Investment Advisory Services Inc Portfolio Holdings
Investment Advisory Services Inc
- $272 Million
- Q2 2024
Investment Advisory Services Inc has filed its 13F form on July 17, 2024 for Q2 2024 where it was disclosed a total value porftolio of $272 Million distributed in 118 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Dividend Appreciation with a value of $25.8M, Microsoft Corp with a value of $24.3M, Invesco Qqq Trust, Series 1 with a value of $24.1M, J P Morgan Exchange Traded Fd with a value of $13.3M, and Schwab Strategic Tr Us Dividen with a value of $12.4M.
Examining the 13F form we can see an decrease of $401K in the current position value, from $272M to 272M.
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.