Financial Advisory Group Last Quarter Change: USA Stocks, Added

Financial Advisory Group quarter change: USA Stocks, Added

In share positions in stocks (listed in the US), from the quarter ended 2023-12-31 to 2024-03-31, Financial Advisory Group opened 5 positions, added to 13, reduced 12, sold out of 1 and left 18 unchanged. The largest increase in value was NVDA (+$700,032); the largest decrease was AAPL (-$1,687,171).

NVDA: Country of operation United States; Class COM; Shares 2023-12-31 1,493; Shares 2024-03-31 1,593.
LLY: Country of operation United States; Class COM; Shares 2023-12-31 1,124; Shares 2024-03-31 1,619.
BRKB: Country of operation —; Class CL B NEW; Shares 2023-12-31 7,233; Shares 2024-03-31 7,290.
XOMXXXX: Country of operation —; Class COM; Shares 2023-12-31 23,039; Shares 2024-03-31 23,075.

Two Form 13F-HR filings compared (SEC CIK 1539338): 2023-12-31 (filed 2024-02-13) and 2024-03-31 (filed 2024-05-10). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

Stock	Country of operation	Class	Shares 2023-12-31	Shares 2024-03-31	Share change	Value 2023-12-31	Value 2024-03-31	Value change
NVDA NVIDIA CORPORATION	United States	COM	1,493	1,593	+100	$739,389	$1,439,421	+$700,032
LLY LILLY ELI & CO	United States	COM	1,124	1,619	+495	$655,202	$1,259,517	+$604,315
BRKB BERKSHIRE HATHAWAY INC DEL		CL B NEW	7,233	7,290	+57	$2,579,722	$3,065,591	+$485,869
XOMXXXX EXXON MOBIL CORPORATION		COM	23,039	23,075	+36	$2,303,439	$2,682,184	+$378,745
BA BOEING CO	United States	COM	3,616	3,626	+10	$942,547	$699,782	-$242,765
WMT WAL-MART STORES INC	United States	COM	6,021	18,068	+12,047	$949,168	$1,087,164	+$137,996
GOOG ALPHABET INC	United States	CAP STK CL C	9,540	9,607	+67	$1,344,472	$1,462,762	+$118,290
HD HOME DEPOT INC	United States	COM	2,963	2,971	+8	$1,026,828	$1,139,676	+$112,848
MCD MC DONALDS CORP	United States	COM	5,048	5,058	+10	$1,496,782	$1,426,103	-$70,679
RCEL AVITA MEDICAL INC	United States	COM	13,021	15,521	+2,500	$178,648	$248,802	+$70,154
CSX CSX CORP	United States	COM	5,982	5,990	+8	$207,408	$222,035	+$14,627
TXN TEXAS INSTRS INC	United States	COM	2,856	2,876	+20	$486,834	$501,028	+$14,194
MMM 3M COMPANY	United States	COM	2,977	2,987	+10	$325,446	$316,831	-$8,615

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