Financial Advisors, LLC Portfolio Holdings

Financial Advisors, LLC

  • $506 Million
  • Q1 2025

Financial Advisors, LLC has filed its 13F form on May 02, 2025 for Q1 2025 where it was disclosed a total value porftolio of $506 Million distributed in 81 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 $104M, Schwab Strategic Tr Us Large C with a value of $77.7M, Schwab Strategic Tr Us Large C with a value of $71.8M, Ishares Tr Currency Hedged Msc with a value of $58.6M, and Ishares Msci Usa Quality Facto with a value of $57.3M.

Examining the 13F form we can see an decrease of $14.5M in the current position value, from $520M to 506M.

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 $506 Million
ETFs: $460 Million
Technology: $13.6 Million
Communication Services: $6.15 Million
Financial Services: $5.6 Million
Consumer Cyclical: $4.59 Million
Healthcare: $3.86 Million
Industrials: $3.52 Million
Energy: $2.89 Million
Other: $3.32 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

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

Summary

  • Portfolio
  • No. of Stocks 81
  • Current Value $506 Million
  • Prior Value $520 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 02, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 0 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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