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Institutional Investment Manager
Financial Advisory Group
Financial Advisory Group (CIK: 0001539338) incorporated in Texas, located at 5599 San Felipe, Houston, TX. Institutional holdings reported to the SEC.
Institutional Holdings (2014Q1)
Portfolio Summary: 54 holdings with a total value of $179,078,000.
#
Name
Shares
Value ($)
%
Options
Notes
51 SPDR S&P 500 ETF TR 97,992 18,325,000 10.23%
52 SPDR S&P MIDCAP 400 ETF TR 73,966 18,534,000 10.35%
53 JPMORGAN CHASE & CO 461,292 21,469,000 11.99%
54 SPDR DOW JONES INDL AVRG ETF 239,442 39,326,000 21.96%
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001539338-14-000033, filed 2014.05.08).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.