Financial Security Advisor, Inc.
Q3 2025 13F Holdings
- Locationvirginia beach, VA
- Num holdings
144
- Value ($000)
$470,284
- Date Filed 11/03/2025
- Form type13F-HR
- CIK 0001997602
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
C Capital Group Growth ETF | EXCHANGE TRADED FUND | 14020G101 | $93.95M | 20 % | 2,139,082 | ||
NEOS Enhanced Income Credit Select ETF | EXCHANGE TRADED FUND | 78433H659 | $72.83M | 16 % | 1,436,251 | ||
R Invesco S&P 500 Pure Growth ETF | EXCHANGE TRADED FUND | 46137V266 | $33.18M | 7 % | 695,374 | ||
B Berkshire Hathaway Inc Class B | COMMON STOCK | 084670702 | $21.24M | 5 % | 42,240 | ||
U WisdomTree Floating Rate Treasury ETF | EXCHANGE TRADED FUND | 97717Y527 | $16.17M | 3 % | 321,658 | ||
M Microsoft Corp | COMMON STOCK | 594918104 | $15.79M | 3 % | 30,478 | ||
K SPDR Portfolio S&P 600 Sm Cap ETF | EXCHANGE TRADED FUND | 78468R853 | $14.43M | 3 % | 311,612 | ||
A Apple Inc | COMMON STOCK | 037833100 | $13.52M | 3 % | 53,105 | ||
J JPMorgan Ultra-Short Income ETF | EXCHANGE TRADED FUND | 46641Q837 | $11.99M | 3 % | 236,322 | ||
G Alphabet Inc Class A | COMMON STOCK | 02079K305 | $11.27M | 2 % | 46,355 |
Rows Per Page
10
- 10
- 50
- 100