Investment Advisory Services Inc Purchases in Q2 2025

Investment Advisory Services Inc

  • $289 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
395
+ 0.77%
$416.06 - $551.64 $164K - $218K
52K $28.7M
FDVV
Fidelity High Dividend ETF

ETFs
61.9K
New
$43.6 - $52.02 $2.7M - $3.22M
61.9K $3.22M
WMT
Walmart Inc.

Consumer Defensive
3.01K
+ 2.98%
$81.79 - $99.98 $246K - $301K
104K $10.2M
VIG
Vanguard Dividend Appreciation

ETFs
6.31K
+ 4.15%
N/A
158K $28.8M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
409
+ 0.99%
$113.67 - $150.4 $46.5K - $61.5K
41.7K $6.27M
AXP
American Express CO

Financial Services
1.31K
+ 11.29%
$231.39 - $318.98 $303K - $417K
12.9K $4.11M
JPM
Jpmorgan Chase & CO

Financial Services
279
+ 1.59%
$210.28 - $289.91 $58.7K - $80.9K
17.9K $5.18M
JEPI
J P Morgan Exchange Traded Fd

ETFs
14.7K
+ 5.3%
$51.14 - $57.0 $750K - $836K
291K $16.6M
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.93K
+ 13.6%
$152.93 - $181.74 $448K - $532K
24.5K $4.44M
AMZN
Amazon Com Inc

Consumer Cyclical
1.11K
+ 7.72%
$167.32 - $223.3 $186K - $249K
15.5K $3.41M
CGGR
Capital Group Growth ETF Shs C

ETFs
7.2K
+ 17.4%
$30.53 - $40.65 $220K - $293K
48.6K $1.97M
CSCO
Cisco Systems, Inc.

Technology
4.91K
+ 20.01%
$53.19 - $69.38 $261K - $340K
29.4K $2.04M
FGRO
Fidelity Covington Tr

ETFs
20.5K
+ 10.63%
N/A
213K $4.77M
CGUS
Capital Group Core Equity ETF
7.27K
+ 14.38%
$29.93 - $36.93 $218K - $269K
57.9K $2.14M
SYK
Stryker Corp

Healthcare
505
+ 5.36%
$337.37 - $395.63 $170K - $200K
9.92K $3.93M
GOOGL
Alphabet Inc.

Communication Services
965
+ 10.64%
$144.7 - $178.6 $140K - $172K
10K $1.77M
SPOT
Spotify Technology S.A.

Communication Services
374
New
$503.3 - $775.9 $188K - $290K
374 $286K
VTI
Vanguard Total Stock Market Et

ETFs
48
+ 0.52%
$243.75 - $303.93 $11.7K - $14.6K
9.35K $2.84M
RTX
Raytheon Technologies Corp

Industrials
734
+ 5.71%
$113.75 - $148.48 $83.5K - $109K
13.6K $1.98M
HD
Home Depot, Inc.

Consumer Cyclical
759
+ 6.21%
$335.24 - $380.78 $254K - $289K
13K $4.76M
AMAT
Applied Materials Inc

Technology
1.02K
+ 41.4%
$126.95 - $183.52 $129K - $187K
3.48K $637K
BAC
Bank Of America Corp

Financial Services
707
+ 1.68%
$34.39 - $47.46 $24.3K - $33.6K
42.9K $2.03M
EME
Emcor Group, Inc.

Industrials
459
New
$342.02 - $534.89 $157K - $246K
459 $245K
META
Meta Platforms, Inc.

Communication Services
75
+ 6.58%
$484.66 - $738.09 $36.3K - $55.4K
1.21K $896K
CGDV
Capital Group Divid Value ETF

ETFs
4.39K
+ 27.0%
$31.93 - $39.49 $140K - $173K
20.7K $815K
PAYX
Paychex Inc

Industrials
1.61K
New
$137.01 - $159.78 $220K - $257K
1.61K $234K
SNPS
Synopsys Inc

Technology
454
New
$380.9 - $517.66 $173K - $235K
454 $232K
AVGO
Broadcom Inc.

Technology
27
+ 1.3%
$146.29 - $275.65 $3.95K - $7.44K
2.1K $579K
ACN
Accenture PLC

Technology
779
New
$279.23 - $323.21 $218K - $252K
779 $232K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
960
New
$180.84 - $240.32 $174K - $231K
960 $230K
MAR
Marriott International Inc

Consumer Cyclical
834
New
$211.12 - $274.14 $176K - $229K
834 $227K
GD
General Dynamics Corp

Industrials
777
New
$247.68 - $291.66 $192K - $227K
777 $226K
DE
Deere & CO

Industrials
445
New
$412.99 - $531.48 $184K - $237K
445 $226K
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.2K
New
$149.76 - $186.42 $180K - $224K
1.2K $224K
CTAS
Cintas Corp

Industrials
996
New
$190.11 - $227.66 $189K - $227K
996 $221K
HIG
Hartford Financial Services Group, Inc.

Financial Services
1.73K
New
$109.83 - $131.67 $190K - $228K
1.73K $219K
AMP
Ameriprise Financial Inc

Financial Services
405
New
$422.19 - $533.73 $171K - $216K
405 $216K
RSG
Republic Services, Inc.

Industrials
864
New
$227.2 - $258.07 $196K - $223K
864 $213K
CARR
Carrier Global Corp

Industrials
1.49K
+ 14.91%
$55.55 - $75.83 $82.7K - $113K
11.5K $839K
CAT
Caterpillar Inc

Industrials
328
+ 24.24%
$273.94 - $388.21 $89.9K - $127K
1.68K $652K
IBM
International Business Machines Corp

Technology
90
+ 2.48%
$221.03 - $294.78 $19.9K - $26.5K
3.72K $1.1M
CMI
Cummins Inc

Industrials
469
+ 19.02%
$267.12 - $336.65 $125K - $158K
2.94K $961K
KO
Coca Cola CO

Consumer Defensive
3.15K
+ 6.7%
$68.37 - $73.9 $215K - $233K
50.2K $3.55M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
621
+ 1.51%
$45.88 - $54.4 $28.5K - $33.8K
41.8K $2.27M
TXN
Texas Instruments Inc

Technology
613
+ 19.04%
N/A
3.83K $745K
FDX
Fedex Corp

Industrials
759
+ 15.38%
$198.07 - $245.17 $150K - $186K
5.69K $1.29M
PM
Philip Morris International Inc.

Consumer Defensive
179
+ 7.09%
$149.23 - $184.95 $26.7K - $33.1K
2.71K $492K
GOOG
Alphabet Inc.

Communication Services
14
+ 0.4%
$146.58 - $180.01 $2.05K - $2.52K
3.53K $625K
PH
Parker Hannifin Corp

Industrials
44
+ 11.03%
$517.23 - $700.54 $22.8K - $30.8K
443 $309K
Activity Summary
Buys All Purchases 78 New Holdings 17 Increased Positions 61 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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