Investment Advisory Services Inc Reduced Holdings in Q3 2024

Investment Advisory Services Inc

  • $279 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
-5.58K
- 10.26%
$395.15 - $467.56 $2.21M - $2.61M
48.8K $21M
CVX
Chevron Corp

Energy
-3.87K
- 18.28%
$137.88 - $161.97 $534K - $627K
17.3K $2.55M
MCK
Mckesson Corp

Healthcare
-501
- 17.8%
$479.06 - $630.38 $240K - $316K
2.31K $1.14M
XOM
Exxon Mobil Corp

Energy
-4.35K
- 7.73%
$109.72 - $119.0 $477K - $517K
51.9K $6.08M
XLE
Energy Sector Spdr

ETFs
-2.32K
- 5.39%
$84.35 - $93.39 $196K - $217K
40.8K $3.58M
FDX
Fedex Corp

Industrials
-558
- 9.69%
$254.64 - $313.52 $142K - $175K
5.2K $1.42M
SLB
Schlumberger Limited

Energy
-5.12K
- 40.81%
$39.57 - $49.67 $202K - $254K
7.42K $311K
CVS
Cvs Health Corp

Healthcare
-5.26K
- 30.05%
$55.81 - $63.18 $294K - $332K
12.3K $769K
SCHW
Schwab Charles Corp

Financial Services
-286
- 1.07%
$61.74 - $76.08 $17.7K - $21.8K
26.4K $1.71M
NVDA
Nvidia Corp

Technology
-1.81K
- 15.85%
$98.91 - $134.91 $179K - $244K
9.62K $1.17M
CL
Colgate Palmolive CO

Consumer Defensive
-1.5K
- 27.46%
$95.54 - $108.77 $143K - $163K
3.96K $411K
AMAT
Applied Materials Inc

Technology
-167
- 9.61%
$174.88 - $254.97 $29.2K - $42.6K
1.57K $317K
GOOG
Alphabet Inc.

Communication Services
-138
- 3.8%
$149.54 - $192.66 $20.6K - $26.6K
3.5K $584K
ROST
Ross Stores, Inc.

Consumer Cyclical
-570
- 28.23%
$136.06 - $155.24 $77.6K - $88.5K
1.45K $218K
APA
Apa Corp

Energy
-467
- 5.14%
$23.34 - $32.22 $10.9K - $15K
8.62K $210K
MAA
Mid America Apartment Communities Inc.

Real Estate
-677
- 20.06%
$138.8 - $166.65 $94K - $113K
2.7K $428K
EOG
Eog Resources Inc

Energy
-251
- 6.05%
$117.9 - $132.65 $29.6K - $33.3K
3.9K $478K
PFE
Pfizer Inc

Healthcare
-1.75K
- 15.5%
$27.7 - $31.39 $48.5K - $55K
9.55K $276K
WELL
Welltower Inc.

Real Estate
-900
- 23.97%
$104.0 - $129.74 $93.6K - $117K
2.86K $365K
CPT
Camden Property Trust

Real Estate
-544
- 16.2%
$107.5 - $126.88 $58.5K - $69K
2.81K $347K
ABC
Amerisourcebergen Corp

Healthcare
-57
- 1.82%
N/A
3.08K $570K
UPS
United Parcel Service Inc

Industrials
-57
- 3.04%
$123.32 - $147.38 $7.03K - $8.4K
1.82K $247K
BAC
Bank Of America Corp

Financial Services
-131
- 0.29%
$36.65 - $44.13 $4.8K - $5.78K
45.7K $1.81M
Labcorp Holdings Inc
-770
- 17.73%
N/A
3.57K $0
CSCO
Cisco Systems, Inc.

Technology
-2.47K
- 9.7%
$44.74 - $53.22 $111K - $131K
23K $1.22M
OTIS
Otis Worldwide Corp

Industrials
-256
- 4.61%
$91.43 - $104.43 $23.4K - $26.7K
5.3K $551K
IRT
Independence Realty Trust, Inc.

Real Estate
-1.18K
- 4.64%
$18.32 - $21.15 $21.6K - $25K
24.3K $497K
XLF
Financial Sector Spdr

ETFs
-200
- 2.64%
$40.84 - $45.74 $8.17K - $9.15K
7.37K $334K
PPL
Ppl Corp

Utilities
-690
- 7.9%
$27.36 - $33.08 $18.9K - $22.8K
8.04K $266K
GIS
General Mills Inc

Consumer Defensive
-3.1K
- 12.83%
$62.5 - $75.15 $194K - $233K
21.1K $1.56M
APD
Air Products & Chemicals, Inc.

Basic Materials
-1
- 0.13%
$247.34 - $300.11 $247 - $300
798 $237K
PEP
Pepsico Inc

Consumer Defensive
-284
- 1.74%
$161.9 - $179.3 $46K - $50.9K
16K $2.72M
JNJ
Johnson & Johnson

Healthcare
-2.71K
- 8.97%
$145.48 - $167.38 $395K - $454K
27.5K $4.46M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-65
- 2.03%
$475.2 - $527.7 $30.9K - $34.3K
3.14K $1.66M
SBUX
Starbucks Corp

Consumer Cyclical
-1.66K
- 14.17%
$72.51 - $98.6 $121K - $164K
10.1K $981K
AXP
American Express CO

Financial Services
-1.67K
- 12.65%
$225.92 - $271.17 $376K - $451K
11.5K $3.12M
JPM
Jpmorgan Chase & CO

Financial Services
-378
- 2.0%
$194.9 - $224.8 $73.7K - $85K
18.6K $3.91M
SPY
Spdr S&P 500 ETF Trust

ETFs
-4
- 0.13%
$517.38 - $573.86 $2.07K - $2.3K
2.99K $1.71M
CMI
Cummins Inc

Industrials
-62
- 2.67%
$266.63 - $326.4 $16.5K - $20.2K
2.26K $731K
AFL
Aflac Inc

Financial Services
-41
- 0.76%
$88.52 - $111.8 $3.63K - $4.58K
5.39K $602K
PG
Procter & Gamble CO

Consumer Defensive
-152
- 0.8%
$160.76 - $177.82 $24.4K - $27K
18.9K $3.26M
CARR
Carrier Global Corp

Industrials
-491
- 4.66%
$61.9 - $80.88 $30.4K - $39.7K
10K $807K
ABT
Abbott Laboratories

Healthcare
-656
- 2.94%
$100.07 - $118.13 $65.6K - $77.5K
21.7K $2.47M
POOL
Pool Corp

Industrials
-3
- 0.08%
$296.17 - $376.8 $889 - $1.13K
3.7K $1.4M
KO
Coca Cola CO

Consumer Defensive
-1.4K
- 2.73%
$62.69 - $73.01 $87.6K - $102K
49.7K $3.57M
BLK
Black Rock Inc.

Financial Services
-217
- 6.33%
$782.27 - $949.51 $170K - $206K
3.21K $3.05M
ABBV
Abb Vie Inc.

Healthcare
-1.89K
- 6.21%
$163.84 - $199.33 $309K - $376K
28.5K $5.63M
AAPL
Apple Inc.

Technology
-3.3K
- 5.69%
$207.23 - $234.82 $683K - $774K
54.6K $12.7M
HD
Home Depot, Inc.

Consumer Cyclical
-360
- 2.75%
$333.64 - $405.2 $120K - $146K
12.7K $5.16M
Activity Summary
Buys All Purchases 48 New Holdings 4 Increased Positions 44 Sells All Sells 52 Reductions 52 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Investment Advisory Services Inc Portfolio

Follow Investment Advisory Services Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Investment Advisory Services Inc , based on Form 13F filings with the SEC.

News

Stay updated on Investment Advisory Services Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email