Long-term investor
Investment Advisory Services Inc. /Tx /Adv @investmentadvisoryservicfzhz
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0000925953).
Record
- Tracked since 2025-06-30 (446 days), 77 trades recorded
- Returns: week n/a · month n/a · 90 days +8.2% · 6 months n/a · 1 year +14.6% · all +14.6%
- Max drawdown n/a · win rate 8% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 46090E103 · 11.4% · long · since 2025-06-30
- 921908844 · 11.2% · long · since 2025-06-30
- MSFT · 3.9% · long · since 2025-06-30
- AAPL · 3.9% · long · since 2025-06-30
- 46641Q332 · 3.6% · long · since 2025-06-30
- WMT · 3.2% · long · since 2025-06-30
- 69374H881 · 3.2% · long · since 2025-06-30
- 316092337 · 2.8% · long · since 2025-06-30
- 808524797 · 2.4% · long · since 2025-06-30
- 464287671 · 2.2% · long · since 2025-06-30
- 316092840 · 2.1% · long · since 2025-06-30
- XOM · 2.0% · long · since 2025-06-30