Investment Advisory Services Inc Incresed Positions 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
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
NVDA
Nvidia Corp

Technology
554
+ 5.57%
$94.31 - $157.99 $52.2K - $87.5K
10.5K $1.66M
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
VTI
Vanguard Total Stock Market Et

ETFs
48
+ 0.52%
$243.75 - $303.93 $11.7K - $14.6K
9.35K $2.84M
HD
Home Depot, Inc.

Consumer Cyclical
759
+ 6.21%
$335.24 - $380.78 $254K - $289K
13K $4.76M
RTX
Raytheon Technologies Corp

Industrials
734
+ 5.71%
$113.75 - $148.48 $83.5K - $109K
13.6K $1.98M
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
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
AVGO
Broadcom Inc.

Technology
27
+ 1.3%
$146.29 - $275.65 $3.95K - $7.44K
2.1K $579K
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
PM
Philip Morris International Inc.

Consumer Defensive
179
+ 7.09%
$149.23 - $184.95 $26.7K - $33.1K
2.71K $492K
FDX
Fedex Corp

Industrials
759
+ 15.38%
$198.07 - $245.17 $150K - $186K
5.69K $1.29M
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
PANW
Palo Alto Networks Inc

Technology
55
+ 4.58%
$152.44 - $204.64 $8.38K - $11.3K
1.26K $257K
WFC
Wells Fargo & Company

Financial Services
208
+ 7.43%
$60.98 - $80.12 $12.7K - $16.7K
3.01K $241K
MET
Metlife Inc

Financial Services
421
+ 10.21%
$68.42 - $82.49 $28.8K - $34.7K
4.55K $365K
SO
Southern CO

Utilities
291
+ 9.02%
$84.91 - $92.56 $24.7K - $26.9K
3.52K $322K
REI
Ring Energy, Inc.

Energy
50K
+ 100.0%
$0.74 - $1.17 $37K - $58.5K
100K $79K
LMT
Lockheed Martin Corp

Industrials
22
+ 4.74%
$430.82 - $486.45 $9.48K - $10.7K
486 $225K
AEP
American Electric Power CO Inc

Utilities
264
+ 10.91%
$98.59 - $109.11 $26K - $28.8K
2.68K $278K
TREX
Trex CO Inc

Industrials
1.13K
+ 8.16%
$50.52 - $61.77 $56.9K - $69.6K
14.9K $812K
OTIS
Otis Worldwide Corp

Industrials
320
+ 6.16%
$90.88 - $104.3 $29.1K - $33.4K
5.51K $545K
VZ
Verizon Communications Inc

Communication Services
309
+ 6.99%
$41.67 - $45.62 $12.9K - $14.1K
4.73K $204K
ABC
Amerisourcebergen Corp

Healthcare
19
+ 0.63%
N/A
3.04K $563K
ZTS
Zoetis Inc.

Healthcare
376
+ 5.68%
$144.41 - $170.3 $54.3K - $64K
7K $1.09M
Blackrock Inc
19
+ 0.59%
N/A
3.22K $0
Labcorp Holdings Inc
34
+ 1.03%
N/A
3.35K $0
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
88
+ 9.72%
$212.1 - $244.27 $18.7K - $21.5K
993 $217K
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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