0001214659-21-002977.txt : 20210310 0001214659-21-002977.hdr.sgml : 20210310 20210310130024 ACCESSION NUMBER: 0001214659-21-002977 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20210310 DATE AS OF CHANGE: 20210310 EFFECTIVENESS DATE: 20210310 FILER: COMPANY DATA: COMPANY CONFORMED NAME: INVESTMENT ADVISORY SERVICES INC /TX /ADV CENTRAL INDEX KEY: 0000925953 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: 21728967 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 13F-HR LIVE false false false 0000925953 XXXXXXXX 03-31-2020 03-31-2020 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 02-18-2021 0 65 93350 INFORMATION TABLE 2 infotable.xml COCA COLA CO COM 191216100 1931 43638 SH SOLE 43638 0 0 MICROSOFT CORP COM 594918104 9494 60201 SH SOLE 60201 0 0 APPLE INC COM 037833100 3510 13771 SH SOLE 13771 0 0 WALMART INC COM 931142103 3943 34660 SH SOLE 34660 0 0 JOHNSON & JOHNSON COM 478160104 4622 35172 SH SOLE 35172 0 0 EXXON MOBIL CORP COM 30231G102 2286 60201 SH SOLE 60201 0 0 CHEVRON CORP NEW COM 166764100 1127 15551 SH SOLE 15551 0 0 ISHARES TR CORE S&P SCP ETF 464287804 806 14374 SH SOLE 14374 0 0 AT&T INC COM 00206R102 2580 88520 SH SOLE 88520 0 0 MCDONALDS CORP COM 580135101 3082 18640 SH SOLE 18640 0 0 ABBVIE INC COM 00287Y109 2303 30225 SH SOLE 30225 0 0 ISHARES TR CORE S&P MCP ETF 464287507 844 5867 SH SOLE 5867 0 0 JPMORGAN CHASE & CO COM 46625H100 1537 17073 SH SOLE 17073 0 0 BLACKROCK INC COM 09247X101 1394 3135 SH SOLE 3135 0 0 PEPSICO INC COM 713448108 1853 15432 SH SOLE 15432 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 662 7884 SH SOLE 7884 0 0 STRYKER CORP COM 863667101 1485 8871 SH SOLE 8871 0 0 FEDEX CORP COM 31428X106 847 6983 SH SOLE 6983 0 0 CVS HEALTH CORP COM 126650100 1227 20678 SH SOLE 20678 0 0 LABORATORY CORP AMER HLDGS COM NEW 50540R409 703 5560 SH SOLE 5560 0 0 INTEL CORP COM 458140100 3085 56995 SH SOLE 56995 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 934 7247 SH SOLE 7247 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 11623 112419 SH SOLE 112419 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 1419 17659 SH SOLE 17659 0 0 BOEING CO COM 097023105 955 6401 SH SOLE 6401 0 0 SCHWAB CHARLES CORP COM 808513105 1141 33939 SH SOLE 33939 0 0 ISHARES TR CORE S&P US GWT 464287671 957 16761 SH SOLE 16761 0 0 HOME DEPOT INC COM 437076102 2277 12156 SH SOLE 12156 0 0 AMGEN INC COM 031162100 1279 6308 SH SOLE 6308 0 0 VANGUARD WORLD FDS UTILITIES ETF 92204A876 640 5245 SH SOLE 5245 0 0 PROCTER & GAMBLE CO COM 742718109 1911 17372 SH SOLE 17372 0 0 WELLTOWER INC COM 95040Q104 648 14149 SH SOLE 14149 0 0 CISCO SYS INC COM 17275R102 863 21247 SH SOLE 21247 0 0 GENERAL MLS INC COM 370334104 1443 27337 SH SOLE 27337 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 685 5010 SH SOLE 5010 0 0 MCKESSON CORP COM 58155Q103 454 3355 SH SOLE 3355 0 0 CUMMINS INC COM 231021106 229 1695 SH SOLE 1695 0 0 BK OF AMERICA CORP COM 060505104 1145 53950 SH SOLE 53950 0 0 AMERICAN EXPRESS CO COM 025816109 1136 13269 SH SOLE 13269 0 0 PFIZER INC COM 717081103 360 10417 SH SOLE 10417 0 0 TREX CO INC COM 89531P105 571 6897 SH SOLE 6897 0 0 ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 617 17676 SH SOLE 17676 0 0 ZOETIS INC CL A 98978V103 756 6228 SH SOLE 6228 0 0 STARBUCKS CORP COM 855244109 777 11545 SH SOLE 11545 0 0 DISNEY WALT CO COM DISNEY 254687106 874 8960 SH SOLE 8960 0 0 NIKE INC CL B 654106103 804 9446 SH SOLE 9446 0 0 UNITEDHEALTH GROUP INC COM 91324P102 428 1644 SH SOLE 1644 0 0 AMAZON COM INC COM 023135106 774 388 SH SOLE 388 0 0 POOL CORPORATION COM 73278L105 796 4003 SH SOLE 4003 0 0 ABBOTT LABS COM 002824100 1955 24770 SH SOLE 24770 0 0 AMERISOURCEBERGEN CORP COM 03073E105 372 4200 SH SOLE 4200 0 0 TELLURIAN INC NEW COM 87968A104 18 19500 SH SOLE 19500 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 360 3242 SH SOLE 3242 0 0 COSTCO WHSL CORP NEW COM 22160K105 630 2211 SH SOLE 2211 0 0 APACHE CORP COM 037411105 189 45316 SH SOLE 45316 0 0 3M CO COM 88579Y101 379 2774 SH SOLE 2774 0 0 COLGATE PALMOLIVE CO COM 194162103 368 5544 SH SOLE 5544 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 1109 4304 SH SOLE 4304 0 0 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 200 9589 SH SOLE 9589 0 0 TEXAS INSTRS INC COM 882508104 258 2579 SH SOLE 2579 0 0 MERCK & CO. INC COM 58933Y105 282 3670 SH SOLE 3670 0 0 MEDTRONIC PLC SHS G5960L103 712 7900 SH SOLE 7900 0 0 VISA INC COM CL A 92826C839 256 1589 SH SOLE 1589 0 0 FACEBOOK INC CL A 30303M102 239 1435 SH SOLE 1435 0 0 CIMAREX ENERGY CO COM 171798101 206 12224 SH SOLE 12224 0 0