Tounjian Advisory Partners, LLC has filed its 13F form on July 09, 2025 for Q2 2025 where it was disclosed a total value porftolio of $516 Billion distributed in 234 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $25.2B, Microsoft Corp with a value of $20.7B, Nvidia Corp with a value of $18.9B, First Tr Exchange Traded Fd Gr with a value of $13.6B, and Janus Henderson Short Duration with a value of $13.2B.

Examining the 13F form we can see an decrease of $18B in the current position value, from $534B to 516B.

Tounjian Advisory Partners, LLC is based out at Fort Myers, FL

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

Portfolio value $516 Billion
Technology: $104 Billion
ETFs: $93.3 Billion
Financial Services: $58.2 Billion
Consumer Cyclical: $54 Billion
Communication Services: $35.5 Billion
Healthcare: $34.7 Billion
Utilities: $26.5 Billion
Industrials: $24.4 Billion
Other: $34.9 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 234
  • Current Value $516 Billion
  • Prior Value $534 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 09, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 0 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 218 stocks
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