Financial Services Advisory Inc Portfolio Holdings

Financial Services Advisory Inc

  • $204 Million
  • Q2 2025

Financial Services Advisory Inc has filed its 13F form on July 21, 2025 for Q2 2025 where it was disclosed a total value porftolio of $204 Million distributed in 68 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $24.8M, Capital Group Divid Value ETF with a value of $23.4M, Spdr S&P 500 ETF Trust with a value of $22.7M, Vanguard Mega Cap ETF with a value of $20.7M, and Ishares Msci Acwi Ex Us ETF with a value of $14.9M.

Examining the 13F form we can see an decrease of $60.3M in the current position value, from $264M to 204M.

Below you can find more details about Financial Services Advisory Inc portfolio as well as his latest detailed transactions.

Portfolio value $204 Million
ETFs: $202 Million
Industrials: $1.22 Million
Technology: $334,000

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

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

Summary

  • Portfolio
  • No. of Stocks 68
  • Current Value $204 Million
  • Prior Value $264 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 21, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 18 stocks
  • Additional Purchases 10 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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