First Command Advisory Services Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$64.1M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$30.5M |
| 3 |
iShares Core MSCI EAFE ETF
IEFA
|
+$9.65M |
| 4 |
iShares Core MSCI International Developed Markets ETF
IDEV
|
+$8.49M |
| 5 |
iShares Core Universal USD Bond ETF
IUSB
|
+$8.12M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$31M |
| 2 |
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
|
+$22.3M |
| 3 |
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
|
+$3.99M |
| 4 |
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
|
+$1.77M |
| 5 |
iShares Core MSCI Total International Stock ETF
IXUS
|
+$1.14M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 98.82% |
| 2 | Technology | 0.3% |
| 3 | Financials | 0.16% |
| 4 | Industrials | 0.15% |
| 5 | Consumer Staples | 0.13% |
Similar funds
First Command Advisory Services's Q4 2024 Portfolio in Review
As of Q4 2024, First Command Advisory Services held 496 positions worth $10.5B, up 1.8% from $10.4B the previous quarter. Its ten largest holdings account for 91% of the portfolio.
First Command Advisory Services's Q4 2024 filing shows 28 new, 86 increased, 127 reduced and 52 closed positions. Its largest new stake was State Street SPDR Portfolio S&P 500 ETF: 925,058 shares worth $63.8M. The largest sale was State Street SPDR Portfolio S&P 500 Growth ETF, an estimated $31M.
By sector, the portfolio is most concentrated in Miscellaneous at 99% of assets, up from 99% a quarter earlier, followed by Technology and Financials.
- First Command Advisory Services's largest Q4 2024 buy was State Street SPDR Portfolio S&P 500 ETF: 925,058 shares worth $63.8M.
- First Command Advisory Services added most to iShares Core S&P 500 ETF in Q4 2024, an estimated $30.5M increase.
- First Command Advisory Services's biggest Q4 2024 reduction was State Street SPDR Portfolio S&P 500 Growth ETF, cutting an estimated $31M.
- First Command Advisory Services fully exited State Street SPDR Portfolio S&P 500 Value ETF in Q4 2024, selling an estimated $22.3M.
- First Command Advisory Services's ten largest holdings make up 91% of its $10.5B portfolio in Q4 2024.
- First Command Advisory Services opened 28 new positions and closed 52 in Q4 2024.
- First Command Advisory Services's portfolio value rose 1.8% quarter-over-quarter to $10.5B.
Based on First Command Advisory Services's 13F filing for Q4 2024, filed 5 Feb 2025.