Financial Advisory Service, Inc. has filed its 13F form on October 17, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.18 Billion distributed in 440 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 $83.8M, Ishares Barclays 10 20 Yr Trea with a value of $76.8M, Spdr S&P 400 Mid Cap Value ETF with a value of $45.3M, Msci Eafe Growth ETF with a value of $42.6M, and American Centy ETF Tr Avantis with a value of $41.1M.
Examining the 13F form we can see an increase of $80.5M in the current position value, from $1.1B to 1.18B.
Below you can find more details about Financial Advisory Service, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$1.18 Billion
ETFs: $767 Million
Technology: $93.9 Million
Healthcare: $55.5 Million
Financial Services: $41.4 Million
Industrials: $36.5 Million
Consumer Cyclical: $32.1 Million
Communication Services: $26.4 Million
Consumer Defensive: $24.4 Million
Other: $33.7 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
