Financial Advisory Partners, LLC Portfolio Holdings

Financial Advisory Partners, LLC

  • $301 Billion
  • Q3 2024

Financial Advisory Partners, LLC has filed its 13F form on October 09, 2024 for Q3 2024 where it was disclosed a total value porftolio of $301 Billion distributed in 67 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Intermediate Term Cor with a value of $42B, Vanguard Growth ETF with a value of $27B, Ishares 0 5 Year High Yield CO with a value of $24.9B, Vanguard Value ETF with a value of $12.4B, and Vanguard Lg Trm Corp Bd ETF with a value of $8.08B.

Examining the 13F form we can see an increase of $33.7B in the current position value, from $267B to 301B.

Financial Advisory Partners, LLC is based out at Winter Park, FL

Below you can find more details about Financial Advisory Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $301 Billion
ETFs: $169 Billion
Technology: $28.3 Billion
Industrials: $20.9 Billion
Financial Services: $19.4 Billion
Healthcare: $17.1 Billion
Consumer Defensive: $16.1 Billion
Consumer Cyclical: $11.5 Billion
Utilities: $11.3 Billion
Other: $7.14 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 67
  • Current Value $301 Billion
  • Prior Value $267 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 09, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 4 stocks
  • Additional Purchases 27 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 34 stocks
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