
+ 0.48%
$54.98 - $77.35 $2.31K - $3.25K
8.85K $621K
ET
Energy Transfer LP

Energy
406
+ 1.24%
$16.05 - $19.86 $6.52K - $8.06K
33.1K $647K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
433
+ 0.24%
$84.34 - $95.14 $36.5K - $41.2K
180K $15.7M
ACWI
Ishares Msci Acwi ETF

ETFs
885
+ 70.02%
$117.05 - $123.03 $104K - $109K
2.15K $252K
CBSH
Commerce Bancshares Inc

Financial Services
777
+ 5.32%
$57.04 - $74.36 $44.3K - $57.8K
15.4K $958K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1
+ 0.01%
$521.84 - $558.82 $522 - $559
8.01K $4.31M
WMB
Williams Companies, Inc.

Energy
80
+ 0.89%
$46.37 - $59.74 $3.71K - $4.78K
9.11K $493K
MBB
Ishares Tr

ETFs
973
+ 21.58%
$91.26 - $95.82 $88.8K - $93.2K
5.48K $502K
MA
Mastercard Inc

Financial Services
75
+ 7.88%
$491.3 - $536.15 $36.8K - $40.2K
1.03K $540K
SBUX
Starbucks Corp

Consumer Cyclical
2.92K
+ 9.37%
$87.44 - $102.5 $255K - $299K
34.1K $3.11M
GS
Goldman Sachs Group Inc

Financial Services
39
+ 6.84%
$486.1 - $608.57 $19K - $23.7K
609 $348K
MARB
First Tr Exchange Traded Fd Ii

ETFs
2.5K
+ 5.98%
$19.62 - $19.93 $49.1K - $49.8K
44.3K $880K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
1.13K
+ 6.13%
$50.67 - $50.9 $57.2K - $57.4K
19.5K $990K
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.58K
+ 2.76%
$174.22 - $187.62 $275K - $296K
58.6K $10.3M
TXN
Texas Instruments Inc

Technology
258
+ 1.69%
N/A
15.6K $3.03M
DFUS
Dimensional ETF Tr U S Equity

ETFs
71
+ 0.28%
$61.52 - $66.5 $4.37K - $4.72K
25.2K $1.61M
CAH
Cardinal Health Inc

Healthcare
22
+ 0.44%
$107.89 - $125.33 $2.37K - $2.76K
5.02K $593K
EPD
Enterprise Products Partners L.P.

Energy
78
+ 0.51%
$28.66 - $34.43 $2.24K - $2.69K
15.3K $480K
VGT
Vanguard Information Technolog

ETFs
3
+ 0.31%
$571.78 - $647.97 $1.72K - $1.94K
984 $611K
T
At&T Inc.

Communication Services
265
+ 0.81%
$21.22 - $23.88 $5.62K - $6.33K
32.9K $748K
Activity Summary
Buys All Purchases 221 New Holdings 19 Increased Positions 202 Sells All Sells 145 Reductions 145 Sold out 0 Options Calls 0 Puts 0
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