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  Name: INVESTMENT ADVISORY SERVICES INC /TX /ADV
  City: THE WOODLANDS
  State: TX
  Zip: 77381
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $272,449,000
  Total Value Change : $18,940,000
  Securities Held Change : 2
   
All Securities Held : 117
  New Positions : 5
  Closed Positions : 3
  Increased Positions : 56
  Unchanged Positions : 7
  Decreased Positions : 49

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 5     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (CGDV)1 Year Chart         CGDV Capital Group Dividend Valu... 102 New $0.00 $287,000 8,828 0.11% 287,000 8,828 0.001    N/A
   (MET)1 Year Chart         MET MetLife Inc 105 New $73.13 $257,000 3,471 0.09% 257,000 3,471 0    Life & Health Insurance
   (TMO)1 Year Chart         TMO Thermo Fisher Scientific 110 New $599.02 $230,000 396 0.08% 230,000 396 0    Medical Laboratories ...
   (LLY)1 Year Chart         LLY Eli Lilly & Co 114 New $787.02 $204,000 263 0.07% 204,000 263 0    Drug Manufacturers - ...
   (LMT)1 Year Chart         LMT Lockheed Martin Corp 115 New $464.08 $201,000 443 0.07% 201,000 443 0    Aerospace/Defense - M...

      5 Records Found
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