Financial Advisors, LLC Portfolio Holdings

Financial Advisors, LLC

  • $535 Million
  • Q2 2025

Financial Advisors, LLC has filed its 13F form on July 29, 2025 for Q2 2025 where it was disclosed a total value porftolio of $535 Million distributed in 78 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Msci Usa Min Vol Facto with a value of $103M, Schwab Strategic Tr Us Large C with a value of $89M, Schwab Strategic Tr Us Large C with a value of $73.4M, Ishares Msci Usa Quality Facto with a value of $61.3M, and Ishares Tr Currency Hedged Msc with a value of $61.2M.

Examining the 13F form we can see an increase of $29.9M in the current position value, from $506M to 535M.

Financial Advisors, LLC is based out at Andover, MA

Below you can find more details about Financial Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $535 Million
ETFs: $485 Million
Technology: $15.2 Million
Communication Services: $6.81 Million
Financial Services: $6.4 Million
Consumer Cyclical: $4.82 Million
Industrials: $3.89 Million
Healthcare: $3.39 Million
Energy: $2.54 Million
Other: $3.01 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$182B
$829,000 0.15% of portfolio
19,170
Q2 2025 Added 0.09%
$142B
$672,000 0.13% of portfolio
1,700
Q4 2022 Reduced 13.44%
$124B
$630,000 0.12% of portfolio
2,046
Q2 2025 Added 0.29%
$96.6B
$571,000 0.11% of portfolio
818
Q2 2025 Reduced 7.67%
$135B
$526,000 0.1% of portfolio
2,287
Q2 2024 Reduced 2.51%
$152B
$492,000 0.09% of portfolio
2,220
Q2 2025 Reduced 1.33%
$127B
$438,000 0.08% of portfolio
1,590
Q3 2024 Added 900.0%
$102B
$362,000 0.07% of portfolio
3,945
Q2 2025 Added 0.84%
$70.9B
$384,000 0.07% of portfolio
4,225
Q1 2025 Reduced 9.88%
$75.3B
$368,000 0.07% of portfolio
11,289
Q3 2021 Reduced 0.82%
$119B
$298,000 0.06% of portfolio
1,255
Q3 2024 Added 0.08%
$112B
$295,000 0.06% of portfolio
1,020
Q3 2023 Reduced 2.86%
$40.9B
$299,000 0.06% of portfolio
2,820
Q4 2023 New
$152B
$308,000 0.06% of portfolio
1,105
Q4 2024 Reduced 11.17%
$17B
$203,000 0.04% of portfolio
500
Q2 2025 New
$92.8B
$206,000 0.04% of portfolio
600
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 78
  • Current Value $535 Million
  • Prior Value $506 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 29, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2 stocks
  • Additional Purchases 22 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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