Financial Advisory Group holdings history

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205 is the total number of securities Financial Advisory Group has owned. The longest Financial Advisory Group has owned a single stock is 42 quarters.

Financial Advisory Group historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
SPY S P D R SP 500 ETF TR ...424210.01%16.07%25.46%Q2 2013Q3 202342
DIA SPDR DOW JONES INDL AV...42424.94%11.82%22.94%Q2 2013Q3 202342
MDY SPDR SP MIDCAP 400 ETF...42424.28%7.85%11.51%Q2 2013Q3 202342
VV VANGUARD INDEX FDS42421.67%3.41%6.78%Q2 2013Q3 202342
VUG VANGUARD INDEX FDS42421.08%3.18%17.45%Q2 2013Q3 202342
SPLV POWERSHARES ETF TR II42420.37%2.81%6.15%Q2 2013Q3 202342
QQQ POWERSHS QQQ TRUST SER 142420.24%1.49%2.89%Q2 2013Q3 202342
XOM EXXON MOBIL CORPORATION42420.27%0.86%2.15%Q2 2013Q3 202342
SDY SPDR SERIES TRUST42420.06%0.77%5.73%Q2 2013Q3 202342
IWR ISHARES TR42420.48%0.65%2.04%Q2 2013Q3 202342
PEP PEPSICO INCORPORATED42420.26%0.51%0.96%Q2 2013Q3 202342
HD HOME DEPOT INC42420.18%0.36%0.58%Q2 2013Q3 202342
WMT WAL-MART STORES INC42420.13%0.31%0.71%Q2 2013Q3 202342
MCD MCDONALDS CORP42420.18%0.29%0.42%Q2 2013Q3 202342
MMM 3M COMPANY42420.06%0.22%0.32%Q2 2013Q3 202342
JNJ JOHNSON JOHNSON42420.14%0.22%0.40%Q2 2013Q3 202342
UNP UNION PACIFIC CORP42420.12%0.18%0.34%Q2 2013Q3 202342
CVX CHEVRON CORPORATION2710.07%0.19%0.38%Q2 2013Q3 202340
VIG VANGUARD SPECIALIZED P...3270.08%0.13%0.21%Q4 2013Q3 202339
KO COCA COLA CO24150.06%0.12%0.30%Q4 2013Q3 202339
MSFT MICROSOFT CORP3420.10%0.27%0.55%Q4 2013Q3 202338
GLD SPDR GOLD TRUST21170.06%0.12%0.27%Q2 2013Q1 202338
PG PROCTOR AND GAMBLE CO2030.04%0.16%0.30%Q2 2013Q2 202336
DBEF DBX ETF TR35356.69%13.16%16.45%Q1 2015Q3 202335
BA BOEING CO2870.09%0.31%0.56%Q3 2014Q3 202335
BAX BAXTER INTL INC2870.04%0.14%0.82%Q3 2014Q3 202335
AAPL APPLE INC2810.02%1.56%3.12%Q3 2014Q3 202334
GOOG ALPHABET INC32320.11%0.20%0.30%Q4 2015Q3 202332
GOOGL ALPHABET INC32320.11%0.20%0.30%Q4 2015Q3 202332
NKE NIKE INC17150.05%0.11%0.18%Q4 2013Q2 202332
WBA WALGREENS BOOTS ALLIAN...31310.04%0.14%0.32%Q4 2015Q2 202331
ABBV ABBVIE INC3010.07%0.11%0.15%Q4 2015Q3 202331
SCHM SCHWAB STRATEGIC TR29290.09%0.28%0.54%Q3 2016Q3 202329
WFC WELLS FARGO CO NEW2360.04%0.09%0.13%Q2 2014Q3 202229
HEFA ISHARES TR28280.11%0.57%1.14%Q4 2016Q3 202328
BRKB BERKSHIRE HATHAWAY INC...28280.12%0.44%0.52%Q4 2016Q3 202328
UTX UNITED TECHNOLOGIES CORP28280.28%0.42%0.62%Q2 2013Q1 202028
BRKA BERKSHIRE HATHAWAY INC...28280.08%0.10%0.43%Q4 2016Q3 202328
AMJ JPMORGAN CHASE & CO27270.01%3.35%13.46%Q2 2013Q4 201927
MINT PIMCO ETF TR27270.06%0.55%2.44%Q2 2014Q4 202027
SCHX SCHWAB STRATEGIC TR26260.14%0.68%2.18%Q2 2017Q3 202326
DIS DISNEY WALT CO1510.04%0.24%0.46%Q4 2013Q1 202326
EPD ENTERPRISE PRODS PARTN...15110.08%0.15%0.29%Q2 2013Q4 201926
AMZN AMAZON COM INC24240.13%0.30%0.48%Q4 2017Q3 202324
TXN TEXAS INSTRS INC24240.06%0.10%0.15%Q4 2017Q3 202324
FB META PLATFORMS INC1210.04%0.09%0.15%Q3 2016Q3 202324
ABT ABBOTT LABS23230.06%0.08%0.12%Q1 2018Q3 202323
RSP INVESCO EXCHANGE TRADE...22220.72%1.03%1.23%Q2 2018Q3 202322
BSCN INVESCO EXCH TRD SLF I...22220.46%0.58%0.85%Q2 2018Q3 202322
BSCO INVESCO EXCH TRD SLF I...22220.21%0.46%0.67%Q2 2018Q3 202322
BSCK INVESCO EXCH TRD SLF I...22220.13%0.43%0.81%Q2 2018Q3 202322
VTI VANGUARD INDEX FDS21210.06%0.54%2.59%Q3 2018Q3 202321
CLR CONTINENTAL RESOURCES INC510.04%0.10%0.22%Q3 2013Q3 202221
RSP RYDEX ETF TRUST20200.24%1.65%2.48%Q2 2013Q1 201820
MBB ISHARES TR20200.06%0.62%2.53%Q4 2018Q3 202320
SCHE SCHWAB STRATEGIC TR20200.21%0.53%1.21%Q4 2018Q3 202320
SLYV SPDR SERIES TRUST19190.68%2.85%4.42%Q1 2019Q3 202319
BSCP INVESCO EXCH TRD SLF I...19190.06%0.42%0.57%Q1 2019Q3 202319
SLB SCHLUMBERGER LTD F19190.07%0.20%0.36%Q2 2013Q4 201719
GE GENERAL ELECTRIC COMPANY19190.08%0.19%0.30%Q2 2013Q4 201719
EMR EMERSON ELECTRIC CO19190.07%0.13%0.24%Q2 2013Q4 201719
ANTM ELEVANCE HEALTH INC1410.06%0.08%0.10%Q3 2018Q3 202319
BSCM INVESCO EXCH TRD SLF I...18180.35%0.69%0.99%Q2 2018Q3 202218
AMGN AMGEN INC1620.04%0.06%0.08%Q3 2018Q3 202318
AETI AMERICAN ELECTRIC TECHS1170.01%0.04%0.15%Q3 2014Q2 201918
RPV INVESCO EXCHANGE TRADE...17170.11%4.06%6.83%Q2 2018Q2 202217
JPST JP MORGAN EXCHANGE TRA...1250.20%0.89%1.96%Q4 2018Q3 202317
BSCQ INVESCO EXCH TRD SLF I...17170.10%0.37%0.46%Q3 2019Q3 202317
MO ALTRIA GROUP INC1210.04%0.12%0.22%Q4 2015Q2 202317
VOO VANGUARD INDEX FDS16160.10%13.72%18.22%Q4 2019Q3 202316
IJH ISHARES TR16162.54%5.03%6.04%Q4 2019Q3 202316
BSCR INVESCO EXCH TRD SLF I...16160.09%0.33%0.42%Q4 2019Q3 202316
BSCJ CLAYMORE EXCHANGE TRD ...15150.14%3.25%5.51%Q3 2014Q1 201815
ARKK ARK ETF TR14140.73%1.47%2.54%Q2 2020Q3 202314
SCHF SCHWAB STRATEGIC TR860.06%0.90%2.42%Q4 2015Q3 202314
BSCI CLAYMORE EXCHANGE TRD ...14140.13%0.53%0.82%Q4 2014Q1 201814
BRMK BROADMARK RLTY CAP INC14140.03%0.15%0.25%Q4 2019Q1 202314
RIG TRANSOCEAN LTD14140.05%0.14%0.30%Q3 2013Q4 201614
NSC NORFOLK SOUTHN CORP610.04%0.11%0.24%Q2 2013Q2 202314
OTIS OTIS WORLDWIDE CORP14140.06%0.07%0.09%Q2 2020Q3 202314
IEF ISHARES TR1111.04%10.51%14.01%Q1 2016Q3 202313
JPM JPMORGAN CHASE & CO1210.06%1.00%11.99%Q1 2014Q3 202313
BSCL INVESCO EXCH TRD SLF I...13130.13%0.71%0.98%Q2 2018Q2 202113
TSLA TESLA INC13130.11%0.23%0.28%Q3 2020Q3 202313
RTN RAYTHEON TECHNOLOGIES ...13130.16%0.18%0.21%Q2 2020Q2 202313
CARR CARRIER GLOBAL CORPORA...13130.07%0.09%0.10%Q3 2020Q3 202313
ESGV VANGUARD WORLD FD13130.06%0.07%0.08%Q3 2020Q3 202313
JMST J P MORGAN EXCHANGE-TR...12120.43%0.99%1.70%Q4 2020Q3 202312
BSCK CLAYMORE EXCHANGE TRD ...12120.19%0.52%0.65%Q2 2015Q1 201812
CSFL CENTERSTATE BANKS INC12120.09%0.13%0.34%Q2 2017Q1 202012
SELECT SECTOR SPDR TR750.06%0.13%0.15%Q2 2013Q4 201712
BXS BANCORPSOUTH BK TUPELO...12120.06%0.11%0.20%Q4 2018Q3 202112
LLY LILLY ELI & CO12120.05%0.08%0.12%Q4 2020Q3 202312
SBUX STARBUCKS CORP750.04%0.06%0.08%Q3 2020Q3 202312
BSCL CLAYMORE EXCHANGE TRD ...11110.24%1.13%7.15%Q3 2015Q1 201811
BSCM CLAYMORE EXCHANGE TRD ...11110.10%0.46%0.70%Q3 2015Q1 201811
PCP PRECISION CASTPARTS CORP11110.15%0.19%0.23%Q2 2013Q4 201511
MRK MERCK CO INC NEW810.10%0.16%0.22%Q2 2013Q3 201611
NAVB NAVIDEA BIOPHARMACEUTI...1010.00%0.02%0.17%Q3 2013Q3 201611
BRP BRP GROUP INC10100.24%0.41%0.57%Q2 2021Q3 202310
GOOGL GOOGLE INC10100.16%0.24%0.38%Q2 2013Q3 201510
IEFA ISHARES TR10100.06%0.20%0.38%Q3 2017Q4 201910
ALXO ALX ONCOLOGY HLDGS INC10100.03%0.18%0.71%Q2 2021Q3 202310
IEMG ISHARES TR10100.10%0.11%0.14%Q3 2017Q4 201910
IWB ISHARES TR10100.05%0.06%0.08%Q3 2020Q4 202210
ADP AUTOMATIC DATA PROCESS...10100.05%0.05%0.06%Q2 2021Q3 202310
XLE SELECT SECTOR SPDR TR990.10%2.41%4.06%Q2 2013Q2 20159
PM PHILIP MORRIS INTL INC990.12%0.18%0.22%Q4 2015Q4 20179
BSCT INVESCO EXCH TRD SLF I...720.05%0.10%0.23%Q2 2021Q3 20239
NVO NOVO-NORDISK A S990.05%0.06%0.08%Q3 2021Q3 20239
BKT BLACKROCK INC630.04%0.05%0.06%Q4 2020Q2 20239
UPLCQ ULTRA PETROLEUM CORP990.00%0.02%0.04%Q2 2017Q2 20199
SPDW SPDR INDEX SHS FDS882.81%6.53%7.81%Q4 2021Q3 20238
SPTL SPDR SER TR622.56%3.17%3.66%Q3 2019Q3 20238
APPLE INC510.18%0.39%0.73%Q2 2013Q3 20168
SCHV SCHWAB STRATEGIC TR880.22%0.33%0.37%Q4 2018Q3 20208
NVDA NVIDIA CORPORATION530.05%0.07%0.13%Q2 2021Q3 20238
GSY CLAYMORE EXCHANGE TRD ...770.17%6.44%10.58%Q3 2016Q1 20187
BOEING CO520.43%0.50%0.59%Q2 2013Q3 20167
BAXTER INTERNATIONAL INC520.12%0.20%0.25%Q2 2013Q3 20167
XLI SELECT SECTOR SPDR TR770.08%0.13%0.15%Q3 2014Q1 20167
ARKG ARK ETF TR770.05%0.10%0.14%Q3 2020Q1 20227
AMERICAN ELECTRIC TECHS520.03%0.09%0.14%Q2 2013Q3 20167
CCOR CAMBRIA ETF TR770.07%0.07%0.09%Q2 2019Q4 20207
PULS PGIM ETF TR660.10%4.00%7.65%Q3 2021Q4 20226
BSCJ INVESCO EXCH TRD SLF I...660.92%1.87%2.46%Q2 2018Q3 20196
VCIT VANGUARD SCOTTSDALE FDS660.39%0.87%1.68%Q2 2022Q3 20236
AAXJ ISHARES TR660.25%0.26%0.27%Q2 2013Q3 20146
GOOG GOOGLE INC660.15%0.18%0.19%Q2 2014Q3 20156
ET ENERGY TRANSFER EQUITY...660.04%0.07%0.11%Q3 2015Q4 20166
MTUM ISHARES TR420.04%0.06%0.08%Q3 2020Q1 20226
TOWN TOWNEBANK PORTSMOUTH VA660.04%0.05%0.06%Q1 2021Q2 20226
UNH UNITEDHEALTH GROUP INC420.04%0.05%0.05%Q4 2021Q2 20236
MOO MARKET VECTORS ETF TR555.20%5.52%5.96%Q2 2013Q2 20145
BSCN CLAYMORE EXCHANGE TRD ...550.28%0.47%0.57%Q1 2017Q1 20185
FDN FIRST TR EXCHANGE-TRAD...550.05%0.06%0.06%Q4 2020Q4 20215
CADENCE BANK550.04%0.06%0.07%Q4 2021Q4 20225
RCEL AVITA MEDICAL INC550.01%0.04%0.06%Q3 2022Q3 20235
BSJF CLAYMORE EXCHANGE TRD ...446.02%6.24%6.52%Q4 2014Q3 20154
GOVT ISHARES TR311.47%2.13%3.53%Q4 2018Q3 20234
AGG ISHARES TR440.86%1.19%1.46%Q4 2022Q3 20234
TLT ISHARES TR440.24%0.42%0.61%Q4 2022Q3 20234
BSCH CLAYMORE EXCHANGE TRD ...440.28%0.33%0.36%Q4 2013Q3 20144
IGSB ISHARES TR440.11%0.27%0.38%Q2 2013Q1 20144
BSJE CLAYMORE EXCHANGE TRD ...440.23%0.23%0.23%Q4 2013Q3 20144
SCHO SCHWAB STRATEGIC TR339.66%10.78%12.72%Q3 2019Q1 20203
GSY INVESCO ACTIVELY MANAG...330.10%4.77%7.27%Q2 2018Q4 20183
HAL HALLIBURTON CO330.13%0.19%0.29%Q1 2014Q3 20143
BERKSHIRE HATHAWAY INC...330.15%0.18%0.23%Q3 2013Q1 20143
WRI WEINGARTEN RLTY INVS330.12%0.13%0.14%Q1 2014Q3 20143
BERKSHIRE HATHAWAY INC...330.09%0.10%0.11%Q1 2016Q3 20163
INTC INTEL CORP330.07%0.08%0.09%Q3 2016Q1 20173
RDSA ROYAL DUTCH SHELL PLC330.07%0.08%0.08%Q1 2018Q3 20183
IAU ISHARES GOLD TRUST330.05%0.06%0.07%Q3 2020Q1 20213
IWM ISHARES TR210.04%0.05%0.06%Q3 2019Q2 20233
CRM SALESFORCE COM INC330.05%0.05%0.06%Q2 2021Q4 20213
VTWV VANGUARD SCOTTSDALE FDS330.04%0.05%0.05%Q2 2022Q4 20223
CSX CSX CORP210.04%0.04%0.04%Q4 2021Q2 20233
RMGC RMG ACQUISITION CORP III330.03%0.03%0.04%Q2 2021Q4 20213
SLI STANDARD LITHIUM LTD330.01%0.01%0.02%Q1 2022Q3 20223
BERKSHIRE HATHAWAY INC...220.52%0.56%0.59%Q2 2016Q3 20162
BSCI INVESCO EXCH TRD SLF I...220.28%0.29%0.29%Q2 2018Q3 20182
PXI POWERSHS ETF TRUST220.27%0.28%0.29%Q2 2014Q3 20142
VCSH VANGUARD SCOTTSDALE FDS220.19%0.26%0.32%Q2 2013Q3 20132
FCX FREEPORT-MCMORAN COPPE...220.15%0.16%0.17%Q3 2013Q4 20132
BP BP PLC220.11%0.12%0.12%Q4 2013Q1 20142
BXLT BAXALTA INC220.11%0.11%0.11%Q4 2015Q1 20162
SSB SOUTH ST CORP220.07%0.07%0.08%Q2 2020Q3 20202
PAB PGIM ETF TR220.06%0.06%0.07%Q3 2022Q4 20222
ITW ILLINOIS TOOL WKS INC110.05%0.05%0.05%Q4 2020Q2 20212
BSCU INVESCO EXCH TRD SLF I...220.04%0.05%0.06%Q2 2023Q3 20232
RMGBU RMG ACQUISITION CORP II220.04%0.04%0.04%Q4 2020Q1 20212
ETN EATON CORP PLC220.04%0.04%0.04%Q2 2023Q3 20232
IAU ISHARES GOLD TR110.04%0.04%0.04%Q1 2022Q1 20232
DEO DIAGEO PLC110.04%0.04%0.04%Q4 2021Q1 20232
RC READY CAPITAL CORP220.04%0.04%0.04%Q2 2023Q3 20232
OPK OPKO HEALTH INC220.00%0.01%0.01%Q3 2019Q4 20192
INSPIRATO INCORPORATED220.00%0.00%0.00%Q1 2023Q2 20232
SDLP SEADRILL PARTNERS LLC220.00%0.00%0.00%Q1 2018Q2 20182
VWO VANGUARD INTL EQUITY I...110.47%0.47%0.47%Q2 2013Q2 20131
BERKSHIRE HATHAWAY INC...110.46%0.46%0.46%Q1 2016Q1 20161
BSJO CLAYMORE EXCHANGE TRD ...110.15%0.15%0.15%Q1 2018Q1 20181
BP PLC110.13%0.13%0.13%Q2 2014Q2 20141
SE SPECTRA ENERGY CORP110.12%0.12%0.12%Q3 2015Q3 20151
RTX RTX CORPORATION110.11%0.11%0.11%Q3 2023Q3 20231
IBTX INDEPENDENT BK GROUP INC110.09%0.09%0.09%Q2 2018Q2 20181
CPNG COUPANG INC110.07%0.07%0.07%Q1 2021Q1 20211
VT VANGUARD INTL EQUITY I...110.06%0.06%0.06%Q4 2018Q4 20181
ARKW ARK ETF TR110.06%0.06%0.06%Q4 2020Q4 20201
GOLDMAN SACHS GROUP INC110.06%0.06%0.06%Q4 2017Q4 20171
MPC MARATHON PETE CORP110.06%0.06%0.06%Q4 2015Q4 20151
DG DOLLAR GEN CORP NEW110.05%0.05%0.05%Q3 2022Q3 20221
TOWNEBANK PORTSMOUTH VA110.05%0.05%0.05%Q4 2022Q4 20221
USIG ISHARES TR110.04%0.04%0.04%Q2 2023Q2 20231
EOG EOG RES INC110.04%0.04%0.04%Q1 2022Q1 20221
BTI BRITISH AMERN TOB PLC110.04%0.04%0.04%Q1 2022Q1 20221
ENNVU ECP ENVIRONMENTAL GW O...110.04%0.04%0.04%Q1 2021Q1 20211
RMGCU RMG ACQUISITION CORP III110.04%0.04%0.04%Q1 2021Q1 20211
RMGB RMG ACQUISITION CORP II110.04%0.04%0.04%Q2 2021Q2 20211
ENNV ECP ENVIRONMENTAL GW O...110.04%0.04%0.04%Q2 2021Q2 20211
PLTR PALANTIR TECHNOLOGIES INC110.03%0.03%0.03%Q1 2022Q1 20221
RCEL AVITA MEDICAL LTD110.03%0.03%0.03%Q1 2020Q1 20201
BERRY CORP110.02%0.02%0.02%Q3 2022Q3 20221
SACH SACHEM CAP CORP110.02%0.02%0.02%Q3 2021Q3 20211
UPLMQ ULTRA PETROLEUM CORP110.01%0.01%0.01%Q1 2016Q1 20161
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The securities at the top of the list , including S P D R SP 500 ETF TR EXPIRING 01/22/21, SPDR DOW JONES INDL AVRG ETF, and SPDR SP MIDCAP 400 ETF TR, are the highest-conviction holdings of Financial Advisory Group.

The conviction is calculated by counting the number of quarters a security has been reported by Financial Advisory Group. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Financial Advisory Group owns currently or has owned in the past.