Financial Advisors, LLC Portfolio Holdings

Financial Advisors, LLC

  • $524 Million
  • Q3 2024

Financial Advisors, LLC has filed its 13F form on October 16, 2024 for Q3 2024 where it was disclosed a total value porftolio of $524 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 $101M, Schwab Strategic Tr Us Large C with a value of $86.3M, Schwab Strategic Tr Us Large C with a value of $73.5M, Ishares Msci Usa Quality Facto with a value of $60.6M, and Ishares Core S&P Sm Cap ETF with a value of $58.8M.

Examining the 13F form we can see an increase of $35.8M in the current position value, from $488M to 524M.

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 $524 Million
ETFs: $477 Million
Technology: $15 Million
Communication Services: $6.23 Million
Financial Services: $5.03 Million
Consumer Cyclical: $4.79 Million
Industrials: $3.78 Million
Healthcare: $3.72 Million
Energy: $2.81 Million
Other: $3.25 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$9.55B
$530,000 0.1% of portfolio
650
Q1 2021 Reduced 27.78%
$7.45B
$274,000 0.05% of portfolio
1,473
Q4 2020 New

Summary

  • Portfolio
  • No. of Stocks 78
  • Current Value $524 Million
  • Prior Value $488 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 16, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 6 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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