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
SCHW
Schwab Charles Corp

Financial Services
13
+ 0.5%
$91.03 - $98.69 $1.18K - $1.28K
2.62K $249K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
1
+ 0.09%
$301.44 - $365.84 $301 - $366
1.07K $346K
IYE
Ishares Tr

ETFs
29
+ 0.7%
$44.83 - $48.91 $1.3K - $1.42K
4.16K $197K
LMB
Limbach Holdings, Inc.

Industrials
1.4K
+ 48.33%
$93.01 - $149.53 $130K - $209K
4.3K $416K
ADI
Analog Devices Inc

Technology
2
+ 0.16%
$220.68 - $255.63 $441 - $511
1.27K $311K
WMB
Williams Companies, Inc.

Energy
81
+ 0.85%
$56.52 - $64.01 $4.58K - $5.18K
9.62K $609K
AXP
American Express CO

Financial Services
5
+ 0.76%
$294.27 - $342.31 $1.47K - $1.71K
667 $221K
AVEM
American Centy ETF Tr Avantis

ETFs
85
+ 29.11%
$68.33 - $75.41 $5.81K - $6.41K
377 $28K
XAR
Spdr S&P Aerospace & Defense E

ETFs
1
+ 0.31%
$205.52 - $234.96 $206 - $235
325 $76K
ECL
Ecolab Inc.

Basic Materials
5
+ 0.32%
$259.39 - $285.47 $1.3K - $1.43K
1.58K $432K
VLUE
Ishares Msci Usa Value Factor

ETFs
3
+ 0.53%
$111.55 - $125.05 $335 - $375
564 $70K
FV
First Trust Dorsey Wright Focu

ETFs
3
+ 0.15%
$59.23 - $62.14 $178 - $186
2.02K $125K
DSI
Ishares Msci Kld 400 Social Et

ETFs
1
+ 0.18%
$115.96 - $125.95 $116 - $126
544 $68K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
2
+ 0.32%
$126.64 - $135.65 $253 - $271
619 $83K
AVMU
American Centy ETF Travantis C

ETFs
39
+ 0.89%
$43.91 - $45.71 $1.71K - $1.78K
4.41K $200K
FNDA
Schwab Fundamental U S Small C

ETFs
4
+ 0.26%
$28.75 - $31.93 $115 - $128
1.52K $47K
FTXR
First Tr ETF Vi Nasdaq Transn

ETFs
3
+ 0.28%
$31.65 - $35.2 $94.9 - $106
1.07K $37K
FTXN
First Tr ETF Vi Nasdaq Oil & G

ETFs
17
+ 0.64%
$27.06 - $29.3 $460 - $498
2.69K $76K
HYG
Ishares Tr

ETFs
34
+ 1.47%
$79.85 - $81.32 $2.71K - $2.76K
2.34K $189K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1
+ 0.37%
$148.97 - $165.88 $149 - $166
269 $44K
CLOI
Vaneck ETF Tr

ETFs
54
+ 3.5%
$52.8 - $53.1 $2.85K - $2.87K
1.6K $84K
FXD
First Tr Exchange Traded Fd

ETFs
1
+ 0.17%
$63.72 - $70.29 $63.7 - $70.3
579 $39K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
24
+ 400.0%
$98.53 - $107.1 $2.36K - $2.57K
30 $3K
TMUS
T Mobile Us, Inc.

Communication Services
3
+ 0.29%
$226.02 - $259.01 $678 - $777
1.02K $244K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
69
+ 1.18%
$18.61 - $18.94 $1.28K - $1.31K
5.89K $110K
FXR
First Trust Industrials/Produc

ETFs
1
+ 0.17%
$75.64 - $80.06 $75.6 - $80.1
584 $45K
BOTZ
Global X Fds

ETFs
2
+ 0.29%
$32.14 - $35.96 $64.3 - $71.9
685 $24K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
14
+ 0.88%
$45.72 - $47.27 $640 - $662
1.61K $75K
SMDV
Proshares Tr Russell 2000 Divi

ETFs
9
+ 1.26%
$63.98 - $69.04 $576 - $621
721 $48K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
61
+ 1.15%
$20.41 - $20.67 $1.25K - $1.26K
5.36K $110K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
3
+ 0.09%
$48.31 - $48.93 $145 - $147
3.33K $162K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
28
+ 0.88%
$22.64 - $23.22 $634 - $650
3.19K $73K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
15
+ 0.86%
$21.77 - $22.57 $327 - $339
1.75K $39K
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
7
+ 0.95%
$41.19 - $43.7 $288 - $306
742 $31K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
11
+ 1.06%
$45.6 - $46.92 $502 - $516
1.05K $49K
RPV
Invesco Exchange Traded Fd Tr

ETFs
2
+ 0.85%
$90.97 - $99.42 $182 - $199
237 $23K
XLB
Select Sector Spdr Fd Material

ETFs
2
+ 0.54%
$86.72 - $92.61 $173 - $185
374 $33K
American Centy ETF Tr
2
+ 0.25%
N/A
796 $0
SBTX
Silverback Therapeutics, Inc.

Healthcare
51.5K
+ 34.5%
N/A
201K $0
Bitwise Bitcoin ETF Tr
479
+ 7.38%
N/A
6.97K $0
Bny Mellon ETF Trust Ii
71.4K
+ 864.93%
N/A
79.6K $0
Calumet Inc
6.9K
+ 7.72%
N/A
96.3K $0
Claritev Corporation
4.28K
+ 19.89%
N/A
25.8K $0
American Centy ETF Tr
1.06K
+ 0.5%
N/A
214K $0
PID
Invesco Exchange Traded Fd Tr

ETFs
8
+ 0.8%
N/A
1K $17K
Ishares Bitcoin Trust ETF
3.51K
+ 26.26%
N/A
16.9K $0
ILCG
Ishares Morningstar Growth ETF
1.26K
+ 0.21%
N/A
600K $0
RZG
Invesco Fd Tr S&P Smallcap 600
5
+ 0.06%
N/A
7.86K $0
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
6
+ 0.98%
$22.89 - $23.7 $137 - $142
619 $14K
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
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