Financial Services Advisory Inc
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationrockville, MD
- CIK0001731221
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
53 | $426.23M | SPY, OEF, VOO, SCHB | 13F-HR | Feb 6, 2025 | 000170581925000019 | ||
55 | $413.58M | SPY, CGDV, OEF, JEPI | 13F-HR | Oct 31, 2024 | 000170581924000062 | ||
55 | $365.20M | SPY, OEF, KRE, SCHG | 13F-HR | Jul 30, 2024 | 000170581924000042 | ||
54 | $402.08M | SPY, DIA, OEF, SCHB | 13F-HR | May 6, 2024 | 000170581924000033 | ||
55 | $349.68M | SPY, DIA, SCHB, JEPI | 13F-HR | Feb 9, 2024 | 000170581924000020 | ||
46 | $204.65M | VOO, JEPI, SPY, OEF | 13F-HR | Oct 17, 2023 | 000170581923000076 | ||
44 | $241.90M | VOO, SPY, JEPI, ACWX | 13F-HR | Jul 24, 2023 | 000170581923000063 | ||
33 | $152.60M | JEPI, SPY, VOO, SPHQ | 13F-HR | Apr 18, 2023 | 000170581923000046 | ||
31 | $154.93M | HYG, JEPI, SPY, COWZ | RESTATEMENT | Feb 15, 2023 | 000170581923000022 | ||
12 | $27.43M | USFR, PTLC, XLV, PTNQ | 13F-HR | Nov 3, 2022 | 000170581922000080 | ||
11 | $24.47M | USFR, PTLC, XLV, AAL | 13F-HR | Aug 8, 2022 | 000170581922000059 | ||
26 | $64.38M | SPLV, MOAT, SPY, XLG | 13F-HR | May 12, 2022 | 000170581922000040 | ||
44 | $313.29M | IWV, SPHQ, VUG, SPY | 13F-HR | Feb 8, 2022 | 000170581922000020 | ||
46 | $294.86M | IWV, SPHQ, HYG, VUG | 13F-HR | Oct 21, 2021 | 000170581921000059 | ||
44 | $234.14M | IWV, HYG, MOAT, SPY | 13F-HR | Jul 14, 2021 | 000170581921000041 | ||
34 | $220.21M | IWV, SPY, HYG, ANGL | 13F-HR | Apr 9, 2021 | 000170581921000021 | ||
31 | $259.43M | IWV, HYG, SPY, ANGL | 13F-HR | Jan 20, 2021 | 000170581921000011 | ||
19 | $138.65M | IWV, HYG, SPY, KRE | 13F-HR | Oct 20, 2020 | 000170581920000049 | ||
23 | $197.17M | IWV, HYG, SPY, KRE | 13F-HR | Jul 17, 2020 | 000170581920000039 | ||
8 | $7.99M | VANGUARD WORLD FDS, VUG, AAL, GQ9 | 13F-HR | Apr 7, 2020 | 000170581920000020 | ||
33 | $242.13M | IWF, SPY, PTLC, SCHB | 13F-HR | Jan 13, 2020 | 000170581920000006 | ||
21 | $151.05M | PTLC, SCHB, RSP, VUG | 13F-HR | Oct 16, 2019 | 000170581919000042 | ||
22 | $153.45M | IWF, VUG, PTLC, KRE | 13F-HR | Jul 23, 2019 | 000170581919000034 | ||
18 | $116.02M | SCHB, RSP, PTLC, IWF | 13F-HR | Apr 11, 2019 | 000170581919000015 | ||
5 | $16.07M | GQ9, IGT, SGOL, IYR | 13F-HR | Feb 11, 2019 | 000170581919000008 | ||
17 | $149.85M | SPY, IWF, DIA, VUG | 13F-HR | Oct 10, 2018 | 000170581918000026 | ||
18 | $115.73M | IWM, IWF, VUG, SCHA | 13F-HR | Jul 6, 2018 | 000170581918000018 | ||
21 | $93.81M | IWF, DIA, FDN, XLF | 13F-HR | May 14, 2018 | 000170581918000016 | ||
26 | $135.86M | SPY, IWF, VIG, IWV | 13F-HR | Feb 14, 2018 | 000170581918000008 |