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First Command Advisory Services, Inc.

1 FIRSTCOMM PLAZA, FORT WORTH, TX 76132 • 817-731-8621

Q2 2025 · Filed 2025-08-01
Market Value
$11.6B
+11.3%
Holdings
669
+22
New Purchases
57
Added To
127
Closed
75
Reduced
125
Top 10 Concentration
89.7%
Turnover
19.7%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
QQQM 9.42% 8.48% +0.94% $1.1B
SPLG 1.09% 0.81% +0.28% $126M
IDEV 0.77% 0.67% +0.10% $90M
SPMD 0.53% 0.47% +0.07% $62M
SPYG 0.60% 0.55% +0.06% $70M
DEXC 0.84% 0.79% +0.05% $98M
IUSB 0.83% 0.80% +0.04% $97M
IEMG 0.21% 0.18% +0.03% $25M
SPSM 0.24% 0.22% +0.03% $28M
MSFT 0.10% 0.09% +0.02% $12M
DFAS 0.67% 0.66% +0.01% $78M
LMT 0.02% 0.01% +0.01% $3M
NVDA 0.03% 0.02% +0.01% $4M
USHY 0.16% 0.15% +0.01% $19M
INTF 0.22% 0.22% +0.01% $26M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IJH 8.23% 8.93% -0.71% $956M
IJR 8.63% 8.98% -0.35% $1.0B
EWJ 3.90% 3.98% -0.08% $453M
IAU 0.66% 0.74% -0.08% $77M
IVV 53.47% 53.54% -0.06% $6.2B
VGSH 0.53% 0.58% -0.05% $61M
DGRO 0.84% 0.89% -0.05% $97M
VNQ 0.45% 0.49% -0.05% $52M
SPYD 0.32% 0.35% -0.04% $37M
SCHD 0.23% 0.26% -0.02% $27M
IEFA 1.85% 1.87% -0.02% $215M
BRK-B 0.05% 0.07% -0.01% $6M
GSLC 0.06% 0.08% -0.01% $7M
XOM 0.04% 0.05% -0.01% $5M
AAPL 0.07% 0.08% -0.01% $8M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 99.0%
Technology 0.3%
Industrials 0.2%
Consumer Cyclical 0.1%
Energy 0.1%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 73 $6.5B 55.8%
Large Cap 423 $4.9B 42.3%
Mid Cap 121 $91M 0.8%
Small Cap 36 $102M 0.9%
Micro Cap 16 $21M 0.2%

Portfolio Analytics

Avg Market Cap
$128.7B
Median Market Cap
$34.0B
Avg P/E
29.8
Median P/E
22.0
Avg Dividend Yield
0.02%
Avg Beta
0.91
# Stocks
494
# ETFs / Funds
175

Top Holdings (669 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 IVV 53.47% 10,004,720 $6.2B $620.90 $625M +63,074 +0.6%
2 QQQM 9.42% 4,817,451 $1.1B $227.10 $209M -12,417 -0.3%
3 IJR 8.63% 9,171,730 $1.0B $109.29 $65M +213,218 +2.4%
4 IJH 8.23% 15,412,835 $956M $62.02 $24M +250,966 +1.7%
5 EWJ 3.90% 6,042,125 $453M $74.97 $38M -16,577 -0.3%
6 IEFA 1.85% 2,575,426 $215M $83.48 $20M -4,489 -0.2%
7 VO 1.35% 561,518 $157M $279.83 $16M +16,069 +3.0%
8 SPLG 1.09% 1,735,977 $126M $72.69 $42M +454,390 +35.5%
9 SPHQ 0.89% 1,444,206 $103M $71.26 $10M +37,086 +2.6%
10 DEXC 0.84% 1,796,546 $98M $54.57 $15M +63,463 +3.7%
11 DGRO 0.84% 1,524,832 $97M $63.94 $4M +17,373 +1.1%
12 IUSB 0.83% 2,097,892 $97M $46.23 $14M +289,355 +16.0%
13 IDEV 0.77% 1,180,131 $90M $76.04 $19M +159,997 +15.7%
14 DFAS 0.67% 1,219,558 $78M $63.71 $9M +69,113 +6.0%
15 IAU 0.66% 1,230,136 $77M $62.36 -$463K -78,783 -6.0%
16 SPYG 0.60% 733,854 $70M $95.32 $13M +25,610 +3.6%
17 SPMD 0.53% 1,139,430 $62M $54.38 $13M +185,244 +19.4%
18 VGSH 0.53% 1,041,659 $61M $58.78 $582K +8,314 +0.8%
19 VB 0.45% 219,271 $52M $236.98 $5M +7,205 +3.4%
20 VNQ 0.45% 580,867 $52M $89.06 $442K +14,375 +2.5%
21 SPYD 0.32% 870,612 $37M $42.44 -$13K +35,496 +4.2%
22 DFAT 0.25% 539,287 $29M $53.96 $3M +31,993 +6.3%
23 SPSM 0.24% 666,809 $28M $42.60 $6M +109,554 +19.7%
24 SCHD 0.23% 1,029,248 $27M $26.50 $653K +79,381 +8.4%
25 INTF 0.22% 760,428 $26M $34.23 $3M +28,467 +3.9%
26 IEMG 0.21% 414,174 $25M $60.03 $6M +57,265 +16.0%
27 VOO 0.19% 38,443 $22M $568.03 $1M -1,375 -3.5%
28 DFIV 0.17% 472,500 $20M $42.83 $2M +14,784 +3.2%
29 OMFS 0.16% 466,969 $19M $40.09 $2M +19,234 +4.3%
30 USHY 0.16% 498,512 $19M $37.51 $3M +66,505 +15.4%
31 TBLL 0.13% 147,386 $16M $105.54 $854K +8,087 +5.8%
32 EMB 0.10% 129,568 $12M $92.62 $2M +17,382 +15.5%
33 MSFT 0.10% 23,962 $12M $497.41 $3M -92 -0.4%
34 AAPL 0.07% 41,086 $8M $205.17 -$240K +2,058 +5.3%
35 GSLC 0.06% 60,031 $7M $121.38 -$562K -11,265 -15.8%
36 IXUS 0.06% 84,484 $7M $77.31 $13K -8,896 -9.5%
37 BRK-B 0.05% 12,516 $6M $485.77 -$810K -420 -3.2%
38 XOM 0.04% 43,009 $5M $107.80 -$709K -1,933 -4.3%
39 AMZN 0.04% 19,961 $4M $219.39 $644K +330 +1.7%
40 NVDA 0.03% 23,949 $4M $157.99 $1M +1,141 +5.0%
41 PG 0.03% 22,705 $4M $159.32 -$368K -681 -2.9%
42 SPSB 0.03% 99,654 $3M $30.19 $398K +12,931 +14.9%
43 JPM 0.03% 10,341 $3M $289.91 $715K +1,035 +11.1%
44 CVX 0.03% 20,565 $3M $143.19 -$676K -1,076 -5.0%
45 VIG 0.02% 13,071 $3M $204.67 -$44K -948 -6.8%
46 VTI 0.02% 8,791 $3M $303.94 $255K -3 -0.0%
47 LMT 0.02% 5,638 $3M $463.14 $1M +2,643 +88.2%
48 NOC 0.02% 4,693 $2M $499.98 -$325K -525 -10.1%
49 HD 0.02% 6,058 $2M $366.64 -$12K -34 -0.6%
50 META 0.02% 2,824 $2M $738.09 $495K +67 +2.4%
51 JNJ 0.02% 13,641 $2M $152.75 -$292K -686 -4.8%
52 V 0.02% 5,857 $2M $355.05 $51K +69 +1.2%
53 WMT 0.02% 20,086 $2M $97.78 $112K -1,008 -4.8%
54 IVW 0.02% 17,316 $2M $110.10 $213K -931 -5.1%
55 BA 0.01% 8,148 $2M $209.53 $748K +2,524 +44.9%
56 GOOG 0.01% 9,543 $2M $177.39 $246K +284 +3.1%
57 RTX 0.01% 11,555 $2M $146.02 $449K +2,210 +23.6%
58 UNP 0.01% 6,633 $2M $230.08 $40K +344 +5.5%
59 ORCL 0.01% 6,807 $1M $218.63 $534K -19 -0.3%
60 AXP 0.01% 4,593 $1M $318.98 $257K +102 +2.3%
61 COST 0.01% 1,472 $1M $989.94 $61K -4 -0.3%
62 MCD 0.01% 4,981 $1M $292.17 -$86K +48 +1.0%
63 GOOGL 0.01% 8,020 $1M $176.23 $167K -37 -0.5%
64 SPY 0.01% 2,276 $1M $617.85 $153K +36 +1.6%
65 BSMQ 0.01% 57,914 $1M $23.56 $5K +321 +0.6%
66 VXUS 0.01% 19,689 $1M $69.09 -$223K -5,815 -22.8%
67 ABT 0.01% 9,994 $1M $136.01 -$37K -532 -5.0%
68 KO 0.01% 18,002 $1M $70.75 $21K +508 +2.9%
69 ABBV 0.01% 6,849 $1M $185.62 -$228K -308 -4.3%
70 LLY 0.01% 1,610 $1M $779.53 -$455K -461 -22.3%
71 BSCQ 0.01% 63,222 $1M $19.52 $169K +8,564 +15.7%
72 CSCO 0.01% 17,667 $1M $69.38 -$24K -2,583 -12.8%
73 BSCR 0.01% 61,306 $1M $19.65 $194K +9,712 +18.8%
74 VUG 0.01% 2,659 $1M $438.35 $151K -76 -2.8%
75 CAT 0.01% 2,916 $1M $388.21 $298K +387 +15.3%
76 SLV 0.01% 33,993 $1M $32.81 $93K +998 +3.0%
77 BSMP 0.01% 45,374 $1M $24.54 $119K +4,762 +11.7%
78 BAH 0.01% 10,555 $1M $104.13 $683K +6,574 +165.1%
79 NFLX 0.01% 799 $1M $1,339.13 $349K +26 +3.4%
80 BSCS 0.01% 51,772 $1M $20.49 $171K +8,030 +18.4%
81 PEP 0.01% 8,028 $1M $132.04 -$475K -2,209 -21.6%
82 IBM 0.01% 3,500 $1M $294.78 $171K +39 +1.1%
83 DUK 0.01% 8,693 $1M $118.00 $12K +382 +4.6%
84 BSCT 0.01% 54,346 $1M $18.70 $172K +8,788 +19.3%
85 BAC 0.01% 21,216 $1M $47.32 -$2K -2,897 -12.0%
86 T 0.01% 34,621 $1M $28.94 $29K +223 +0.7%
87 QQQ 0.01% 1,816 $1M $551.64 $265K +244 +15.5%
88 BSCP 0.01% 47,094 $974K $20.68 $67K +3,229 +7.4%
89 DIS 0.01% 7,757 $962K $124.01 $193K -31 -0.4%
90 LHX 0.01% 3,783 $949K $250.84 $227K +333 +9.7%
91 FVD 0.01% 20,753 $928K $44.70 -$356K -8,045 -27.9%
92 AVGO 0.01% 3,057 $843K $275.65 $148K -1,090 -26.3%
93 IVE 0.01% 4,263 $833K $195.42 $21K
94 ADP 0.01% 2,688 $829K $308.40 -$20K -90 -3.2%
95 BSMR 0.01% 34,337 $806K $23.47 $5K +328 +1.0%
96 SPLV 0.01% 10,981 $800K $72.82 -$68K -625 -5.4%
97 GE 0.01% 2,991 $770K $257.39 $55K -582 -16.3%
98 LOW 0.01% 3,443 $764K $221.87 $133K +740 +27.4%
99 MRK 0.01% 9,450 $748K $79.16 -$152K -574 -5.7%
100 LUV 0.01% 21,503 $698K $32.44 -$44K -590 -2.7%

New Positions

SymbolValue% Port
TY $236K —%
AVA $108K —%
DUHP $107K —%
TLS $90K —%
VEA $89K —%
PHYS $71K —%
LEVI $71K —%
SMR $71K —%
SMH $66K —%
IYW $59K —%
DIA $44K —%
SMMD $44K —%
GLD $43K —%
TDC $42K —%
QTEC $36K —%

Sold Out Positions

SymbolValue% Port
ALB —%
PB —%
AA —%
RYAN —%
ALLE —%
AON —%
BURL —%
CHWY —%
WMS —%
AVY —%
FDS —%
WEX —%
GIL —%
IEX —%
TPR —%
View SEC EDGAR Filings for First Command Advisory Services, Inc. →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms