INVESTMENT ADVISORY SERVICES INC /TX /ADV - Portfolio overview

INVESTMENT ADVISORY SERVICES INC /TX /ADV has 138 reported holdings in this dataset, with the latest filing dated 2026-04-17.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. VIG - VANGUARD SPECIALIZED FUNDS, 10.95%
2. QQQ - INVESCO QQQ TR, 9.50%
3. JEPI - J P MORGAN EXCHANGE TRADED F, 4.73%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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