Financial Security Advisor, Inc. has filed its 13F form on July 24, 2025 for Q2 2025 where it was disclosed a total value porftolio of $434 Billion distributed in 132 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Capital Group Growth ETF Shs C with a value of $86B, Neos Enhanced Income Credit Select ETF with a value of $69.4B, Invesco Exchange Traded Fd Tr with a value of $32.2B, Berkshire Hathaway Inc Class B with a value of $20.8B, and Wisdomtree Floating Rate Treas with a value of $16.6B.

Examining the 13F form we can see an increase of $40B in the current position value, from $394B to 434B.

Financial Security Advisor, Inc. is based out at Virginia Beach, VA

Below you can find more details about Financial Security Advisor, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $434 Billion
ETFs: $187 Billion
Technology: $46.4 Billion
Financial Services: $37.4 Billion
Consumer Defensive: $20.9 Billion
Healthcare: $19.2 Billion
Communication Services: $12.9 Billion
Consumer Cyclical: $11.1 Billion
Industrials: $6.7 Billion
Other: $11.7 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 132
  • Current Value $434 Billion
  • Prior Value $394 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 24, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 10 stocks
  • Additional Purchases 71 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
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