INVESTMENT ADVISORY SERVICES INC /TX /ADV has disclosed 116 total holdings in their latest 13F filing with the SEC for the portfolio
date of 2024-09-30. The current portfolio value is calculated to be $283.00 Mil. The turnover rate is 2%.
In INVESTMENT ADVISORY SERVICES INC /TX /ADV's current portfolio as of 2024-09-30, the top 5 holdings are
Vanguard Dividend Appreciation FTF (VIG), INVESCO QQQ Trust (QQQ), Microsoft Corp (MSFT), JPMorgan Equity Premium Income ETF (JEPI), Schwab US Dividend Equity ETF (SCHD), not including call and put options.
INVESTMENT ADVISORY SERVICES INC /TX /ADV did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for INVESTMENT ADVISORY SERVICES INC /TX /ADV, as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at
52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for INVESTMENT ADVISORY SERVICES INC /TX /ADV, which include data from
13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for INVESTMENT ADVISORY SERVICES INC /TX /ADV.