Financial Advisory Service, Inc. has filed its 13F form on May 05, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.15 Billion distributed in 429 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 $80.9M, Invesco S&P 500 Equal Weight E with a value of $68.1M, Spdr S&P 400 Mid Cap Value ETF with a value of $42.9M, Msci Eafe Growth ETF with a value of $41.1M, and American Centy ETF Tr Avantis with a value of $41M.
Examining the 13F form we can see an increase of $41M in the current position value, from $1.11B to 1.15B.
Below you can find more details about Financial Advisory Service, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$1.15 Billion
ETFs: $727 Million
Technology: $87.4 Million
Healthcare: $71.5 Million
Financial Services: $44.9 Million
Industrials: $33.9 Million
Consumer Cyclical: $31.3 Million
Communication Services: $26.3 Million
Consumer Defensive: $25.7 Million
Other: $37.2 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
