Investment Advisory Services Inc Reduced Holdings in Q3 2025

Investment Advisory Services Inc

  • $302 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-59K
- 16.51%
$26.38 - $27.95 $1.56M - $1.65M
298K $8.14M
SPY
Spdr S&P 500 ETF Trust

ETFs
-812
- 28.25%
$617.65 - $666.84 $502K - $541K
2.06K $1.37M
SYK
Stryker Corp

Healthcare
-141
- 1.42%
$368.57 - $403.53 $52K - $56.9K
9.78K $3.62M
KO
Coca Cola CO

Consumer Defensive
-1.26K
- 2.51%
$65.67 - $71.67 $82.6K - $90.2K
48.9K $3.25M
V
Visa Inc.

Financial Services
-706
- 21.3%
$332.09 - $358.86 $234K - $253K
2.61K $890K
COST
Costco Wholesale Corp

Consumer Defensive
-100
- 3.66%
$915.95 - $994.57 $91.6K - $99.5K
2.63K $2.44M
CTRA
Coterra Energy Inc.

Energy
-2.26K
- 2.12%
$23.09 - $25.45 $52.1K - $57.4K
104K $2.46M
CARR
Carrier Global Corp

Industrials
-848
- 7.39%
$58.75 - $80.73 $49.8K - $68.5K
10.6K $634K
GIS
General Mills Inc

Consumer Defensive
-3.12K
- 14.13%
$48.44 - $53.83 $151K - $168K
18.9K $954K
PG
Procter & Gamble CO

Consumer Defensive
-319
- 1.74%
$150.47 - $161.22 $48K - $51.4K
18.1K $2.77M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-10.3K
- 5.27%
$55.15 - $58.11 $567K - $598K
185K $10.6M
IBM
International Business Machines Corp

Technology
-261
- 7.01%
$234.77 - $292.47 $61.3K - $76.3K
3.46K $976K
ABT
Abbott Laboratories

Healthcare
-425
- 2.1%
$120.51 - $136.62 $51.2K - $58.1K
19.8K $2.66M
SBUX
Starbucks Corp

Consumer Cyclical
-77
- 0.72%
$81.9 - $96.86 $6.31K - $7.46K
10.6K $895K
SPOT
Spotify Technology S.A.

Communication Services
-65
- 17.38%
$620.01 - $738.53 $40.3K - $48K
309 $215K
TREX
Trex CO Inc

Industrials
-513
- 3.44%
$50.48 - $68.49 $25.9K - $35.1K
14.4K $745K
NFLX
Netflix Inc

Communication Services
-23
- 8.21%
$1147.87 - $1297.18 $26.4K - $29.8K
257 $308K
OTIS
Otis Worldwide Corp

Industrials
-211
- 3.83%
$84.93 - $101.07 $17.9K - $21.3K
5.3K $484K
AMGN
Amgen Inc

Healthcare
-264
- 4.69%
$271.18 - $309.22 $71.6K - $81.6K
5.36K $1.51M
DUK
Duke Energy Corp

Utilities
-706
- 12.63%
$116.31 - $125.93 $82.1K - $88.9K
4.88K $604K
EXC
Exelon Corp

Utilities
-1.62K
- 14.56%
$42.73 - $45.54 $69.1K - $73.6K
9.49K $427K
CSCO
Cisco Systems, Inc.

Technology
-371
- 1.26%
$66.2 - $71.79 $24.6K - $26.6K
29.1K $1.99M
AMZN
Amazon Com Inc

Consumer Cyclical
-261
- 1.68%
$211.65 - $238.24 $55.2K - $62.2K
15.3K $3.35M
SO
Southern CO

Utilities
-674
- 19.16%
$90.83 - $96.0 $61.2K - $64.7K
2.84K $269K
LLY
Eli Lilly & CO

Healthcare
-36
- 10.84%
$625.65 - $812.69 $22.5K - $29.3K
296 $225K
MAA
Mid America Apartment Communities Inc.

Real Estate
-68
- 2.43%
$138.38 - $153.2 $9.41K - $10.4K
2.74K $382K
OKE
Oneok Inc

Energy
-9
- 0.26%
$71.36 - $83.47 $642 - $751
3.51K $256K
PANW
Palo Alto Networks Inc

Technology
-82
- 6.52%
$167.06 - $208.19 $13.7K - $17.1K
1.18K $239K
HIG
Hartford Financial Services Group, Inc.

Financial Services
-221
- 12.76%
$119.73 - $134.7 $26.5K - $29.8K
1.51K $201K
TXN
Texas Instruments Inc

Technology
-76
- 1.98%
N/A
3.76K $730K
SLB
Schlumberger Limited

Energy
-392
- 5.65%
$32.37 - $37.31 $12.7K - $14.6K
6.55K $224K
MET
Metlife Inc

Financial Services
-199
- 4.38%
$73.82 - $82.37 $14.7K - $16.4K
4.35K $357K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.66K
- 5.15%
$62.09 - $66.51 $103K - $110K
30.5K $1.99M
AEP
American Electric Power CO Inc

Utilities
-214
- 7.98%
$103.26 - $115.0 $22.1K - $24.6K
2.47K $277K
Blackrock Inc
-31
- 0.96%
N/A
3.19K $0
Labcorp Holdings Inc
-146
- 4.36%
N/A
3.2K $0
PNC
Pnc Financial Services Group, Inc.

Financial Services
-72
- 5.99%
$185.88 - $207.44 $13.4K - $14.9K
1.13K $227K
WELL
Welltower Inc.

Real Estate
-200
- 12.66%
$150.71 - $178.14 $30.1K - $35.6K
1.38K $245K
FDX
Fedex Corp

Industrials
-176
- 3.09%
$217.1 - $243.2 $38.2K - $42.8K
5.52K $1.3M
EME
Emcor Group, Inc.

Industrials
-56
- 12.2%
$530.88 - $655.83 $29.7K - $36.7K
403 $261K
XLE
Energy Sector Spdr

ETFs
-1.66K
- 4.5%
$84.25 - $91.99 $140K - $153K
35.3K $3.16M
AFL
Aflac Inc

Financial Services
-90
- 1.75%
$98.09 - $111.7 $8.83K - $10.1K
5.04K $562K
GD
General Dynamics Corp

Industrials
-40
- 5.15%
$293.92 - $341.0 $11.8K - $13.6K
737 $251K
PPL
Ppl Corp

Utilities
-2
- 0.03%
$33.54 - $37.24 $67.1 - $74.5
7.89K $293K
AMAT
Applied Materials Inc

Technology
-131
- 3.76%
$156.25 - $204.95 $20.5K - $26.8K
3.35K $686K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-416
- 3.05%
$108.46 - $120.63 $45.1K - $50.2K
13.2K $1.57M
ORCL
Oracle Corp

Technology
-126
- 6.51%
$218.96 - $328.33 $27.6K - $41.4K
1.81K $509K
AVGO
Broadcom Inc.

Technology
-83
- 3.95%
$264.74 - $369.57 $22K - $30.7K
2.02K $666K
SCHW
Schwab Charles Corp

Financial Services
-206
- 0.81%
$91.03 - $98.69 $18.8K - $20.3K
25.1K $2.39M
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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