Financial Security Advisor, Inc. Portfolio Holdings

Financial Security Advisor, Inc.

  • $394 Billion
  • Q4 2024

Financial Security Advisor, Inc. has filed its 13F form on February 05, 2025 for Q4 2024 where it was disclosed a total value porftolio of $394 Billion distributed in 120 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 $75.4B, Neos Enhanced Income Credit Select ETF with a value of $70.2B, Invesco Exchange Traded Fd Tr with a value of $29.8B, Berkshire Hathaway Inc Class B with a value of $19.1B, and Spdr Portfolio S&P 600 Small C with a value of $16B.

Examining the 13F form we can see an decrease of $7.7B in the current position value, from $401B to 394B.

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 $394 Billion
ETFs: $165 Billion
Technology: $42.3 Billion
Financial Services: $34.5 Billion
Consumer Defensive: $18.5 Billion
Healthcare: $17.7 Billion
Communication Services: $12.5 Billion
Consumer Cyclical: $9.76 Billion
Energy: $6.1 Billion
Other: $9.96 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.68B
$1.31 Billion 0.33% of portfolio
38,167
Q4 2024 Added 2.96%
$2.54B
$789 Million 0.2% of portfolio
117,995
Q4 2024 Reduced 4.45%
$4.59B
$758 Million 0.19% of portfolio
12,939
Q4 2024 Added 9.02%
$4.35B
$229 Million 0.06% of portfolio
9,220
Q4 2024 New
$3.13B
$67.1 Million 0.02% of portfolio
10,164
Q3 2023 New

Summary

  • Portfolio
  • No. of Stocks 120
  • Current Value $394 Billion
  • Prior Value $401 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 05, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 11 stocks
  • Additional Purchases 43 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 56 stocks
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