Financial Security Advisor, Inc.
Q1 2025 13F Holdings
- Locationvirginia beach, VA
- Num holdings
124
- Value ($000)
$394,290
- Date Filed05/01/2025
- Form type13F-HR
- CIK0001997602
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
CGGR Capital Group Growth ETF | EXCHANGE TRADED FUND | 14020G101 | $70.18M | 18 % | 2,049,121 | ||
NEOS Enhanced Income Credit Select ETF | EXCHANGE TRADED FUND | 78433H659 | $68.25M | 17 % | 1,367,413 | ||
RPG Invesco S&P 500 Pure Growth ETF | EXCHANGE TRADED FUND | 46137V266 | $27.32M | 7 % | 714,178 | ||
BRK.B Berkshire Hathaway Inc Class B | COMMON STOCK | 084670702 | $22.89M | 6 % | 42,980 | ||
USFR WisdomTree Floating Rate Treasury Fund | EXCHANGE TRADED FUND | 97717Y527 | $15.90M | 4 % | 315,960 | ||
KRE SPDR Portfolio S&P 600 Sm Cap ETF | EXCHANGE TRADED FUND | 78468R853 | $13.86M | 4 % | 340,146 | ||
JPST JPMorgan Ultra-Short Income ETF | EXCHANGE TRADED FUND | 46641Q837 | $12.50M | 3 % | 246,876 | ||
AAPL Apple Inc | COMMON STOCK | 037833100 | $11.83M | 3 % | 53,269 | ||
MSFT Microsoft Corp | COMMON STOCK | 594918104 | $11.47M | 3 % | 30,560 | ||
COWZ Pacer US Cash Cows 100 ETF | EXCHANGE TRADED FUND | 69374H881 | $9.14M | 2 % | 166,875 |
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