Financial Solutions Advisory Group, Inc.
Financial Solutions Advisory Group, Inc. reported 177 holdings worth US$791M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 13, 2026
Financial Solutions Advisory Group, Inc. reported 177 holdings worth US$791M as of Jun 30, 2026. Largest: Broadcom Inc., Cummins Inc. and Apple Inc. Filed Jul 13, 2026 (Form 13F).
- Holdings
- 177
- Value as reported
- US$791M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Broadcom Inc. | 41,398 | US$16.6M | 2.1% |
| Cummins Inc. | 8,595 | US$5.79M | 0.73% |
| Apple Inc | 13,367 | US$4.23M | 0.53% |
| Microsoft Corp. | 10,774 | US$4.14M | 0.52% |
| Union Pacific Corporation | 12,458 | US$3.55M | 0.45% |
| Jp Morgan Chase & Co. | 10,413 | US$3.49M | 0.44% |
| Nvidia Corporation | 13,881 | US$2.81M | 0.36% |
| Amazon.com, Inc. | 9,892 | US$2.44M | 0.31% |
| Abbvie Inc. | 9,731 | US$2.43M | 0.31% |
| Abbott Laboratories | 23,590 | US$2.23M | 0.28% |
| Eli Lilly And Company | 1,396 | US$1.7M | 0.21% |
| Sanofi Sa | 36,624 | US$1.61M | 0.20% |
| General Mills, Inc. | 43,400 | US$1.56M | 0.20% |
| Applied Materials, Inc. | 2,570 | US$1.51M | 0.19% |
| The Kraft Heinz Company | 58,312 | US$1.44M | 0.18% |
| Kimberly-clark Corporation | 12,630 | US$1.39M | 0.18% |
| Berkshire Hathaway Inc. | 2,797 | US$1.39M | 0.18% |
| Tractor Supply Company | 44,072 | US$1.33M | 0.17% |
| Clorox Company (the) | 13,114 | US$1.22M | 0.15% |
| Alphabet Inc (google) Class C | 3,318 | US$1.19M | 0.15% |
| Zoetis Inc. | 15,527 | US$1.17M | 0.15% |
| Molson Coors Beverage Company | 30,070 | US$1.16M | 0.15% |
| Adobe Inc. | 5,167 | US$1.15M | 0.15% |
| Constellation Brands, Inc. | 8,620 | US$1.14M | 0.14% |
| Mcdonald's Corporation | 4,061 | US$1.12M | 0.14% |
| Procter & Gamble Company (the) | 7,445 | US$1.09M | 0.14% |
| Amgen Inc. | 2,462 | US$895K | 0.11% |
| Walmart Inc. | 7,841 | US$880K | 0.11% |
| Arista Networks, Inc. | 4,730 | US$874K | 0.11% |
| Cisco Systems, Inc. | 7,311 | US$865K | 0.11% |
| Chevron Corporation | 4,862 | US$846K | 0.11% |
| American Express Company | 2,365 | US$820K | 0.10% |
| Zimmer Biomet Holdings, Inc. | 9,014 | US$804K | 0.10% |
| Automatic Data Processing, Inc. | 3,146 | US$759K | 0.10% |
| Walt Disney Company (the) | 7,794 | US$750K | 0.09% |
| Home Depot, Inc. (the) | 2,133 | US$723K | 0.09% |
| Palo Alto Networks, Inc. | 1,891 | US$640K | 0.08% |
| Merck & Company, Inc. | 5,069 | US$634K | 0.08% |
| Johnson & Johnson | 2,438 | US$632K | 0.08% |
| Philip Morris International Inc | 3,408 | US$617K | 0.08% |
| Novo Nordisk A/s Class B | 12,526 | US$612K | 0.08% |
| Nextera Energy, Inc. | 6,791 | US$591K | 0.07% |
| Visa Inc. | 1,659 | US$578K | 0.07% |
| Palantir Technologies Inc. | 4,443 | US$573K | 0.07% |
| Allstate Corporation (the) | 2,240 | US$557K | 0.07% |
| Unitedhealth Group Incorporated | 1,230 | US$531K | 0.07% |
| Pfizer, Inc. | 20,889 | US$507K | 0.06% |
| Pepsico, Inc. | 3,598 | US$496K | 0.06% |
| Ge Vernova Inc. | 448 | US$482K | 0.06% |
| Rtx Corporation | 2,419 | US$472K | 0.06% |
| Caterpillar, Inc. | 500 | US$469K | 0.06% |
| Lululemon Athletica Inc. | 4,013 | US$468K | 0.06% |
| Texas Instruments Incorporated | 1,474 | US$455K | 0.06% |
| At&t Inc. | 21,366 | US$450K | 0.06% |
| Otis Worldwide Corporation | 6,163 | US$444K | 0.06% |
| Qualcomm Incorporated | 2,315 | US$442K | 0.06% |
| United Parcel Service, Inc. | 3,936 | US$436K | 0.06% |
| Moderna, Inc. | 5,137 | US$393K | 0.05% |
| Norfolk Southern Corporation | 1,200 | US$389K | 0.05% |
| Morgan Stanley | 1,676 | US$372K | 0.05% |
| Lam Research Corporation | 1,050 | US$371K | 0.05% |
| Coca-cola Company (the) | 4,355 | US$360K | 0.05% |
| Costco Wholesale Corporation | 394 | US$360K | 0.05% |
| Oracle Corporation | 2,399 | US$346K | 0.04% |
| Ge Aerospace | 915 | US$329K | 0.04% |
| Aflac Incorporated | 2,650 | US$323K | 0.04% |
| Emerson Electric Company | 2,289 | US$315K | 0.04% |
| Waste Management, Inc. | 1,360 | US$315K | 0.04% |
| Meta Platforms, Inc. | 495 | US$313K | 0.04% |
| Tesla, Inc. | 725 | US$295K | 0.04% |
| Crowdstrike Holdings, Inc. | 1,480 | US$294K | 0.04% |
| Biogen Inc. | 1,368 | US$272K | 0.03% |
| Victory Capital Holdings, Inc. Class A Common Stock | 2,949 | US$264K | 0.03% |
| Pvh Corp. | 3,330 | US$257K | 0.03% |
| Stryker Corporation | 750 | US$245K | 0.03% |
| Blackrock, Inc. | 239 | US$244K | 0.03% |
| American Electric Power Company, Inc. | 1,815 | US$243K | 0.03% |
| Tjx Companies, Inc. (the) | 1,600 | US$241K | 0.03% |
| Lockheed Martin Corporation | 461 | US$239K | 0.03% |
| Gartner, Inc. | 1,727 | US$229K | 0.03% |
| Hsbc Holdings Plc | 2,329 | US$228K | 0.03% |
| Micron Technology, Inc. | 217 | US$215K | 0.03% |
| Target Corporation | 1,607 | US$213K | 0.03% |
| Blackberry Limited | 16,000 | US$183K | 0.02% |
Source
View original at SEC
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