Holland Advisory Services, Inc. Purchases in Q3 2025

Holland Advisory Services, Inc.

  • $72.7 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.7K
+ 3.63%
$108.46 - $120.63 $292K - $325K
76.8K $9.13M
HD
Home Depot, Inc.

Consumer Cyclical
543
New
$357.4 - $423.42 $194K - $230K
543 $220K
SO
Southern CO

Utilities
2.17K
New
$90.83 - $96.0 $197K - $208K
2.17K $205K
OKE
Oneok Inc

Energy
2.77K
New
$71.36 - $83.47 $198K - $231K
2.77K $202K
MSFT
Microsoft Corp

Technology
210
+ 6.76%
$491.09 - $535.64 $103K - $112K
3.32K $1.72M
JPM
Jpmorgan Chase & CO

Financial Services
2
+ 0.05%
$282.78 - $316.06 $566 - $632
3.72K $1.17M
JNJ
Johnson & Johnson

Healthcare
1
+ 0.04%
$155.17 - $185.42 $155 - $185
2.35K $435K
DELL
Dell Technologies Inc.

Technology
11
+ 0.39%
$120.96 - $141.77 $1.33K - $1.56K
2.82K $400K
IVW
Ishares S&P 500 Growth ETF

ETFs
5
+ 0.12%
$108.97 - $121.65 $545 - $608
4.09K $493K
WMT
Walmart Inc.

Consumer Defensive
1
+ 0.01%
$94.4 - $104.27 $94.4 - $104
7.03K $724K
VTV
Vanguard Value ETF

ETFs
17
+ 0.57%
$175.51 - $186.57 $2.98K - $3.17K
3.03K $564K
CVX
Chevron Corp

Energy
1
+ 0.04%
$145.57 - $161.83 $146 - $162
2.71K $421K
MCD
Mcdonalds Corp

Consumer Cyclical
1
+ 0.04%
$291.67 - $316.99 $292 - $317
2.51K $762K
XOM
Exxon Mobil Corp

Energy
3
+ 0.06%
$105.83 - $117.22 $317 - $352
5.25K $592K
IWS
Ishares Russell Midcap Value E

ETFs
13
+ 0.42%
$132.83 - $140.61 $1.73K - $1.83K
3.11K $434K
VBR
Vanguard Small Cap Value ETF

ETFs
6
+ 0.43%
$195.41 - $212.37 $1.17K - $1.27K
1.41K $294K
AMGN
Amgen Inc

Healthcare
61
+ 4.54%
$271.18 - $309.22 $16.5K - $18.9K
1.41K $396K
BAC
Bank Of America Corp

Financial Services
4
+ 0.09%
$44.92 - $52.42 $180 - $210
4.4K $226K
CSCO
Cisco Systems, Inc.

Technology
91
+ 2.21%
$66.2 - $71.79 $6.02K - $6.53K
4.2K $287K
PG
Procter & Gamble CO

Consumer Defensive
2
+ 0.05%
$150.47 - $161.22 $301 - $322
3.74K $574K
DIS
Walt Disney CO

Communication Services
1
+ 0.04%
$112.25 - $124.0 $112 - $124
2.54K $291K
MDLZ
Mondelez International, Inc.

Consumer Defensive
12
+ 0.16%
$60.9 - $70.75 $731 - $849
7.68K $479K
BRO
Brown & Brown, Inc.

Financial Services
10
+ 0.14%
$90.88 - $108.93 $909 - $1.09K
7.39K $693K
Activity Summary
Buys All Purchases 24 New Holdings 3 Increased Positions 21 Sells All Sells 9 Reductions 9 Sold out 0 Options Calls 0 Puts 0
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