First Command Advisory Services, Inc. Top Holdings and 13F Report (2025)

About First Command Advisory Services, Inc.

Investment Activity

First Command Advisory Services, Inc. has $10.55 billion in total holdings as of December 31, 2024.
First Command Advisory Services, Inc. owns shares of 446 different stocks, but just 5 companies or ETFs make up 80% of its holdings.
Approximately 1.92% of the portfolio was purchased this quarter.
About 7.38% of the portfolio was sold this quarter.
This quarter, First Command Advisory Services, Inc. has purchased 472 new stocks and bought additional shares in 95 stocks.
First Command Advisory Services, Inc. sold shares of 129 stocks and completely divested from 62 stocks this quarter.

Largest Holdings

iShares Core S&P 500 ETF: $5,221,985,828
Invesco NASDAQ 100 ETF: $1,021,296,339
iShares Core S&P Small-Cap ETF: $1,014,285,824
Invesco S&P 500 Quality ETF: $833,466,212
iShares Core S&P Mid-Cap ETF: $672,082,088

Largest New Holdings this Quarter

SPDR Portfolio S&P 500 ETF: $63,773,515 Holding
Xcel Energy: $154,013 Holding
Crown Castle: $136,140 Holding
TE Connectivity Plc Registered Shares: $132,247 Holding
J. M. Smucker: $94,813 Holding

Largest Purchases this Quarter

SPDR Portfolio S&P 500 ETF: 925,058 shares (about $63.77M)
iShares Core S&P 500 ETF: 51,455 shares (about $30.29M)
Schwab US Dividend Equity ETF: 616,588 shares (about $16.85M)
iShares Core MSCI EAFE ETF: 130,827 shares (about $9.19M)
iShares Core MSCI International Developed Markets ETF: 125,803 shares (about $8.11M)

Largest Sales this Quarter

iShares Core S&P Mid-Cap ETF: 10,787,571 shares (about $672.17M)
SPDR Portfolio S&P 500 Growth ETF: 359,122 shares (about $31.57M)
iShares International Equity Factor ETF: 589,667 shares (about $16.94M)
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF: 111,441 shares (about $12.83M)
iShares Core S&P Mid-Cap ETF: 70,684 shares (about $4.40M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
IVV iShares Core S&P 500 ETF	$5,221,985,828	$30,290,521 ▲	0.6%	8,870,672	49.5%	ETF
QQQM Invesco NASDAQ 100 ETF	$1,021,296,339	$7,912,920 ▲	0.8%	4,852,917	9.7%	ETF
IJR iShares Core S&P Small-Cap ETF	$1,014,285,824	$5,946,850 ▲	0.6%	8,803,036	9.6%	ETF
SPHQ Invesco S&P 500 Quality ETF	$833,466,212	$7,786,138 ▲	0.9%	12,434,226	7.9%	ETF
IJH iShares Core S&P Mid-Cap ETF	$672,082,088	$4,404,320 ▼	-0.7%	10,786,103	6.4%	ETF
EWJ iShares MSCI Japan ETF	$403,767,926	$6,090,398 ▲	1.5%	6,017,406	3.8%	ETF
IEFA iShares Core MSCI EAFE ETF	$169,537,492	$9,194,514 ▲	5.7%	2,412,317	1.6%	ETF
VO Vanguard Mid-Cap ETF	$136,541,763	$4,141,015 ▲	3.1%	516,951	1.3%	ETF
DGRO iShares Core Dividend Growth ETF	$92,987,216	$517,403 ▼	-0.6%	1,515,932	0.9%	ETF
IUSB iShares Core Total USD Bond Market ETF	$70,607,755	$7,992,357 ▲	12.8%	1,562,118	0.7%	Manufacturing
IAU iShares Gold Trust	$68,233,969	$1,076,495 ▼	-1.6%	1,378,187	0.6%	Finance
DFAS Dimensional U.S. Small Cap ETF	$66,680,775	$3,764,419 ▲	6.0%	1,024,598	0.6%	ETF
SPLG SPDR Portfolio S&P 500 ETF	$63,773,515	$63,773,515 ▲	New Holding	925,058	0.6%	ETF
VGSH Vanguard Short-Term Treasury Index ETF	$58,053,833	$3,141,776 ▲	5.7%	997,832	0.6%	ETF
SPYG SPDR Portfolio S&P 500 Growth ETF	$57,388,594	$31,566,777 ▼	-35.5%	652,886	0.5%	ETF
IDEV iShares Core MSCI International Developed Markets ETF	$55,439,778	$8,110,523 ▲	17.1%	859,931	0.5%	ETF
VB Vanguard Small-Cap ETF	$48,873,373	$862,119 ▲	1.8%	203,403	0.5%	ETF
VNQ Vanguard Real Estate ETF	$48,351,312	$1,220,483 ▲	2.6%	542,786	0.5%	ETF
SPMD SPDR Portfolio S&P 400 Mid Cap ETF	$44,378,843	$5,033,502 ▲	12.8%	811,462	0.4%	ETF
SPYD SPDR Portfolio S&P 500 High Dividend ETF	$33,635,684	$3,800,448 ▼	-10.2%	777,884	0.3%	ETF
DFAT Dimensional U.S. Targeted Value ETF	$25,419,679	$2,137,899 ▲	9.2%	456,696	0.2%	ETF
SCHD Schwab US Dividend Equity ETF	$23,947,510	$16,845,184 ▲	237.2%	876,556	0.2%	ETF
VOO Vanguard S&P 500 ETF	$21,541,857	$745,702 ▼	-3.3%	39,981	0.2%	ETF
SPSM SPDR Portfolio S&P 600 Small Cap ETF	$21,481,375	$2,197,172 ▲	11.4%	478,214	0.2%	ETF
INTF iShares International Equity Factor ETF	$19,553,010	$2,593,866 ▲	15.3%	680,810	0.2%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$15,712,116	$2,088,592 ▲	15.3%	300,883	0.1%	ETF
OMFS Invesco Russell 2000 Dynamic Multifactor ETF	$15,360,379	$1,232,206 ▲	8.7%	388,246	0.1%	ETF
DFIV Dimensional International Value ETF	$14,651,939	$1,758,847 ▲	13.6%	412,964	0.1%	ETF
USHY iShares Broad USD High Yield Corporate Bond ETF	$13,813,173	$1,439,151 ▲	11.6%	375,460	0.1%	ETF
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF	$11,084,790	$1,770,083 ▼	-13.8%	96,239	0.1%	ETF
MSFT Microsoft	$10,198,614	$23,604 ▲	0.2%	24,196	0.1%	Computer and Technology
AAPL Apple	$9,829,236	$251,923 ▼	-2.5%	39,251	0.1%	Computer and Technology
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF	$8,660,738	$999,014 ▲	13.0%	96,992	0.1%	ETF
IXUS iShares Core MSCI Total International Stock ETF	$8,519,485	$1,081,652 ▼	-11.3%	128,810	0.1%	Manufacturing
BRK.B Berkshire Hathaway	$6,067,606	$53,487 ▼	-0.9%	13,386	0.1%	Finance
IJH iShares Core S&P Mid-Cap ETF	$4,312,824	$672,169,659 ▼	-99.4%	69,216	0.0%	ETF
AMZN Amazon.com	$4,217,992	$35,761 ▼	-0.8%	19,226	0.0%	Retail/Wholesale
XOM Exxon Mobil	$4,005,692	$38,725 ▲	1.0%	37,238	0.0%	Oils/Energy
PG Procter & Gamble	$3,969,449	$144,682 ▲	3.8%	23,677	0.0%	Consumer Staples
VIG Vanguard Dividend Appreciation ETF	$3,852,368	$639,777 ▼	-14.2%	19,672	0.0%	ETF
CVX Chevron	$3,270,198	$92,408 ▼	-2.7%	22,578	0.0%	Oils/Energy
NVDA NVIDIA	$2,985,670	$645,801 ▲	27.6%	22,233	0.0%	Computer and Technology
NOC Northrop Grumman	$2,638,818	$7,978 ▼	-0.3%	5,623	0.0%	Aerospace
HD Home Depot	$2,636,574	$29,952 ▲	1.1%	6,778	0.0%	Retail/Wholesale
SPSB SPDR Portfolio Short Term Corporate Bond ETF	$2,317,617	$127,263 ▲	5.8%	77,616	0.0%	ETF
VXUS Vanguard Total International Stock ETF	$2,238,102	$972,050 ▼	-30.3%	37,979	0.0%	ETF
JPM JPMorgan Chase & Co.	$2,221,153	$37,874 ▲	1.7%	9,266	0.0%	Finance
JNJ Johnson & Johnson	$2,151,801	$45,266 ▲	2.1%	14,879	0.0%	Medical
WMT Walmart	$2,031,520	$21,232 ▼	-1.0%	22,485	0.0%	Retail/Wholesale
V Visa	$1,939,854	$7,585 ▲	0.4%	6,138	0.0%	Business Services
IVW iShares S&P 500 Growth ETF	$1,899,119	$55,842 ▼	-2.9%	18,705	0.0%	ETF
GOOG Alphabet	$1,836,222	$10,474 ▼	-0.6%	9,642	0.0%	Computer and Technology
PEP PepsiCo	$1,703,376	$2,737 ▼	-0.2%	11,202	0.0%	Consumer Staples
META Meta Platforms	$1,654,651	$3,513 ▼	-0.2%	2,826	0.0%	Computer and Technology
VTI Vanguard Total Stock Market ETF	$1,622,022	$57,671 ▼	-3.4%	5,597	0.0%	ETF
GOOGL Alphabet	$1,540,902	$52,436 ▼	-3.3%	8,140	0.0%	Computer and Technology
LLY Eli Lilly and Company	$1,538,596	$25,476 ▼	-1.6%	1,993	0.0%	Medical
MCD McDonald's	$1,474,091	$39,715 ▼	-2.6%	5,085	0.0%	Retail/Wholesale
LMT Lockheed Martin	$1,459,278	$630,264 ▼	-30.2%	3,003	0.0%	Aerospace
UNP Union Pacific	$1,451,019	$537,490 ▲	58.8%	6,363	0.0%	Transportation
FVD First Trust Value Line Dividend Index Fund	$1,429,908	$694,705 ▼	-32.7%	32,766	0.0%	ETF
COST Costco Wholesale	$1,400,061	$53,144 ▼	-3.7%	1,528	0.0%	Retail/Wholesale
AXP American Express	$1,361,376	$13,356 ▼	-1.0%	4,587	0.0%	Finance
VUG Vanguard Growth ETF	$1,241,581	$73,469 ▼	-5.6%	3,025	0.0%	ETF
CSCO Cisco Systems	$1,210,758	$27,646 ▼	-2.2%	20,452	0.0%	Computer and Technology
ABBV AbbVie	$1,209,604	$227,811 ▲	23.2%	6,807	0.0%	Medical
ORCL Oracle	$1,138,818		0.0%	6,834	0.0%	Computer and Technology
SPLV Invesco S&P 500 Low Volatility ETF	$1,131,690	$293,510 ▼	-20.6%	16,167	0.0%	ETF
BAC Bank of America	$1,127,625	$90,273 ▲	8.7%	25,657	0.0%	Finance
SPY SPDR S&P 500 ETF Trust	$1,101,830	$7,033 ▼	-0.6%	1,880	0.0%	Finance
ABT Abbott Laboratories	$1,085,290	$161,182 ▲	17.4%	9,595	0.0%	Medical
KO Coca-Cola	$1,072,740	$58,898 ▲	5.8%	17,230	0.0%	Consumer Staples
RTX RTX	$1,036,967	$82,508 ▼	-7.4%	8,961	0.0%	Aerospace
MRK Merck & Co., Inc.	$1,034,891	$54,515 ▼	-5.0%	10,403	0.0%	Medical
BA Boeing	$1,000,581	$7,434 ▼	-0.7%	5,653	0.0%	Aerospace
CAT Caterpillar	$954,422	$42,806 ▼	-4.3%	2,631	0.0%	Industrial Products
DIS Walt Disney	$907,057	$51,444 ▲	6.0%	8,146	0.0%	Consumer Discretionary
BSCP Invesco BulletShares 2025 Corporate Bond ETF	$892,163	$374,488 ▼	-29.6%	43,204	0.0%	ETF
NEE NextEra Energy	$888,096	$212,776 ▼	-19.3%	12,388	0.0%	Utilities
BSCQ Invesco BulletShares 2026 Corporate Bond ETF	$864,888	$334,701 ▼	-27.9%	44,513	0.0%	ETF
VYM Vanguard High Dividend Yield ETF	$861,870	$205,803 ▼	-19.3%	6,755	0.0%	ETF
ADP Automatic Data Processing	$859,748	$25,468 ▼	-2.9%	2,937	0.0%	Business Services
SLV iShares Silver Trust	$835,556	$20,195 ▲	2.5%	31,734	0.0%	ETF
IVE iShares S&P 500 Value ETF	$813,721		0.0%	4,263	0.0%	ETF
QQQ Invesco QQQ	$809,277	$123,718 ▼	-13.3%	1,583	0.0%	Finance
IJJ iShares S&P Mid-Cap 400 Value ETF	$807,866	$83,598 ▼	-9.4%	6,465	0.0%	ETF
IBM International Business Machines	$803,918	$17,147 ▼	-2.1%	3,657	0.0%	Computer and Technology
BSCR Invesco BulletShares 2027 Corporate Bond ETF	$792,349	$86,394 ▼	-9.8%	40,675	0.0%	ETF
LOW Lowe's Companies	$781,369	$10,366 ▲	1.3%	3,166	0.0%	Retail/Wholesale
BSMR Invesco BulletShares 2027 Municipal Bond ETF	$763,098	$510,722 ▲	202.4%	32,335	0.0%	ETF
AVGO Broadcom	$755,103	$88,099 ▼	-10.4%	3,257	0.0%	Computer and Technology
DUK Duke Energy	$743,729		0.0%	6,903	0.0%	Utilities
LUV Southwest Airlines	$742,767	$5,346 ▼	-0.7%	22,093	0.0%	Transportation
SO Southern	$741,868	$32,928 ▼	-4.2%	9,012	0.0%	Utilities
VZ Verizon Communications	$733,896	$86,338 ▼	-10.5%	18,352	0.0%	Computer and Technology
T AT&T	$727,524	$67,650 ▼	-8.5%	31,951	0.0%	Computer and Technology
LHX L3Harris Technologies	$723,994	$37,640 ▲	5.5%	3,443	0.0%	Aerospace
BSMQ Invesco BulletShares 2026 Municipal Bond ETF	$720,014	$450,869 ▲	167.5%	30,548	0.0%	ETF
NFLX Netflix	$693,447	$60,610 ▼	-8.0%	778	0.0%	Consumer Discretionary
BSCS Invesco BulletShares 2028 Corporate Bond ETF	$685,990	$90,062 ▼	-11.6%	34,078	0.0%	ETF

Showing largest 100 holdings. View all holdings.

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First Command Advisory Services, Inc. Top Holdings and 13F Report (2025)

About First Command Advisory Services, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Advanced Stock Screeners and Research Tools

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First Command Advisory Services, Inc. Top Holdings and 13F Report (2025)

About First Command Advisory Services, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofFirst Command Advisory Services, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools