Financial Advisory Service, Inc. Sells in Q4 2024

Financial Advisory Service, Inc.

  • $1.11 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-699K
- 99.48%
$99.04 - $109.59 $69.2M - $76.5M
3.66K $364K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-92.4K
- 6.56%
$57.53 - $60.83 $5.32M - $5.62M
1.32M $75.7M
LMT
Lockheed Martin Corp

Industrials
-5.18K
- 65.94%
$479.66 - $614.62 $2.48M - $3.18M
2.67K $1.3M
MDT
Medtronic PLC

Healthcare
-24.7K
- 66.81%
$79.61 - $92.24 $1.97M - $2.28M
12.3K $980K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-11.2K
- 3.7%
$89.9 - $100.66 $1.01M - $1.13M
292K $26.3M
DIS
Walt Disney CO

Communication Services
-18.7K
- 73.95%
$92.39 - $117.6 $1.73M - $2.2M
6.58K $732K
EFV
Msci Eafe Value ETF

ETFs
-1.42K
- 0.53%
$51.78 - $57.15 $73.7K - $81.3K
269K $14.1M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-22.5K
- 3.95%
$78.43 - $87.17 $1.77M - $1.97M
548K $43.9M
UNH
Unitedhealth Group Inc

Healthcare
-1.21K
- 14.59%
$485.52 - $625.25 $585K - $753K
7.05K $3.57M
BSX
Boston Scientific Corp

Healthcare
-14.2K
- 66.21%
$83.62 - $91.5 $1.19M - $1.3M
7.27K $648K
VIG
Vanguard Dividend Appreciation

ETFs
-4.94K
- 5.16%
N/A
90.8K $16.5M
IBB
Ishares Biotechnology ETF

ETFs
-2.98K
- 13.32%
$131.21 - $148.85 $391K - $443K
19.4K $2.56M
IEFA
Ishares Tr

ETFs
-2.17K
- 4.26%
$70.06 - $77.43 $152K - $168K
48.8K $3.43M
VNQ
Vanguard Specialized Funds Van

ETFs
-4.76K
- 57.05%
$87.85 - $98.6 $419K - $470K
3.59K $319K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-1.79K
- 4.24%
$79.93 - $88.06 $143K - $158K
40.4K $3.23M
BAC
Bank Of America Corp

Financial Services
-17.5K
- 24.4%
$39.22 - $47.77 $686K - $835K
54.2K $2.38M
PFF
Ishares Trust Ishares Pfd And

ETFs
-10.1K
- 22.9%
$31.23 - $33.51 $317K - $340K
34.1K $1.07M
AVSC
American Centy ETF Tr Avantis
-8.64K
- 3.56%
$52.7 - $59.57 $455K - $515K
234K $12.7M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-3.56K
- 3.72%
$26.63 - $30.23 $94.9K - $108K
92.2K $2.46M
IVE
Ishares S&P 500 Value ETF

ETFs
-156
- 0.34%
$189.5 - $206.17 $29.6K - $32.2K
45.8K $8.74M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-2.11K
- 6.37%
$113.92 - $127.38 $241K - $269K
31.1K $3.58M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-92
- 0.26%
$75.1 - $82.99 $6.91K - $7.64K
35.6K $2.69M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-5.19K
- 3.87%
$50.53 - $55.55 $262K - $288K
129K $6.56M
VEA
Vanguard Ftse Developed Market

ETFs
-3.09K
- 15.47%
$47.57 - $52.44 $147K - $162K
16.9K $806K
VOE
Vanguard Mid Cap Value Index F

ETFs
-238
- 0.71%
$160.89 - $176.18 $38.3K - $41.9K
33.4K $5.4M
TSLA
Tesla, Inc.

Consumer Cyclical
-3.13K
- 43.18%
$213.65 - $479.86 $669K - $1.5M
4.12K $1.66M
DVY
Ishares Tr

ETFs
-835
- 2.8%
$129.55 - $143.41 $108K - $120K
29K $3.8M
KO
Coca Cola CO

Consumer Defensive
-593
- 3.14%
$61.74 - $71.71 $36.6K - $42.5K
18.3K $1.14M
GRMN
Garmin LTD

Technology
-3.83K
- 19.63%
$161.91 - $220.77 $621K - $846K
15.7K $3.24M
IWM
Ishares Russell 2000 ETF

ETFs
-819
- 3.63%
$216.13 - $242.4 $177K - $199K
21.7K $4.8M
NKE
Nike, Inc.

Consumer Cyclical
-1.02K
- 12.6%
$73.36 - $89.13 $74.5K - $90.5K
7.04K $532K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-2.86K
- 28.82%
$44.04 - $49.49 $126K - $142K
7.07K $311K
IEMG
Ishares Inc

ETFs
-2.81K
- 3.0%
N/A
90.9K $4.88M
INTC
Intel Corp

Technology
-3.43K
- 15.06%
$19.07 - $26.23 $65.4K - $90K
19.3K $387K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-1.7K
- 23.58%
$77.86 - $79.27 $132K - $135K
5.51K $429K
BA
Boeing CO

Industrials
-1.47K
- 30.56%
$138.14 - $180.72 $203K - $265K
3.34K $590K
COP
Conocophillips

Energy
-586
- 4.65%
$95.12 - $114.72 $55.7K - $67.2K
12K $1.19M
HTGC
Hercules Capital, Inc.

Financial Services
-10.8K
- 5.2%
$18.53 - $20.22 $199K - $218K
196K $3.94M
VZ
Verizon Communications Inc

Communication Services
-523
- 2.55%
$39.6 - $45.21 $20.7K - $23.6K
20K $798K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-860
- 16.84%
$108.6 - $115.42 $93.4K - $99.3K
4.25K $463K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-112
- 17.81%
$501.29 - $612.85 $56.1K - $68.6K
517 $268K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-1.84K
- 2.84%
$50.37 - $50.6 $92.9K - $93.3K
63.1K $3.18M
SPY
Spdr S&P 500 ETF Trust

ETFs
-477
- 3.52%
$567.81 - $607.81 $271K - $290K
13.1K $7.66M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-2.26K
- 40.48%
$47.58 - $48.56 $107K - $110K
3.32K $158K
VBR
Vanguard Small Cap Value ETF

ETFs
-302
- 1.66%
$197.36 - $217.3 $59.6K - $65.6K
17.8K $3.54M
FPE
First Tr Pfd Secs & Income ETF

ETFs
-3.99K
- 4.91%
$17.65 - $18.18 $70.4K - $72.5K
77.2K $1.37M
PSX
Phillips 66

Energy
-121
- 2.45%
$110.35 - $138.93 $13.4K - $16.8K
4.83K $549K
TPYP
Managed Portfolio Ser Tortoise

ETFs
-13.5K
- 10.07%
$31.7 - $36.82 $428K - $497K
121K $4.11M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-386
- 8.71%
$131.66 - $144.0 $50.8K - $55.6K
4.04K $534K
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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