Investment Advisory Services Inc /tx /adv Stock Trading & 13F Insights
13F Portfolio Filings
- Most recent 13FQ4 2025
- Locationthe woodlands, TX
- CIK0000925953
- All SEC filings
Q4 2025 Summary
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
126 | $319.66M | VIG, NDQ, MSFT, JEPI | 13F-HR | Jan 22, 2026 | 000121465926000732 | ||
126 | $317.42M | VIG, NDQ, MSFT, JEPI | 13F-HR | Oct 22, 2025 | 000121465925015202 | ||
131 | $299.78M | VIG, NDQ, MSFT, JEPI | 13F-HR | Jul 17, 2025 | 000121465925010500 | ||
115 | $276.44M | VIG, NDQ, JEPI, MSFT | 13F-HR | Apr 24, 2025 | 000121465925006298 | ||
116 | $283.65M | VIG, NDQ, MSFT, JEPI | 13F-HR | Jan 28, 2025 | 000121465925001439 | ||
116 | $283.11M | VIG, NDQ, MSFT, JEPI | 13F-HR | Oct 15, 2024 | 000121465924017514 | ||
118 | $272.86M | VIG, MSFT, NDQ, JEPI | 13F-HR | Jul 17, 2024 | 000121465924012569 | ||
117 | $272.45M | VIG, MSFT, NDQ, JEPI | 13F-HR | Apr 25, 2024 | 000121465924007541 | ||
115 | $253.51M | VIG, MSFT, NDQ, JEPI | 13F-HR | Jan 11, 2024 | 000121465924000630 | ||
106 | $232.37M | VIG, MSFT, NDQ, SCHD | 13F-HR | Oct 19, 2023 | 000121465923013688 | ||
104 | $236.87M | VIG, MSFT, NDQ, JEPI | 13F-HR | Aug 14, 2023 | 000121465923011314 | ||
96 | $203.04M | VIG, MSFT, SCHD, JEPI | 13F-HR | Apr 24, 2023 | 000121465923005809 | ||
96 | $194.49M | VIG, SCHD, MSFT, JEPI | 13F-HR | Feb 15, 2023 | 000121465923002556 | ||
92 | $167.35M | VIG, MSFT, SCHD, AAPL | 13F-HR | Oct 27, 2022 | 000121465922012686 | ||
98 | $173.14M | VIG, MSFT, AAPL, SCHD | 13F-HR | Aug 15, 2022 | 000121465922010253 | ||
97 | $179.29M | VIG, MSFT, AAPL, JNJ | 13F-HR | May 4, 2022 | 000121465922006271 | ||
92 | $183.2M | VIG, MSFT, AAPL, JNJ | 13F-HR | Feb 2, 2022 | 000121465922001673 | ||
95 | $163.35M | VIG, MSFT, AAPL, JNJ | 13F-HR | Oct 27, 2021 | 000121465921010803 | ||
92 | $162M | VIG, MSFT, AAPL, JNJ | 13F-HR | Aug 16, 2021 | 000121465921008708 | ||
89 | $142.81M | VIG, MSFT, AAPL, JNJ | 13F-HR | Mar 10, 2021 | 000121465921002983 | ||
77 | $126.58M | VIG, MSFT, AAPL, JNJ | 13F-HR | Mar 10, 2021 | 000121465921002981 | ||
74 | $117.04M | VIG, MSFT, AAPL, JNJ | 13F-HR | Mar 10, 2021 | 000121465921002979 | ||
65 | $93.35M | VIG, MSFT, JNJ, WMT | 13F-HR | Mar 10, 2021 | 000121465921002977 | ||
72 | $111.18M | VIG, MSFT, JNJ, XOM | 13F-HR | Mar 10, 2021 | 000121465921002975 |