Investment Advisory Services Inc Sells in Q2 2025

Investment Advisory Services Inc

  • $289 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-156K
- 30.35%
$24.32 - $27.87 $3.78M - $4.34M
357K $9.46M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-9.32K
- 40.6%
$90.56 - $109.49 $844K - $1.02M
13.6K $1.49M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-14.6K
- 31.23%
$51.16 - $62.02 $746K - $905K
32.1K $1.99M
XOM
Exxon Mobil Corp

Energy
-351
- 0.67%
$99.93 - $119.04 $35.1K - $41.8K
52.3K $5.64M
XLE
Energy Sector Spdr

ETFs
-1.7K
- 4.39%
$76.44 - $94.13 $130K - $160K
37K $3.14M
CVX
Chevron Corp

Energy
-72
- 0.41%
$133.73 - $168.51 $9.63K - $12.1K
17.4K $2.49M
PEP
Pepsico Inc

Consumer Defensive
-547
- 3.6%
$128.02 - $151.37 $70K - $82.8K
14.7K $1.94M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-6.37K
- 3.16%
$47.46 - $55.3 $302K - $352K
195K $10.8M
PG
Procter & Gamble CO

Consumer Defensive
-66
- 0.36%
$157.66 - $172.39 $10.4K - $11.4K
18.4K $2.93M
POOL
Pool Corp

Industrials
-200
- 5.64%
$285.0 - $325.66 $57K - $65.1K
3.35K $975K
COP
Conocophillips

Energy
-120
- 2.08%
$82.66 - $106.1 $9.92K - $12.7K
5.64K $506K
EPD
Enterprise Products Partners L.P.

Energy
-1.9K
- 16.93%
$28.95 - $34.22 $55K - $65K
9.32K $289K
EOG
Eog Resources Inc

Energy
-504
- 12.91%
$104.61 - $129.97 $52.7K - $65.5K
3.4K $406K
IRT
Independence Realty Trust, Inc.

Real Estate
-298
- 1.33%
$17.41 - $21.38 $5.19K - $6.37K
22.2K $392K
CIVI
Civitas Resources, Inc.

Energy
-2
- 0.02%
$24.28 - $35.09 $48.6 - $70.2
10.6K $292K
DVN
Devon Energy Corp

Energy
-23
- 0.19%
$26.8 - $37.92 $616 - $872
12.3K $392K
SLB
Schlumberger Limited

Energy
-10
- 0.14%
$31.95 - $42.2 $320 - $422
6.94K $234K
MDT
Medtronic PLC

Healthcare
-187
- 2.24%
$80.68 - $88.86 $15.1K - $16.6K
8.17K $712K
PFE
Pfizer Inc

Healthcare
-454
- 3.98%
$21.59 - $24.84 $9.8K - $11.3K
10.9K $265K
CL
Colgate Palmolive CO

Consumer Defensive
-109
- 4.25%
$87.57 - $96.0 $9.55K - $10.5K
2.45K $222K
ADP
Automatic Data Processing Inc

Industrials
-89
- 1.76%
$276.76 - $326.81 $24.6K - $29.1K
4.98K $1.54M
APD
Air Products & Chemicals, Inc.

Basic Materials
-3
- 0.38%
$248.61 - $294.96 $746 - $885
796 $224K
V
Visa Inc.

Financial Services
-49
- 1.46%
$308.27 - $373.31 $15.1K - $18.3K
3.32K $1.18M
XLF
Financial Sector Spdr

ETFs
-227
- 3.13%
$43.92 - $52.37 $9.97K - $11.9K
7.01K $367K
FCX
Freeport Mcmoran Inc

Basic Materials
-451
- 5.47%
$29.15 - $44.46 $13.1K - $20.1K
7.79K $337K
ABT
Abbott Laboratories

Healthcare
-51
- 0.25%
$123.95 - $138.08 $6.32K - $7.04K
20.3K $2.76M
NFLX
Netflix Inc

Communication Services
-11
- 3.78%
$855.86 - $1339.13 $9.41K - $14.7K
280 $374K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-83
- 2.46%
$456.74 - $568.03 $37.9K - $47.1K
3.29K $1.87M
ORCL
Oracle Corp

Technology
-7
- 0.36%
$122.82 - $218.63 $860 - $1.53K
1.94K $423K
SCHW
Schwab Charles Corp

Financial Services
-110
- 0.43%
$69.06 - $91.24 $7.6K - $10K
25.3K $2.31M
XLK
Technology Sector Spdr

ETFs
-1.1K
- 7.73%
$179.73 - $253.23 $198K - $279K
13.1K $3.33M
CEG
Constellation Energy Corp

Utilities
-1
- 0.03%
$170.96 - $322.76 $171 - $323
3.74K $1.21M
MSFT
Microsoft Corp

Technology
-1.02K
- 2.57%
$354.56 - $497.45 $362K - $508K
38.6K $19.2M
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
Track This Portfolio

Track Investment Advisory Services Inc Portfolio

Follow Investment Advisory Services Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Investment Advisory Services Inc , based on Form 13F filings with the SEC.

News

Stay updated on Investment Advisory Services Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email