Financial Advisory Service, Inc. Reduced Holdings in Q1 2025

Financial Advisory Service, Inc.

  • $1.15 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CL
Colgate Palmolive CO

Consumer Defensive
-967
- 15.12%
$85.68 - $97.5 $82.9K - $94.3K
5.43K $508K
SOFI
So Fi Technologies, Inc.

Financial Services
-1K
- 6.32%
$11.18 - $18.03 $11.2K - $18K
14.8K $172K
DKNG
Draft Kings Inc.

Consumer Cyclical
-660
- 6.17%
$33.21 - $53.49 $21.9K - $35.3K
10K $333K
XLI
Industrial Sector Spdr

ETFs
-463
- 12.98%
$128.78 - $141.67 $59.6K - $65.6K
3.11K $406K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-860
- 15.61%
$77.7 - $78.94 $66.8K - $67.9K
4.65K $367K
VEU
Vanguard Ftse All World Ex Us

ETFs
-1.17K
- 42.64%
$56.51 - $62.98 $65.8K - $73.4K
1.57K $95K
BA
Boeing CO

Industrials
-170
- 5.1%
$148.15 - $186.25 $25.2K - $31.7K
3.17K $539K
TDIV
First Trust Nasdaq Technology

ETFs
-200
- 2.89%
$73.39 - $83.95 $14.7K - $16.8K
6.72K $494K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-4.85K
- 5.26%
$25.81 - $28.52 $125K - $138K
87.4K $2.41M
VT
Vanguard Total World Stk Index

ETFs
-324
- 9.59%
$115.08 - $123.97 $37.3K - $40.2K
3.06K $354K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-850
- 45.21%
$44.72 - $46.25 $38K - $39.3K
1.03K $47K
OKE
Oneok Inc

Energy
-282
- 4.73%
$89.57 - $109.85 $25.3K - $31K
5.68K $563K
ARCC
Ares Capital Corp

Financial Services
-1.72K
- 9.14%
$21.28 - $23.81 $36.6K - $40.9K
17.1K $378K
NET
Cloudflare, Inc.

Technology
-618
- 7.81%
$110.71 - $176.5 $68.4K - $109K
7.29K $821K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-819
- 11.59%
$42.5 - $46.71 $34.8K - $38.3K
6.25K $282K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-198
- 24.32%
$113.22 - $126.36 $22.4K - $25K
616 $70K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-10
- 0.29%
$81.62 - $96.63 $816 - $966
3.47K $289K
SHW
Sherwin Williams CO

Basic Materials
-98
- 9.76%
$330.16 - $365.55 $32.4K - $35.8K
906 $316K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-128
- 33.42%
$168.16 - $186.21 $21.5K - $23.8K
255 $43K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-427
- 18.11%
$54.25 - $57.64 $23.2K - $24.6K
1.93K $106K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-2
- 0.14%
$302.31 - $337.54 $605 - $675
1.42K $435K
DVY
Ishares Tr

ETFs
-809
- 2.79%
$128.58 - $138.1 $104K - $112K
28.2K $3.78M
DGRO
Ishares Core Dividend Growth E

ETFs
-212
- 17.22%
$60.46 - $64.42 $12.8K - $13.7K
1.02K $62K
FNDX
Schwab Fundamental U S Large C

ETFs
-328
- 3.31%
$23.03 - $25.01 $7.55K - $8.2K
9.57K $225K
FNDA
Schwab Fundamental U S Small C

ETFs
-153
- 9.21%
$26.87 - $30.99 $4.11K - $4.74K
1.51K $41K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
-398
- 18.79%
$21.23 - $22.14 $8.45K - $8.81K
1.72K $37K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-65
- 3.58%
$110.75 - $119.78 $7.2K - $7.79K
1.75K $202K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-11
- 1.99%
$101.98 - $115.66 $1.12K - $1.27K
542 $55K
EEM
Ishares Msci Emerging Markets

ETFs
-200
- 8.25%
$40.81 - $45.34 $8.16K - $9.07K
2.23K $97K
VHT
Vanguard Health Care ETF

ETFs
-107
- 4.95%
$254.06 - $273.83 $27.2K - $29.3K
2.06K $544K
MBB
Ishares Tr

ETFs
-168
- 3.06%
$90.37 - $94.08 $15.2K - $15.8K
5.31K $498K
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
-184
- 3.93%
$18.01 - $18.31 $3.31K - $3.37K
4.5K $81K
XLE
Energy Sector Spdr

ETFs
-733
- 8.73%
$85.7 - $93.96 $62.8K - $68.9K
7.66K $716K
EWJ
Ishares Msci Japan ETF

ETFs
-54
- 52.43%
$65.24 - $71.7 $3.52K - $3.87K
49 $3K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-69
- 10.83%
$75.32 - $84.77 $5.2K - $5.85K
568 $46K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-63
- 9.43%
$32.74 - $36.2 $2.06K - $2.28K
605 $21K
RWO
Spdr Dow Jones Global Real Est

ETFs
-30
- 1.85%
$41.41 - $45.24 $1.24K - $1.36K
1.59K $69K
Mdxhealth Sa
-1.8K
- 7.37%
N/A
22.6K $0
ILCG
Ishares Morningstar Growth ETF
-7.14K
- 1.21%
N/A
585K $0
SMOT
Vaneck ETF Tr Morningstar Smid
-836
- 56.87%
N/A
634 $0
PLW
Invesco 1 30 Laddered Treasury

ETFs
-1.92K
- 42.88%
N/A
2.56K $0
Oaktree Specialty Lending CO
-6.78K
- 25.13%
N/A
20.2K $0
RGI
Invesco S&P 500 Equal Weight I

ETFs
-942
- 13.92%
N/A
5.83K $0
TLT
Ishares Barclays 20+ Year Trea

ETFs
-21
- 2.64%
$85.29 - $92.57 $1.79K - $1.94K
775 $70K
KMB
Kimberly Clark Corp

Consumer Defensive
-191
- 7.55%
$124.46 - $147.4 $23.8K - $28.2K
2.34K $332K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-36
- 7.44%
$34.58 - $45.97 $1.24K - $1.65K
448 $20K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-63
- 1.17%
$95.85 - $99.25 $6.04K - $6.25K
5.31K $524K
IWD
Ishares Russell 1000 Val ETF

ETFs
-140
- 1.3%
$182.82 - $196.21 $25.6K - $27.5K
10.6K $2M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-70
- 1.91%
$97.25 - $104.79 $6.81K - $7.34K
3.59K $372K
Activity Summary
Buys All Purchases 215 New Holdings 16 Increased Positions 199 Sells All Sells 127 Reductions 127 Sold out 0 Options Calls 0 Puts 0
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