Investment Advisory Services Inc has filed its 13F form on July 17, 2025 for Q2 2025 where it was disclosed a total value porftolio of $289 Million distributed in 131 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Dividend Appreciation with a value of $28.8M, Invesco Qqq Trust, Series 1 with a value of $28.7M, Microsoft Corp with a value of $19.2M, J P Morgan Exchange Traded Fd with a value of $16.6M, and Pacer Fds Tr Us Cash Cows 100 with a value of $10.8M.
Examining the 13F form we can see an increase of $18.3M in the current position value, from $270M to 289M.
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.
