Financial Security Advisor, Inc.
CIK
1997602
City
VIRGINIA BEACH
State / Country
VA
Top Portfolio Positions
123 positions ·
$180,204,645 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GOOGL |
Alphabet Inc.
Communication Services
|
51,450 | $14,794,962 | 8.21% | |
| AAPL |
Apple Inc.
Technology
|
52,531 | $13,331,842 | 7.40% | |
| MSFT |
Microsoft Corp
Technology
|
31,385 | $11,617,785 | 6.45% | |
| NVDA |
Nvidia Corp
Technology
|
49,798 | $8,684,771 | 4.82% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
65,929 | $7,930,599 | 4.40% | |
| XOM |
Exxon Mobil Corp
Energy
|
40,261 | $6,830,681 | 3.79% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
95,320 | $6,290,166 | 3.49% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
46,017 | $5,718,992 | 3.17% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
68,077 | $5,282,094 | 2.93% | |
| JNJ |
Johnson & Johnson
Healthcare
|
21,311 | $5,209,260 | 2.89% |
Portfolio Trend
11 quarters · across all stocks
Holdings in JRI
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $182,714 | 13,519 | Shares | Sole | 2026-02-05 | |
| 2024-12-31 | $174,710 | 14,504 | Shares | Sole | 2025-02-05 | |
| No 13F history on record for this holder in this stock. | ||||||