The Analysis of Holland Advisory Services, Inc.'s Holdings
Currently, Holland Advisory Services, Inc. holds 45 types of securities in its portfolio with a total value $74.1M. In the most recent quarter, they have increased their positions in IJR (+2.9K shares, valued at $354.3K), IJH (+5.0K shares, valued at $329.1K), IVV (+385 shares, valued at $263.7K); decreased their positions in IWS (-323 shares, valued at $45.6K), XOM (-345 shares, valued at $41.5K), JPM (-124 shares, valued at $40.0K); initiated new positions in N/A (+2.4K shares, valued at $248.4K), DIA (+427 shares, valued at $205.1K), N/A (+4.7K shares, valued at $202.6K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVV ISHARES TR32.8K shares1.19%2025-12-312026-01-12
IJH ISHARES TR267.8K shares1.90%2025-12-312026-01-12 IJR ISHARES TR79.8K shares3.84%2025-12-312026-01-12 VTI VANGUARD INDEX FDS7.7K shares-0.87%2025-12-312026-01-12 AAPL APPLE INC7.7K shares-1.26%2025-12-312026-01-12 MSFT MICROSOFT CORP3.3K shares0.06%2025-12-312026-01-12 PM PHILIP MORRIS INTL INC7.6K shares0.16%2025-12-312026-01-12 IWP ISHARES TR8.8K shares-0.56%2025-12-312026-01-12 JPM JPMORGAN CHASE & CO.3.6K shares-3.33%2025-12-312026-01-12 IEFA ISHARES TR11.1K shares1.02%2025-12-312026-01-12 WMT WALMART INC7.0K shares0.00%2025-12-312026-01-12 MCD MCDONALDS CORP2.5K shares0.04%2025-12-312026-01-12 XOM EXXON MOBIL CORP4.9K shares-6.57%2025-12-312026-01-12 VTV VANGUARD INDEX FDS3.0K shares0.07%2025-12-312026-01-12 BRO BROWN & BROWN INC7.1K shares-4.42%2025-12-312026-01-12 PG PROCTER AND GAMBLE CO3.7K shares0.03%2025-12-312026-01-12 IVW ISHARES TR4.1K shares0.10%2025-12-312026-01-12 CAT CATERPILLAR INC864 shares0.00%2025-12-312026-01-12 JNJ JOHNSON & JOHNSON2.3K shares0.04%2025-12-312026-01-12 AMGN AMGEN INC1.5K shares4.48%2025-12-312026-01-12 MO ALTRIA GROUP INC7.7K shares0.00%2025-12-312026-01-12 MDLZ MONDELEZ INTL INC7.7K shares0.18%2025-12-312026-01-12 CVX CHEVRON CORP NEW2.6K shares-3.17%2025-12-312026-01-12 IWS ISHARES TR2.8K shares-10.37%2025-12-312026-01-12 VIG VANGUARD SPECIALIZED FUNDS1.8K shares0.00%2025-12-312026-01-12 NVDA NVIDIA CORPORATION2.0K shares0.00%2025-12-312026-01-12 DELL DELL TECHNOLOGIES INC2.8K shares-0.04%2025-12-312026-01-12 XLF SELECT SECTOR SPDR TR6.4K shares0.00%2025-12-312026-01-12 IBM INTERNATIONAL BUSINESS MACHS1.2K shares-6.17%2025-12-312026-01-12 HUBBELL INC HUBBELL INC767 shares0.00%2025-12-312026-01-12 CSCO CISCO SYS INC4.3K shares1.93%2025-12-312026-01-12 IWO ISHARES TR1.0K shares0.20%2025-12-312026-01-12 CCL CARNIVAL CORP10.4K shares-6.67%2025-12-312026-01-12 VBR VANGUARD INDEX FDS1.4K shares0.43%2025-12-312026-01-12 DIS DISNEY WALT CO2.5K shares0.00%2025-12-312026-01-12 V VISA INC825 shares0.12%2025-12-312026-01-12 PNW PINNACLE WEST CAP CORP3.0K shares0.00%2025-12-312026-01-12 MMM 3M CO1.6K shares0.00%2025-12-312026-01-12 MERCK & CO INC MERCK & CO INC2.4K sharesnew addition2025-12-312026-01-12 BAC BANK AMERICA CORP4.4K shares0.07%2025-12-312026-01-12 CMCSA COMCAST CORP NEW7.4K shares0.01%2025-12-312026-01-12 IJJ ISHARES TR1.6K shares0.06%2025-12-312026-01-12 SO SOUTHERN CO2.4K shares8.52%2025-12-312026-01-12 DIA SPDR DOW JONES INDL AVERAGE427 sharesnew addition2025-12-312026-01-12 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available