Advisory Services & Investments, LLC current holdings: USA Stocks
Advisory Services & Investments, LLC reported $0.01 billion in share positions in stocks (listed in the US), 11 positions, in its Form 13F for the quarter ended 2024-09-30; the largest are MSFT, UPS, COST.
- MSFT: Country of operation United States; Class COM; Shares 12,429; Value $5,348,280.
- UPS: Country of operation United States; Class CL B; Shares 14,339; Value $1,954,980.
- COST: Country of operation United States; Class COM; Shares 1,078; Value $955,906.
- AMZN: Country of operation United States; Class COM; Shares 4,843; Value $902,397.
Form 13F-HR as filed (SEC CIK 1862931): quarter ended 2024-09-30, filed 2024-11-12. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2024-09-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
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