Financial Advisory Service, Inc. Incresed Positions in Q3 2024

Financial Advisory Service, Inc.

  • $1.18 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DVY
Ishares Tr

ETFs
249
+ 0.84%
$119.99 - $135.74 $29.9K - $33.8K
29.8K $4.02M
COST
Costco Wholesale Corp

Consumer Defensive
259
+ 4.35%
$801.83 - $917.05 $208K - $238K
6.22K $5.51M
SO
Southern CO

Utilities
1.05K
+ 4.05%
$77.0 - $90.52 $80.5K - $94.7K
26.9K $2.42M
UNP
Union Pacific Corp

Industrials
575
+ 4.42%
$221.78 - $256.09 $128K - $147K
13.6K $3.35M
VBR
Vanguard Small Cap Value ETF

ETFs
255
+ 1.43%
$179.99 - $201.6 $45.9K - $51.4K
18.1K $3.64M
CME
Cme Group Inc.

Financial Services
500
+ 4.64%
$193.43 - $220.62 $96.7K - $110K
11.3K $2.49M
PG
Procter & Gamble CO

Consumer Defensive
814
+ 3.09%
$160.76 - $177.82 $131K - $145K
27.1K $4.7M
GRMN
Garmin LTD

Technology
575
+ 3.03%
$161.1 - $183.29 $92.6K - $105K
19.5K $3.44M
V
Visa Inc.

Financial Services
739
+ 6.7%
$253.74 - $291.56 $188K - $215K
11.8K $3.24M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
2.77K
+ 6.91%
$59.93 - $66.52 $166K - $184K
42.8K $2.84M
ITOT
Ishares Core S&P Total U.S. St

ETFs
250
+ 0.59%
$113.41 - $125.62 $28.4K - $31.4K
42.6K $5.36M
MS
Morgan Stanley

Financial Services
1.62K
+ 7.75%
$92.07 - $106.96 $149K - $173K
22.5K $2.34M
PFG
Principal Financial Group Inc

Financial Services
1.2K
+ 4.47%
$72.94 - $87.46 $87.6K - $105K
28K $2.41M
PEP
Pepsico Inc

Consumer Defensive
1.11K
+ 5.73%
$161.9 - $179.3 $180K - $199K
20.5K $3.48M
QQQ
Invesco Qqq Trust, Series 1

ETFs
527
+ 18.99%
$434.77 - $502.96 $229K - $265K
3.3K $1.61M
IWS
Ishares Russell Midcap Value E

ETFs
141
+ 0.65%
$119.52 - $132.25 $16.9K - $18.6K
21.9K $2.9M
EMLP
First Tr Exchange Traded Iv

ETFs
6.26K
+ 35.13%
$30.38 - $34.0 $190K - $213K
24.1K $809K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
61
+ 0.77%
$475.2 - $527.7 $29K - $32.2K
8.01K $4.22M
GLD
Spdr Gold Trust

ETFs
519
+ 12.13%
$215.56 - $246.98 $112K - $128K
4.8K $1.17M
IJS
Ishares S&P Smallcap 600 Value

ETFs
923
+ 7.73%
$95.81 - $109.03 $88.4K - $101K
12.9K $1.38M
IWR
Ishares Russell Mid Cap ETF

ETFs
76
+ 0.25%
$79.92 - $88.19 $6.07K - $6.7K
30.4K $2.68M
XOM
Exxon Mobil Corp

Energy
953
+ 1.99%
$109.72 - $119.0 $105K - $113K
48.8K $5.72M
RTX
Raytheon Technologies Corp

Industrials
433
+ 5.81%
$99.55 - $123.34 $43.1K - $53.4K
7.89K $955K
AMGN
Amgen Inc

Healthcare
309
+ 3.71%
$309.38 - $337.38 $95.6K - $104K
8.63K $2.78M
IWN
Ishares Russell2000 Val ETF

ETFs
132
+ 1.22%
$150.05 - $171.34 $19.8K - $22.6K
11K $1.83M
MA
Mastercard Inc

Financial Services
276
+ 40.83%
$429.6 - $500.99 $119K - $138K
952 $470K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
109
+ 26.65%
$1015.62 - $1159.62 $111K - $126K
518 $596K
KO
Coca Cola CO

Consumer Defensive
104
+ 0.55%
$62.69 - $73.01 $6.52K - $7.59K
18.9K $1.36M
AMZN
Amazon Com Inc

Consumer Cyclical
3.22K
+ 5.0%
$161.02 - $200.0 $519K - $644K
67.6K $12.6M
FCX
Freeport Mcmoran Inc

Basic Materials
2.11K
+ 5.64%
$39.52 - $51.92 $83.2K - $109K
39.4K $1.97M
PANW
Palo Alto Networks Inc

Technology
381
+ 49.87%
$294.18 - $368.01 $112K - $140K
1.15K $391K
BLK
Black Rock Inc.

Financial Services
3
+ 0.38%
$782.27 - $949.51 $2.35K - $2.85K
801 $760K
PLTR
Palantir Technologies Inc.

Technology
287
+ 2.83%
$24.09 - $37.95 $6.91K - $10.9K
10.4K $387K
ORCL
Oracle Corp

Technology
3
+ 0.08%
$125.9 - $170.35 $378 - $511
3.94K $671K
USB
Us Bancorp \De\

Financial Services
42
+ 0.23%
$39.04 - $47.23 $1.64K - $1.98K
18K $820K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
53
+ 0.55%
$111.9 - $124.28 $5.93K - $6.59K
9.75K $1.2M
MUB
Ishares National Muni Bond ETF

ETFs
658
+ 4.14%
$106.13 - $108.7 $69.8K - $71.5K
16.5K $1.8M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
1.98K
+ 12.04%
$50.61 - $50.96 $100K - $101K
18.4K $937K
UNM
Unum Group

Financial Services
81
+ 0.76%
$49.81 - $59.44 $4.03K - $4.81K
10.8K $640K
PFF
Ishares Trust Ishares Pfd And

ETFs
609
+ 1.39%
$31.18 - $33.5 $19K - $20.4K
44.3K $1.47M
XLK
Technology Sector Spdr

ETFs
413
+ 15.37%
$197.34 - $237.68 $81.5K - $98.2K
3.1K $699K
XLI
Industrial Sector Spdr

ETFs
300
+ 8.26%
$120.56 - $135.44 $36.2K - $40.6K
3.93K $532K
TXN
Texas Instruments Inc

Technology
453
+ 3.05%
$194.6 - $194.6 $88.2K - $88.2K
15.3K $2.98M
DFUS
Dimensional ETF Tr U S Equity

ETFs
51
+ 0.2%
$56.04 - $62.2 $2.86K - $3.17K
25.1K $1.56M
IWP
Ishares Russell Mid Cap Growth

ETFs
96
+ 0.89%
$103.87 - $117.59 $9.97K - $11.3K
10.9K $1.28M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
53
+ 0.44%
$77.02 - $85.06 $4.08K - $4.51K
12K $1.02M
BMY
Bristol Myers Squibb CO

Healthcare
74
+ 1.0%
$39.66 - $51.75 $2.93K - $3.83K
7.45K $385K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
923
+ 26.59%
$85.84 - $85.84 $79.2K - $79.2K
4.39K $377K
DE
Deere & CO

Industrials
6
+ 0.35%
$344.84 - $418.0 $2.07K - $2.51K
1.72K $716K
Activity Summary
Buys All Purchases 248 New Holdings 24 Increased Positions 224 Sells All Sells 98 Reductions 98 Sold out 0 Options Calls 1 Puts 1
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