Financial Advisory Service, Inc. Incresed Positions in Q2 2025

Financial Advisory Service, Inc.

  • $1.26 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SBTX
Silverback Therapeutics, Inc.

Healthcare
9.63K
+ 6.9%
N/A
149K $0
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
3
+ 1.23%
$28.18 - $29.22 $84.5 - $87.7
247 $7K
PID
Invesco Exchange Traded Fd Tr

ETFs
13
+ 1.32%
N/A
996 $17K
Lam Research Corp
5.57K
+ 14.25%
N/A
44.7K $0
ILCG
Ishares Morningstar Growth ETF
13.2K
+ 2.26%
N/A
599K $0
LQD
Ishares Iboxx $ Investment Gra

ETFs
1
+ 1.89%
$105.23 - $109.61 $105 - $110
54 $5K
Claritev Corporation
3.77K
+ 21.25%
N/A
21.5K $0
Calumet Inc
400
+ 0.45%
N/A
89.4K $0
Ishares Bitcoin Trust ETF
389
+ 3.0%
N/A
13.4K $0
RZG
Invesco Fd Tr S&P Smallcap 600
5
+ 0.06%
N/A
7.86K $0
MDLZ
Mondelez International, Inc.

Consumer Defensive
7
+ 0.17%
$63.54 - $68.5 $445 - $480
4.12K $277K
UNM
Unum Group

Financial Services
57
+ 0.52%
$70.48 - $82.91 $4.02K - $4.73K
10.9K $884K
XLV
Select Sector Spdr Fund Health

ETFs
2
+ 0.64%
$128.77 - $144.3 $258 - $289
314 $42K
MO
Altria Group, Inc.

Consumer Defensive
41
+ 0.85%
$55.56 - $60.91 $2.28K - $2.5K
4.88K $286K
MLPA
Global X Mlp ETF

ETFs
40
+ 1.86%
$46.47 - $54.16 $1.86K - $2.17K
2.19K $109K
INTC
Intel Corp

Technology
26
+ 0.13%
$18.13 - $22.69 $471 - $590
20.8K $465K
KO
Coca Cola CO

Consumer Defensive
131
+ 0.73%
$68.37 - $73.9 $8.96K - $9.68K
18.1K $1.28M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
357
+ 0.11%
$24.96 - $25.5 $8.91K - $9.1K
327K $8.33M
TGT
Target Corp

Consumer Defensive
40
+ 2.0%
$88.76 - $105.77 $3.55K - $4.23K
2.04K $201K
FTXN
First Tr ETF Vi Nasdaq Oil & G

ETFs
21
+ 0.79%
$23.94 - $30.54 $503 - $641
2.67K $72K
PAYX
Paychex Inc

Industrials
83
+ 3.3%
$137.01 - $159.78 $11.4K - $13.3K
2.6K $377K
PRU
Prudential Financial Inc

Financial Services
36
+ 1.0%
$95.12 - $112.71 $3.42K - $4.06K
3.64K $390K
WM
Waste Management Inc

Industrials
11
+ 0.2%
$216.47 - $242.1 $2.38K - $2.66K
5.63K $1.29M
CL
Colgate Palmolive CO

Consumer Defensive
4
+ 0.07%
$87.57 - $96.0 $350 - $384
5.43K $493K
IYE
Ishares Tr

ETFs
23
+ 0.56%
$40.36 - $49.67 $928 - $1.14K
4.13K $186K
PSX
Phillips 66

Energy
25
+ 0.51%
$92.87 - $125.73 $2.32K - $3.14K
4.88K $582K
TMUS
T Mobile Us, Inc.

Communication Services
28
+ 2.83%
$220.99 - $268.54 $6.19K - $7.52K
1.02K $242K
KMB
Kimberly Clark Corp

Consumer Defensive
29
+ 1.24%
$126.84 - $145.22 $3.68K - $4.21K
2.37K $305K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
596
+ 1.69%
$24.32 - $27.87 $14.5K - $16.6K
35.8K $948K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
7.21K
+ 1400.0%
$87.84 - $1441.89 $633K - $10.4M
7.73K $696K
FDX
Fedex Corp

Industrials
410
+ 4.67%
$198.07 - $245.17 $81.2K - $101K
9.18K $2.09M
VDE
Vanguard Energy ETF

ETFs
402
+ 3.69%
$105.87 - $130.56 $42.6K - $52.5K
11.3K $1.35M
NEE
Nextera Energy Inc

Utilities
36
+ 0.08%
$64.11 - $75.0 $2.31K - $2.7K
47.4K $3.29M
OKE
Oneok Inc

Energy
33
+ 0.58%
$78.71 - $100.37 $2.6K - $3.31K
5.71K $466K
AMGN
Amgen Inc

Healthcare
748
+ 7.82%
$262.28 - $309.85 $196K - $232K
10.3K $2.88M
BMY
Bristol Myers Squibb CO

Healthcare
102
+ 1.43%
$44.12 - $59.6 $4.5K - $6.08K
7.23K $334K
SBUX
Starbucks Corp

Consumer Cyclical
1.09K
+ 3.2%
$79.69 - $99.41 $86.5K - $108K
35K $3.21M
WSO
Watsco Inc

Industrials
7
+ 0.32%
$421.84 - $520.66 $2.95K - $3.64K
2.2K $971K
COP
Conocophillips

Energy
112
+ 0.93%
$82.66 - $106.1 $9.26K - $11.9K
12.2K $1.09M
PG
Procter & Gamble CO

Consumer Defensive
903
+ 3.15%
$157.66 - $172.39 $142K - $156K
29.6K $4.71M
HDV
Ishares Core High Dividend ETF

ETFs
447
+ 0.54%
$108.41 - $120.51 $48.5K - $53.9K
83.8K $9.82M
MRK
Merck & Co., Inc.

Healthcare
244
+ 0.69%
$73.47 - $87.12 $17.9K - $21.3K
35.8K $2.84M
ABBV
Abb Vie Inc.

Healthcare
1.38K
+ 5.22%
$170.16 - $206.27 $234K - $284K
27.7K $5.15M
SLB
Schlumberger Limited

Energy
267
+ 0.5%
$31.95 - $42.2 $8.53K - $11.3K
53.6K $1.81M
XOM
Exxon Mobil Corp

Energy
2.07K
+ 3.54%
$99.93 - $119.04 $207K - $247K
60.6K $6.54M
JNJ
Johnson & Johnson

Healthcare
582
+ 1.44%
$146.36 - $159.82 $85.2K - $93K
40.9K $6.24M
CVX
Chevron Corp

Energy
2.12K
+ 5.26%
$133.73 - $168.51 $284K - $357K
42.4K $6.08M
AAPL
Apple Inc.

Technology
5.49K
+ 3.9%
$172.42 - $223.89 $946K - $1.23M
146K $30M
CORT
Corcept Therapeutics Inc

Healthcare
2.17K
+ 0.72%
$62.24 - $91.93 $135K - $199K
302K $22.2M
Activity Summary
Buys All Purchases 290 New Holdings 40 Increased Positions 250 Sells All Sells 92 Reductions 92 Sold out 0 Options Calls 2 Puts 1
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