Investment Advisory Services Inc Reduced Holdings in Q1 2025

Investment Advisory Services Inc

  • $270 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
-5.37K
- 11.92%
$375.39 - $447.2 $2.02M - $2.4M
39.7K $14.9M
AAPL
Apple Inc.

Technology
-5.94K
- 11.15%
$209.68 - $247.1 $1.25M - $1.47M
47.3K $10.5M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-675
- 1.29%
$468.34 - $539.52 $316K - $364K
51.6K $24.2M
WMT
Walmart Inc.

Consumer Defensive
-3.26K
- 3.12%
$84.5 - $105.05 $276K - $343K
101K $8.89M
XLK
Technology Sector Spdr

ETFs
-517
- 3.5%
$206.38 - $242.18 $107K - $125K
14.2K $2.94M
AMZN
Amazon Com Inc

Consumer Cyclical
-41
- 0.28%
$190.26 - $242.06 $7.8K - $9.92K
14.4K $2.74M
HD
Home Depot, Inc.

Consumer Cyclical
-169
- 1.36%
$347.25 - $424.87 $58.7K - $71.8K
12.2K $4.48M
GOOGL
Alphabet Inc.

Communication Services
-76
- 0.83%
$154.33 - $206.19 $11.7K - $15.7K
9.07K $1.4M
NVDA
Nvidia Corp

Technology
-260
- 2.55%
$106.98 - $149.43 $27.8K - $38.9K
9.95K $1.08M
FDX
Fedex Corp

Industrials
-227
- 4.4%
$230.33 - $281.53 $52.3K - $63.9K
4.93K $1.2M
ORCL
Oracle Corp

Technology
-573
- 22.77%
$139.81 - $186.47 $80.1K - $107K
1.94K $271K
SPY
Spdr S&P 500 ETF Trust

ETFs
-112
- 3.75%
$551.42 - $612.93 $61.8K - $68.6K
2.87K $1.61M
GOOG
Alphabet Inc.

Communication Services
-55
- 1.54%
$156.06 - $207.71 $8.58K - $11.4K
3.51K $548K
GIS
General Mills Inc

Consumer Defensive
-327
- 1.58%
$57.56 - $65.3 $18.8K - $21.4K
20.4K $1.22M
POOL
Pool Corp

Industrials
-37
- 1.03%
$314.92 - $364.31 $11.7K - $13.5K
3.55K $1.13M
NOC
Northrop Grumman Corp

Industrials
-198
- 29.82%
$433.45 - $513.82 $85.8K - $102K
466 $238K
FCX
Freeport Mcmoran Inc

Basic Materials
-1.77K
- 17.69%
$34.5 - $43.01 $61.1K - $76.2K
8.24K $312K
CAT
Caterpillar Inc

Industrials
-45
- 3.22%
$326.75 - $407.63 $14.7K - $18.3K
1.35K $446K
CARR
Carrier Global Corp

Industrials
-6
- 0.06%
$62.07 - $70.55 $372 - $423
9.98K $632K
PEP
Pepsico Inc

Consumer Defensive
-96
- 0.63%
$142.64 - $156.42 $13.7K - $15K
15.2K $2.28M
META
Meta Platforms, Inc.

Communication Services
-1
- 0.09%
$576.36 - $736.67 $576 - $737
1.14K $656K
OKE
Oneok Inc

Energy
-100
- 2.76%
$89.57 - $109.85 $8.96K - $11K
3.52K $349K
ZTS
Zoetis Inc.

Healthcare
-132
- 1.95%
$156.48 - $175.67 $20.7K - $23.2K
6.62K $1.09M
Labcorp Holdings Inc
-39
- 1.16%
N/A
3.31K $0
Blackrock Inc
-6
- 0.19%
N/A
3.2K $0
XLF
Financial Sector Spdr

ETFs
-139
- 1.88%
$47.32 - $52.19 $6.58K - $7.25K
7.24K $360K
AFL
Aflac Inc

Financial Services
-259
- 4.81%
$100.99 - $111.19 $26.2K - $28.8K
5.13K $570K
PPL
Ppl Corp

Utilities
-185
- 2.29%
$31.68 - $36.11 $5.86K - $6.68K
7.89K $285K
PG
Procter & Gamble CO

Consumer Defensive
-158
- 0.85%
$158.56 - $176.26 $25.1K - $27.8K
18.4K $3.14M
WELL
Welltower Inc.

Real Estate
-100
- 5.95%
$124.05 - $156.86 $12.4K - $15.7K
1.58K $242K
UNH
Unitedhealth Group Inc

Healthcare
-55
- 1.62%
$461.52 - $548.18 $25.4K - $30.1K
3.33K $1.74M
XLV
Select Sector Spdr Fund Health

ETFs
-45
- 0.96%
$137.61 - $149.68 $6.19K - $6.74K
4.63K $675K
MCK
Mckesson Corp

Healthcare
-287
- 12.53%
$566.21 - $672.99 $163K - $193K
2K $1.35M
OTIS
Otis Worldwide Corp

Industrials
-46
- 0.88%
$90.77 - $104.01 $4.18K - $4.78K
5.19K $536K
ADP
Automatic Data Processing Inc

Industrials
-31
- 0.61%
$286.85 - $318.64 $8.89K - $9.88K
5.07K $1.55M
SYK
Stryker Corp

Healthcare
-137
- 1.43%
$355.18 - $399.9 $48.7K - $54.8K
9.42K $3.51M
DUK
Duke Energy Corp

Utilities
-45
- 0.8%
$105.87 - $121.97 $4.76K - $5.49K
5.59K $681K
SCHW
Schwab Charles Corp

Financial Services
-441
- 1.71%
$71.24 - $83.64 $31.4K - $36.9K
25.4K $1.99M
JPM
Jpmorgan Chase & CO

Financial Services
-4
- 0.02%
$225.19 - $279.95 $901 - $1.12K
17.6K $4.31M
IBM
International Business Machines Corp

Technology
-25
- 0.68%
$217.4 - $264.74 $5.44K - $6.62K
3.63K $903K
V
Visa Inc.

Financial Services
-32
- 0.94%
$306.92 - $362.71 $9.82K - $11.6K
3.36K $1.18M
XLE
Energy Sector Spdr

ETFs
-987
- 2.49%
$85.7 - $93.96 $84.6K - $92.7K
38.7K $3.62M
AMGN
Amgen Inc

Healthcare
-62
- 1.17%
$258.59 - $327.36 $16K - $20.3K
5.24K $1.63M
MCD
Mcdonalds Corp

Consumer Cyclical
-191
- 1.09%
$279.74 - $321.29 $53.4K - $61.4K
17.4K $5.44M
ABT
Abbott Laboratories

Healthcare
-430
- 2.07%
$111.1 - $140.22 $47.8K - $60.3K
20.3K $2.69M
KO
Coca Cola CO

Consumer Defensive
-223
- 0.47%
$60.81 - $72.32 $13.6K - $16.1K
47K $3.37M
JNJ
Johnson & Johnson

Healthcare
-287
- 1.06%
$142.06 - $167.7 $40.8K - $48.1K
26.9K $4.46M
ABBV
Abb Vie Inc.

Healthcare
-833
- 3.23%
$169.2 - $216.66 $141K - $180K
25K $5.24M
Activity Summary
Buys All Purchases 45 New Holdings 4 Increased Positions 41 Sells All Sells 49 Reductions 49 Sold out 0 Options Calls 0 Puts 0
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