Holland Advisory Services, Inc. Portfolio Holdings
Holland Advisory Services, Inc.
- $68.4 Million
- Q2 2025
Holland Advisory Services, Inc. has filed its 13F form on July 16, 2025 for Q2 2025 where it was disclosed a total value porftolio of $68.4 Million distributed in 42 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 $20.8M, Ishares Core S&P Mid Cap ETF with a value of $16.5M, Ishares Core S&P Sm Cap ETF with a value of $8.1M, Vanguard Total Stock Market Et with a value of $2.39M, and Apple Inc. with a value of $1.62M.
Examining the 13F form we can see an increase of $2.87M in the current position value, from $65.5M to 68.4M.
Below you can find more details about Holland Advisory Services, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$68.4 Million
ETFs: $53.4 Million
Technology: $4.5 Million
Consumer Defensive: $3.64 Million
Financial Services: $2.4 Million
Consumer Cyclical: $1.11 Million
Energy: $953,000
Industrials: $889,000
Healthcare: $733,000
Other: $845,000