HA

Holland Advisory Services, Inc.

13F
Holland Advisory Services, Inc.
Last update 2025-04-11 43 Stocks (1 new)
Value $66.00 Mil Turnover 15 %
Countries:
Top Holdings: IVV(28.47%)IJH(23.67%)IJR(9.91%)PTLC(5.15%)VTI(3.31%)
Summary Stock Picks Current Portfolio
Holland Advisory Services, Inc... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IVV 		iShares Core S&P 500 ETF
33,394
18,764.2
-4.26%
28.470
-1.14%
0.000
+3.61%
+2.03%
588,146.3
 
IJH 		iShares Core S&P Mid-Cap ETF
267,450
15,605.7
+26.70%
23.670
+4.99%
0.020
+2.04%
-2.48%
92,633.0
 
IJR 		iShares Core S&P Small-Cap ETF
62,455
6,530.9
+2,215.72%
9.910
+9.48%
0.010
-0.73%
-7.36%
77,490.9
 
PTLC 		Pacer Trendpilot US Large Cap ETF
65,994
3,395.4
-0.27%
5.150
-0.01%
0.100
-7.09%
-8.59%
3,243.6
 
VTI 		Vanguard Total Stock Market ETF
7,941
2,182.6
-0.15%
3.310
0%
0.000
+3.61%
+1.57%
448,188.6
 
AAPL 		Apple Inc
7,848
1,743.4
+0.03%
2.640
0%
0.000
-13.92%
-18.81%
3,029,284.2
Hardware
PM 		Philip Morris International Inc
7,605
1,207.1
-7.85%
1.830
-0.10%
0.000
+18.39%
+51.44%
281,200.4
Tobacco Products
IWP 		iShares Russell Mid-Cap Growth ETF
8,982
1,055.3
+0.40%
1.600
+0.01%
0.010
+9.66%
+6.59%
18,756.7
 
MSFT 		Microsoft Corp
2,586
970.9
+0.04%
1.470
0%
0.000
+19.59%
+10.48%
3,447,734.1
Software
BRO 		Brown & Brown Inc
7,373
917.2
+0.12%
1.390
0%
0.000
-6.58%
+9.28%
31,867.3
Insurance

Holland Advisory Services, Inc.'s Historical Top Holdings Breakdowns

Holland Advisory Services, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
COWZ 		Pacer US Cash Cows 100 ETF2025-03-31Reduce
-12.78%
●
53.6 ($56.92) 58.97
$54.08
-4.99%
Reduce -92.04%
14,978
-173,282
IJR 		iShares Core S&P Small-Cap ETF2025-03-31Add
+9.48%
●
102.49 ($112.84) 119.96
$106.42
-5.69%
Add 2215.72%
62,455
59,758
CALF 		Pacer US Small Cap Cash Cows ETF2025-03-31Sold Out
-9.38%
●
36.64 ($41.46) 45.76
$38.92
-6.13%
Sold Out
0
-163,238
IJH 		iShares Core S&P Mid-Cap ETF2025-03-31Add
+4.99%
●
57.21 ($62.1) 65.8
$60.60
-2.42%
Add 26.7%
267,450
56,365
IVV 		iShares Core S&P 500 ETF2025-03-31Reduce
-1.14%
●
554.06 ($590.51) 615.85
$598.77
1.40%
Reduce -4.26%
33,394
-1,486
ICOW 		Pacer Developed Markets International Cash Cows 100 ETF2025-03-31Sold Out
-0.60%
●
29.06 ($30.82) 32.62
$33.52
8.76%
Sold Out
0
-15,669
CVX 		Chevron Corp2025-03-31New Buy
+0.31%
●
146.71 ($156.54) 167.97
$137.37
-12.25%
New holding
1,211
1,211
HD 		The Home Depot Inc2025-03-31Sold Out
-0.28%
●
347.25 ($389.72) 424.87
$372.40
-4.44%
Sold Out
0
-544
PM 		Philip Morris International Inc2025-03-31Reduce
-0.10%
●
117.15 ($141.65) 158.79
$180.66
27.54%
Reduce -7.85%
7,605
-648
DELL 		Dell Technologies Inc2025-03-31Add
+0.09%
●
90.34 ($105.78) 124.66
$112.70
6.54%
Add 29.4%
2,786
633

Holland Advisory Services, Inc. Total Holding History ($B)

To

Holland Advisory Services, Inc.'s Asset Allocation

To

Holland Advisory Services, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Holland Advisory Services, Inc.'s Hypothetical Growth since 2025-03-31

Holland Advisory Services, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Holland Advisory Services, Inc.'s Holdings Heat Map

Size field:

Holland Advisory Services, Inc.'s Holdings Bubble Chart

Holland Advisory Services, Inc. News

  • 1

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