Financial Solutions Advisory Group, Inc. quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Financial Solutions Advisory Group, Inc. opened 7 positions, added to 32, reduced 30, sold out of 5 and left 18 unchanged. The largest increase in value was AVGO (+$3,246,794); the largest decrease was XOMXXXX (-$1,746,819).
- ABT: Country of operation United States; Class COM; Shares 2026-03-31 9,967; Shares 2026-06-30 23,590.
- AAPL: Country of operation United States; Class COM; Shares 2026-03-31 13,111; Shares 2026-06-30 13,367.
- KMB: Country of operation United States; Class COM; Shares 2026-03-31 7,177; Shares 2026-06-30 12,630.
- NVDA: Country of operation United States; Class COM; Shares 2026-03-31 12,757; Shares 2026-06-30 13,881.
Two Form 13F-HR filings compared (SEC CIK 2135269): 2026-03-31 (filed 2026-06-01) and 2026-06-30 (filed 2026-07-13). 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 2026-03-31 | Shares 2026-06-30 | Share change | Value 2026-03-31 | Value 2026-06-30 | Value change |
|---|
ABT
ABBOTT LABORATORIES | United States | COM | 9,967 | 23,590 | +13,623 | $1,023,312 | $2,226,896 | +$1,203,584 |
|---|
AAPL
APPLE INC | United States | COM | 13,111 | 13,367 | +256 | $3,327,456 | $4,226,793 | +$899,337 |
|---|
KMB
KIMBERLY-CLARK CORP | United States | COM | 7,177 | 12,630 | +5,453 | $692,365 | $1,388,416 | +$696,051 |
|---|
NVDA
NVIDIA CORPORATION | United States | COM | 12,757 | 13,881 | +1,124 | $2,224,864 | $2,814,884 | +$590,020 |
|---|
AMZN
AMAZON COM INC | United States | COM | 8,963 | 9,892 | +929 | $1,866,724 | $2,443,720 | +$576,996 |
|---|
BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 1,897 | 2,797 | +900 | $909,042 | $1,385,774 | +$476,732 |
|---|
ANET
ARISTA NETWORKS INC | United States | COM SHS | 3,292 | 4,730 | +1,438 | $404,192 | $873,584 | +$469,392 |
|---|
ACN
ACCENTURE PLC IRELAND | | SHS CLASS A | 4,736 | 10,072 | +5,336 | $939,101 | $1,400,612 | +$461,511 |
|---|
CSCO
CISCO SYS INC | United States | COM | 6,241 | 7,311 | +1,070 | $484,239 | $864,964 | +$380,725 |
|---|
PANW
PALO ALTO NETWORKS INC | United States | COM | 1,846 | 1,891 | +45 | $295,951 | $639,744 | +$343,793 |
|---|
STZ
CONSTELLATION BRANDS INC | United States | CL A | 5,498 | 8,620 | +3,122 | $824,700 | $1,141,633 | +$316,933 |
|---|
GEV
GE VERNOVA INC | United States | COM | 248 | 448 | +200 | $216,479 | $481,716 | +$265,237 |
|---|
CLX
CLOROX CO DEL | United States | COM | 9,285 | 13,114 | +3,829 | $962,205 | $1,220,520 | +$258,315 |
|---|
GIS
GENERAL MILLS INC | United States | COM | 35,536 | 43,400 | +7,864 | $1,322,650 | $1,555,890 | +$233,240 |
|---|
MSFT
MICROSOFT CORP | United States | COM | 10,576 | 10,774 | +198 | $3,914,781 | $4,141,022 | +$226,241 |
|---|
GOOGL
ALPHABET INC | United States | CAP STK CL A | 2,137 | 2,272 | +135 | $614,414 | $815,288 | +$200,874 |
|---|
MS
MORGAN STANLEY | United States | COM NEW | 1,226 | 1,676 | +450 | $201,763 | $372,290 | +$170,527 |
|---|
ZTS
ZOETIS INC | United States | CL A | 8,481 | 15,527 | +7,046 | $1,002,539 | $1,165,767 | +$163,228 |
|---|
LULU
LULULEMON ATHLETICA INC | | COM | 2,209 | 4,013 | +1,804 | $338,198 | $467,555 | +$129,357 |
|---|
MCD
MCDONALDS CORP | United States | COM | 4,020 | 4,061 | +41 | $1,249,376 | $1,122,826 | -$126,550 |
|---|
ADBE
ADOBE INC | United States | COM | 4,259 | 5,167 | +908 | $1,035,278 | $1,150,433 | +$115,155 |
|---|
T
AT&T INC | United States | COM | 19,131 | 21,366 | +2,235 | $554,608 | $449,541 | -$105,067 |
|---|
GOOG
ALPHABET INC | United States | CAP STK CL C | 948 | 1,058 | +110 | $271,943 | $376,902 | +$104,959 |
|---|
TAP
MOLSON COORS BEVERAGE CO | | CL B | 25,216 | 30,070 | +4,854 | $1,085,801 | $1,164,912 | +$79,111 |
|---|
COST
COSTCO WHOLESALE CORPORATION | United States | COM | 282 | 394 | +112 | $281,108 | $359,837 | +$78,729 |
|---|
TSLA
TESLA INC | United States | COM | 583 | 725 | +142 | $216,730 | $294,749 | +$78,019 |
|---|
ORCL
ORACLE CORP | United States | COM | 1,943 | 2,399 | +456 | $285,835 | $345,984 | +$60,149 |
|---|
PLTR
PALANTIR TECHNOLOGIES INC | United States | CL A | 4,150 | 4,443 | +293 | $607,062 | $573,325 | -$33,737 |
|---|
KO
COCA COLA CO | United States | COM | 4,335 | 4,355 | +20 | $329,677 | $359,854 | +$30,177 |
|---|
CB
CHUBB LIMITED | | COM | 831 | 841 | +10 | $270,848 | $292,500 | +$21,652 |
|---|
LMT
LOCKHEED MARTIN CORP | United States | COM | 431 | 461 | +30 | $260,492 | $238,918 | -$21,574 |
|---|
WMT
WALMART INC | United States | COM | 7,098 | 7,841 | +743 | $882,139 | $879,839 | -$2,300 |
|---|
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