Investment Advisory Services Inc Incresed Positions in Q1 2025

Investment Advisory Services Inc

  • $270 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
20.7K
+ 4.21%
$27.01 - $28.54 $559K - $590K
513K $14.3M
XOM
Exxon Mobil Corp

Energy
276
+ 0.53%
$105.44 - $118.93 $29.1K - $32.8K
52.7K $6.26M
VIG
Vanguard Dividend Appreciation

ETFs
3.4K
+ 2.29%
N/A
152K $27.7M
CTRA
Coterra Energy Inc.

Energy
2.04K
+ 1.95%
$25.51 - $29.83 $51.9K - $60.7K
106K $3.07M
CVX
Chevron Corp

Energy
114
+ 0.66%
$146.71 - $167.97 $16.7K - $19.1K
17.5K $2.92M
RTX
Raytheon Technologies Corp

Industrials
6
+ 0.05%
$114.1 - $135.66 $685 - $814
12.9K $1.7M
FGRO
Fidelity Covington Tr

ETFs
7.75K
+ 4.2%
N/A
192K $4.31M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.08K
+ 5.3%
$169.43 - $182.84 $183K - $198K
21.5K $3.73M
CGUS
Capital Group Core Equity ETF
6.37K
+ 14.4%
$33.08 - $36.62 $211K - $233K
50.6K $1.69M
COST
Costco Wholesale Corp

Consumer Defensive
64
+ 2.4%
$890.62 - $1076.86 $57K - $68.9K
2.73K $2.58M
CGDV
Capital Group Divid Value ETF

ETFs
3.09K
+ 23.45%
$34.95 - $37.36 $108K - $115K
16.3K $579K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
5.39K
+ 15.06%
$51.45 - $58.51 $277K - $315K
41.1K $2.13M
CSCO
Cisco Systems, Inc.

Technology
694
+ 2.91%
$58.74 - $64.87 $40.8K - $45K
24.5K $1.51M
PM
Philip Morris International Inc.

Consumer Defensive
16
+ 0.64%
$117.15 - $158.79 $1.87K - $2.54K
2.53K $400K
MDT
Medtronic PLC

Healthcare
9
+ 0.11%
$79.84 - $94.5 $719 - $851
8.36K $750K
AMAT
Applied Materials Inc

Technology
709
+ 40.4%
$145.06 - $195.51 $103K - $139K
2.46K $357K
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.7K
+ 0.98%
$56.17 - $59.71 $152K - $161K
277K $15.8M
AEP
American Electric Power CO Inc

Utilities
6
+ 0.25%
$90.32 - $109.27 $542 - $656
2.42K $264K
CGGR
Capital Group Growth ETF Shs C

ETFs
4.28K
+ 11.52%
$33.98 - $39.84 $145K - $170K
41.4K $1.42M
MAA
Mid America Apartment Communities Inc.

Real Estate
5
+ 0.18%
$146.9 - $170.92 $735 - $855
2.75K $461K
COP
Conocophillips

Energy
24
+ 0.42%
$88.6 - $105.85 $2.13K - $2.54K
5.76K $604K
SO
Southern CO

Utilities
18
+ 0.56%
$80.96 - $92.96 $1.46K - $1.67K
3.23K $296K
SLB
Schlumberger Limited

Energy
10
+ 0.14%
$38.4 - $43.74 $384 - $437
6.95K $290K
ABC
Amerisourcebergen Corp

Healthcare
3
+ 0.1%
N/A
3.02K $559K
TXN
Texas Instruments Inc

Technology
1
+ 0.03%
N/A
3.22K $626K
MET
Metlife Inc

Financial Services
27
+ 0.66%
$77.7 - $87.0 $2.1K - $2.35K
4.12K $331K
CMI
Cummins Inc

Industrials
236
+ 10.58%
$312.92 - $386.07 $73.8K - $91.1K
2.47K $772K
PH
Parker Hannifin Corp

Industrials
1
+ 0.25%
$591.65 - $707.05 $592 - $707
399 $242K
PFE
Pfizer Inc

Healthcare
31
+ 0.27%
$25.01 - $27.13 $775 - $841
11.4K $288K
AVGO
Broadcom Inc.

Technology
447
+ 27.44%
$167.43 - $244.7 $74.8K - $109K
2.08K $347K
MRK
Merck & Co., Inc.

Healthcare
21
+ 0.3%
$83.01 - $101.02 $1.74K - $2.12K
7.02K $630K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
34
+ 1.02%
$507.05 - $563.67 $17.2K - $19.2K
3.37K $1.73M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
4.78K
+ 2.43%
$53.6 - $58.97 $256K - $282K
202K $11M
VTI
Vanguard Total Stock Market Et

ETFs
184
+ 2.02%
$271.18 - $303.12 $49.9K - $55.8K
9.3K $2.56M
BAC
Bank Of America Corp

Financial Services
42
+ 0.1%
$39.61 - $47.74 $1.66K - $2.01K
42.2K $1.76M
CIVI
Civitas Resources, Inc.

Energy
2
+ 0.02%
$32.05 - $54.79 $64.1 - $110
10.6K $371K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
847
+ 1.85%
$57.21 - $65.8 $48.5K - $55.7K
46.7K $2.73M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
339
+ 1.5%
$102.49 - $119.96 $34.7K - $40.7K
23K $2.4M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
2.05K
+ 5.23%
$126.86 - $146.45 $260K - $301K
41.3K $5.24M
AXP
American Express CO

Financial Services
14
+ 0.12%
$255.39 - $325.87 $3.58K - $4.56K
11.6K $3.12M
Activity Summary
Buys All Purchases 45 New Holdings 4 Increased Positions 41 Sells All Sells 49 Reductions 49 Sold out 0 Options Calls 0 Puts 0
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