Frazier Financial Advisors, LLC Sells in Q1 2025

Frazier Financial Advisors, LLC

  • $130 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
-158
- 0.92%
$551.42 - $612.93 $87.1K - $96.8K
16.9K $9.47B
ACN
Accenture PLC

Technology
-110
- 0.85%
$300.91 - $398.25 $33.1K - $43.8K
12.9K $4.01B
AAPL
Apple Inc.

Technology
-602
- 4.28%
$209.68 - $247.1 $126K - $149K
13.5K $2.99B
LLY
Eli Lilly & CO

Healthcare
-204
- 39.16%
$725.72 - $929.72 $148K - $190K
317 $262M
AMZN
Amazon Com Inc

Consumer Cyclical
-307
- 14.37%
$190.26 - $242.06 $58.4K - $74.3K
1.83K $348M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-361
- 54.61%
$302.31 - $337.54 $109K - $122K
300 $92M
TSLA
Tesla, Inc.

Consumer Cyclical
-84
- 15.67%
$222.15 - $428.22 $18.7K - $36K
452 $117M
ROK
Rockwell Automation, Inc

Industrials
-125
- 6.88%
$255.29 - $303.75 $31.9K - $38K
1.69K $437M
GOOG
Alphabet Inc.

Communication Services
-91
- 6.92%
$156.06 - $207.71 $14.2K - $18.9K
1.22K $191M
IVE
Ishares S&P 500 Value ETF

ETFs
-294
- 72.59%
$185.78 - $198.58 $54.6K - $58.4K
111 $21.2M
AVGO
Broadcom Inc.

Technology
-60
- 11.45%
$167.43 - $244.7 $10K - $14.7K
464 $77.6M
NVDA
Nvidia Corp

Technology
-74
- 6.38%
$106.98 - $149.43 $7.92K - $11.1K
1.09K $118M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-601
- 47.62%
$74.85 - $84.89 $45K - $51K
661 $54M
ADBE
Adobe Inc.

Technology
-7
- 1.36%
$377.84 - $464.11 $2.64K - $3.25K
507 $194M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-354
- 63.21%
$95.85 - $99.25 $33.9K - $35.1K
206 $20.4M
JPM
Jpmorgan Chase & CO

Financial Services
-297
- 4.38%
$225.19 - $279.95 $66.9K - $83.1K
6.48K $1.59B
CGMU
Capital Group Core Plus Income
-1.14K
- 6.04%
N/A
17.7K $475M
EMR
Emerson Electric CO

Industrials
-238
- 74.61%
$108.64 - $131.17 $25.9K - $31.2K
81 $8.88M
UNP
Union Pacific Corp

Industrials
-145
- 29.59%
$225.21 - $254.42 $32.7K - $36.9K
345 $81.5M
Worthington Stl Inc
-66
- 1.44%
N/A
4.51K $114M
VEA
Vanguard Ftse Developed Market

ETFs
-641
- 34.44%
$47.4 - $52.99 $30.4K - $34K
1.22K $62M
FAST
Fastenal CO

Industrials
-400
- 50.0%
$71.11 - $79.98 $28.4K - $32K
400 $31M
DFAT
Dimensional ETF Tr U S Target

ETFs
-194
- 5.12%
$50.44 - $58.1 $9.79K - $11.3K
3.6K $185M
IWM
Ishares Russell 2000 ETF

ETFs
-33
- 5.95%
$198.1 - $229.79 $6.54K - $7.58K
522 $104M
GRMN
Garmin LTD

Technology
-79
- 50.32%
$204.55 - $241.93 $16.2K - $19.1K
78 $16.9M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-157
- 69.16%
$77.33 - $90.16 $12.1K - $14.2K
70 $5.51M
COP
Conocophillips

Energy
-153
- 61.2%
$88.6 - $105.85 $13.6K - $16.2K
97 $10.1M
VBR
Vanguard Small Cap Value ETF

ETFs
-67
- 57.26%
$183.02 - $207.75 $12.3K - $13.9K
50 $9.29M
IAU
Ishares Gold Trust

ETFs
-267
- 79.23%
$49.74 - $58.96 $13.3K - $15.7K
70 $4.13M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-41
- 27.7%
$221.78 - $273.45 $9.09K - $11.2K
107 $24.3M
FDX
Fedex Corp

Industrials
-35
- 36.84%
$230.33 - $281.53 $8.06K - $9.85K
60 $14.6M
XLY
Select Sector Spdr Consumer Di

ETFs
-8
- 2.44%
$192.6 - $233.2 $1.54K - $1.87K
320 $63.2M
VBK
Vanguard Small Cap Growth ETF

ETFs
-32
- 34.41%
$247.97 - $296.33 $7.94K - $9.48K
61 $15.4M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-150
- 50.0%
$47.79 - $59.89 $7.17K - $8.98K
150 $7.53M
VUG
Vanguard Growth ETF

ETFs
-14
- 11.11%
$369.1 - $427.61 $5.17K - $5.99K
112 $41.5M
DIS
Walt Disney CO

Communication Services
-30
- 4.96%
$96.87 - $114.0 $2.91K - $3.42K
575 $56.8M
CVX
Chevron Corp

Energy
-126
- 27.27%
$146.71 - $167.97 $18.5K - $21.2K
336 $56.2M
BMY
Bristol Myers Squibb CO

Healthcare
-209
- 30.12%
$53.9 - $63.11 $11.3K - $13.2K
485 $29.6M
Linde PLC
-36
- 22.5%
N/A
124 $57.5M
SRE
Sempra Energy

Utilities
-47
- 14.6%
$67.85 - $87.67 $3.19K - $4.12K
275 $19.6M
PFE
Pfizer Inc

Healthcare
-250
- 17.74%
$25.01 - $27.13 $6.25K - $6.78K
1.16K $29.4M
BP
Bp PLC

Energy
-458
- 26.88%
$29.93 - $35.31 $13.7K - $16.2K
1.25K $42.1M
SPOT
Spotify Technology S.A.

Communication Services
-20
- 40.0%
$457.79 - $648.32 $9.16K - $13K
30 $16.2M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-248
- 17.22%
$27.01 - $28.54 $6.7K - $7.08K
1.19K $33.3M
PSTG
Pure Storage, Inc.

Technology
-50
- 25.0%
$44.27 - $72.37 $2.21K - $3.62K
150 $6.64M
NEE
Nextera Energy Inc

Utilities
-46
- 1.58%
$66.96 - $76.16 $3.08K - $3.5K
2.86K $203M
USB
Us Bancorp \De\

Financial Services
-43
- 6.73%
$40.92 - $50.9 $1.76K - $2.19K
596 $25.2M
CL
Colgate Palmolive CO

Consumer Defensive
-93
- 8.42%
$85.68 - $97.5 $7.97K - $9.07K
1.01K $94.7M
D
Dominion Energy, Inc

Utilities
-106
- 18.83%
$52.85 - $57.43 $5.6K - $6.09K
457 $25.6M
Activity Summary
Buys All Purchases 115 New Holdings 28 Increased Positions 87 Sells All Sells 112 Reductions 112 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Frazier Financial Advisors, LLC Portfolio

Follow Frazier Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Frazier Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Frazier Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email