Financial Advisory Service, Inc. has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.11 Billion distributed in 430 stocks.
Among their holdings, we can observe that their the top five positions include companies like: J P Morgan Exchange Traded Fd with a value of $75.7M, Spdr S&P 400 Mid Cap Value ETF with a value of $43.9M, American Centy ETF Tr Avantis with a value of $41.6M, Msci Eafe Growth ETF with a value of $39.6M, and Spdr S&P 400 Mid Cap Growth Et with a value of $39.6M.
Examining the 13F form we can see an decrease of $67.5M in the current position value, from $1.18B to 1.11B.
Below you can find more details about Financial Advisory Service, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$1.11 Billion
ETFs: $695 Million
Technology: $101 Million
Healthcare: $49.4 Million
Financial Services: $43.2 Million
Industrials: $36 Million
Consumer Cyclical: $34.2 Million
Communication Services: $28.2 Million
Consumer Defensive: $24.5 Million
Other: $32.3 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
