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
AXP
American Express CO

Financial Services
-243
- 1.88%
$294.27 - $342.31 $71.5K - $83.2K
12.7K $4.2M
PEP
Pepsico Inc

Consumer Defensive
-218
- 1.49%
$133.81 - $152.16 $29.2K - $33.2K
14.4K $2.03M
BAC
Bank Of America Corp

Financial Services
-1.52K
- 3.55%
$44.92 - $52.42 $68.4K - $79.8K
41.4K $2.13M
CAT
Caterpillar Inc

Industrials
-92
- 5.47%
$390.92 - $477.15 $36K - $43.9K
1.59K $758K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-49
- 1.49%
$567.77 - $614.76 $27.8K - $30.1K
3.24K $1.98M
NVDA
Nvidia Corp

Technology
-905
- 8.62%
$153.3 - $186.58 $139K - $169K
9.6K $1.79M
MCD
Mcdonalds Corp

Consumer Cyclical
-240
- 1.33%
$291.67 - $316.99 $70K - $76.1K
17.9K $5.43M
CVX
Chevron Corp

Energy
-163
- 0.94%
$145.57 - $161.83 $23.7K - $26.4K
17.2K $2.67M
GOOG
Alphabet Inc.

Communication Services
-92
- 2.61%
$175.16 - $255.24 $16.1K - $23.5K
3.43K $836K
XLK
Technology Sector Spdr

ETFs
-527
- 4.01%
$250.97 - $282.66 $132K - $149K
12.6K $3.55M
XOM
Exxon Mobil Corp

Energy
-24
- 0.05%
$105.83 - $117.22 $2.54K - $2.81K
52.3K $5.9M
CMI
Cummins Inc

Industrials
-34
- 1.16%
$327.85 - $426.39 $11.1K - $14.5K
2.9K $1.23M
JPM
Jpmorgan Chase & CO

Financial Services
-496
- 2.78%
$282.78 - $316.06 $140K - $157K
17.4K $5.48M
HD
Home Depot, Inc.

Consumer Cyclical
-272
- 2.1%
$357.4 - $423.42 $97.2K - $115K
12.7K $5.15M
WMT
Walmart Inc.

Consumer Defensive
-1.24K
- 1.19%
$94.4 - $104.27 $117K - $129K
103K $10.6M
GOOGL
Alphabet Inc.

Communication Services
-172
- 1.71%
$174.36 - $254.72 $30K - $43.8K
9.87K $2.4M
MSFT
Microsoft Corp

Technology
-290
- 0.75%
$491.09 - $535.64 $142K - $155K
38.3K $19.9M
JNJ
Johnson & Johnson

Healthcare
-239
- 0.88%
$155.17 - $185.42 $37.1K - $44.3K
26.9K $4.99M
ABBV
Abb Vie Inc.

Healthcare
-375
- 1.45%
$184.85 - $231.54 $69.3K - $86.8K
25.5K $5.91M
AAPL
Apple Inc.

Technology
-678
- 1.39%
$202.38 - $256.87 $137K - $174K
48.1K $12.3M
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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