UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
Form 13F
Form 13F COVER PAGE
Report for the Calendar Year or Quarter Ended: December 31, 1999
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Check here if Amendment [ ]; Amendment Number: ___________
This Amendment (Check only one.): [ ] is a restatement.
[ ] adds new holdings entries.
Institutional Investment Manager Filing this Report:
Name: IPS Advisory, Inc.
Address: 1225 Wesgarber Road
Suite S-380
Knoxville, Tennessee 37902
Form 13F File Number: 28-
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The institutional investment manager filing this report and the person
by whom it is signed hereby represent that the person signing the report is
authorized to submit it, that all information contained herein is true,
correct and complete, and that it is understood that all required items,
statements, schedules, lists, and tables, are considered integral parts of
this form.
Person Signing this Report on Behalf of Reporting Manager:
Name: Gregory D'Amico
Title: President
Phone: (800) 232-9142
Signature, Place, and Date of Signing:
/s/ Gregory D'Amico Knoxville, Tennessee 2/9/00
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[Signature] [City, State] [Date]
Report Type (Check only one.):
[X] 13F HOLDINGS REPORT. (Check here if all holdings of this reporting
manager are reported in this report).
[ ] 13F NOTICE. (Check here if no holdings reported are in this report,
and all holdings are reported by other reporting manager(s)).
[ ] 13F COMBINATION REPORT. (Check here if a portion of the holdings
for this reporting manager are reported in this report and a portion
are reported by other reporting manager(s)).
List of Other Managers Reporting for this Manager:
NONE
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Form 13F SUMMARY PAGE
Report Summary:
Number of Other Included Managers: None
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Form 13F Information Table Entry Total: 91
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Form 13F Information Table Value Total: $ 210,042
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List of Other Included Managers:
Provide a numbered list of the name(s) and Form 13F file number(s) of
all institutional investment managers with respect to which this report is
filed, other than the manager filing this report.
[If there are no entries in this list, state "NONE" and omit the column
headings and list entries.]
NONE
-2-
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FORM 13F INFORMATION TABLE
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<CAPTION>
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
- ------------------ -------------- -------- -------- ------------------ ---------- -------- --------------------
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGERS SOLE SHARED NONE
- ------------------ -------------- -------- -------- ------- --- ---- ---------- -------- ---- ------ ----
<S> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C>
ABBOTT LABS COM 002824100 268 7,376.00 SH SOLE 7,376.00
ADELPHIA BUSINESS COM 006847107 960 20,000.00 SH SOLE 20,000.00
SOLUTIONS
AES CORP COM 00130H105 3,906 52,250.00 SH SOLE 52,250.00
ALLMERICA FINANCIAL COM 019754100 18 332.00 SH SOLE 332.00
ALTEON WEBSYSTEMS COM 02145A109 439 5,000.00 SH SOLE 5,000.00
AMAZON.COM COM 023135106 3,323 44,050.00 SH SOLE 44,050.00
AMERICA ONLINE COM 02364J104 7,020 93,290.00 SH SOLE 93,290.00
ANALOG DEVICES COM 032654105 2,841 30,550.00 SH SOLE 30,550.00
APPLIED MATERIALS COM 038222105 38 300.00 SH SOLE 300.00
ARIBA INC COM 04033V104 1,774 10,000.00 SH SOLE 10,000.00
BANKFIRST CORP COM 066442104 6 750.00 SH SOLE 750.00
BMC SOFTWARE COM 055921100 104 1,300.00 SH SOLE 1,300.00
BP AMOCO COM 055622104 16 264.00 SH SOLE 264.00
BRISTOL-MYERS SQUIBB COM 110122108 129 2,006.00 SH SOLE 2,006.00
BROADCOM COM 111320107 5,435 19,955.00 SH SOLE 19,955.00
BROADVISION COM 111412102 8,001 47,050.00 SH SOLE 47,050.00
CALIFORNIA WATER SERVICE COM 130788102 461 15,200.00 SH SOLE 15,200.00
CALPINE COM 131347106 6,437 100,575.00 SH SOLE 100,575.00
CISCO SYSTEMS COM 17275R102 9,430 88,026.00 SH SOLE 88,026.00
CLARENT CORP. COM 180461105 1,714 22,050.00 SH SOLE 22,050.00
CLAYTON MOTOR HOMES COM 184190106 23 2,446.00 SH SOLE 2,446.00
CLECO Corp. COM 12561M107 1,777 55,425.00 SH SOLE 55,425.00
CMG INFORMATION SERVICES COM 125750109 443 1,600.00 SH SOLE 1,600.00
COMCAST CORP. COM 200300200 1,034 20,575.00 SH SOLE 20,575.00
COVAD COMMUNICATIONS COM 222814204 1,186 21,200.00 SH SOLE 21,200.00
COX COMMUNICATIONS COM 224044107 1,030 20,000.00 SH SOLE 20,000.00
DOMINION RESOURCES COM 257470104 2,664 67,875.00 SH SOLE 67,875.00
DOUBLECLICK COM 258609304 3,176 12,550.00 SH SOLE 12,550.00
DPL INC. COM 233293109 2,177 125,750.00 SH SOLE 125,750.00
DUKE POWER COM 264399106 3,833 76,475.00 SH SOLE 76,475.00
EBAY INC. COM 278642103 626 5,000.00 SH SOLE 5,000.00
EFFICIENT NETWORKS COM 282056100 748 11,000.00 SH SOLE 11,000.00
EMC CORP. COM 268648102 9,901 90,630.00 SH SOLE 90,630.00
ENRON CORP COM 293561106 3,860 86,985.00 SH SOLE 86,985.00
EXODUS COMMUNICATIONS COM 302088109 298 3,350.00 SH SOLE 3,350.00
FIRST ENERGY CORP COM 337932107 247 10,875.00 SH SOLE 10,875.00
FLORIDA PROGRESS CORP COM 341109106 1,705 40,300.00 SH SOLE 40,300.00
FREEMARKETS COM 356602102 4,104 12,025.00 SH SOLE 12,025.00
GADZOOKS COM 362555104 27 625.00 SH SOLE 625.00
GLOBAL CROSSING COM G3921A100 2,786 55,725.00 SH SOLE 55,725.00
GLOBALSTAR COM G3930H104 1,320 30,000.00 SH SOLE 30,000.00
TELECOMMUNICATION
HEWLETT-PACKARD COM 428236103 68 600.00 SH SOLE 600.00
i2 COM 465754109 98 500.00 SH SOLE 500.00
INTEL CORP COM 458140100 115 1,400.00 SH SOLE 1,400.00
INTERACTIVE PICTURES COM 05942K105 587 25,200.00 SH SOLE 25,200.00
INTERNATIONAL BUSINESS COM 459200101 43 400.00 SH SOLE 400.00
MACHINES
INTERNET CAPITAL GROUP COM 46059C106 1,700 10,000.00 SH SOLE 10,000.00
INTERTRUST TECHNOLOGIES COM 46113Q109 1,406 11,950.00 SH SOLE 11,950.00
JDS UNIPHASE COM 46612J101 15,702 97,336.00 SH SOLE 97,336.00
JUNIPER NETWORKS COM 48203R104 1,700 5,000.00 SH SOLE 5,000.00
LEVEL 3 COMMUNICATIONS COM 52729N100 1,638 20,000.00 SH SOLE 20,000.00
LUCENT TECHNOLOGIES COM 549463107 2,876 38,444.00 SH SOLE 38,444.00
METROMEDIA FIBER NETWORK COM 591689104 964 20,100.00 SH SOLE 20,100.00
MICROMUSE INC COM 595094103 1,114 6,550.00 SH SOLE 6,550.00
MICROSOFT INC COM 594918104 4,314 36,950.00 SH SOLE 36,950.00
NATIONAL SEMICONDUCTOR COM 637640103 1,764 41,200.00 SH SOLE 41,200.00
NAT'L COMMERCE BANKCORP COM 635449101 1,303 57,450.00 SH SOLE 57,450.00
NETBANK COM 640933107 216 11,650.00 SH SOLE 11,650.00
NETWORK APPLIANCE COM 64120L104 939 11,300.00 SH SOLE 11,300.00
NETWORK SOLUTIONS COM 64121Q102 1,240 5,700.00 SH SOLE 5,700.00
NEXTEL COM 65332V103 2,483 24,075.00 SH SOLE 24,075.00
NISOURCE COM 629140104 1,825 102,100.00 SH SOLE 102,100.00
NORTH FORK BANCORP COM 659424105 263 15,000.00 SH SOLE 15,000.00
PFIZER COM 717081103 24 750.00 SH SOLE 750.00
PHONE.COM COM 71920Q100 4,084 35,230.00 SH SOLE 35,230.00
PORTAL SOFTWARE COM 736126103 1,029 10,000.00 SH SOLE 10,000.00
PROCTOR & GAMBLE COM 742718109 173 1,580.00 SH SOLE 1,580.00
QLOGIC COM 747277101 2,942 18,400.00 SH SOLE 18,400.00
QWEST COMMUNICATIONS COM 749121109 2,412 56,100.00 SH SOLE 56,100.00
RADIO FREQUENCY COM 749941100 2,406 35,150.00 SH SOLE 35,150.00
MICRODEVICES
REALNETWORKS COM 75605L104 5,321 43,910.00 SH SOLE 43,910.00
RELIANT ENERGY COM 442161105 2,446 106,950.00 SH SOLE 106,950.00
SCANA CORP. COM 805898103 40 1,500.00 SH SOLE 1,500.00
SILKNET SOFTWARE COM 827094103 3,481 21,000.00 SH SOLE 21,000.00
SOFTWARE.COM COM 83402P104 2,470 31,900.00 SH SOLE 31,900.00
SOUTHERN CO COM 842587107 1,432 60,950.00 SH SOLE 60,950.00
SPRINT CORP. COM 852061100 41 400.00 SH SOLE 400.00
SPRINT PCS GROUP COM 852061506 3,429 33,450.00 SH SOLE 33,450.00
SUN MICROSYSTEMS INC COM 866810104 1,615 20,850.00 SH SOLE 20,850.00
TELEBANK FINANCIAL COM 87925R109 156 6,000.00 SH SOLE 6,000.00
TERAYON SYSTEMS COM 880775101 942 15,000.00 SH SOLE 15,000.00
TRUSTCO BANK OF NY COM 898349105 400 30,192.00 SH SOLE 30,192.00
TUMBLEWEED COMMUNICATIONS COM 899690101 2,034 24,000.00 SH SOLE 24,000.00
VERIO INC COM 923433106 328 7,100.00 SH SOLE 7,100.00
VERISIGN INC. COM 92343E102 6,059 31,764.00 SH SOLE 31,764.00
VERITAS SOFTWARE COM 923436109 6,352 33,300.00 SH SOLE 33,300.00
VERTICALNET COM 92532L107 49 300.00 SH SOLE 300.00
VITRIA TECHNOLOGY COM 92849Q104 7,745 33,100.00 SH SOLE 33,100.00
WORLDCOM COM 55268B106 893 16,832.00 SH SOLE 16,832.00
XILINX INC COM 983919101 1,819 40,000.00 SH SOLE 40,000.00
YAHOO! INC. COM 984332106 12,277 28,373.00 SH SOLE 28,373.00
REPORT SUMMARY 91 DATA RECORDS $210,042 0 OTHER MANAGERS ON WHOSE BEHALF REPORT IS FILED
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