Investment Advisory Services Inc Incresed Positions in Q4 2024

Investment Advisory Services Inc

  • $277 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
686
+ 1.33%
$481.22 - $538.17 $330K - $369K
52.3K $26.7M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
21.6K
+ 152.59%
$53.94 - $58.15 $1.17M - $1.26M
35.8K $2.02M
WMT
Walmart Inc.

Consumer Defensive
45
+ 0.04%
$79.1 - $95.7 $3.56K - $4.31K
104K $9.44M
JEPI
J P Morgan Exchange Traded Fd

ETFs
23.1K
+ 9.22%
$57.53 - $60.83 $1.33M - $1.41M
274K $15.8M
VIG
Vanguard Dividend Appreciation

ETFs
3.09K
+ 2.12%
N/A
149K $27.1M
AMZN
Amazon Com Inc

Consumer Cyclical
155
+ 1.08%
$180.88 - $232.93 $28K - $36.1K
14.5K $3.17M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
978
+ 2.56%
$129.96 - $144.97 $127K - $142K
39.2K $5.47M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3.49K
+ 18.23%
$113.92 - $127.38 $397K - $444K
22.6K $2.61M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
10.8K
+ 5.83%
$56.06 - $61.35 $608K - $665K
197K $11.1M
AXP
American Express CO

Financial Services
84
+ 0.73%
$267.35 - $305.57 $22.5K - $25.7K
11.6K $3.44M
CGUS
Capital Group Core Equity ETF
6.8K
+ 18.17%
$33.96 - $36.24 $231K - $246K
44.2K $1.55M
CGGR
Capital Group Growth ETF Shs C

ETFs
5.06K
+ 15.77%
$34.49 - $39.24 $174K - $198K
37.1K $1.38M
FGRO
Fidelity Covington Tr

ETFs
11.5K
+ 6.66%
N/A
185K $4.14M
GOOGL
Alphabet Inc.

Communication Services
254
+ 2.86%
$161.86 - $196.66 $41.1K - $50K
9.15K $1.73M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.69K
+ 9.04%
$174.22 - $187.62 $295K - $318K
20.4K $3.58M
NVDA
Nvidia Corp

Technology
590
+ 6.13%
$117.0 - $148.88 $69K - $87.8K
10.2K $1.37M
CSCO
Cisco Systems, Inc.

Technology
819
+ 3.56%
$52.45 - $60.02 $43K - $49.2K
23.8K $1.41M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
198
+ 6.31%
$521.84 - $558.82 $103K - $111K
3.34K $1.8M
COST
Costco Wholesale Corp

Consumer Defensive
25
+ 0.95%
$873.59 - $994.69 $21.8K - $24.9K
2.67K $2.44M
GOOG
Alphabet Inc.

Communication Services
68
+ 1.94%
$163.08 - $198.16 $11.1K - $13.5K
3.57K $679K
ADP
Automatic Data Processing Inc

Industrials
20
+ 0.39%
$280.08 - $307.97 $5.6K - $6.16K
5.1K $1.49M
META
Meta Platforms, Inc.

Communication Services
115
+ 11.22%
$554.08 - $632.68 $63.7K - $72.8K
1.14K $672K
VTI
Vanguard Total Stock Market Et

ETFs
71
+ 0.78%
$280.04 - $302.45 $19.9K - $21.5K
9.12K $2.64M
CGDV
Capital Group Divid Value ETF

ETFs
1.91K
+ 16.99%
$35.16 - $37.12 $67.3K - $71K
13.2K $464K
OKE
Oneok Inc

Energy
10
+ 0.28%
$92.28 - $117.05 $923 - $1.17K
3.62K $363K
TREX
Trex CO Inc

Industrials
1
+ 0.01%
$62.94 - $79.88 $62.9 - $79.9
13.8K $953K
IBM
International Business Machines Corp

Technology
164
+ 4.7%
$204.9 - $238.04 $33.6K - $39K
3.66K $803K
UPS
United Parcel Service Inc

Industrials
389
+ 21.43%
$122.65 - $138.35 $47.7K - $53.8K
2.2K $277K
PFE
Pfizer Inc

Healthcare
1.82K
+ 19.11%
$24.8 - $30.19 $45.2K - $55.1K
11.4K $301K
MET
Metlife Inc

Financial Services
307
+ 8.1%
$78.15 - $88.25 $24K - $27.1K
4.1K $335K
XLF
Financial Sector Spdr

ETFs
10
+ 0.14%
$44.89 - $51.34 $449 - $513
7.38K $356K
AJG
Arthur J. Gallagher & Co.

Financial Services
58
+ 7.26%
$278.49 - $315.16 $16.2K - $18.3K
857 $243K
PH
Parker Hannifin Corp

Industrials
26
+ 6.99%
$621.74 - $709.46 $16.2K - $18.4K
398 $253K
ORCL
Oracle Corp

Technology
162
+ 6.88%
$165.41 - $192.43 $26.8K - $31.2K
2.52K $419K
TXN
Texas Instruments Inc

Technology
50
+ 1.58%
N/A
3.22K $626K
PM
Philip Morris International Inc.

Consumer Defensive
78
+ 3.21%
$118.38 - $133.06 $9.23K - $10.4K
2.51K $302K
EOG
Eog Resources Inc

Energy
9
+ 0.23%
$118.22 - $136.54 $1.06K - $1.23K
3.91K $478K
MAA
Mid America Apartment Communities Inc.

Real Estate
48
+ 1.78%
$149.17 - $165.2 $7.16K - $7.93K
2.75K $424K
SO
Southern CO

Utilities
234
+ 7.87%
$81.5 - $94.15 $19.1K - $22K
3.21K $264K
PPL
Ppl Corp

Utilities
37
+ 0.46%
$31.47 - $35.0 $1.16K - $1.3K
8.08K $262K
PNW
Pinnacle West Capital Corp

Utilities
92
+ 2.99%
$84.03 - $94.52 $7.73K - $8.7K
3.17K $269K
AEP
American Electric Power CO Inc

Utilities
198
+ 8.94%
$90.91 - $102.21 $18K - $20.2K
2.41K $222K
APD
Air Products & Chemicals, Inc.

Basic Materials
1
+ 0.13%
$285.5 - $335.62 $286 - $336
799 $231K
CAT
Caterpillar Inc

Industrials
68
+ 5.11%
$360.37 - $416.88 $24.5K - $28.3K
1.4K $507K
LLY
Eli Lilly & CO

Healthcare
24
+ 8.05%
$727.2 - $932.06 $17.5K - $22.4K
322 $248K
AMAT
Applied Materials Inc

Technology
185
+ 11.78%
$161.44 - $213.89 $29.9K - $39.6K
1.76K $285K
EXC
Exelon Corp

Utilities
8
+ 0.07%
$36.22 - $40.97 $290 - $328
11.1K $418K
CVX
Chevron Corp

Energy
37
+ 0.21%
$141.15 - $162.53 $5.22K - $6.01K
17.3K $2.51M
LMT
Lockheed Martin Corp

Industrials
14
+ 3.11%
$479.66 - $614.62 $6.72K - $8.6K
464 $225K
Activity Summary
Buys All Purchases 63 New Holdings 6 Increased Positions 57 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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