StockDriftsStockDriftsTop 50 Financial Advisory Group Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 15.58% | 183.8K | $88.3M | +2.61%(+4.67K) | — | 2024-03-31 | |
| DBEF | DBX ETF TR | 11.94% | 1.65M | $67.7M | +2.50%(+40.40K) | — | 2024-03-31 | |
| SPY | SPDR S&P 500 ETF TR | 11.28% | 122.2K | $63.9M | -3.17%(-4.00K) | — | 2024-03-31 | |
| SPDW | SPDR INDEX SHS FDS | 7.86% | 1.24M | $44.5M | +5.72%(+67.23K) | — | 2024-03-31 | |
| IJH | ISHARES TR | 5.76% | 537.2K | $32.6M | +417.33%(+433.33K) | — | 2024-03-31 | |
| DIA | SPDR DOW JONES INDL AVRG ETF | 4.6% | 65.5K | $26.0M | -4.43%(-3.03K) | — | 2024-03-31 | |
| MDY | SPDR SP MIDCAP 400 ETF TR | 4.45% | 45.3K | $25.2M | -1.12%(-513) | — | 2024-03-31 | |
| GOVT | ISHARES TR | 3.99% | 994.2K | $22.6M | +13.21%(+116.03K) | — | 2024-03-31 | |
| SLYV | SPDR SERIES TRUST | 3.22% | 219.9K | $18.2M | +6.48%(+13.38K) | — | 2024-03-31 | |
| SPTL | SPDR SER TR | 2.75% | 556.9K | $15.6M | +8.94%(+45.70K) | — | 2024-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Financial Advisory Group reports $566.81M in US-listed equity holdings across 91 positions in its most recent 13F filing. Its largest disclosed positions are VOO (15.6%), DBEF (11.9%) and SPY (11.3%). Figures reflect the Q1 2024 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Financial Advisory Group’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1539338). View Financial Advisory Group’s 13F filings on SEC