Financial Advisory Service, Inc. Portfolio Holdings
Financial Advisory Service, Inc.
- $1.11 Billion
- Q4 2024
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.
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 430
- Current Value $1.11 Billion
- Prior Value $1.18 Billion
- Filing
- Period Q4 2024
- Filing Date February 14, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 19 stocks
- Additional Purchases 202 stocks
- Sold out of 0 stocks
- Reduced holdings in 145 stocks