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FINANCIAL SECURITY ADVISOR, INC.
FINANCIAL SECURITY ADVISOR, INC.
Latest filing: 2026-06-30
FINANCIAL SECURITY ADVISOR, INC. runs FINANCIAL SECURITY ADVISOR, INC. and currently holds 161 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $614.78M. Their top holdings are QQQM, RPG, COWZ, BRK-B, GOOGL. The top five represent 35.2% of reported portfolio weight. FINANCIAL SECURITY ADVISOR, INC. ranks #98 out of 1000 investors tracked by Alpha Score. In the most recent quarter, FINANCIAL SECURITY ADVISOR, INC. initiated 1 new position. They added to 45 existing positions. They trimmed 49 positions. Their current best-performing preview position is SNDK with returns of +257.88%.
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161 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 QQQM Invesco NASDAQ 100 ETF | 18.87% | $240.05 | $293.76 | +22.37% | Added +1.49% |
 RPG Invesco S&P 500 Pure Growth ETF | 6.95% | $30.15 | $58.22 | +93.10% | Trimmed -1.61% |
 COWZ Pacer US Cash Cows 100 ETF | 3.27% | $57.69 | $72.00 | +24.80% | Added +6.17% |
 BRK-B BERKSHIRE HATHAWAY INC DEL CL B NEW | 3.09% | $354.21 | $495.77 | +39.96% | Trimmed -2.87% |
 GOOGL Alphabet Inc Class A | 3.06% | $167.12 | $344.82 | +106.33% | Added +2.25% |
 SPSM State Street SPDR Portfolio S&P 60 Small Cap ETF | 2.81% | $37.08 | $57.26 | +54.42% | Trimmed -2.03% |
 USFR WisdomTree Floating Rate Treasury Fund | 2.42% | $50.27 | $50.49 | +0.44% | Trimmed -2.92% |
 AAPL Apple Inc | 2.40% | $172.87 | $309.35 | +78.95% | Trimmed -3.04% |
 JAAA Janus Henderson AAA CLO ETF | 2.25% | $50.37 | $50.67 | +0.60% | Added +3.72% |
 CGGR Capital Group Growth ETF | 2.00% | $25.70 | $46.99 | +82.84% | Trimmed -1.95% |
Showing 1-10 of 161