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Livermore
Livermore
ZHEN

First Command Advisory Services, Inc.

SEC CIK
0001727336
Latest filing
Aug 10, 2026

Holdings in Q1 2025

Holdings as of Mar 31, 2025, filed May 2, 2025. Long positions only; changes compare share counts with Q4 2024.

Institution overview
Positions
616
+173 vs. Q4 2024
Portfolio value
$10.4B
−$112.7M (−1.1%) vs. Q4 2024
Filed
May 2, 2025
SEC
Holdings of First Command Advisory Services, Inc. in Q1 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
GOEVCanoo Inc.COM21$3<0.1%+21NewHistory
GTXGarrett Motion Inc.Stock9$75<0.1%00.0%UnchangedHistory
ASIXAdvanSix Inc.COM4$91<0.1%00.0%UnchangedHistory
CNDTCONDUENT IncCOM40$108<0.1%00.0%UnchangedHistory
BHFBrighthouse Financial, Inc.COM2$116<0.1%+2NewHistory
NIONIO Inc.ADR35$133<0.1%+35NewHistory
LUMNLumen Technologies, Inc.Stock54$212<0.1%+35+184.2%AddedHistory
XRXXerox Holdings CorpCOM NEW50$242<0.1%00.0%UnchangedHistory
PODDInsulet CorpStock1$263<0.1%+1NewHistory
REZIResideo Technologies, Inc.Stock15$266<0.1%00.0%UnchangedHistory
LULUlululemon athletica inc.Stock1$283<0.1%+1NewHistory
FNFFidelity National Financial, Inc.COM SHS5$325<0.1%+5NewHistory
WMSAdvanced Drainage Systems, Inc.COM3$326<0.1%+3NewHistory
ICLRIcon PLCCOM2$350<0.1%+2NewHistory
VRTVertiv Holdings CoCOM CL A5$361<0.1%+5NewHistory
COLBColumbia Banking System, Inc.COM16$399<0.1%+16NewHistory
ALLAllstate CorpStock2$414<0.1%−278−99.3%ReducedHistory
DLRDigital Realty Trust, Inc.COM3$430<0.1%+3NewHistory
IHGIntercontinental Hotels Group PLCSPONSORED ADS4$438<0.1%+4NewHistory
FLUTFlutter Entertainment plcSHS2$443<0.1%+2NewHistory
NSITInsight Enterprises IncCOM3$450<0.1%+3NewHistory
VEEVVeeva Systems IncStock2$463<0.1%+2NewHistory
WDAYWorkday, Inc.CL A2$467<0.1%+2NewHistory
BCSBarclays PLCADR31$476<0.1%+31NewHistory
ASAmer Sports, Inc.COM SHS18$481<0.1%+18NewHistory
PCARPaccar IncCOM5$487<0.1%+5NewHistory
HIGHartford Insurance Group, Inc.Stock4$495<0.1%+4NewHistory
ECLEcolab Inc.Stock2$507<0.1%+2NewHistory
MANHManhattan Associates IncStock3$519<0.1%+3NewHistory
SESea LtdSPONSORD ADS4$522<0.1%+4NewHistory
AYIAcuity Inc. (DE)Stock2$527<0.1%+2NewHistory
GGenpact LTDSHS11$554<0.1%+11NewHistory
MHKMohawk Industries IncCOM5$571<0.1%+5NewHistory
MPWRMonolithic Power Systems, Inc.COM1$580<0.1%+1NewHistory
JHXJames Hardie Industries plcSPONSORED ADR25$589<0.1%+25NewHistory
MBCMasterBrand, Inc.COMMON STOCK47$614<0.1%00.0%UnchangedHistory
TPRTapestry, Inc.COM9$634<0.1%+9NewHistory
PBProsperity Bancshares IncCOM9$642<0.1%+9NewHistory
PCVXVaxcyte, Inc.COM17$642<0.1%+17NewHistory
ALLEAllegion plcORD SHS5$652<0.1%00.0%UnchangedHistory
DBDeutsche Bank AktiengesellschaftNAMEN AKT28$667<0.1%+28NewHistory
RSGRepublic Services, Inc.COM3$726<0.1%+3NewHistory
ULTAUlta Beauty, Inc.Stock2$733<0.1%+2NewHistory
CHTRCharter Communications, Inc.CL A2$737<0.1%+2NewHistory
MTHMeritage Homes CORPCOM11$780<0.1%+11NewHistory
SSDSimpson Manufacturing Co., Inc.COM5$785<0.1%+5NewHistory
TMUST-Mobile US, Inc.Stock3$800<0.1%+3NewHistory
GGGGraco IncCOM10$835<0.1%+10NewHistory
IXOrix CorpSPONSORED ADR40$836<0.1%+40NewHistory
CHWYChewy, Inc.CL A26$845<0.1%+26NewHistory
SUSuncor Energy IncStock22$852<0.1%+22NewHistory
RACEFerrari N.V.COM2$856<0.1%+2NewHistory
TECHBIO-TECHNE CorpCOM15$879<0.1%+15NewHistory
SCIService Corp InternationalCOM11$882<0.1%+11NewHistory
TMToyota Motor CorpADS5$883<0.1%+5NewHistory
SONYSony Group CorpSPONSORED ADR35$889<0.1%+35NewHistory
FDSFactset Research Systems IncStock2$909<0.1%+2NewHistory
CBRECbre Group, Inc.CL A7$915<0.1%+7NewHistory
GENGen Digital Inc.Stock35$929<0.1%+35NewHistory
INGING Groep NVSPONSORED ADR48$940<0.1%+48NewHistory
POOLPool CorpCOM3$955<0.1%+3NewHistory
KNSLKinsale Capital Group, Inc.Stock2$973<0.1%+2NewHistory
ISRGIntuitive Surgical IncCOM NEW2$991<0.1%+2NewHistory
BLKBBlackbaud IncCOM16$993<0.1%+16NewHistory
PRUPrudential Financial IncStock9$1.00K<0.1%+9NewHistory
OGNOrganon & Co.Stock68$1.01K<0.1%00.0%UnchangedHistory
Structural Monitoring Systems CdiG8540D328CDI4,421$1.03K<0.1%+4,421New–
BBVABanco Bilbao Vizcaya Argentaria, S.A.SPONSORED ADR76$1.03K<0.1%+76NewHistory
NVSTEnvista Holdings CorpCOM60$1.04K<0.1%+60NewHistory
GILGildan Activewear Inc.Stock24$1.06K<0.1%+24NewHistory
NTRSNorthern Trust CorpCOM11$1.08K<0.1%+11NewHistory
UBSUBS Group AGStock36$1.09K<0.1%+36NewHistory
JKHYJack Henry & Associates IncStock6$1.10K<0.1%+6NewHistory
CORCencora, Inc.Stock4$1.11K<0.1%+4NewHistory
FANGDiamondback Energy, Inc.Stock7$1.12K<0.1%+7NewHistory
HUBSHubSpot IncCOM2$1.14K<0.1%+2NewHistory
SPGSimon Property Group Inc.REIT7$1.16K<0.1%+7NewHistory
TYLTyler Technologies IncCOM2$1.16K<0.1%+2NewHistory
MTGMgic Investment CorpCOM47$1.17K<0.1%+47NewHistory
JBHTHunt J B Transport Services IncCOM8$1.18K<0.1%+8NewHistory
RYAAYRyanair Holdings PLCSPONSORED ADR28$1.19K<0.1%+28NewHistory
TWTradeweb Markets Inc.Stock8$1.19K<0.1%+8NewHistory
NDSNNordson CorpCOM6$1.21K<0.1%+6NewHistory
KEXKirby CorpCOM12$1.21K<0.1%+12NewHistory
RDNRadian Group IncCOM37$1.22K<0.1%+37NewHistory
PAYXPaychex IncStock8$1.23K<0.1%+8NewHistory
JLLJones Lang Lasalle IncCOM5$1.24K<0.1%+5NewHistory
BTIBritish American Tobacco p.l.c.SPONSORED ADR30$1.24K<0.1%+30NewHistory
LYGLloyds Banking Group plcSPONSORED ADR329$1.26K<0.1%+329NewHistory
ITGartner IncCOM3$1.26K<0.1%+3NewHistory
KDPKeurig Dr Pepper Inc.COM37$1.27K<0.1%+37NewHistory
IEXIdex CorpCOM7$1.27K<0.1%+7NewHistory
PWRQuanta Services, Inc.COM5$1.27K<0.1%+5NewHistory
KKRKKR & Co. Inc.COM11$1.27K<0.1%+11NewHistory
ITUBItau Unibanco Holding S.A.SPON ADR REP PFD239$1.31K<0.1%+239NewHistory
RYANRyan Specialty Holdings, Inc.CL A18$1.33K<0.1%+18NewHistory
SHWSherwin Williams CoCOM4$1.40K<0.1%−96−96.0%ReducedHistory
TRUTransUnionCOM17$1.41K<0.1%+17NewHistory
AVYAvery Dennison CorpCOM8$1.42K<0.1%+8NewHistory
NBIXNeurocrine Biosciences IncStock13$1.44K<0.1%+13NewHistory

Sold out since Q4 2024 (43)

Positions held at the end of Q4 2024 that are gone from this filing.

Positions of First Command Advisory Services, Inc. sold out since Q4 2024
SecurityClassShares in Q4 2024Value in Q4 2024% of portfolio in Q4 2024History
Vanguard S&P 500 Value ETF921932703ETF849$156.6K<0.1%–
CMCanadian Imperial Bank of CommerceCOM995$62.9K<0.1%History
JPMorgan Nasdaq Equity Premium Income ETF46654Q203ETF1,095$61.7K<0.1%–
ENBEnbridge IncStock1,241$52.7K<0.1%History
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF538$43.2K<0.1%–
Vanguard Intermediate-Term Bond ETF921937819ETF540$40.4K<0.1%–
AMXAmerica Movil SAB de CVSPON ADS RP CL B2,400$34.3K<0.1%History
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD410$32.0K<0.1%–
Vanguard Mun BD FDS922907746TAX EXEMPT BD607$30.4K<0.1%–
Invesco Exchange Traded FD T46137V746LARG CAP GRO ETF280$28.5K<0.1%–
Schwab Fundamental U.S. Small Company ETF808524763ETF790$23.5K<0.1%–
Schwab U.S. Broad Market ETF808524102ETF972$22.1K<0.1%–
Vanguard Scottsdale FDS92206C813LG-TERM COR BD285$21.3K<0.1%–
Invesco Exchange Traded FD T46137V548INTL DIVI ACHI1,146$21.0K<0.1%–
Vanguard Long-Term Treasury ETF92206C847ETF367$20.3K<0.1%–
J P Morgan Exchange Traded F46641Q399BETABUILDRS US174$18.4K<0.1%–
FSCOFS Credit Opportunities Corp.COMMON STOCK2,404$16.4K<0.1%History
Vanguard Morningstar Large-Cap ETF922908637ETF60$16.2K<0.1%–
Schwab U.S. Large-Cap Value ETF808524409ETF603$15.7K<0.1%–
LYBLyondellBasell Industries N.V.SHS - A -194$14.4K<0.1%History
SNVSynovus Financial CorpCOM NEW229$11.7K<0.1%History
Vanguard Whitehall FDS921946794INTL HIGH ETF166$11.3K<0.1%–
iShares Inc46434G764MSCI EMRG CHN201$11.1K<0.1%–
NEMNEWMONT CorpStock292$10.9K<0.1%History
ZBRAZebra Technologies CorpCL A25$9.66K<0.1%History
Invesco Exchange Traded FD T46137V480S&P SMCP VLU MNT176$9.59K<0.1%–
SQMChemical & Mining Co of Chile IncSPON ADR SER B130$4.73K<0.1%History
BAXBaxter International IncStock75$2.19K<0.1%History
MNTXManitex International, Inc.COM275$1.59K<0.1%History
ARCCAres Capital CorpCEF70$1.53K<0.1%History
USNAUsana Health Sciences IncCOM40$1.44K<0.1%History
SPDR Index Shs FDS78463X756ST MARKE CAP ETF18$1.05K<0.1%–
BHPBHP Group LtdADR20$977<0.1%History
SPDR Index Shs FDS78463X871ST INTL CAP ETF28$868<0.1%–
VTRSViatris IncStock53$660<0.1%History
WisdomTree Tr97717W331GLB EX US RL EST35$604<0.1%–
Altaba Inc Escrow021ESC017COM26$00.0%–
Bitcoin Services Inc09173Y107COM820$00.0%–
Argex Titanium Inc Com04014T102Common Stock600$00.0%–
Contra Abiomed Inc NPV003CVR016COM1$00.0%–
Esc John Hancock Exchange Traded Fd Tr Multifactor Utils Etf478ESC098ETP84$00.0%–
Contra Zynerba Pharmac Com989CVR022Common Stock100$00.0%–
Adarna Energy Corp00652G105COM999$00.0%–