Financial Solutions Advisory Group, Inc. quarter change: USA Stocks, Reduced
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).
- AVGO: Country of operation United States; Class COM; Shares 2026-03-31 43,160; Shares 2026-06-30 41,398.
- CMI: Country of operation United States; Class COM; Shares 2026-03-31 8,965; Shares 2026-06-30 8,595.
- AMAT: Country of operation United States; Class COM; Shares 2026-03-31 2,590; Shares 2026-06-30 2,570.
- JPM: Country of operation United States; Class COM; Shares 2026-03-31 10,489; Shares 2026-06-30 10,413.
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 |
|---|
AVGO
BROADCOM INC | United States | COM | 43,160 | 41,398 | -1,762 | $13,358,452 | $16,605,246 | +$3,246,794 |
|---|
CMI
CUMMINS INC | United States | COM | 8,965 | 8,595 | -370 | $4,823,349 | $5,787,787 | +$964,438 |
|---|
AMAT
APPLIED MATLS INC | United States | COM | 2,590 | 2,570 | -20 | $885,236 | $1,512,856 | +$627,620 |
|---|
JPM
JPMORGAN CHASE & CO | United States | COM | 10,489 | 10,413 | -76 | $3,085,444 | $3,493,249 | +$407,805 |
|---|
LLY
ELI LILLY & CO | United States | COM | 1,444 | 1,396 | -48 | $1,328,148 | $1,698,862 | +$370,714 |
|---|
UNP
UNION PAC CORP | United States | COM | 13,133 | 12,458 | -675 | $3,186,328 | $3,551,028 | +$364,700 |
|---|
META
META PLATFORMS INC | United States | CL A | 1,148 | 495 | -653 | $656,805 | $312,583 | -$344,222 |
|---|
ABBV
ABBVIE INC | United States | COM | 9,761 | 9,731 | -30 | $2,122,920 | $2,431,874 | +$308,954 |
|---|
PFE
PFIZER INC | United States | COM | 27,431 | 20,889 | -6,542 | $770,270 | $506,564 | -$263,706 |
|---|
CVX
CHEVRON CORPORATION | United States | COM | 4,902 | 4,862 | -40 | $1,014,224 | $846,231 | -$167,993 |
|---|
UPS
UNITED PARCEL SVCS INC | United States | CL B | 6,078 | 3,936 | -2,142 | $597,990 | $435,900 | -$162,090 |
|---|
UNH
UNITEDHEALTH GROUP INC | United States | COM | 2,499 | 1,230 | -1,269 | $676,260 | $531,055 | -$145,205 |
|---|
MRNA
MODERNA INC | United States | COM | 5,153 | 5,137 | -16 | $261,772 | $393,289 | +$131,517 |
|---|
PEP
PEPSICO INC | United States | COM | 4,038 | 3,598 | -440 | $627,061 | $496,020 | -$131,041 |
|---|
PVH
PVH CORPORATION | United States | COM | 5,524 | 3,330 | -2,194 | $385,354 | $257,376 | -$127,978 |
|---|
ALL
ALLSTATE CORP | United States | COM | 2,265 | 2,240 | -25 | $469,625 | $556,954 | +$87,329 |
|---|
QCOM
QUALCOMM INC | United States | COM | 2,855 | 2,315 | -540 | $367,667 | $442,420 | +$74,753 |
|---|
AXP
AMERICAN EXPRESS CO | United States | COM | 2,475 | 2,365 | -110 | $748,638 | $819,993 | +$71,355 |
|---|
KHC
KRAFT HEINZ CO | United States | COM | 60,986 | 58,312 | -2,674 | $1,371,575 | $1,439,140 | +$67,565 |
|---|
IT
GARTNER INC | United States | COM | 1,862 | 1,727 | -135 | $294,829 | $229,156 | -$65,673 |
|---|
ZBH
ZIMMER BIOMET HOLDINGS INC | United States | COM | 9,578 | 9,014 | -564 | $866,043 | $804,319 | -$61,724 |
|---|
V
VISA INC | United States | COM CL A | 1,750 | 1,659 | -91 | $528,884 | $577,610 | +$48,726 |
|---|
CAT
CATERPILLAR INC | United States | COM | 620 | 500 | -120 | $439,245 | $469,195 | +$29,950 |
|---|
JNJ
JOHNSON & JOHNSON | United States | COM | 2,482 | 2,438 | -44 | $606,700 | $631,686 | +$24,986 |
|---|
RTX
RTX CORPORATION | United States | COM | 2,559 | 2,419 | -140 | $493,631 | $472,189 | -$21,442 |
|---|
BIIB
BIOGEN INC | United States | COM | 1,372 | 1,368 | -4 | $251,529 | $272,109 | +$20,580 |
|---|
DIS
DISNEY WALT CO | United States | COM | 7,934 | 7,794 | -140 | $764,679 | $749,549 | -$15,130 |
|---|
AEP
AMERICAN ELEC PWR CO INC | United States | COM | 1,941 | 1,815 | -126 | $254,426 | $242,938 | -$11,488 |
|---|
TGT
TARGET CORP | United States | COM | 1,665 | 1,607 | -58 | $201,798 | $212,558 | +$10,760 |
|---|
HD
HOME DEPOT INC | United States | COM | 2,216 | 2,133 | -83 | $728,820 | $722,511 | -$6,309 |
|---|
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