Financial Security Advisor, Inc. Reduced Holdings in Q3 2025

Financial Security Advisor, Inc.

  • $470 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-9.08K
- 3.7%
$50.47 - $50.74 $458K - $460K
236K $12B
USFR
Wisdomtree Floating Rate Treas

ETFs
-8.27K
- 2.51%
$50.23 - $50.48 $415K - $417K
322K $16.2B
ACN
Accenture PLC

Technology
-163
- 5.34%
$232.56 - $304.78 $37.9K - $49.7K
2.89K $713M
PG
Procter & Gamble CO

Consumer Defensive
-285
- 1.44%
$150.47 - $161.22 $42.9K - $45.9K
19.5K $2.99B
CSCO
Cisco Systems, Inc.

Technology
-642
- 0.89%
$66.2 - $71.79 $42.5K - $46.1K
71.7K $4.91B
IBM
International Business Machines Corp

Technology
-203
- 8.4%
$234.77 - $292.47 $47.7K - $59.4K
2.21K $625M
UNH
Unitedhealth Group Inc

Healthcare
-467
- 17.15%
$237.77 - $353.61 $111K - $165K
2.26K $779M
MKL
Markel Corp

Financial Services
-6
- 1.34%
$1898.34 - $2031.8 $11.4K - $12.2K
442 $845M
CB
Chubb LTD

Financial Services
-6
- 0.15%
$265.99 - $289.59 $1.6K - $1.74K
4.02K $1.14B
SPY
Spdr S&P 500 ETF Trust

ETFs
-214
- 9.13%
$617.65 - $666.84 $132K - $143K
2.13K $1.42B
VNLA
Janus Henderson Short Duration

ETFs
-381
- 5.04%
$48.99 - $49.29 $18.7K - $18.8K
7.18K $354M
WY
Weyerhaeuser CO

Real Estate
-148
- 1.49%
$24.1 - $26.83 $3.57K - $3.97K
9.75K $242M
AXP
American Express CO

Financial Services
-412
- 4.36%
$294.27 - $342.31 $121K - $141K
9.04K $3B
PBR
Petrobras Petroleo Brasileiro Sa

Energy
-1K
- 5.62%
$11.84 - $13.45 $11.8K - $13.5K
16.8K $213M
VZ
Verizon Communications Inc

Communication Services
-717
- 2.25%
$40.84 - $45.06 $29.3K - $32.3K
31.2K $1.37B
GLD
Spdr Gold Trust

ETFs
-166
- 16.44%
$300.96 - $355.47 $50K - $59K
844 $300M
WRB
Berkley W R Corp

Financial Services
-207
- 4.0%
$67.78 - $76.62 $14K - $15.9K
4.97K $381M
WFC
Wells Fargo & Company

Financial Services
-192
- 4.89%
$77.05 - $85.16 $14.8K - $16.4K
3.73K $313M
WRAP
Wrap Technologies, Inc.

Technology
-11K
- 24.5%
$1.26 - $2.59 $13.9K - $28.5K
33.9K $73.6M
HOLX
Hologic Inc

Healthcare
-83
- 1.88%
$63.26 - $68.98 $5.25K - $5.73K
4.34K $293M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-13
- 2.34%
$546.99 - $602.2 $7.11K - $7.83K
543 $326M
BAC
Bank Of America Corp

Financial Services
-366
- 3.9%
$44.92 - $52.42 $16.4K - $19.2K
9.01K $465M
PEP
Pepsico Inc

Consumer Defensive
-3
- 0.11%
$133.81 - $152.16 $401 - $456
2.76K $388M
LDOS
Leidos Holdings, Inc.

Technology
-60
- 4.1%
$159.2 - $188.96 $9.55K - $11.3K
1.41K $265M
TOL
Toll Brothers, Inc.

Consumer Cyclical
-34
- 1.57%
$113.78 - $148.0 $3.87K - $5.03K
2.13K $294M
VUG
Vanguard Growth ETF

ETFs
-4
- 0.31%
$433.97 - $484.08 $1.74K - $1.94K
1.3K $623M
HD
Home Depot, Inc.

Consumer Cyclical
-24
- 1.21%
$357.4 - $423.42 $8.58K - $10.2K
1.95K $792M
D
Dominion Energy, Inc

Utilities
-1.09K
- 2.97%
$56.32 - $62.1 $61.2K - $67.5K
35.5K $2.17B
NSC
Norfolk Southern Corp

Industrials
-206
- 5.42%
$259.49 - $300.41 $53.5K - $61.9K
3.6K $1.08B
PLTR
Palantir Technologies Inc.

Technology
-177
- 5.81%
$130.68 - $186.97 $23.1K - $33.1K
2.87K $523M
WMT
Walmart Inc.

Consumer Defensive
-1.13K
- 2.26%
$94.4 - $104.27 $107K - $118K
49K $5.05B
MCD
Mcdonalds Corp

Consumer Cyclical
-56
- 0.39%
$291.67 - $316.99 $16.3K - $17.8K
14.1K $4.3B
PH
Parker Hannifin Corp

Industrials
-6
- 0.19%
$697.13 - $769.67 $4.18K - $4.62K
3.11K $2.35B
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-1.26K
- 2.02%
$87.69 - $96.0 $110K - $121K
61K $5.75B
GS
Goldman Sachs Group Inc

Financial Services
-29
- 1.02%
$696.56 - $806.32 $20.2K - $23.4K
2.82K $2.25B
HCA
Hca Healthcare, Inc.

Healthcare
-98
- 1.28%
$334.32 - $426.2 $32.8K - $41.8K
7.56K $3.22B
T. Rowe Price Capital Apprec Eq ETF
-463
- 0.27%
N/A
172K $6.49B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-635
- 1.48%
$459.11 - $506.91 $292K - $322K
42.2K $21.2B
ORCL
Oracle Corp

Technology
-151
- 1.87%
$218.96 - $328.33 $33.1K - $49.6K
7.9K $2.22B
MSFT
Microsoft Corp

Technology
-175
- 0.57%
$491.09 - $535.64 $85.9K - $93.7K
30.5K $15.8B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-14.3K
- 4.38%
$42.26 - $47.16 $603K - $673K
312K $14.4B
UEC
Uranium Energy Corp

Energy
-7.73K
- 6.79%
$5.92 - $13.89 $45.7K - $107K
106K $1.41B
MO
Altria Group, Inc.

Consumer Defensive
-316
- 0.32%
$57.75 - $67.68 $18.2K - $21.4K
98.9K $6.64B
RPG
Invesco Exchange Traded Fd Tr

ETFs
-9.09K
- 1.29%
$45.41 - $48.26 $413K - $438K
695K $33.2B
JNJ
Johnson & Johnson

Healthcare
-70
- 0.16%
$155.17 - $185.42 $10.9K - $13K
44.4K $8.23B
AAPL
Apple Inc.

Technology
-604
- 1.12%
$202.38 - $256.87 $122K - $155K
53.1K $13.5B
Activity Summary
Buys All Purchases 82 New Holdings 15 Increased Positions 67 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Financial Security Advisor, Inc. Portfolio

Follow Financial Security Advisor, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Security Advisor, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Financial Security Advisor, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email