Financial Advisory Partners, LLC Reduced Holdings in Q4 2024

Financial Advisory Partners, LLC

  • $301 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-9.13K
- 20.1%
$100.16 - $100.7 $914K - $919K
36.3K $3.64B
NEE
Nextera Energy Inc

Utilities
-512
- 0.82%
$69.77 - $85.43 $35.7K - $43.7K
61.9K $4.44B
LMT
Lockheed Martin Corp

Industrials
-22
- 0.31%
$479.66 - $614.62 $10.6K - $13.5K
7K $3.4B
PFF
Ishares Trust Ishares Pfd And

ETFs
-10.5K
- 5.87%
$31.23 - $33.51 $329K - $352K
169K $5.31B
MRK
Merck & Co., Inc.

Healthcare
-2.88K
- 11.71%
$96.31 - $114.76 $277K - $330K
21.7K $2.16B
NXPI
Nxp Semiconductors N.V.

Technology
-90
- 0.56%
$207.27 - $255.58 $18.7K - $23K
16K $3.32B
UNH
Unitedhealth Group Inc

Healthcare
-38
- 0.61%
$485.52 - $625.25 $18.4K - $23.8K
6.24K $3.15B
MDT
Medtronic PLC

Healthcare
-448
- 1.17%
$79.61 - $92.24 $35.7K - $41.3K
37.9K $3.03B
JNJ
Johnson & Johnson

Healthcare
-523
- 2.73%
$143.34 - $165.86 $75K - $86.7K
18.6K $2.7B
LOW
Lowes Companies Inc

Consumer Cyclical
-173
- 1.14%
$244.52 - $284.07 $42.3K - $49.1K
15K $3.69B
UNP
Union Pacific Corp

Industrials
-19
- 0.13%
$223.15 - $249.32 $4.24K - $4.74K
14.9K $3.39B
ORCL
Oracle Corp

Technology
-723
- 2.53%
$165.41 - $192.43 $120K - $139K
27.8K $4.64B
XOM
Exxon Mobil Corp

Energy
-125
- 0.64%
$105.51 - $125.37 $13.2K - $15.7K
19.5K $2.1B
CB
Chubb LTD

Financial Services
-92
- 0.64%
$271.57 - $301.89 $25K - $27.8K
14.3K $3.96B
HD
Home Depot, Inc.

Consumer Cyclical
-29
- 0.27%
$385.02 - $431.37 $11.2K - $12.5K
10.7K $4.18B
MSFT
Microsoft Corp

Technology
-86
- 0.64%
$406.35 - $454.46 $34.9K - $39.1K
13.4K $5.67B
SYY
Sysco Corp

Consumer Defensive
-817
- 1.76%
$73.63 - $81.77 $60.2K - $66.8K
45.5K $3.48B
PG
Procter & Gamble CO

Consumer Defensive
-39
- 0.18%
$161.05 - $179.7 $6.28K - $7.01K
22K $3.68B
CVX
Chevron Corp

Energy
-332
- 1.69%
$141.15 - $162.53 $46.9K - $54K
19.3K $2.8B
PEG
Public Service Enterprise Group Inc

Utilities
-30
- 0.33%
$81.87 - $94.51 $2.46K - $2.84K
9.12K $771M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-58
- 8.55%
$521.84 - $558.82 $30.3K - $32.4K
620 $334M
RSG
Republic Services, Inc.

Industrials
-128
- 0.54%
$198.0 - $218.75 $25.3K - $28K
23.5K $4.72B
SYK
Stryker Corp

Healthcare
-13
- 0.12%
$345.14 - $392.15 $4.49K - $5.1K
10.6K $3.81B
PH
Parker Hannifin Corp

Industrials
-61
- 0.84%
$621.74 - $709.46 $37.9K - $43.3K
7.16K $4.56B
AMZN
Amazon Com Inc

Consumer Cyclical
-180
- 6.98%
$180.88 - $232.93 $32.6K - $41.9K
2.4K $527M
NVDA
Nvidia Corp

Technology
-100
- 1.67%
$117.0 - $148.88 $11.7K - $14.9K
5.89K $791M
PKG
Packaging Corp Of America

Consumer Cyclical
-18
- 0.15%
$211.98 - $248.85 $3.82K - $4.48K
11.9K $2.68B
PAYX
Paychex Inc

Industrials
-88
- 0.31%
$135.86 - $148.73 $12K - $13.1K
28.1K $3.94B
SRE
Sempra Energy

Utilities
-86
- 0.18%
$80.81 - $94.77 $6.95K - $8.15K
48.5K $4.25B
AAPL
Apple Inc.

Technology
-150
- 0.64%
$221.69 - $259.02 $33.3K - $38.9K
23.4K $5.86B
WMT
Walmart Inc.

Consumer Defensive
-1.84K
- 2.99%
$79.1 - $95.7 $146K - $176K
59.8K $5.4B
JPM
Jpmorgan Chase & CO

Financial Services
-799
- 3.71%
$205.18 - $250.29 $164K - $200K
20.7K $4.97B
V
Visa Inc.

Financial Services
-48
- 0.37%
$273.87 - $320.91 $13.1K - $15.4K
12.8K $4.04B
MS
Morgan Stanley

Financial Services
-213
- 0.57%
$104.42 - $134.99 $22.2K - $28.8K
37K $4.65B
AVGO
Broadcom Inc.

Technology
-1.88K
- 4.46%
$159.67 - $250.0 $300K - $469K
40.2K $9.33B
Activity Summary
Buys All Purchases 24 New Holdings 0 Increased Positions 24 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Financial Advisory Partners, LLC Portfolio

Follow Financial Advisory Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Advisory Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Financial Advisory Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email