Advisory Services & Investments, LLC has disclosed 37 total holdings in their latest 13F filing with the SEC for the portfolio date of 2022-09-30. The current portfolio value is calculated to be $95.00 Mil. The turnover rate is 17%.
In Advisory Services & Investments, LLC's current portfolio as of 2022-09-30, the top 5 holdings are not including call and put options. Advisory Services & Investments, LLC did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for Advisory Services & Investments, LLC, as well as holding map, valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at 52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for Advisory Services & Investments, LLC, which include data from 13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for Advisory Services & Investments, LLC.
Advisory Services & Investments, LLC Investing Philosophy
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