Holland Advisory Services, Inc. Top Holdings and 13F Report (2025) About Holland Advisory Services, Inc.Investment ActivityHolland Advisory Services, Inc. has $65.92 million in total holdings as of March 31, 2025.Holland Advisory Services, Inc. owns shares of 43 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 14.95% of the portfolio was purchased this quarter.About 27.76% of the portfolio was sold this quarter.This quarter, Holland Advisory Services, Inc. has purchased 45 new stocks and bought additional shares in 24 stocks.Holland Advisory Services, Inc. sold shares of 7 stocks and completely divested from 3 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $18,764,228iShares Core S&P Mid-Cap ETF $15,605,699iShares Core S&P Small-Cap ETF $6,530,935Pacer Trendpilot US Large Cap ETF $3,395,402Vanguard Total Stock Market ETF $2,182,628 Largest New Holdings this Quarter 166764100 - Chevron $202,509 Holding Largest Purchases this Quarter iShares Core S&P Small-Cap ETF 59,758 shares (about $6.25M)iShares Core S&P Mid-Cap ETF 56,365 shares (about $3.29M)Chevron 1,211 shares (about $202.51K)Dell Technologies 633 shares (about $57.69K)International Business Machines 155 shares (about $38.54K) Largest Sales this Quarter Pacer US Cash Cows 100 ETF 173,282 shares (about $9.49M)iShares Core S&P 500 ETF 1,486 shares (about $834.99K)Philip Morris International 648 shares (about $102.86K)Pacer Trendpilot US Large Cap ETF 176 shares (about $9.06K)Vanguard Total Stock Market ETF 12 shares (about $3.30K) Sector Allocation Over TimeMap of 500 Largest Holdings ofHolland Advisory Services, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$18,764,228$834,990 ▼-4.3%33,39428.5%ETFIJHiShares Core S&P Mid-Cap ETF$15,605,699$3,288,896 ▲26.7%267,45023.7%ETFIJRiShares Core S&P Small-Cap ETF$6,530,935$6,248,909 ▲2,215.7%62,4559.9%ETFPTLCPacer Trendpilot US Large Cap ETF$3,395,402$9,055 ▼-0.3%65,9945.2%ETFVTIVanguard Total Stock Market ETF$2,182,628$3,298 ▼-0.2%7,9413.3%ETFAAPLApple$1,743,383$444 ▲0.0%7,8482.6%Computer and TechnologyPMPhilip Morris International$1,207,143$102,857 ▼-7.9%7,6051.8%Consumer StaplesIWPiShares Russell Mid-Cap Growth ETF$1,055,266$4,230 ▲0.4%8,9821.6%ETFMSFTMicrosoft$970,930$375 ▲0.0%2,5861.5%Computer and TechnologyBROBrown & Brown$917,178$1,120 ▲0.1%7,3731.4%FinanceJPMJPMorgan Chase & Co.$912,274$491 ▲0.1%3,7191.4%FinanceCOWZPacer US Cash Cows 100 ETF$820,180$9,488,746 ▼-92.0%14,9781.2%ETFIEFAiShares Core MSCI EAFE ETF$802,9040.0%10,6131.2%ETFMCDMcDonald's$783,299$312 ▲0.0%2,5081.2%Retail/WholesaleXOMExxon Mobil$695,347$357 ▲0.1%5,8471.1%EnergyPGProcter & Gamble$636,518$170 ▲0.0%3,7351.0%Consumer StaplesWMTWalmart$617,069$88 ▲0.0%7,0290.9%Retail/WholesaleVTVVanguard Value ETF$519,665$2,937 ▲0.6%3,0080.8%ETFMDLZMondelez International$519,302$950 ▲0.2%7,6540.8%Consumer StaplesMOAltria Group$462,7830.0%7,7100.7%Consumer StaplesQQQInvesco QQQ$457,1970.0%9750.7%FinanceAMGNAmgen$418,550$312 ▲0.1%1,3430.6%MedicalIWSiShares Russell Mid-Cap Value ETF$389,164$3,276 ▼-0.8%3,0890.6%ETFJNJJohnson & Johnson$388,994$332 ▲0.1%2,3460.6%MedicalIVWiShares S&P 500 Growth ETF$378,348$464 ▲0.1%4,0760.6%ETFIBMInternational Business Machines$359,257$38,536 ▲12.0%1,4450.5%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$345,3020.0%1,7800.5%ETFXLFFinancial Select Sector SPDR Fund$317,2900.0%6,3700.5%ETFVVisa$288,9340.0%8240.4%Business ServicesCATCaterpillar$284,7740.0%8630.4%IndustrialsCMCSAComcast$273,3610.0%7,4080.4%Consumer DiscretionaryVBRVanguard Small-Cap Value ETF$261,737$1,677 ▲0.6%1,4050.4%ETFCCLCarnival Co. &$261,228$2,148 ▼-0.8%13,3760.4%Consumer DiscretionaryIWOiShares Russell 2000 Growth ETF$256,213$511 ▲0.2%1,0030.4%ETFDELLDell Technologies$253,905$57,689 ▲29.4%2,7860.4%Computer and TechnologyHUBBHubbell$253,7180.0%7670.4%IndustrialsCSCOCisco Systems$253,167$494 ▲0.2%4,1030.4%Computer and TechnologyDISWalt Disney$250,919$99 ▲0.0%2,5420.4%Consumer DiscretionaryFIFiserv$223,8560.0%1,0140.3%Business ServicesOKEONEOK$223,767$2,282 ▲1.0%2,2550.3%EnergyNVDANVIDIA$218,5600.0%2,0170.3%Computer and TechnologyIJJiShares S&P Mid-Cap 400 Value ETF$215,592$838 ▲0.4%1,8010.3%ETFCVXChevron$202,509$202,509 ▲New Holding1,2110.3%EnergyCALFPacer US Small Cap Cash Cows ETF$0$7,184,086 ▼-100.0%00.0%ETFICOWPacer Developed Markets International Cash Cows 100 ETF$0$457,383 ▼-100.0%00.0%ETFHDHome Depot$0$211,555 ▼-100.0%00.0%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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