Financial Advisory Group
13F Portfolio Filings
- Most recent 13FQ1 2024
- Locationhouston, TX
- CIK0001539338
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
91 | $566.81 M | VOO, DBEF, SPY, SPDW | 13F-HR | May 10, 2024 | 000153933824000004 | ||
87 | $527.30 M | VOO, SPY, DBEF, SPDW | 13F-HR | Feb 13, 2024 | 000153933824000002 | ||
81 | $485.55 M | VOO, DBEF, SPY, SPDW | 13F-HR | Dec 7, 2023 | 000153933823000009 | ||
90 | $506.27 M | VOO, SPY, DBEF, SPDW | 13F-HR | Aug 9, 2023 | 000153933823000006 | ||
88 | $495.42 M | VOO, DBEF, SPY, SPDW | 13F-HR | May 11, 2023 | 000153933823000005 | ||
87 | $472.00 K | VOO, DBEF, SPY, SPDW | 13F-HR | Feb 9, 2023 | 000153933823000001 | ||
91 | $443.76 M | VOO, DBEF, SPY, SPDW | 13F-HR | Nov 14, 2022 | 000153933822000005 | ||
88 | $470.63 M | VOO, DBEF, SPY, SPDW | 13F-HR | Aug 10, 2022 | 000153933822000004 | ||
97 | $515.11 M | DBEF, VOO, SPY, SPDW | 13F-HR | May 12, 2022 | 000153933822000003 | ||
95 | $507.76 M | SPY, DBEF, VOO, PULS | 13F-HR | Feb 14, 2022 | 000153933822000002 | ||
92 | $451.83 M | SPY, VOO, DBEF, PULS | 13F-HR | Nov 9, 2021 | 000153933821000004 | ||
91 | $418.38 M | SPY, VOO, DBEF, DIA | 13F-HR | Aug 10, 2021 | 000153933821000003 | ||
83 | $390.88 M | SPY, VOO, DBEF, DIA | 13F-HR | May 14, 2021 | 000153933821000002 | ||
85 | $383.89 M | VUG, SPY, DBEF, DIA | 13F-HR | Feb 12, 2021 | 000153933821000001 | ||
76 | $309.65 M | SPY, VOO, DIA, DBEF | 13F-HR | Nov 12, 2020 | 000153933820000005 | ||
69 | $291.08 M | SPY, VOO, DIA, MDY | 13F-HR | Aug 13, 2020 | 000153933820000004 | ||
66 | $306.59 M | SPY, DBEF, VOO, SCHO | 13F-HR | May 13, 2020 | 000153933820000003 | ||
77 | $381.22 M | SPY, DBEF, SCHO, VOO | 13F-HR | Feb 3, 2020 | 000153933820000002 | ||
72 | $360.85 M | SPY, DBEF, SCHO, MDY | 13F-HR | Nov 12, 2019 | 000153933819000005 | ||
72 | $378.36 M | SPY, DBEF, IEF, DIA | 13F-HR | Aug 12, 2019 | 000153933819000004 | ||
68 | $362.64 M | SPY, DBEF, IEF, DIA | 13F-HR | May 13, 2019 | 000153933819000003 | ||
69 | $325.46 M | SPY, DBEF, IEF, DIA | 13F-HR | Feb 7, 2019 | 000153933819000002 | ||
66 | $378.79 M | SPY, DBEF, IEF, DIA | 13F-HR | Oct 9, 2018 | 000153933818000009 | ||
65 | $361.27 M | SPY, DBEF, IEF, DIA | 13F-HR | Aug 8, 2018 | 000153933818000007 | ||
64 | $330.77 M | SPY, DBEF, IEF, MDY | RESTATEMENT | Jun 20, 2018 | 000153933818000005 | ||
65 | $334.54 M | SPY, DBEF, IEF, DIA | 13F-HR | Feb 13, 2018 | 000153933818000002 | ||
60 | $294.95 M | SPY, DBEF, DIA, IEF | 13F-HR | Nov 8, 2017 | 000153933817000009 | ||
62 | $296.87 M | SPY, DBEF, DIA, IEF | 13F-HR | Aug 8, 2017 | 000153933817000007 | ||
61 | $288.96 M | SPY, DBEF, DIA, IEF | 13F-HR | May 12, 2017 | 000153933817000005 | ||
62 | $259.38 M | SPY, DBEF, DIA, IEF | 13F-HR | Jan 5, 2017 | 000153933817000002 | ||
63 | $233.11 M | SPY, DBEF, DIA, 9000023D | 13F-HR | Nov 2, 2016 | 000153933816000011 | ||
59 | $205.41 M | SPY, DBEF, DIA, MDY | 13F-HR | Aug 5, 2016 | 000153933816000009 | ||
59 | $206.38 M | SPY, DBEF, DIA, MDY | 13F-HR | May 13, 2016 | 000153933816000008 | ||
59 | $207.30 M | DIA, DBEF, SPY, MDY | 13F-HR | Feb 11, 2016 | 000153933816000007 | ||
52 | $201.64 M | DIA, DBEF, SPY, MDY | 13F-HR | Nov 9, 2015 | 000153933815000006 | ||
51 | $199.99 M | DIA, SPY, DBEF, MDY | 13F-HR | Jul 30, 2015 | 000153933815000004 | ||
50 | $205.66 M | DIA, SPY, DBEF, MDY | 13F-HR | Apr 29, 2015 | 000153933815000003 | ||
49 | $190.66 M | DIA, SPY, MDY, AMJ | 13F-HR | Jan 29, 2015 | 000153933815000001 | ||
54 | $179.11 M | DIA, SPY, AMJ, MDY | 13F-HR | Nov 13, 2014 | 000153933814000035 | ||
55 | $176.02 M | DIA, AMJ, MDY, SPY | 13F-HR | Aug 12, 2014 | 000153933814000034 | ||
54 | $179.08 M | DIA, JPM, MDY, SPY | 13F-HR | May 8, 2014 | 000153933814000033 | ||
52 | $175.55 M | DIA, AMJ, SPY, MDY | 13F-HR | Feb 18, 2014 | 000153933814000032 |