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
Lam Research Corp
1.5K
+ 3.35%
N/A
46.2K $0
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
4
+ 1.62%
$28.77 - $29.79 $115 - $119
251 $7K
Palmer Square Funds Trust
201
+ 31.5%
N/A
839 $0
Vaneck Bitcoin ETF
3.85K
+ 11.44%
N/A
37.5K $0
Palmer Square Funds Trust
121
+ 1.18%
N/A
10.4K $0
VDC
Vanguard Consumer Staples ETF

ETFs
1
+ 0.66%
$212.64 - $225.25 $213 - $225
152 $32K
MLPA
Global X Mlp ETF

ETFs
41
+ 1.87%
$48.25 - $51.56 $1.98K - $2.11K
2.23K $108K
COIN
Coinbase Global, Inc.

Technology
1
+ 0.16%
$297.99 - $419.78 $298 - $420
629 $212K
ABT
Abbott Laboratories

Healthcare
22
+ 0.42%
$120.51 - $136.62 $2.65K - $3.01K
5.24K $701K
EMR
Emerson Electric CO

Industrials
3
+ 0.07%
$128.6 - $149.63 $386 - $449
4.07K $533K
CTAS
Cintas Corp

Industrials
2
+ 0.19%
$199.29 - $226.27 $399 - $453
1.06K $218K
ICE
Intercontinental Exchange, Inc.

Financial Services
3
+ 0.25%
$167.28 - $188.45 $502 - $565
1.2K $201K
GWW
W.W. Grainger, Inc.

Industrials
1
+ 0.45%
$932.44 - $1059.49 $932 - $1.06K
221 $210K
MDLZ
Mondelez International, Inc.

Consumer Defensive
8
+ 0.19%
$60.9 - $70.75 $487 - $566
4.13K $257K
ET
Energy Transfer LP

Energy
725
+ 2.15%
$17.11 - $18.16 $12.4K - $13.2K
34.4K $589K
T
At&T Inc.

Communication Services
81
+ 0.24%
$26.94 - $29.62 $2.18K - $2.4K
33.8K $954K
PM
Philip Morris International Inc.

Consumer Defensive
10
+ 0.81%
$157.77 - $183.27 $1.58K - $1.83K
1.24K $201K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
3
+ 0.22%
$196.15 - $217.83 $588 - $653
1.39K $279K
ARCC
Ares Capital Corp

Financial Services
20
+ 0.12%
$20.41 - $23.25 $408 - $465
16.5K $335K
KR
Kroger CO

Consumer Defensive
21
+ 0.32%
$64.52 - $74.35 $1.35K - $1.56K
6.57K $443K
UNM
Unum Group

Financial Services
71
+ 0.65%
$68.55 - $82.12 $4.87K - $5.83K
11K $857K
CBSH
Commerce Bancshares Inc

Financial Services
64
+ 0.42%
$58.61 - $66.11 $3.75K - $4.23K
15.3K $914K
V
Visa Inc.

Financial Services
435
+ 3.22%
$332.09 - $358.86 $144K - $156K
13.9K $4.76M
WM
Waste Management Inc

Industrials
7
+ 0.12%
$213.88 - $237.1 $1.5K - $1.66K
5.63K $1.24M
INTU
Intuit Inc

Technology
2
+ 0.46%
$646.03 - $807.39 $1.29K - $1.61K
434 $296K
PAYX
Paychex Inc

Industrials
2
+ 0.08%
$126.69 - $147.99 $253 - $296
2.6K $329K
OKE
Oneok Inc

Energy
2
+ 0.04%
$71.36 - $83.47 $143 - $167
5.71K $416K
DIS
Walt Disney CO

Communication Services
58
+ 0.93%
$112.25 - $124.0 $6.51K - $7.19K
6.3K $721K
CAH
Cardinal Health Inc

Healthcare
17
+ 0.34%
$146.04 - $167.63 $2.48K - $2.85K
5.07K $796K
CL
Colgate Palmolive CO

Consumer Defensive
24
+ 0.44%
$79.36 - $93.33 $1.9K - $2.24K
5.46K $436K
PG
Procter & Gamble CO

Consumer Defensive
707
+ 2.39%
$150.47 - $161.22 $106K - $114K
30.3K $4.65M
TTD
Trade Desk, Inc.

Technology
500
+ 12.13%
$43.93 - $89.76 $22K - $44.9K
4.62K $226K
KO
Coca Cola CO

Consumer Defensive
112
+ 0.62%
$65.67 - $71.67 $7.36K - $8.03K
18.2K $1.21M
WSO
Watsco Inc

Industrials
7
+ 0.32%
$381.94 - $489.97 $2.67K - $3.43K
2.21K $891K
SBUX
Starbucks Corp

Consumer Cyclical
1.9K
+ 5.42%
$81.9 - $96.86 $155K - $184K
36.9K $3.12M
NFLX
Netflix Inc

Communication Services
2
+ 0.17%
$1147.87 - $1297.18 $2.3K - $2.59K
1.18K $1.42M
HON
Honeywell International Inc

Industrials
623
+ 4.5%
$207.7 - $240.4 $129K - $150K
14.5K $3.05M
COST
Costco Wholesale Corp

Consumer Defensive
107
+ 1.55%
$915.95 - $994.57 $98K - $106K
7K $6.48M
ISRG
Intuitive Surgical Inc

Healthcare
182
+ 3.85%
$433.66 - $544.47 $78.9K - $99.1K
4.91K $2.2M
ARCB
Arcbest Corp

Industrials
51
+ 0.07%
$68.46 - $86.21 $3.49K - $4.4K
70.4K $4.92M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
63
+ 0.17%
$38.58 - $58.24 $2.43K - $3.67K
38.2K $1.5M
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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