Financial Security Advisor, Inc. Reduced Holdings in Q4 2024

Financial Security Advisor, Inc.

  • $394 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Neos Enhanced Income Credit Select ETF
-6.01M
- 81.41%
N/A
1.37M $70.2B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-86.9K
- 19.62%
$44.33 - $49.55 $3.85M - $4.3M
356K $16B
JNJ
Johnson & Johnson

Healthcare
-764
- 1.69%
$143.34 - $165.86 $110K - $127K
44.5K $6.43B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-16.3K
- 6.06%
$50.37 - $50.6 $822K - $826K
253K $12.8B
HCA
Hca Healthcare, Inc.

Healthcare
-96
- 1.29%
$297.52 - $415.61 $28.6K - $39.9K
7.34K $2.2B
VZ
Verizon Communications Inc

Communication Services
-11.9K
- 21.24%
$39.6 - $45.21 $470K - $536K
44K $1.76B
LLY
Eli Lilly & CO

Healthcare
-220
- 5.21%
$727.2 - $932.06 $160K - $205K
4.01K $3.09B
XOM
Exxon Mobil Corp

Energy
-463
- 1.19%
$105.51 - $125.37 $48.9K - $58K
38.4K $4.13B
MSFT
Microsoft Corp

Technology
-82
- 0.27%
$406.35 - $454.46 $33.3K - $37.3K
30K $12.6B
MCD
Mcdonalds Corp

Consumer Cyclical
-247
- 1.67%
$288.47 - $316.54 $71.3K - $78.2K
14.5K $4.2B
LMT
Lockheed Martin Corp

Industrials
-21
- 0.96%
$479.66 - $614.62 $10.1K - $12.9K
2.16K $1.05B
UNH
Unitedhealth Group Inc

Healthcare
-3
- 0.13%
$485.52 - $625.25 $1.46K - $1.88K
2.32K $1.17B
USFR
Wisdomtree Floating Rate Treas

ETFs
-4.24K
- 1.42%
$50.23 - $50.46 $213K - $214K
293K $14.8B
ORCL
Oracle Corp

Technology
-632
- 7.34%
$165.41 - $192.43 $105K - $122K
7.98K $1.33B
TXN
Texas Instruments Inc

Technology
-23
- 0.34%
N/A
6.72K $1.26B
WY
Weyerhaeuser CO

Real Estate
-2.08K
- 16.19%
$27.21 - $33.7 $56.5K - $70K
10.7K $303M
HD
Home Depot, Inc.

Consumer Cyclical
-210
- 10.8%
$385.02 - $431.37 $80.9K - $90.6K
1.74K $675M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-145
- 3.14%
$82.28 - $117.52 $11.9K - $17K
4.47K $379M
ABBV
Abb Vie Inc.

Healthcare
-75
- 2.42%
$164.99 - $203.87 $12.4K - $15.3K
3.03K $538M
AMAT
Applied Materials Inc

Technology
-97
- 6.86%
$161.44 - $213.89 $15.7K - $20.7K
1.32K $214M
CB
Chubb LTD

Financial Services
-65
- 1.58%
$271.57 - $301.89 $17.7K - $19.6K
4.05K $1.12B
PEP
Pepsico Inc

Consumer Defensive
-19
- 0.7%
$151.29 - $176.1 $2.87K - $3.35K
2.69K $412M
INTC
Intel Corp

Technology
-342
- 3.02%
$19.07 - $26.23 $6.52K - $8.97K
11K $220M
IVV
Ishares Core S&P 500 ETF

ETFs
-67
- 6.69%
$570.51 - $610.59 $38.2K - $40.9K
934 $550M
COP
Conocophillips

Energy
-67
- 2.33%
$95.12 - $114.72 $6.37K - $7.69K
2.81K $279M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-1.64K
- 2.6%
$66.77 - $71.52 $109K - $117K
61.3K $4.23B
DE
Deere & CO

Industrials
-78
- 4.37%
$389.45 - $466.0 $30.4K - $36.3K
1.71K $723M
BDX
Becton Dickinson & CO

Healthcare
-27
- 2.9%
$220.02 - $243.75 $5.94K - $6.58K
904 $205M
VNLA
Janus Henderson Short Duration

ETFs
-215
- 3.35%
$48.82 - $49.11 $10.5K - $10.6K
6.2K $303M
IBM
International Business Machines Corp

Technology
-36
- 1.52%
$204.9 - $238.04 $7.38K - $8.57K
2.33K $512M
SPY
Spdr S&P 500 ETF Trust

ETFs
-94
- 2.82%
$567.81 - $607.81 $53.4K - $57.1K
3.24K $1.91B
ABT
Abbott Laboratories

Healthcare
-38
- 1.01%
$111.93 - $119.39 $4.25K - $4.54K
3.73K $421M
JPM
Jpmorgan Chase & CO

Financial Services
-367
- 12.86%
$205.18 - $250.29 $75.3K - $91.9K
2.49K $596M
VGT
Vanguard Information Technolog

ETFs
-27
- 7.42%
$571.78 - $647.97 $15.4K - $17.5K
337 $209M
MA
Mastercard Inc

Financial Services
-9
- 2.12%
$491.3 - $536.15 $4.42K - $4.83K
415 $218M
PH
Parker Hannifin Corp

Industrials
-4
- 0.13%
$621.74 - $709.46 $2.49K - $2.84K
3.19K $2.03B
META
Meta Platforms, Inc.

Communication Services
-29
- 1.33%
$554.08 - $632.68 $16.1K - $18.3K
2.15K $1.26B
TFC
Truist Financial Corp

Financial Services
-10
- 0.04%
$41.51 - $48.1 $415 - $481
23.1K $1B
UEC
Uranium Energy Corp

Energy
-5.5K
- 4.45%
$6.55 - $8.6 $36K - $47.3K
118K $789M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-12
- 0.68%
$172.07 - $207.36 $2.06K - $2.49K
1.76K $348M
WFC
Wells Fargo & Company

Financial Services
-100
- 2.6%
$54.98 - $77.35 $5.5K - $7.73K
3.74K $263M
NFLX
Netflix Inc

Communication Services
-17
- 4.72%
$687.65 - $936.56 $11.7K - $15.9K
343 $306M
V
Visa Inc.

Financial Services
-19
- 1.23%
$273.87 - $320.91 $5.2K - $6.1K
1.53K $482M
DIS
Walt Disney CO

Communication Services
-8
- 0.2%
$92.39 - $117.6 $739 - $941
4.09K $456M
COF
Capital One Financial Corp

Financial Services
-144
- 4.71%
$145.19 - $192.01 $20.9K - $27.6K
2.92K $520M
MKL
Markel Corp

Financial Services
-4
- 0.88%
$1542.01 - $1785.11 $6.17K - $7.14K
448 $773M
GS
Goldman Sachs Group Inc

Financial Services
-52
- 1.79%
$486.1 - $608.57 $25.3K - $31.6K
2.85K $1.63B
AXP
American Express CO

Financial Services
-92
- 0.95%
$267.35 - $305.57 $24.6K - $28.1K
9.56K $2.84B
CSCO
Cisco Systems, Inc.

Technology
-1.06K
- 1.4%
$52.45 - $60.02 $55.3K - $63.3K
74.2K $4.39B
Activity Summary
Buys All Purchases 54 New Holdings 11 Increased Positions 43 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 0 Puts 0
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