Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| INVESTMENT ADVISORY SERVICES INC /TX /ADV | 01-11-2024 | 12-31-2023 | 115 | 253,511,383 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 1 | $23,631,584 | 138,683 | 0.01 | 0.01 | 1,223 | 0.89 | 12-31-2023 |
| MICROSOFT CORP | COM | 2 | $21,713,305 | 57,742 | 0.01 | 0.01 | -10 | -0.02 | 12-31-2023 |
| INVESCO QQQ TR | UNIT SER 1 | 3 | $19,850,783 | 48,473 | 0.01 | 0.01 | 1,682 | 3.59 | 12-31-2023 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 4 | $12,576,045 | 228,739 | 0.00 | 0.01 | -3,302 | -1.42 | 12-31-2023 |
