Financial Security Advisor, Inc. Incresed Positions in Q2 2025

Financial Security Advisor, Inc.

  • $434 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CGGR
Capital Group Growth ETF Shs C

ETFs
67K
+ 3.27%
$30.53 - $40.65 $2.04M - $2.72M
2.12M $86B
MSFT
Microsoft Corp

Technology
93
+ 0.3%
$354.56 - $497.45 $33K - $46.3K
30.7K $15.2B
NVDA
Nvidia Corp

Technology
2.94K
+ 7.56%
$94.31 - $157.99 $278K - $465K
41.9K $6.62B
Grayscale Bitcoin Mini Trust ETF
22.7K
+ 76.29%
N/A
52.5K $2.51B
GOOGL
Alphabet Inc.

Communication Services
2.47K
+ 5.86%
$144.7 - $178.6 $358K - $442K
44.7K $7.88B
Neos Enhanced Income Credit Select ETF
7.09K
+ 0.52%
N/A
1.37M $69.4B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
17.7K
+ 10.63%
$47.46 - $55.3 $842K - $981K
185K $10.2B
AMZN
Amazon Com Inc

Consumer Cyclical
2.07K
+ 11.94%
$167.32 - $223.3 $347K - $463K
19.4K $4.26B
USFR
Wisdomtree Floating Rate Treas

ETFs
14K
+ 4.42%
$50.28 - $50.47 $702K - $705K
330K $16.6B
AVGO
Broadcom Inc.

Technology
154
+ 2.76%
$146.29 - $275.65 $22.5K - $42.5K
5.74K $1.58B
WMT
Walmart Inc.

Consumer Defensive
478
+ 0.96%
$81.79 - $99.98 $39.1K - $47.8K
50.2K $4.91B
GS
Goldman Sachs Group Inc

Financial Services
10
+ 0.35%
$462.22 - $707.75 $4.62K - $7.08K
2.85K $2.02B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
27
+ 0.04%
$58.41 - $72.69 $1.58K - $1.96K
64.8K $4.71B
TSLA
Tesla, Inc.

Consumer Cyclical
434
+ 12.75%
$221.86 - $362.89 $96.3K - $157K
3.84K $1.22B
HCA
Hca Healthcare, Inc.

Healthcare
6
+ 0.08%
$317.61 - $387.52 $1.91K - $2.33K
7.66K $2.93B
VUG
Vanguard Growth ETF

ETFs
461
+ 54.88%
$329.49 - $438.4 $152K - $202K
1.3K $571M
ACN
Accenture PLC

Technology
921
+ 43.16%
$279.23 - $323.21 $257K - $298K
3.06K $913M
T. Rowe Price Small Mid Cap ETF
5.45K
+ 43.36%
N/A
18K $591M
TXN
Texas Instruments Inc

Technology
5
+ 0.07%
N/A
6.75K $1.4B
PLTR
Palantir Technologies Inc.

Technology
281
+ 10.17%
$74.01 - $144.25 $20.8K - $40.5K
3.05K $415M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
131
+ 5.84%
$141.37 - $228.57 $18.5K - $29.9K
2.38K $540M
JPM
Jpmorgan Chase & CO

Financial Services
180
+ 7.22%
$210.28 - $289.91 $37.9K - $52.2K
2.67K $775M
NFLX
Netflix Inc

Communication Services
4
+ 1.16%
$855.86 - $1339.13 $3.42K - $5.36K
349 $467M
IBM
International Business Machines Corp

Technology
83
+ 3.56%
$221.03 - $294.78 $18.3K - $24.5K
2.42K $712M
COF
Capital One Financial Corp

Financial Services
73
+ 2.54%
$150.57 - $212.76 $11K - $15.5K
2.95K $627M
CGGO
Capital Group Global Growth Eq

ETFs
1.53K
+ 10.01%
$25.31 - $32.17 $38.7K - $49.2K
16.8K $542M
D
Dominion Energy, Inc

Utilities
1.27K
+ 3.59%
$49.66 - $58.0 $63.1K - $73.7K
36.6K $2.07B
NSC
Norfolk Southern Corp

Industrials
3
+ 0.08%
$206.34 - $257.46 $619 - $772
3.8K $973M
ROK
Rockwell Automation, Inc

Industrials
4
+ 0.41%
$218.97 - $332.17 $876 - $1.33K
980 $326M
MS
Morgan Stanley

Financial Services
42
+ 1.67%
$99.83 - $140.86 $4.19K - $5.92K
2.55K $360M
CII
Blackrock Enhanced Capital & Income Fund, Inc.

Financial Services
1.09K
+ 7.24%
$16.5 - $21.35 $17.9K - $23.2K
16.1K $343M
FCNCA
First Citizens Bancshares Inc

Financial Services
1
+ 0.16%
$1561.69 - $1966.55 $1.56K - $1.97K
613 $1.2B
VTI
Vanguard Total Stock Market Et

ETFs
7
+ 0.34%
$243.75 - $303.93 $1.71K - $2.13K
2.04K $621M
SO
Southern CO

Utilities
643
+ 5.23%
$84.91 - $92.56 $54.6K - $59.5K
12.9K $1.19B
MRK
Merck & Co., Inc.

Healthcare
1.41K
+ 26.83%
$73.47 - $87.12 $104K - $123K
6.68K $534M
BAC
Bank Of America Corp

Financial Services
40
+ 0.43%
$34.39 - $47.46 $1.38K - $1.9K
9.37K $444M
V
Visa Inc.

Financial Services
120
+ 7.86%
$308.27 - $373.31 $37K - $44.8K
1.65K $584M
RTX
Raytheon Technologies Corp

Industrials
105
+ 4.46%
$113.75 - $148.48 $11.9K - $15.6K
2.46K $359M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1
+ 0.18%
$416.06 - $551.64 $416 - $552
556 $307M
TFC
Truist Financial Corp

Financial Services
97
+ 0.42%
$34.79 - $42.99 $3.37K - $4.17K
23K $988M
IVV
Ishares Core S&P 500 ETF

ETFs
2
+ 0.27%
$498.8 - $620.9 $998 - $1.24K
744 $462M
AROC
Archrock, Inc.

Energy
2.27K
+ 24.47%
$21.0 - $27.11 $47.7K - $61.6K
11.6K $287M
WFC
Wells Fargo & Company

Financial Services
86
+ 2.24%
$60.98 - $80.12 $5.24K - $6.89K
3.93K $314M
COST
Costco Wholesale Corp

Consumer Defensive
2
+ 0.25%
$908.13 - $1056.85 $1.82K - $2.11K
813 $805M
COP
Conocophillips

Energy
866
+ 31.73%
$82.66 - $106.1 $71.6K - $91.9K
3.6K $323M
MAIN
Main Street Capital Corp

Financial Services
26
+ 0.19%
$49.15 - $59.32 $1.28K - $1.54K
13.4K $791M
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
1K
+ 9.09%
$20.31 - $24.1 $20.3K - $24.1K
12K $289M
VMC
Vulcan Materials CO

Basic Materials
2
+ 0.18%
$226.49 - $276.01 $453 - $552
1.12K $293M
GLD
Spdr Gold Trust

ETFs
30
+ 3.06%
$273.71 - $316.29 $8.21K - $9.49K
1.01K $308M
Activity Summary
Buys All Purchases 81 New Holdings 10 Increased Positions 71 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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