Financial Advisory Partners, LLC Reduced Holdings in Q2 2025

Financial Advisory Partners, LLC

  • $318 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-183K
- 45.77%
$40.82 - $43.14 $7.49M - $7.92M
217K $9.38B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-31K
- 23.01%
$100.35 - $100.71 $3.11M - $3.12M
104K $10.4B
AAPL
Apple Inc.

Technology
-400
- 1.74%
$172.42 - $223.89 $69K - $89.6K
22.6K $4.64B
PAYX
Paychex Inc

Industrials
-827
- 2.96%
$137.01 - $159.78 $113K - $132K
27.1K $3.94B
PG
Procter & Gamble CO

Consumer Defensive
-581
- 2.65%
$157.66 - $172.39 $91.6K - $100K
21.4K $3.41B
OMC
Omnicom Group Inc.

Communication Services
-157
- 0.58%
$69.22 - $79.77 $10.9K - $12.5K
26.8K $1.93B
JNJ
Johnson & Johnson

Healthcare
-366
- 1.96%
$146.36 - $159.82 $53.6K - $58.5K
18.3K $2.79B
MRK
Merck & Co., Inc.

Healthcare
-837
- 3.95%
$73.47 - $87.12 $61.5K - $72.9K
20.3K $1.61B
XOM
Exxon Mobil Corp

Energy
-345
- 1.59%
$99.93 - $119.04 $34.5K - $41.1K
21.4K $2.3B
CB
Chubb LTD

Financial Services
-315
- 2.21%
$274.32 - $302.46 $86.4K - $95.3K
14K $4.05B
V
Visa Inc.

Financial Services
-750
- 5.94%
$308.27 - $373.31 $231K - $280K
11.9K $4.22B
PFF
Ishares Trust Ishares Pfd And

ETFs
-5.13K
- 3.07%
$29.0 - $30.68 $149K - $157K
162K $4.96B
PKG
Packaging Corp Of America

Consumer Cyclical
-192
- 1.53%
$175.97 - $201.36 $33.8K - $38.7K
12.4K $2.33B
NEE
Nextera Energy Inc

Utilities
-894
- 1.48%
$64.11 - $75.0 $57.3K - $67.1K
59.7K $4.14B
NVDA
Nvidia Corp

Technology
-2.69K
- 48.47%
$94.31 - $157.99 $254K - $426K
2.86K $452M
UNP
Union Pacific Corp

Industrials
-249
- 1.68%
$208.27 - $238.46 $51.9K - $59.4K
14.6K $3.36B
MDT
Medtronic PLC

Healthcare
-414
- 1.1%
$80.68 - $88.86 $33.4K - $36.8K
37.3K $3.25B
RSG
Republic Services, Inc.

Industrials
-935
- 4.05%
$227.2 - $258.07 $212K - $241K
22.2K $5.47B
SYY
Sysco Corp

Consumer Defensive
-1.93K
- 4.25%
$68.0 - $75.91 $131K - $147K
43.5K $3.3B
ED
Consolidated Edison Inc

Utilities
-575
- 10.6%
$98.05 - $113.3 $56.4K - $65.1K
4.85K $487M
WEC
Wec Energy Group, Inc.

Utilities
-197
- 3.97%
$102.24 - $109.76 $20.1K - $21.6K
4.77K $497M
PEG
Public Service Enterprise Group Inc

Utilities
-420
- 5.15%
$77.13 - $84.18 $32.4K - $35.4K
7.73K $651M
LMT
Lockheed Martin Corp

Industrials
-131
- 1.77%
$430.82 - $486.45 $56.4K - $63.7K
7.26K $3.36B
HIG
Hartford Financial Services Group, Inc.

Financial Services
-113
- 0.44%
$109.83 - $131.67 $12.4K - $14.9K
25.8K $3.27B
SRE
Sempra Energy

Utilities
-976
- 2.05%
$63.78 - $78.91 $62.2K - $77K
46.6K $3.53B
WMT
Walmart Inc.

Consumer Defensive
-2.44K
- 4.26%
$81.79 - $99.98 $200K - $244K
54.9K $5.37B
NXPI
Nxp Semiconductors N.V.

Technology
-290
- 1.82%
$153.5 - $218.72 $44.5K - $63.4K
15.6K $3.41B
PH
Parker Hannifin Corp

Industrials
-274
- 3.88%
$517.23 - $700.54 $142K - $192K
6.79K $4.74B
JPM
Jpmorgan Chase & CO

Financial Services
-1.1K
- 5.4%
$210.28 - $289.91 $231K - $319K
19.3K $5.58B
MS
Morgan Stanley

Financial Services
-1.41K
- 3.9%
$99.83 - $140.86 $141K - $199K
34.9K $4.91B
MSFT
Microsoft Corp

Technology
-1.13K
- 8.46%
$354.56 - $497.45 $400K - $561K
12.2K $6.07B
ORCL
Oracle Corp

Technology
-626
- 2.3%
$122.82 - $218.63 $76.9K - $137K
26.6K $5.82B
AVGO
Broadcom Inc.

Technology
-2.12K
- 6.48%
$146.29 - $275.65 $310K - $584K
30.6K $8.44B
Activity Summary
Buys All Purchases 28 New Holdings 3 Increased Positions 25 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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