Investment Advisory Services Inc has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $279 Million distributed in 116 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Dividend Appreciation with a value of $26.5M, Invesco Qqq Trust, Series 1 with a value of $25.2M, Microsoft Corp with a value of $21M, J P Morgan Exchange Traded Fd with a value of $14.9M, and Schwab Strategic Tr Us Dividen with a value of $13.5M.
Examining the 13F form we can see an increase of $7.71M in the current position value, from $272M to 279M.
Investment Advisory Services Inc is based out at The Woodlands, TX
Below you can find more details about Investment Advisory Services Inc portfolio as well as his latest detailed transactions.
Portfolio value
$279 Million
ETFs: $126 Million
Technology: $38.9 Million
Healthcare: $25.8 Million
Consumer Defensive: $22.8 Million
Financial Services: $16.4 Million
Energy: $15.4 Million
Consumer Cyclical: $14.5 Million
Industrials: $10.4 Million
Other: $8.15 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
