Financial Advisory Corp Portfolio Holdings by Sector

Financial Advisory Corp

$604 Billion
Q1 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs IVV IWP TFLO VBR VEA SCZ VTV IBTG 33 stocks	$585 Million 96.8% of portfolio	23	9	6	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs IYR 1 stocks	$13.7 Million 2.26% of portfolio	1	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$2.03 Million 0.34% of portfolio	1	-	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$465,711 0.08% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$407,299 0.07% of portfolio	-	-	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services HBAN 1 stocks	$368,679 0.06% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL 1 stocks	$349,558 0.06% of portfolio	-	-	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare SYK 1 stocks	$320,880 0.05% of portfolio	-	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$299,129 0.05% of portfolio	-	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$288,339 0.05% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$250,846 0.04% of portfolio	-	-	-	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare ISRG 1 stocks	$245,159 0.04% of portfolio	-	-	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities DTE 1 stocks	$236,442 0.04% of portfolio	-	-	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical MCD 1 stocks	$213,037 0.04% of portfolio	1	-	1	-	0 Calls 0 Puts
Closed-End Fund - Foreign \| ETFs EEM 1 stocks	$206,889 0.03% of portfolio	1	-	1	-	0 Calls 0 Puts

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