Financial Advisors, LLC Portfolio Holdings

Financial Advisors, LLC

  • $563 Million
  • Q3 2025

Financial Advisors, LLC has filed its 13F form on November 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $563 Million distributed in 80 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 $93.8M, Schwab Strategic Tr Us Large C with a value of $76M, Ishares Tr Currency Hedged Msc with a value of $64M, and Ishares Msci Usa Quality Facto with a value of $63.1M.

Examining the 13F form we can see an increase of $27.2M in the current position value, from $535M to 563M.

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 $563 Million
ETFs: $507 Million
Technology: $17.6 Million
Communication Services: $8.73 Million
Financial Services: $6.96 Million
Consumer Cyclical: $5.17 Million
Healthcare: $3.73 Million
Industrials: $3.7 Million
Energy: $2.71 Million
Other: $2.97 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 80
  • Current Value $563 Million
  • Prior Value $535 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 07, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 4 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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