Investment Advisory Services Inc Incresed Positions in Q3 2025

Investment Advisory Services Inc

  • $302 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.01K
+ 1.94%
$546.99 - $602.2 $553K - $609K
53K $31.8M
FDVV
Fidelity High Dividend ETF

ETFs
32.2K
+ 52.01%
$52.42 - $55.71 $1.69M - $1.79M
94.1K $5.24M
JEPI
J P Morgan Exchange Traded Fd

ETFs
15.5K
+ 5.33%
$55.61 - $57.37 $864K - $891K
307K $17.5M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1.03K
+ 2.48%
$148.97 - $165.88 $154K - $171K
42.7K $7.03M
FGRO
Fidelity Covington Tr

ETFs
22.3K
+ 10.47%
N/A
235K $5.27M
VIG
Vanguard Dividend Appreciation

ETFs
2.58K
+ 1.63%
N/A
161K $29.3M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
5.17K
+ 12.37%
$53.81 - $57.52 $278K - $297K
46.9K $2.7M
CGUS
Capital Group Core Equity ETF
4.91K
+ 8.49%
$36.89 - $39.72 $181K - $195K
62.8K $2.48M
VTI
Vanguard Total Stock Market Et

ETFs
182
+ 1.95%
$303.93 - $329.86 $55.3K - $60K
9.53K $3.13M
CGGR
Capital Group Growth ETF Shs C

ETFs
2.33K
+ 4.79%
$40.2 - $44.58 $93.5K - $104K
50.9K $2.24M
CGDV
Capital Group Divid Value ETF

ETFs
3.81K
+ 18.44%
$39.59 - $42.21 $151K - $161K
24.5K $1.03M
META
Meta Platforms, Inc.

Communication Services
115
+ 9.47%
$695.21 - $791.73 $79.9K - $91K
1.33K $975K
MDT
Medtronic PLC

Healthcare
9
+ 0.11%
$87.67 - $95.74 $789 - $862
8.18K $778K
POOL
Pool Corp

Industrials
1
+ 0.03%
$292.13 - $333.62 $292 - $334
3.35K $1.04M
MRK
Merck & Co., Inc.

Healthcare
165
+ 2.34%
$77.6 - $87.37 $12.8K - $14.4K
7.21K $605K
COP
Conocophillips

Energy
47
+ 0.83%
$91.0 - $98.99 $4.28K - $4.65K
5.69K $537K
PH
Parker Hannifin Corp

Industrials
1
+ 0.23%
$697.13 - $769.67 $697 - $770
444 $336K
XLV
Select Sector Spdr Fund Health

ETFs
37
+ 0.91%
$129.01 - $139.72 $4.77K - $5.17K
4.12K $573K
PFE
Pfizer Inc

Healthcare
345
+ 3.15%
$23.29 - $25.88 $8.04K - $8.93K
11.3K $287K
LMT
Lockheed Martin Corp

Industrials
4
+ 0.82%
$410.74 - $499.21 $1.64K - $2K
490 $244K
WFC
Wells Fargo & Company

Financial Services
12
+ 0.4%
$77.05 - $85.16 $925 - $1.02K
3.02K $253K
XLF
Financial Sector Spdr

ETFs
8
+ 0.11%
$51.37 - $54.25 $411 - $434
7.02K $378K
VZ
Verizon Communications Inc

Communication Services
94
+ 1.99%
$40.84 - $45.06 $3.84K - $4.24K
4.83K $212K
Fidelity Covington Trust
16.3K
+ 71.23%
N/A
39.2K $0
Fidelity Covington Trust
15.7K
+ 53.28%
N/A
45.1K $0
FCX
Freeport Mcmoran Inc

Basic Materials
454
+ 5.83%
$35.34 - $47.21 $16K - $21.4K
8.25K $323K
DE
Deere & CO

Industrials
1
+ 0.22%
$457.26 - $524.37 $457 - $524
446 $203K
PM
Philip Morris International Inc.

Consumer Defensive
13
+ 0.48%
$157.77 - $183.27 $2.05K - $2.38K
2.72K $440K
ADP
Automatic Data Processing Inc

Industrials
1
+ 0.02%
$288.69 - $310.94 $289 - $311
4.98K $1.46M
Activity Summary
Buys All Purchases 33 New Holdings 3 Increased Positions 30 Sells All Sells 71 Reductions 71 Sold out 0 Options Calls 0 Puts 0
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