Financial Advisory Service, Inc. New Holdings in Q2 2025

Financial Advisory Service, Inc.

  • $1.26 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PLD
Prologis, Inc.

Real Estate
21.9K
New
$89.76 - $112.34 $1.97M - $2.46M
21.9K $2.3M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
27.9K
New
$45.88 - $54.4 $1.28M - $1.52M
27.9K $1.52M
OUNZ
Van Eck Merk Gold Trust

ETFs
34.7K
New
$28.68 - $33.09 $996K - $1.15M
34.7K $1.11M
SGOL
Abrdn Gold ETF Trust

ETFs
16.2K
New
$28.39 - $32.75 $459K - $530K
16.2K $510K
INTU
Intuit Inc

Technology
432
New
$544.07 - $787.63 $235K - $340K
432 $340K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
1.07K
New
$177.93 - $313.14 $191K - $335K
1.07K $335K
ADI
Analog Devices Inc

Technology
1.27K
New
$164.6 - $238.02 $208K - $301K
1.27K $301K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.15K
New
$141.37 - $228.57 $163K - $263K
1.15K $260K
CRWD
Crowd Strike Holdings, Inc.

Technology
471
New
$321.63 - $509.31 $151K - $240K
471 $239K
CTAS
Cintas Corp

Industrials
1.06K
New
$190.11 - $227.66 $202K - $242K
1.06K $236K
C
Citigroup Inc

Financial Services
2.76K
New
$58.13 - $85.12 $160K - $235K
2.76K $234K
RY
Royal Bank Of Canada

Financial Services
1.75K
New
$108.36 - $131.55 $189K - $230K
1.75K $229K
PM
Philip Morris International Inc.

Consumer Defensive
1.23K
New
$149.23 - $184.95 $184K - $227K
1.23K $224K
COIN
Coinbase Global, Inc.

Technology
628
New
$151.47 - $375.07 $95.1K - $236K
628 $220K
CI
Cigna Corp

Healthcare
658
New
$301.89 - $340.04 $199K - $224K
658 $217K
ELV
Elevance Health, Inc.

Healthcare
555
New
$372.27 - $452.69 $207K - $251K
555 $215K
AXP
American Express CO

Financial Services
662
New
$231.39 - $318.98 $153K - $211K
662 $211K
LOUP
Innovator Etfs Tr Loup Frontie

ETFs
3.34K
New
$39.47 - $62.61 $132K - $209K
3.34K $209K
ADBE
Adobe Inc.

Technology
530
New
$340.0 - $420.68 $180K - $223K
530 $205K
SPXC
Spx Corp

Industrials
1.21K
New
$120.66 - $167.68 $146K - $203K
1.21K $203K
SPC
Trust For Professional Mgr Cro

ETFs
9.48K
New
$20.4 - $21.44 $193K - $203K
9.48K $203K
BMI
Badger Meter Inc

Technology
822
New
$170.72 - $254.17 $140K - $209K
822 $201K
MGV
Vanguard Mega Cap Value

ETFs
1.39K
New
$114.87 - $131.25 $159K - $182K
1.39K $181K
XLB
Select Sector Spdr Fd Material

ETFs
372
New
$74.27 - $88.92 $27.6K - $33.1K
372 $32K
IGM
Ishares Expanded Tech Sector E

ETFs
250
New
$79.8 - $112.34 $20K - $28.1K
250 $28K
KBE
Spdr S&P Bank ETF

ETFs
185
New
$45.85 - $55.78 $8.48K - $10.3K
185 $10K
FTHI
First Trust Exchange Traded Fd

ETFs
11
New
$19.66 - $22.85 $216 - $251
11 $0
Tortoise Capital Series Trus
111K
New
N/A
111K $0
Bny Mellon ETF Trust Ii
8.25K
New
N/A
8.25K $0
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
3
New
$50.5 - $71.23 $152 - $214
3 $0
AVDV
American Centy ETF Tr Avantis

ETFs
6
New
$61.76 - $79.32 $371 - $476
6 $0
FXN
First Tr Exchange Traded Fd Fi

ETFs
18
New
$12.88 - $16.75 $232 - $302
18 $0
FTRI
First Tr ETF Fd Ii First Tr In

ETFs
34
New
$11.52 - $14.55 $392 - $495
34 $0
Palmer Square Funds Trust
10.3K
New
N/A
10.3K $0
XLP
Consumer Staples Sector Spdr

ETFs
7
New
N/A
7 $0
FCG
First Tr Exchange Traded Fd

ETFs
12
New
$19.37 - $25.23 $232 - $303
12 $0
SIL
Global X Silver Miners ETF

ETFs
13
New
$33.97 - $49.02 $442 - $637
13 $0
Palmer Square Funds Trust
638
New
N/A
638 $0
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
6
New
$82.17 - $99.96 $493 - $600
6 $0
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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