IE
Insider Edges

FINANCIAL SECURITY ADVISOR, INC. 13F portfolio summary

FINANCIAL SECURITY ADVISOR, INC. of FINANCIAL SECURITY ADVISOR, INC. has 159 current stock holdings with a reported portfolio value of $544.5M. The portfolio 1 year return is +13.03%. Top holdings include QQQM (20.37%), RPG (7.22%), COWZ (4.33%), BRK-B (4.25%), USFR (3.48%).

Back to investors

FINANCIAL SECURITY ADVISOR, INC.

FINANCIAL SECURITY ADVISOR, INC.
Latest filing: 2026-03-31

FINANCIAL SECURITY ADVISOR, INC. runs FINANCIAL SECURITY ADVISOR, INC. and currently holds 159 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $544.45M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. FINANCIAL SECURITY ADVISOR, INC. ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, FINANCIAL SECURITY ADVISOR, INC.'s portfolio at FINANCIAL SECURITY ADVISOR, INC. has delivered returns of +13.03%. Their 3-year annualized return is +151.89%. Looking at the 5-year horizon, FINANCIAL SECURITY ADVISOR, INC. has achieved +151.89% annualized returns at FINANCIAL SECURITY ADVISOR, INC..

Sign in to enable email alerts for this investor.
Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+13.03%
#0/1000
3 Year
+151.89%
#0/1000
5 Year
+151.89%
#0/1000

Portfolio Value

$544.45M

Alpha Score

108.6

#0 of 1000

Holdings

159

Showper page

0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change