Financial Services Advisory Inc Portfolio Holdings

Financial Services Advisory Inc

  • $409 Million
  • Q3 2024

Financial Services Advisory Inc has filed its 13F form on October 31, 2024 for Q3 2024 where it was disclosed a total value porftolio of $409 Million distributed in 84 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $49M, Capital Group Divid Value ETF with a value of $35.4M, Ishares S&P 100 ETF with a value of $28M, J P Morgan Exchange Traded Fd with a value of $24.8M, and Schwab Strategic Tr Us Broad M with a value of $24.8M.

Examining the 13F form we can see an increase of $44.2M in the current position value, from $365M to 409M.

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

Portfolio value $409 Million
ETFs: $390 Million
Industrials: $1.22 Million

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$7.17B
$1.22 Million 0.3% of portfolio
110,905
Q3 2024 Added 0.2%

Summary

  • Portfolio
  • No. of Stocks 84
  • Current Value $409 Million
  • Prior Value $365 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 31, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 13 stocks
  • Additional Purchases 26 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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