Financial Advisory Group Last Quarter Change: USA Stocks, New

Financial Advisory Group quarter change: USA Stocks, New

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).

WFC: Country of operation United States; Class COM; Shares 2023-12-31 0; Shares 2024-03-31 3,883.
ASML: Country of operation —; Class N Y REGISTRY SHS; Shares 2023-12-31 0; Shares 2024-03-31 230.
NSC: Country of operation United States; Class COM; Shares 2023-12-31 0; Shares 2024-03-31 842.
GS: Country of operation United States; Class COM; Shares 2023-12-31 0; Shares 2024-03-31 500.

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 2024-03-31	Share change	Value 2023-12-31	Value 2024-03-31	Value change
WFC WELLS FARGO CO NEW	United States	COM	3,883	+3,883	$0	$225,060	+$225,060
ASML ASML HOLDING N V		N Y REGISTRY SHS	230	+230	$0	$223,208	+$223,208
NSC NORFOLK SOUTHN CORP	United States	COM	842	+842	$0	$214,617	+$214,617
GS GOLDMAN SACHS GROUP INC	United States	COM	500	+500	$0	$208,845	+$208,845
VLO VALERO ENERGY CORP	United States	COM	1,210	+1,210	$0	$206,535	+$206,535

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