0001214659-24-007541.txt : 20240425 0001214659-24-007541.hdr.sgml : 20240425 20240425101618 ACCESSION NUMBER: 0001214659-24-007541 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240425 DATE AS OF CHANGE: 20240425 EFFECTIVENESS DATE: 20240425 FILER: COMPANY DATA: COMPANY CONFORMED NAME: INVESTMENT ADVISORY SERVICES INC /TX /ADV CENTRAL INDEX KEY: 0000925953 ORGANIZATION NAME: IRS NUMBER: 760430688 STATE OF INCORPORATION: TX FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21110 FILM NUMBER: 24873531 BUSINESS ADDRESS: STREET 1: 9303 NEW TRAILS DR. STREET 2: SUITE 450 CITY: THE WOODLANDS STATE: TX ZIP: 77381 BUSINESS PHONE: 2813640606 MAIL ADDRESS: STREET 1: 9303 NEW TRAILS DR. STREET 2: SUITE 450 CITY: THE WOODLANDS STATE: TX ZIP: 77381 FORMER COMPANY: FORMER CONFORMED NAME: INVESTMENT ADVISORY SERVICES INC /TX/ /ADV DATE OF NAME CHANGE: 20210219 FORMER COMPANY: FORMER CONFORMED NAME: INVESTMENT ADVISORY SERVICES INC /TX/ /ADV DATE OF NAME CHANGE: 19940624 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0000925953 XXXXXXXX 03-31-2024 03-31-2024 false INVESTMENT ADVISORY SERVICES INC /TX /ADV

9303 NEW TRAILS DR. SUITE 450 THE WOODLANDS TX 77381

13F HOLDINGS REPORT 028-21110 N CJ Haynes 281-364-0606 CJ Haynes The Woodlands TX 04-23-2024 0 117 272445294 INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM 002824100 2609511 22959 SH SOLE 22959 0 0 ABBVIE INC COM 00287Y109 5715862 31389 SH SOLE 31389 0 0 AFLAC INC COM 001055102 483220 5628 SH SOLE 5628 0 0 ALPHABET INC CAP STK CL C 02079K107 544939 3579 SH SOLE 3579 0 0 ALPHABET INC CAP STK CL A 02079K305 1316188 8721 SH SOLE 8721 0 0 AMAZON COM INC COM 023135106 2540016 14081 SH SOLE 14081 0 0 AMERICAN EXPRESS CO COM 025816109 3136805 13777 SH SOLE 13777 0 0 AMGEN INC COM 031162100 1657570 5830 SH SOLE 5830 0 0 APA CORPORATION COM 03743Q108 341600 9936 SH SOLE 9936 0 0 APPLE INC COM 037833100 10122854 59032 SH SOLE 59032 0 0 APPLIED MATLS INC COM 038222105 342252 1660 SH SOLE 1660 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 1208301 4838 SH SOLE 4838 0 0 BANK AMERICA CORP COM 060505104 1764659 46536 SH SOLE 46536 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 386037 918 SH 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MCDONALDS CORP COM 580135101 5431463 19264 SH SOLE 19264 0 0 MCKESSON CORP COM 58155Q103 1511776 2816 SH SOLE 2816 0 0 MEDTRONIC PLC SHS G5960L103 778229 8930 SH SOLE 8930 0 0 MERCK & CO INC COM 58933Y105 865010 6556 SH SOLE 6556 0 0 META PLATFORMS INC CL A 30303M102 445113 917 SH SOLE 917 0 0 METLIFE INC COM 59156R108 257253 3471 SH SOLE 3471 0 0 MICROSOFT CORP COM 594918104 23890399 56785 SH SOLE 56785 0 0 MID-AMER APT CMNTYS INC COM 59522J103 436868 3320 SH SOLE 3320 0 0 MIDWESTONE FINL GROUP INC NE COM 598511103 210960 9000 SH SOLE 9000 0 0 NEXTERA ENERGY INC COM 65339F101 566735 8868 SH SOLE 8868 0 0 NIKE INC CL B 654106103 825995 8789 SH SOLE 8789 0 0 NORTHROP GRUMMAN CORP COM 666807102 317830 664 SH SOLE 664 0 0 NVIDIA CORPORATION COM 67066G104 961460 1064 SH SOLE 1064 0 0 ONEOK INC NEW COM 682680103 305127 3806 SH SOLE 3806 0 0 ORACLE CORP COM 68389X105 280044 2229 SH SOLE 2229 0 0 OTIS WORLDWIDE CORP COM 68902V107 558714 5628 SH SOLE 5628 0 0 PACER FDS TR US CASH COWS 100 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