Financial Advisory Service, Inc. Portfolio Holdings
Financial Advisory Service, Inc.
- $1.15 Billion
- Q1 2025
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.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 429
- Current Value $1.15 Billion
- Prior Value $1.11 Billion
- Filing
- Period Q1 2025
- Filing Date May 05, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 16 stocks
- Additional Purchases 199 stocks
- Sold out of 0 stocks
- Reduced holdings in 127 stocks