Financial Advisory Partners, LLC Portfolio Holdings

Financial Advisory Partners, LLC

  • $299 Billion
  • Q1 2025

Financial Advisory Partners, LLC has filed its 13F form on April 10, 2025 for Q1 2025 where it was disclosed a total value porftolio of $299 Billion distributed in 64 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Intermediate Term Cor with a value of $42.6B, Vanguard Growth ETF with a value of $24.6B, Ishares 0 5 Year High Yield CO with a value of $17B, Ishares Trishares 0 3 Mnth Tre with a value of $13.6B, and Vanguard Value ETF with a value of $12.6B.

Examining the 13F form we can see an decrease of $2.19B in the current position value, from $301B to 299B.

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 $299 Billion
ETFs: $181 Billion
Technology: $23 Billion
Financial Services: $21.5 Billion
Industrials: $21 Billion
Consumer Defensive: $15.5 Billion
Healthcare: $12.6 Billion
Utilities: $9.5 Billion
Consumer Cyclical: $6.41 Billion
Other: $8.01 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.38 Billion 0.46% of portfolio
43,095
Q1 2025 Reduced 7.43%
$0
$1.32 Billion 0.44% of portfolio
42,525
Q1 2025 Added 56.02%
$41.7B
$671 Million 0.22% of portfolio
8,149
Q1 2025 Reduced 10.64%
$433B
$596 Million 0.2% of portfolio
630
Q1 2025 Reduced 5.97%
$276B
$602 Million 0.2% of portfolio
5,558
Q1 2025 Reduced 5.6%
$39.8B
$600 Million 0.2% of portfolio
5,427
Q1 2025 Reduced 6.51%
$34.2B
$541 Million 0.18% of portfolio
4,964
Q1 2025 Reduced 7.11%
$1.86T
$438 Million 0.15% of portfolio
2,300
Q1 2025 Reduced 4.17%
$0
$316 Million 0.11% of portfolio
8,839
Q1 2025 Added 15.27%
$317B
$296 Million 0.1% of portfolio
1,411
Q1 2025 Reduced 8.14%
$489B
$301 Million 0.1% of portfolio
550
Q2 2023 New
$0
$272 Million 0.09% of portfolio
530
Q1 2025 Reduced 14.52%
$0
$244 Million 0.08% of portfolio
9,544
Q1 2025 Added 2.09%
$0
$245 Million 0.08% of portfolio
7,365
Q1 2025 Added 2.04%

Summary

  • Portfolio
  • No. of Stocks 64
  • Current Value $299 Billion
  • Prior Value $301 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 10, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 43 stocks
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