Financial Advisory Service, Inc. Sells in Q2 2025

Financial Advisory Service, Inc.

  • $1.26 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MCD
Mcdonalds Corp

Consumer Cyclical
-9.43K
- 48.94%
$285.55 - $321.23 $2.69M - $3.03M
9.84K $2.87M
UNH
Unitedhealth Group Inc

Healthcare
-4.23K
- 59.23%
$274.35 - $599.47 $1.16M - $2.54M
2.92K $909K
PEP
Pepsico Inc

Consumer Defensive
-16.6K
- 74.17%
$128.02 - $151.37 $2.13M - $2.52M
5.79K $764K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-25.4K
- 13.64%
$67.03 - $80.35 $1.7M - $2.04M
161K $12.8M
HYD
Vaneck High Yield Muni ETF

ETFs
-14K
- 24.37%
$49.08 - $51.35 $688K - $720K
43.5K $2.19M
IBB
Ishares Biotechnology ETF

ETFs
-3.52K
- 19.01%
$112.02 - $129.0 $394K - $454K
15K $1.89M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-4.61K
- 99.08%
$77.94 - $79.5 $359K - $366K
43 $3K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-3.56K
- 81.56%
$69.8 - $85.28 $248K - $303K
804 $66K
IEMG
Ishares Inc

ETFs
-5.19K
- 6.05%
N/A
80.6K $4.33M
TAXF
American Centy ETF Tr Diversif

ETFs
-4.87K
- 6.62%
$47.8 - $49.79 $233K - $242K
68.6K $3.36M
UMBF
Umb Financial Corp

Financial Services
-2.23K
- 30.28%
$86.4 - $107.99 $193K - $241K
5.14K $540K
HTGC
Hercules Capital, Inc.

Financial Services
-1.55K
- 0.83%
$16.24 - $19.1 $25.2K - $29.7K
187K $3.41M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-865
- 86.5%
$179.95 - $278.88 $156K - $241K
135 $37K
MUB
Ishares National Muni Bond ETF

ETFs
-914
- 5.01%
$102.31 - $105.8 $93.5K - $96.7K
17.3K $1.81M
VZ
Verizon Communications Inc

Communication Services
-1.08K
- 5.28%
$41.67 - $45.62 $44.9K - $49.1K
19.3K $836K
DVY
Ishares Tr

ETFs
-313
- 1.11%
$118.37 - $134.86 $37K - $42.2K
27.8K $3.7M
MMM
3 M CO

Industrials
-562
- 27.01%
$126.09 - $154.15 $70.9K - $86.6K
1.52K $231K
XLE
Energy Sector Spdr

ETFs
-70
- 0.91%
$76.44 - $94.13 $5.35K - $6.59K
7.59K $643K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-1.52K
- 1.71%
$49.79 - $50.75 $75.7K - $77.2K
87.3K $4.43M
MDT
Medtronic PLC

Healthcare
-428
- 3.5%
$80.68 - $88.86 $34.5K - $38K
11.8K $1.03M
IWM
Ishares Russell 2000 ETF

ETFs
-1.88K
- 9.13%
$174.82 - $215.79 $329K - $406K
18.7K $4.04M
EPD
Enterprise Products Partners L.P.

Energy
-428
- 2.78%
$28.95 - $34.22 $12.4K - $14.6K
15K $464K
SHW
Sherwin Williams CO

Basic Materials
-158
- 17.44%
$313.51 - $363.51 $49.5K - $57.4K
748 $256K
VHT
Vanguard Health Care ETF

ETFs
-96
- 4.67%
$236.71 - $261.92 $22.7K - $25.1K
1.96K $486K
SMDV
Proshares Tr Russell 2000 Divi

ETFs
-844
- 54.24%
$58.95 - $66.19 $49.8K - $55.9K
712 $46K
PFE
Pfizer Inc

Healthcare
-1.43K
- 9.25%
$21.59 - $24.84 $30.9K - $35.6K
14K $340K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-975
- 4.93%
$50.52 - $50.92 $49.3K - $49.6K
18.8K $958K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-348
- 42.34%
$116.93 - $119.39 $40.7K - $41.5K
474 $56K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-240
- 3.3%
$90.85 - $102.31 $21.8K - $24.6K
7.04K $708K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-600
- 24.06%
$54.27 - $63.01 $32.6K - $37.8K
1.89K $118K
FPE
First Tr Pfd Secs & Income ETF

ETFs
-2.55K
- 3.49%
$16.93 - $17.81 $43.2K - $45.5K
70.6K $1.26M
SHEL
Shell PLC

Energy
-73
- 1.08%
$59.75 - $73.05 $4.36K - $5.33K
6.69K $470K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-313
- 10.93%
$72.02 - $73.82 $22.5K - $23.1K
2.55K $187K
VNQ
Vanguard Specialized Funds Van

ETFs
-153
- 3.95%
$79.79 - $91.42 $12.2K - $14K
3.72K $331K
ARCC
Ares Capital Corp

Financial Services
-651
- 3.81%
$18.91 - $22.43 $12.3K - $14.6K
16.4K $360K
ET
Energy Transfer LP

Energy
-82
- 0.24%
$15.65 - $18.93 $1.28K - $1.55K
33.7K $610K
TJX
Tjx Companies Inc

Consumer Cyclical
-143
- 5.32%
$119.13 - $135.03 $17K - $19.3K
2.54K $314K
CBSH
Commerce Bancshares Inc

Financial Services
-203
- 1.31%
$55.42 - $65.63 $11.3K - $13.3K
15.2K $947K
EMLP
First Tr Exchange Traded Iv

ETFs
-335
- 1.23%
$33.62 - $37.89 $11.3K - $12.7K
26.9K $1.01M
FNDX
Schwab Fundamental U S Large C

ETFs
-714
- 7.46%
$20.84 - $24.54 $14.9K - $17.5K
8.86K $217K
CLOI
Vaneck ETF Tr

ETFs
-134
- 8.0%
$51.16 - $53.02 $6.86K - $7.1K
1.54K $81K
KWEB
Kraneshares Tr Csi China Inter

ETFs
-159
- 22.84%
$28.28 - $35.22 $4.5K - $5.6K
537 $18K
LCID
Lucid Group, Inc.

Consumer Cyclical
-1
- 0.01%
$2.1 - $2.96 $2.1 - $2.96
17K $35K
KBA
Kraneshares Bosera Msci China

ETFs
-249
- 19.67%
$20.81 - $24.45 $5.18K - $6.09K
1.02K $24K
SMB
Vaneck Short Muni ETF

ETFs
-564
- 1.4%
$16.86 - $17.26 $9.51K - $9.73K
39.8K $687K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-118
- 26.34%
$41.45 - $54.46 $4.89K - $6.43K
330 $17K
XSW
Spdr S&P Software & Services E

ETFs
-36
- 30.51%
$141.65 - $189.82 $5.1K - $6.83K
82 $15K
FNDE
Schwab Fundamental Emerging Mk

ETFs
-169
- 15.36%
$26.66 - $33.09 $4.51K - $5.59K
931 $30K
SCHC
Schwab Strategic Tr Intl Small

ETFs
-49
- 41.88%
$32.41 - $42.59 $1.59K - $2.09K
68 $2K
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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