Financial Services Advisory Inc Portfolio Holdings

Financial Services Advisory Inc

  • $422 Million
  • Q4 2024

Financial Services Advisory Inc has filed its 13F form on February 06, 2025 for Q4 2024 where it was disclosed a total value porftolio of $422 Million distributed in 83 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $63.3M, Vanguard Index Fds S&P 500 ETF with a value of $28.4M, Ishares S&P 100 ETF with a value of $28.4M, Schwab Strategic Tr Us Broad M with a value of $24.9M, and J P Morgan Exchange Traded Fd with a value of $23.8M.

Examining the 13F form we can see an increase of $12.5M in the current position value, from $409M to 422M.

Below you can find more details about Financial Services Advisory Inc portfolio as well as his latest detailed transactions.

Portfolio value $422 Million
ETFs: $402 Million
Industrials: $1.22 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 83
  • Current Value $422 Million
  • Prior Value $409 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 06, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 9 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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