Financial Advisory Service, Inc. Portfolio Holdings
Financial Advisory Service, Inc.
- $1.1 Billion
- Q2 2024
Financial Advisory Service, Inc. has filed its 13F form on July 29, 2024 for Q2 2024 where it was disclosed a total value porftolio of $1.1 Billion distributed in 436 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 $77.5M, Ishares Barclays 10 20 Yr Trea with a value of $70.5M, Spdr S&P 400 Mid Cap Value ETF with a value of $40.5M, Msci Eafe Growth ETF with a value of $39.6M, and Spdr S&P 400 Mid Cap Growth Et with a value of $36.9M.
Examining the 13F form we can see an increase of $24.8M in the current position value, from $1.07B to 1.1B.
Below you can find more details about Financial Advisory Service, Inc. portfolio as well as his latest detailed transactions.
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 436
- Current Value $1.1 Billion
- Prior Value $1.07 Billion
- Filing
- Period Q2 2024
- Filing Date July 29, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 8 stocks
- Additional Purchases 234 stocks
- Sold out of 0 stocks
- Reduced holdings in 94 stocks