Fi3 Financial Advisors, LLC Portfolio Holdings
Fi3 Financial Advisors, LLC
- $275 Million
- Q2 2025
Fi3 Financial Advisors, LLC has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $275 Million distributed in 167 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 $44.8M, Vanguard Ftse Developed Market with a value of $37.7M, Ishares Core S&P Sm Cap ETF with a value of $32.1M, Spdr S&P 500 ETF Trust with a value of $16.6M, and Eli Lilly & CO with a value of $11.5M.
Examining the 13F form we can see an increase of $30.1M in the current position value, from $245M to 275M.
Below you can find more details about Fi3 Financial Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$275 Million
ETFs: $180 Million
Technology: $31.5 Million
Healthcare: $17 Million
Financial Services: $13.6 Million
Industrials: $9.46 Million
Consumer Cyclical: $8.56 Million
Communication Services: $8.18 Million
Consumer Defensive: $4.02 Million
Other: $2.46 Million