Latest statistics and disclosures from Financial Services Advisory's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VHT, VUG, American Airls, GLD, Etfs Precious Metalsbasket Tr Etfs Physical Pm Basket Shs etf, and represent 92.29% of Financial Services Advisory's stock portfolio.
- Added to shares of these 4 stocks: GLD, VHT, Etfs Precious Metalsbasket Tr Etfs Physical Pm Basket Shs etf, IBM.
- Started 3 new stock positions in Etfs Precious Metalsbasket Tr Etfs Physical Pm Basket Shs etf, GLD, IBM.
- Reduced shares in these 10 stocks: IWF (-$23.08M), , Pacer Fds Tr trendp 750 etf (-$16.04M), SCHB (-$15.40M), Invesco S&p 500 Equal Weight Etf (-$15.24M), IWD (-$14.26M), Invesco S&p 500 Low Volatility Etf (-$14.15M), VEU (-$12.74M), Spdr Bloomberg Barclays High Yield Bond Etf etf (-$11.89M), VUG (-$11.40M).
- Sold out of its positions in Aberdeen Standard Physical Palladium Shares Etf etf, Aberdeen Standard Physical Swiss Gold Shares Etf etf, FVD, Global X Fds global x copper, Invesco Qqq Trust Series 1, Invesco Exchange Traded Fd T s&p500 pur val, Invesco S&p 500 Equal Weight Etf, Invesco S&p 500 Low Volatility Etf, IAU, OEF.
- Financial Services Advisory was a net seller of stock by $229.59M.
- Financial Services Advisory has $7.98M in assets under management (AUM), dropping by -96.70%.
Portfolio Holdings for Financial Services Advisory
Companies in the Financial Services Advisory portfolio as of the March 2020 quarterly 13F filing
|Company (Ticker)||Portfolio Weight||Share Count||Change in Shares||Price|
|Vanguard Health Care ETF (VHT)||38.56||18539||+29%||166.08|
|Vanguard Growth ETF (VUG)||17.26||8793||-89%||156.72|
|SPDR Gold Trust (GLD)||11.47||6189||NEW||148.00|
|Etfs Precious Metalsbasket Tr Etfs Physical Pm Basket Shs etf||8.40||8932||NEW||75.12|
|Utilities SPDR (XLU)||3.84||5540||-84%||55.42|
|International Business Machines (IBM)||2.78||2000||NEW||111.00|
|Teucrium Wheat Fund mutual fund||1.09||15033||5.79|
Past Filings by Financial Services Advisory
View past SEC 13F filings by Financial Services Advisory
- Financial Services Advisory 2019 Q4 filed Jan. 13, 2020
- Financial Services Advisory 2019 Q3 filed Oct. 16, 2019
- Financial Services Advisory 2019 Q2 filed July 23, 2019
- Financial Services Advisory 2019 Q1 filed April 11, 2019
- Financial Services Advisory 2018 Q4 filed Feb. 11, 2019
- Financial Services Advisory 2018 Q3 filed Oct. 10, 2018
- Financial Services Advisory 2018 Q2 filed July 6, 2018
- Financial Services Advisory 2018 Q1 filed May 14, 2018
- Financial Services Advisory 2017 Q4 filed Feb. 14, 2018