Financial Advisory Service, Inc. Purchases in Q4 2024

Financial Advisory Service, Inc.

  • $1.11 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
KWEB
Kraneshares Tr Csi China Inter

ETFs
5
+ 0.72%
$29.11 - $38.87 $146 - $194
696 $20K
ITA
Ishares Tr

ETFs
2
+ 0.28%
$144.31 - $157.31 $289 - $315
726 $105K
MOO
Vaneck Vectors ETF Tr Vaneck A

ETFs
11
+ 3.41%
$64.29 - $75.41 $707 - $830
334 $21K
EZU
Ishares Inc Msci Eurozone ETF

ETFs
4
+ 0.71%
$46.96 - $51.46 $188 - $206
566 $26K
VPU
Vanguard Utilities ETF

ETFs
4
+ 1.38%
$160.52 - $179.11 $642 - $716
293 $47K
VTWV
Vanguard Russell 2000 Value Et

ETFs
15
+ 0.58%
$143.69 - $159.92 $2.16K - $2.4K
2.6K $375K
PRU
Prudential Financial Inc

Financial Services
36
+ 1.02%
$114.59 - $129.52 $4.13K - $4.66K
3.55K $421K
XLV
Select Sector Spdr Fund Health

ETFs
1
+ 0.32%
$136.28 - $154.74 $136 - $155
311 $42K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
51
+ 0.79%
$77.02 - $78.58 $3.93K - $4.01K
6.48K $500K
TLT
Ishares Barclays 20+ Year Trea

ETFs
26
+ 3.38%
$87.1 - $98.49 $2.26K - $2.56K
796 $69K
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
292
+ 1.2%
$46.63 - $47.41 $13.6K - $13.8K
24.7K $1.15M
PHYS
Sprott Physical Gold Trust

Financial Services
200
+ 0.4%
$19.66 - $21.66 $3.93K - $4.33K
49.7K $1M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
2
+ 0.2%
$209.89 - $233.24 $420 - $466
1K $213K
DHR
Danaher Corp

Healthcare
1.64K
+ 20.6%
$226.16 - $274.52 $371K - $450K
9.6K $2.2M
SLB
Schlumberger Limited

Energy
3.9K
+ 8.77%
$36.83 - $45.59 $144K - $178K
48.4K $1.85M
PICK
Ishares Inc Msci Global Select

ETFs
29
+ 1.82%
$34.86 - $43.59 $1.01K - $1.26K
1.63K $56K
MMM
3 M CO

Industrials
6
+ 0.29%
$124.74 - $137.12 $748 - $823
2.07K $267K
CSX
Csx Corp

Industrials
17
+ 0.27%
$31.58 - $36.88 $537 - $627
6.41K $206K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
113
+ 0.4%
$40.38 - $44.35 $4.56K - $5.01K
28.7K $1.17M
SHEL
Shell PLC

Energy
25
+ 0.37%
$60.63 - $70.23 $1.52K - $1.76K
6.73K $421K
IWN
Ishares Russell2000 Val ETF

ETFs
51
+ 0.46%
$162.69 - $181.35 $8.3K - $9.25K
11K $1.81M
MUB
Ishares National Muni Bond ETF

ETFs
97
+ 0.59%
$105.78 - $108.7 $10.3K - $10.5K
16.6K $1.77M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
64
+ 1.23%
$70.1 - $76.53 $4.49K - $4.9K
5.26K $372K
KMB
Kimberly Clark Corp

Consumer Defensive
9
+ 0.36%
$130.37 - $146.09 $1.17K - $1.31K
2.53K $331K
SCHX
Schwab Strategic Tr Us Large C

ETFs
61.7K
+ 188.64%
$22.4 - $68.28 $1.38M - $4.22M
94.5K $2.19M
WM
Waste Management Inc

Industrials
8
+ 0.14%
$201.79 - $228.46 $1.61K - $1.83K
5.61K $1.13M
ECL
Ecolab Inc.

Basic Materials
3
+ 0.19%
$234.32 - $261.43 $703 - $784
1.58K $371K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
179
+ 2.51%
$99.2 - $108.47 $17.8K - $19.4K
7.31K $727K
QCOM
Qualcomm Inc

Technology
10
+ 0.43%
$150.4 - $178.04 $1.5K - $1.78K
2.33K $358K
WSO
Watsco Inc

Industrials
6
+ 0.28%
$466.57 - $568.78 $2.8K - $3.41K
2.19K $1.04M
RTX
Raytheon Technologies Corp

Industrials
20
+ 0.25%
$114.45 - $127.21 $2.29K - $2.54K
7.91K $915K
GE
General Electric CO

Industrials
33
+ 1.54%
$159.95 - $194.23 $5.28K - $6.41K
2.18K $363K
SHW
Sherwin Williams CO

Basic Materials
2
+ 0.2%
$338.75 - $399.71 $678 - $799
1K $341K
CUT
Invesco ETF Tr Ii Msci Global

ETFs
478
+ 3.03%
$31.57 - $35.55 $15.1K - $17K
16.2K $514K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
155
+ 1.44%
$67.29 - $73.38 $10.4K - $11.4K
10.9K $742K
PG
Procter & Gamble CO

Consumer Defensive
549
+ 2.02%
$161.05 - $179.7 $88.4K - $98.7K
27.7K $4.64M
MDLZ
Mondelez International, Inc.

Consumer Defensive
8
+ 0.19%
$59.25 - $72.99 $474 - $584
4.16K $248K
ADM
Archer Daniels Midland CO

Consumer Defensive
64
+ 0.94%
$49.38 - $59.52 $3.16K - $3.81K
6.84K $345K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
22.8K
+ 189.86%
$26.93 - $84.95 $615K - $1.94M
34.9K $952K
NUE
Nucor Corp

Basic Materials
1
+ 0.05%
$115.78 - $167.74 $116 - $168
2.01K $234K
CL
Colgate Palmolive CO

Consumer Defensive
27
+ 0.42%
$90.22 - $102.31 $2.44K - $2.76K
6.4K $581K
AVDE
American Centy ETF Tr Avantis

ETFs
13.7K
+ 8.3%
$60.9 - $66.69 $833K - $913K
179K $11M
MSFT
Microsoft Corp

Technology
578
+ 1.41%
$406.35 - $454.46 $235K - $263K
41.6K $17.6M
SO
Southern CO

Utilities
1.08K
+ 4.01%
$81.5 - $94.15 $87.8K - $101K
28K $2.3M
DUK
Duke Energy Corp

Utilities
875
+ 2.8%
$105.76 - $120.76 $92.5K - $106K
32.1K $3.46M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
401
+ 0.56%
$88.59 - $94.57 $35.5K - $37.9K
72.2K $6.41M
HDV
Ishares Core High Dividend ETF

ETFs
2.63K
+ 3.21%
$110.82 - $121.28 $291K - $319K
84.6K $9.5M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
75.5K
+ 176.58%
$22.01 - $66.82 $1.66M - $5.05M
118K $2.69M
UNP
Union Pacific Corp

Industrials
360
+ 2.65%
$223.15 - $249.32 $80.3K - $89.8K
14K $3.18M
Activity Summary
Buys All Purchases 221 New Holdings 19 Increased Positions 202 Sells All Sells 145 Reductions 145 Sold out 0 Options Calls 0 Puts 0
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