Filer Name: INVESTMENT ADVISORY SERVICES INC /TX /ADV
CIK: 925953
Period: 2024-12-31
Filed At: 2025-01-28
Number of Holdings: 116
Portfolio Value: $0.28B

Investment Advisory Services Inc /Tx /Adv Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
VIG US VANGUARD DIVIDEND APPREC ETF 148,535 $29M 10.25% 2.1% -
QQQ US INVESCO QQQ TRUST SERIES 1 52,284 $27M 9.42% 1.3% -
MSFT US MICROSOFT CORP 45,023 $19M 6.69% -7.8% -
JEPI US JPMORGAN EQUITY PREMIUM INCO 273,992 $16M 5.56% 9.2% -
SCHD US SCHWAB US DVD EQUITY ETF 491,892 $13M 4.74% 207.0% -
AAPL US APPLE INC 53,282 $13M 4.70% -2.4% -
COWZ US PACER US CASH COWS 100 ETF 196,831 $11M 3.92% 5.8% -
WMT US WALMART INC 104,470 $9M 3.33% 0.0% -
XOM US EXXON MOBIL CORP 52,399 $6M 1.99% 1.0% -
IUSG US ISHARES CORE S&P U.S. GROWTH 39,219 $5M 1.93% 2.6% -
MCD US MCDONALD'S CORP 17,602 $5M 1.80% -3.0% -
HD US HOME DEPOT INC 12,393 $5M 1.70% -2.6% -
FFLG US FIDELITY FUND LG CAP GRW ETF 184,683 $5M 1.63% 6.7% -
ABBV US ABBVIE INC 25,821 $5M 1.62% -9.4% -
JPM US JPMORGAN CHASE & CO 17,587 $4M 1.49% -5.3% -
JNJ US JOHNSON & JOHNSON 27,164 $4M 1.38% -1.3% -
RSP US INVESCO S&P 500 EQUAL WEIGHT 20,440 $4M 1.26% 9.0% -
XLK US TECHNOLOGY SELECT SECT SPDR 14,755 $3M 1.21% -0.4% -
AXP US AMERICAN EXPRESS CO 11,576 $3M 1.21% 0.7% -
SYK US STRYKER CORP 9,556 $3M 1.21% -0.2% -
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