Financial Life Advisors Portfolio Holdings

Financial Life Advisors

  • $265 Million
  • Q1 2025

Financial Life Advisors has filed its 13F form on April 24, 2025 for Q1 2025 where it was disclosed a total value porftolio of $265 Million distributed in 51 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares S&P 500 Growth ETF with a value of $36.5M, Ishares S&P 500 Value ETF with a value of $30.8M, Schwab Us Aggregate Bond ETF with a value of $29M, Spdr Ser Tr Spdr Portfolio Mor with a value of $17.3M, and Ishares Core Total Usd Bond Ma with a value of $15.4M.

Examining the 13F form we can see an increase of $2.24M in the current position value, from $263M to 265M.

Below you can find more details about Financial Life Advisors portfolio as well as his latest detailed transactions.

Portfolio value $265 Million
ETFs: $263 Million
Healthcare: $884,000
Consumer Cyclical: $676,000
Technology: $442,000
Energy: $297,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$36.5 Million 13.79% of portfolio
393,379
Q1 2025 Added 0.1%
$0
$30.8 Million 11.63% of portfolio
161,610
Q1 2025 Added 2.58%
$0
$29 Million 10.94% of portfolio
1,251,076
Q1 2025 Added 2.25%
$0
$17.3 Million 6.52% of portfolio
783,551
Q1 2025 Added 5.44%
$0
$15.4 Million 5.8% of portfolio
333,132
Q1 2025 Reduced 22.98%
$0
$14.6 Million 5.53% of portfolio
300,218
Q1 2025 Added 14.71%
$0
$13.3 Million 5.03% of portfolio
226,056
Q1 2025 Added 3.37%
$0
$9.71 Million 3.67% of portfolio
26,178
Q1 2025 Reduced 1.24%
$0
$9.17 Million 3.46% of portfolio
159,095
Q1 2025 New
$0
$8.96 Million 3.39% of portfolio
89,649
Q1 2025 Reduced 11.35%
$0
$7.85 Million 2.96% of portfolio
45,938
Q1 2025 Added 0.22%
$0
$7.48 Million 2.82% of portfolio
53,247
Q1 2025 Added 1.79%
$0
$7.06 Million 2.66% of portfolio
26,521
Q1 2025 Added 3.74%
$0
$6.32 Million 2.38% of portfolio
36,562
Q1 2025 Reduced 1.39%
$0
$5.05 Million 1.91% of portfolio
47,895
Q1 2025 Reduced 6.62%
$0
$4.99 Million 1.89% of portfolio
90,662
Q1 2025 Reduced 49.66%
$0
$4.23 Million 1.6% of portfolio
40,757
Q1 2025 Reduced 62.32%
$0
$3.66 Million 1.38% of portfolio
124,064
Q1 2025 New
$0
$3.67 Million 1.38% of portfolio
73,865
Q1 2025 Reduced 13.31%
$9.29B
$3.48 Million 1.32% of portfolio
56,284
Q1 2025 New
$0
$3.08 Million 1.16% of portfolio
58,806
Q1 2025 Reduced 55.99%
$0
$2.33 Million 0.88% of portfolio
46,756
Q1 2025 New
$0
$2.32 Million 0.87% of portfolio
63,826
Q1 2025 Added 18.81%
$0
$1.42 Million 0.54% of portfolio
27,931
Q1 2025 Reduced 1.1%
$0
$1.1 Million 0.42% of portfolio
11,761
Q1 2025 Reduced 21.95%
$0
$1.04 Million 0.39% of portfolio
24,755
Q1 2025 Reduced 54.82%
$0
$923,000 0.35% of portfolio
20,490
Q1 2025 Reduced 24.81%
$12B
$884,000 0.33% of portfolio
8,730
Q1 2025 Added 0.18%
$0
$847,000 0.32% of portfolio
33,853
Q1 2025 Reduced 0.35%
$0
$822,000 0.31% of portfolio
11,007
Q1 2025 New
$0
$753,000 0.28% of portfolio
14,723
Q1 2025 New
$2.09T
$676,000 0.26% of portfolio
3,558
Q1 2025 Added 18.76%
$0
$493,000 0.19% of portfolio
883
Q1 2025 Added 27.23%
$0
$512,000 0.19% of portfolio
11,322
Q1 2025 Reduced 22.8%
$0
$483,000 0.18% of portfolio
892
Q1 2025 Added 28.35%
$3.39T
$442,000 0.17% of portfolio
1,992
Q1 2025 Added 41.78%
$0
$419,000 0.16% of portfolio
2,077
Q2 2024 Reduced 18.58%
$0
$349,000 0.13% of portfolio
4,626
Q1 2025 Reduced 11.23%
$0
$338,000 0.13% of portfolio
602
Q2 2023 Reduced 4.14%
$0
$331,000 0.12% of portfolio
15,000
Q4 2024 Added 200.0%
$0
$284,000 0.11% of portfolio
3,640
Q1 2025 Reduced 1.52%
$0
$303,000 0.11% of portfolio
3,959
Q4 2023 New
$451B
$297,000 0.11% of portfolio
2,504
Q1 2025 Added 3.22%
$0
$252,000 0.1% of portfolio
5,457
Q1 2025 Reduced 1.39%
$0
$276,000 0.1% of portfolio
2,622
Q1 2025 Reduced 54.12%
$0
$234,000 0.09% of portfolio
2,874
Q4 2024 Added 12.05%
$0
$226,000 0.09% of portfolio
4,216
Q1 2025 Reduced 6.83%
$0
$217,000 0.08% of portfolio
2,634
Q1 2025 New
$0
$200,000 0.08% of portfolio
728
Q4 2024 Reduced 3.96%

Summary

  • Portfolio
  • No. of Stocks 51
  • Current Value $265 Million
  • Prior Value $263 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 24, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 8 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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