Institutions / Investment Advisory Services Inc /Tx /Adv
Investment Advisory Services Inc /Tx /Adv
CIK 925953 · Institution · as of Dec 31, 2025
Portfolio value
$319.66M
Positions
126
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 126 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Specialized Funds | $35.72M | 11.2% |
| Invesco Qqq Tr | $32.70M | 10.2% |
| Microsoft Corp | $18.08M | 5.7% |
| J P Morgan Exchange Traded | $17.38M | 5.4% |
| Apple Inc. | $12.73M | 4.0% |
| Walmart Inc. | $11.31M | 3.5% |
| Pacer Fds Tr | $10.72M | 3.4% |
| Fidelity Covington Trust | $7.59M | 2.4% |
| Schwab Strategic Tr | $7.20M | 2.3% |
| iShares Tr | $7.10M | 2.2% |
| Exxon Mobil Corp | $6.06M | 1.9% |
| AbbVie Inc. | $5.79M | 1.8% |
| Fidelity Covington Trust | $5.75M | 1.8% |
| Johnson & Johnson | $5.48M | 1.7% |
| JPMorgan Chase & Co | $5.45M | 1.7% |
| Mcdonald'S Corp | $5.26M | 1.6% |
| Invesco Exchange Traded Fd | $4.71M | 1.5% |
| American Express Co | $4.66M | 1.5% |
| Home Depot, Inc. | $4.33M | 1.4% |
| Select Sector SPDR Tr | $3.63M | 1.1% |
| Amazon.com Inc | $3.50M | 1.1% |
| Stryker Corp | $3.44M | 1.1% |
| Coca Cola Co | $3.33M | 1.0% |
| BlackRock, Inc. | $3.32M | 1.0% |
| Vanguard Index Fds | $3.28M | 1.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.