Financial Services Advisory Inc
Q4 2024 13F Holdings
- Locationrockville, MD
- Num holdings
53
- Value ($000)
$426,233
- Date Filed02/06/2025
- Form type13F-HR
- CIK0001731221
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $63.31M | 15 % | 108,024 | ||
OEF ISHARES TR | S&P 100 ETF | 464287101 | $30.81M | 7 % | 106,650 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $28.42M | 7 % | 52,747 | ||
SCHB SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | $24.92M | 6 % | 1,097,994 | ||
JEPI J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 | $23.81M | 6 % | 413,895 | ||
JQUA J P MORGAN EXCHANGE TRADED F | US QUALTY FCTR | 46641Q761 | $22.73M | 5 % | 396,816 | ||
MGC VANGUARD WORLD FD | MEGA CAP INDEX | 921910873 | $20.82M | 5 % | 97,887 | ||
CGDV CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | 14020W106 | $20.73M | 5 % | 587,897 | ||
IWB ISHARES TR | RUS 1000 ETF | 464287622 | $19.07M | 5 % | 59,193 | ||
KRE SPDR SER TR | PRTFLO S&P500 GW | 78464A409 | $18.99M | 5 % | 215,999 |
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