Fi3 Financial Advisors, LLC Portfolio Holdings
Fi3 Financial Advisors, LLC
- $245 Million
- Q1 2025
Fi3 Financial Advisors, LLC has filed its 13F form on May 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $245 Million distributed in 137 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $38.5M, Vanguard Ftse Developed Market with a value of $34.1M, Ishares Core S&P Sm Cap ETF with a value of $30M, Spdr S&P 500 ETF Trust with a value of $15.2M, and Eli Lilly & CO with a value of $12.4M.
Examining the 13F form we can see an decrease of $21.1M in the current position value, from $266M to 245M.
Below you can find more details about Fi3 Financial Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$245 Million
ETFs: $164 Million
Technology: $23.7 Million
Healthcare: $17.1 Million
Financial Services: $11.6 Million
Industrials: $9.41 Million
Consumer Cyclical: $6.85 Million
Communication Services: $6.48 Million
Consumer Defensive: $3.36 Million
Other: $2.64 Million