INVESTMENT ADVISORY SERVICES INC /TX /ADV

13F Portfolio Filings

  • Most recent 13F
    Q1 2025
  • Location
    the woodlands, TX
  • CIK
    0000925953
  • All SEC filings
Q1 2025
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

115

$276.44 M
VIG, NDQ, JEPI, MSFT
13F-HR
Apr 24, 2025
000121465925006298

116

$283.64 M
VIG, NDQ, MSFT, JEPI
13F-HR
Jan 28, 2025
000121465925001439

116

$283.11 M
VIG, NDQ, MSFT, JEPI
13F-HR
Oct 15, 2024
000121465924017514

118

$272.86 M
VIG, MSFT, NDQ, JEPI
13F-HR
Jul 17, 2024
000121465924012569

117

$272.45 M
VIG, MSFT, NDQ, JEPI
13F-HR
Apr 25, 2024
000121465924007541

115

$253.51 M
VIG, MSFT, NDQ, JEPI
13F-HR
Jan 11, 2024
000121465924000630

106

$232.37 M
VIG, MSFT, NDQ, SCHD
13F-HR
Oct 19, 2023
000121465923013688

104

$236.87 M
VIG, MSFT, NDQ, JEPI
13F-HR
Aug 14, 2023
000121465923011314

96

$203.04 M
VIG, MSFT, SCHD, JEPI
13F-HR
Apr 24, 2023
000121465923005809

96

$194.49 M
VIG, SCHD, MSFT, JEPI
13F-HR
Feb 15, 2023
000121465923002556

92

$167.35 M
VIG, MSFT, SCHD, AAPL
13F-HR
Oct 27, 2022
000121465922012686

98

$173.13 M
VIG, MSFT, AAPL, SCHD
13F-HR
Aug 15, 2022
000121465922010253

97

$179.29 M
VIG, MSFT, AAPL, JNJ
13F-HR
May 4, 2022
000121465922006271

92

$183.20 M
VIG, MSFT, AAPL, JNJ
13F-HR
Feb 2, 2022
000121465922001673

95

$163.35 M
VIG, MSFT, AAPL, JNJ
13F-HR
Oct 27, 2021
000121465921010803

92

$162.00 M
VIG, MSFT, AAPL, JNJ
13F-HR
Aug 16, 2021
000121465921008708

89

$142.81 M
VIG, MSFT, AAPL, JNJ
13F-HR
Mar 10, 2021
000121465921002983

77

$126.58 M
VIG, MSFT, AAPL, JNJ
13F-HR
Mar 10, 2021
000121465921002981

74

$117.04 M
VIG, MSFT, AAPL, JNJ
13F-HR
Mar 10, 2021
000121465921002979

65

$93.35 M
VIG, MSFT, JNJ, WMT
13F-HR
Mar 10, 2021
000121465921002977

72

$111.18 M
VIG, MSFT, JNJ, XOM
13F-HR
Mar 10, 2021
000121465921002975
Investment Advisory Services Inc /tx /adv 13F Filings