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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.09T
$676,000 0.26% of portfolio
3,558
Q1 2025 Added 18.76%
$3.39T
$442,000 0.17% of portfolio
1,992
Q1 2025 Added 41.78%
$451B
$297,000 0.11% of portfolio
2,504
Q1 2025 Added 3.22%

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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