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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
COLMColumbia Sportswear CoCOM19$1.44K<0.1%−167−89.8%ReducedHistory
SNYSanofiSPONSORED ADR26$1.44K<0.1%+26NewHistory
TJXTJX Companies IncStock12$1.46K<0.1%+12NewHistory
PNRPENTAIR plcSHS17$1.49K<0.1%+17NewHistory
CMTGClaros Mortgage Trust, Inc.COMMON STOCK400$1.49K<0.1%00.0%UnchangedHistory
HSBCHSBC Holdings PLCSPON ADR NEW26$1.49K<0.1%+26NewHistory
AMGAffiliated Managers Group, Inc.Stock9$1.51K<0.1%+9NewHistory
IBNIcici Bank LtdADR48$1.51K<0.1%+48NewHistory
TFXTeleflex IncCOM11$1.52K<0.1%+11NewHistory
NICENICE Ltd.SPONSORED ADR10$1.54K<0.1%+10NewHistory
FISVFiserv IncStock7$1.55K<0.1%+7NewHistory
WEXWEX Inc.COM10$1.57K<0.1%+10NewHistory
NOWServiceNow, Inc.Stock2$1.59K<0.1%+2NewHistory
HRBH&R Block IncCOM29$1.59K<0.1%+29NewHistory
AAAlcoa CorpStock53$1.62K<0.1%+53NewHistory
XELXcel Energy IncStock23$1.63K<0.1%−2,258−99.0%ReducedHistory
CCEPCoca-Cola Europacific Partners plcSHS19$1.65K<0.1%+19NewHistory
LSTRLandstar System IncCOM11$1.65K<0.1%+11NewHistory
MDGLMadrigal Pharmaceuticals, Inc.COM5$1.66K<0.1%+5NewHistory
MARMarriott International IncStock7$1.67K<0.1%+7NewHistory
BURLBurlington Stores, Inc.COM7$1.67K<0.1%+7NewHistory
LIILennox International IncCOM3$1.68K<0.1%+3NewHistory
HEI.AHeico CorpCL A8$1.69K<0.1%+8NewHistory
CPRTCopart IncCOM30$1.70K<0.1%+30NewHistory
SNPSSynopsys IncCOM4$1.72K<0.1%+4NewHistory
ARMKAramarkCOM51$1.76K<0.1%+51NewHistory
VRSKVerisk Analytics, Inc.COM6$1.79K<0.1%+6NewHistory
PHParker-Hannifin CorpStock3$1.82K<0.1%+3NewHistory
CNQCanadian Natural Resources LtdCOM60$1.85K<0.1%+60NewHistory
URIUnited Rentals, Inc.COM3$1.88K<0.1%+3NewHistory
SEICSEI Investments CoCOM25$1.94K<0.1%+25NewHistory
CHHChoice Hotels International IncCOM15$1.99K<0.1%+15NewHistory
ONOn Semiconductor CorpStock49$1.99K<0.1%+49NewHistory
SMFGSumitomo Mitsui Financial Group, Inc.SPONSORED ADR129$1.99K<0.1%+129NewHistory
AONAon plcCL A5$2.00K<0.1%+5NewHistory
FTNTFortinet, Inc.Stock21$2.02K<0.1%+21NewHistory
CDNSCadence Design Systems IncStock8$2.04K<0.1%+8NewHistory
HIIHuntington Ingalls Industries, Inc.COM10$2.04K<0.1%+10NewHistory
SANBanco Santander, S.A.ADR307$2.06K<0.1%+307NewHistory
PUKPrudential PLCADR96$2.06K<0.1%+96NewHistory
AJGArthur J. Gallagher & Co.COM6$2.07K<0.1%+6NewHistory
YUMCYum China Holdings, Inc.COM40$2.08K<0.1%00.0%UnchangedHistory
RPMRPM International IncCOM18$2.08K<0.1%+18NewHistory
LVSLas Vegas Sands CorpCOM54$2.09K<0.1%+54NewHistory
Fidelity Covington Trust316092113ENHANCED LARGE67$2.09K<0.1%+67New–
DDOGDatadog, Inc.CL A COM22$2.18K<0.1%+22NewHistory
TRGPTarga Resources Corp.COM11$2.21K<0.1%+11NewHistory
HASHasbro, Inc.COM36$2.21K<0.1%+36NewHistory
ATRAptargroup, Inc.Stock15$2.23K<0.1%+15NewHistory
KDKyndryl Holdings, Inc.Stock71$2.23K<0.1%00.0%UnchangedHistory
CBOECboe Global Markets, Inc.COM10$2.26K<0.1%+10NewHistory
CRHCRH Public Ltd CoORD26$2.29K<0.1%+26NewHistory
BALLBALL CorpCOM44$2.29K<0.1%+44NewHistory
IBKRInteractive Brokers Group, Inc.Stock14$2.32K<0.1%+14NewHistory
DLBDolby Laboratories, Inc.COM CL A29$2.33K<0.1%+29NewHistory
WMBWilliams Companies, Inc.COM39$2.33K<0.1%−246−86.3%ReducedHistory
LADLithia Motors IncCOM8$2.35K<0.1%+8NewHistory
WABWestinghouse Air Brake Technologies CorpStock13$2.36K<0.1%+12+1,200.0%AddedHistory
WTWWillis Towers Watson PLCSHS7$2.37K<0.1%+7NewHistory
LKQLKQ CorpCOM56$2.38K<0.1%+56NewHistory
TTCToro CoCOM33$2.40K<0.1%+33NewHistory
ALBAlbemarle CorpStock34$2.45K<0.1%+5+17.2%AddedHistory
CTASCintas CorpStock12$2.47K<0.1%+12NewHistory
NXPINXP Semiconductors N.V.COM13$2.47K<0.1%+13NewHistory
DASHDoorDash, Inc.Stock14$2.56K<0.1%+14NewHistory
RHIRobert Half Inc.COM47$2.56K<0.1%+47NewHistory
CASYCaseys General Stores IncCOM6$2.60K<0.1%+6NewHistory
AMTAmerican Tower CorpREIT12$2.61K<0.1%−80−87.0%ReducedHistory
MRSHMarsh & McLennan Companies, Inc.Stock11$2.68K<0.1%+11NewHistory
MORNMorningstar, Inc.COM9$2.70K<0.1%+9NewHistory
MFGMizuho Financial Group IncSPONSORED ADR491$2.71K<0.1%+491NewHistory
KLACKLA CorpCOM NEW4$2.72K<0.1%+4NewHistory
SMCISuper Micro Computer, Inc.Stock80$2.74K<0.1%+80NewHistory
TDGTransDigm Group INCCOM2$2.77K<0.1%+2NewHistory
INVHInvitation Homes Inc.COM80$2.79K<0.1%+80NewHistory
MCOMoodys CorpStock6$2.79K<0.1%+6NewHistory
Alps ETF Tr00162Q593MED BREAKTHGH100$2.85K<0.1%00.0%Unchanged–
BROBrown & Brown, Inc.Stock23$2.86K<0.1%+23NewHistory
ORLYO Reilly Automotive IncStock2$2.87K<0.1%+2NewHistory
FRFirst Industrial Realty Trust IncCOM54$2.91K<0.1%+54NewHistory
MRVLMarvell Technology, Inc.COM48$2.96K<0.1%+48NewHistory
MPTMedical Properties Trust IncCOM500$3.02K<0.1%00.0%UnchangedHistory
CBRLCracker Barrel Old Country Store, IncCOM78$3.03K<0.1%+78NewHistory
GDDYGoDaddy Inc.CL A17$3.06K<0.1%+17NewHistory
INTUIntuit Inc.Stock5$3.07K<0.1%+5NewHistory
ZTSZoetis Inc.Stock19$3.13K<0.1%−5−20.8%ReducedHistory
DKNGDraftKings Inc.Stock98$3.25K<0.1%+98NewHistory
WBDWarner Bros. Discovery, Inc.Stock308$3.31K<0.1%−15−4.6%ReducedHistory
CMSCMS Energy CorpCOM45$3.38K<0.1%+45NewHistory
CSLCarlisle Companies IncCOM10$3.40K<0.1%+10NewHistory
ARGXArgenx SESPONSORED ADR6$3.55K<0.1%+6NewHistory
ICEIntercontinental Exchange, Inc.Stock21$3.62K<0.1%+21NewHistory
UBERUber Technologies, IncStock51$3.72K<0.1%+51NewHistory
JCIJohnson Controls International plcStock47$3.77K<0.1%+47NewHistory
NCLHNorwegian Cruise Line Holdings Ltd.SHS200$3.79K<0.1%00.0%UnchangedHistory
NLYAnnaly Capital Management IncREIT187$3.80K<0.1%00.0%UnchangedHistory
iShares Tr464288836U.S. PHARMA ETF54$3.81K<0.1%+54New–
USFDUS Foods Holding Corp.COM59$3.86K<0.1%+59NewHistory
SCHWSchwab Charles CorpStock50$3.91K<0.1%+50NewHistory
BXBlackstone Inc.COM28$3.91K<0.1%+28NewHistory

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%–