Financial Advisory Service, Inc. Incresed Positions in Q3 2025

Financial Advisory Service, Inc.

  • $1.37 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DUK
Duke Energy Corp

Utilities
1.2K
+ 3.44%
$116.31 - $125.93 $140K - $152K
36.2K $4.48M
TRV
Travelers Companies, Inc.

Financial Services
639
+ 4.61%
$250.62 - $279.43 $160K - $179K
14.5K $4.05M
PLD
Prologis, Inc.

Real Estate
1.06K
+ 4.85%
$104.08 - $115.35 $111K - $123K
23K $2.63M
IWN
Ishares Russell2000 Val ETF

ETFs
601
+ 5.41%
$157.1 - $178.94 $94.4K - $108K
11.7K $2.07M
TAXF
American Centy ETF Tr Diversif

ETFs
4.32K
+ 6.29%
$48.42 - $50.27 $209K - $217K
72.9K $3.66M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
2.43K
+ 1.99%
$23.82 - $25.84 $57.9K - $62.8K
124K $3.2M
AMZN
Amazon Com Inc

Consumer Cyclical
1.25K
+ 1.72%
$211.65 - $238.24 $264K - $297K
73.9K $16.2M
MRK
Merck & Co., Inc.

Healthcare
1.09K
+ 3.03%
$77.6 - $87.37 $84.4K - $95K
36.9K $3.1M
PFG
Principal Financial Group Inc

Financial Services
1.63K
+ 4.96%
$75.53 - $82.95 $123K - $135K
34.5K $2.86M
VBR
Vanguard Small Cap Value ETF

ETFs
47
+ 0.27%
$195.41 - $212.37 $9.18K - $9.98K
17.2K $3.59M
PHYS
Sprott Physical Gold Trust

Financial Services
830
+ 1.68%
$25.02 - $29.62 $20.8K - $24.6K
50.3K $1.49M
UNP
Union Pacific Corp

Industrials
566
+ 3.73%
$214.91 - $237.16 $122K - $134K
15.8K $3.72M
SO
Southern CO

Utilities
1.36K
+ 4.34%
$90.83 - $96.0 $124K - $131K
32.7K $3.1M
VBK
Vanguard Small Cap Growth ETF

ETFs
49
+ 0.54%
$276.51 - $305.12 $13.5K - $15K
9.2K $2.74M
SCHA
Schwab Strategic Tr Us Small C

ETFs
4.57K
+ 16.12%
$25.29 - $28.33 $116K - $130K
32.9K $918K
FDX
Fedex Corp

Industrials
470
+ 5.12%
$217.1 - $243.2 $102K - $114K
9.65K $2.28M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
287
+ 10.45%
$284.45 - $324.95 $81.6K - $93.3K
3.03K $971K
IWS
Ishares Russell Midcap Value E

ETFs
160
+ 0.77%
$132.83 - $140.61 $21.3K - $22.5K
20.9K $2.91M
ASTS
Ast Space Mobile, Inc.

Communication Services
1.05K
+ 2.09%
$36.91 - $60.06 $38.8K - $63.1K
51.4K $2.52M
META
Meta Platforms, Inc.

Communication Services
321
+ 1.76%
$695.21 - $791.73 $223K - $254K
18.6K $13.7M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
2.24K
+ 1.01%
$28.95 - $29.73 $64.9K - $66.7K
223K $6.64M
AMGN
Amgen Inc

Healthcare
478
+ 4.64%
$271.18 - $309.22 $130K - $148K
10.8K $3.04M
BA
Boeing CO

Industrials
324
+ 2.37%
$209.79 - $237.38 $68K - $76.9K
14K $3.02M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
575
+ 1.58%
$62.09 - $66.51 $35.7K - $38.2K
36.9K $2.41M
VIG
Vanguard Dividend Appreciation

ETFs
836
+ 0.92%
N/A
91.3K $16.6M
DFUS
Dimensional ETF Tr U S Equity

ETFs
51
+ 0.2%
$67.01 - $72.84 $3.42K - $3.71K
25.1K $1.82M
IJS
Ishares S&P Smallcap 600 Value

ETFs
58
+ 0.49%
$98.99 - $112.2 $5.74K - $6.51K
11.8K $1.3M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
6
+ 0.08%
$89.32 - $107.82 $536 - $647
7.73K $833K
MUB
Ishares National Muni Bond ETF

ETFs
931
+ 5.38%
$103.24 - $106.68 $96.1K - $99.3K
18.2K $1.94M
UNH
Unitedhealth Group Inc

Healthcare
102
+ 3.5%
$237.77 - $353.61 $24.3K - $36.1K
3.02K $1.04M
IWP
Ishares Russell Mid Cap Growth

ETFs
630
+ 6.11%
$137.51 - $145.26 $86.6K - $91.5K
10.9K $1.56M
CME
Cme Group Inc.

Financial Services
727
+ 5.33%
$258.83 - $287.1 $188K - $209K
14.4K $3.88M
LUV
Southwest Airlines CO

Industrials
5.07K
+ 6.62%
$29.06 - $37.7 $147K - $191K
81.7K $2.61M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
296
+ 0.4%
$92.18 - $95.14 $27.3K - $28.2K
74.3K $7.07M
SGOL
Abrdn Gold ETF Trust

ETFs
879
+ 5.44%
$31.18 - $36.81 $27.4K - $32.4K
17.1K $627K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
201
+ 17.48%
$224.68 - $282.71 $45.2K - $56.8K
1.35K $377K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
106
+ 0.83%
$132.9 - $142.03 $14.1K - $15.1K
12.8K $1.81M
DHR
Danaher Corp

Healthcare
495
+ 4.68%
$181.46 - $212.2 $89.8K - $105K
11.1K $2.19M
TXN
Texas Instruments Inc

Technology
532
+ 3.12%
N/A
17.6K $3.42M
VUG
Vanguard Growth ETF

ETFs
85
+ 5.66%
$433.97 - $484.08 $36.9K - $41.1K
1.59K $761K
XLK
Technology Sector Spdr

ETFs
4
+ 0.11%
$250.97 - $282.66 $1K - $1.13K
3.49K $984K
MDT
Medtronic PLC

Healthcare
9
+ 0.08%
$87.67 - $95.74 $789 - $862
11.8K $1.13M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
147
+ 0.42%
$41.91 - $44.87 $6.16K - $6.6K
35.1K $1.57M
VT
Vanguard Total World Stk Index

ETFs
432
+ 14.08%
$128.41 - $138.03 $55.5K - $59.6K
3.5K $482K
VGT
Vanguard Information Technolog

ETFs
1
+ 0.11%
$656.44 - $753.15 $656 - $753
923 $689K
VDE
Vanguard Energy ETF

ETFs
4
+ 0.04%
$118.37 - $129.65 $473 - $519
11.3K $1.42M
SLB
Schlumberger Limited

Energy
1.33K
+ 2.48%
$32.37 - $37.31 $43K - $49.5K
54.9K $1.89M
FPE
First Tr Pfd Secs & Income ETF

ETFs
2.38K
+ 3.37%
$17.81 - $18.39 $42.4K - $43.8K
73K $1.33M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
829
+ 208.82%
$76.16 - $78.59 $63.1K - $65.2K
1.23K $95K
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