Register Financial Advisors LLC Portfolio Holdings

Register Financial Advisors LLC

  • $229 Billion
  • Q2 2025

Register Financial Advisors LLC has filed its 13F form on July 16, 2025 for Q2 2025 where it was disclosed a total value porftolio of $229 Billion distributed in 335 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $9.32B, Apple Inc. with a value of $8.21B, Vanguard Value ETF with a value of $7.92B, Microsoft Corp with a value of $6.79B, and Vanguard Star Fd Vanguard Tota with a value of $6.57B.

Examining the 13F form we can see an increase of $36.9B in the current position value, from $192B to 229B.

Register Financial Advisors LLC is based out at Atlanta, GA

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

Portfolio value $229 Billion
ETFs: $61.6 Billion
Technology: $37.1 Billion
Industrials: $34.2 Billion
Financial Services: $33 Billion
Consumer Cyclical: $11.6 Billion
Consumer Defensive: $9.58 Billion
Healthcare: $9.17 Billion
Energy: $8.96 Billion
Other: $17.1 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$33.1 Million 0.01% of portfolio
388
Q2 2025 New
$0
$12.4 Million 0.01% of portfolio
169
Q4 2024 Added 2.42%
$0
$11.6 Million 0.01% of portfolio
152
Q2 2025 New
$0
$22.3 Million 0.01% of portfolio
102
Q2 2025 New
$0
$19.2 Million 0.01% of portfolio
425
Q1 2025 New
$0
$16.2 Million 0.01% of portfolio
330
Q2 2025 Reduced 23.26%
$0
$11.8 Million 0.01% of portfolio
172
Q1 2024 Added 300.0%
$0
$20.2 Million 0.01% of portfolio
219
Q2 2025 New
$0
$25.8 Million 0.01% of portfolio
616
Q1 2024 New
$0
$28.3 Million 0.01% of portfolio
334
Q2 2025 Added 0.3%
$0
$15.8 Million 0.01% of portfolio
195
Q4 2024 Added 31.76%
$0
$32.5 Million 0.01% of portfolio
370
Q2 2025 Reduced 28.85%
$0
$30.3 Million 0.01% of portfolio
868
Q1 2025 New
$0
$13.8 Million 0.01% of portfolio
107
Q4 2023 New
$0
$33.1 Million 0.01% of portfolio
600
Q2 2025 Reduced 16.08%
$0
$29.7 Million 0.01% of portfolio
2,104
Q2 2025 Added 1.54%
$0
$14.8 Million 0.01% of portfolio
109
Q1 2025 Added 0.93%
$0
$18.2 Million 0.01% of portfolio
190
Q4 2024 Reduced 12.04%
$0
$33.6 Million 0.01% of portfolio
254
Q4 2022 New
$0
$5.17 Million 0.0% of portfolio
73
Q3 2024 New
$0
$993,000 0.0% of portfolio
4
Q2 2025 New
$0
$1.3 Million 0.0% of portfolio
12
Q4 2023 New
$0
$10.7 Million 0.0% of portfolio
120
Q2 2025 New
$0
$4.35 Million 0.0% of portfolio
53
Q2 2025 New
$0
$7.33 Million 0.0% of portfolio
55
Q1 2025 Added 1.85%
$0
$5.1 Million 0.0% of portfolio
200
Q1 2025 New
$0
$11 Million 0.0% of portfolio
173
Q2 2025 Reduced 28.81%
$0
$8.85 Million 0.0% of portfolio
260
Q1 2025 New
$0
$1.3 Million 0.0% of portfolio
65
Q2 2024 Reduced 29.35%
$0
$8.13 Million 0.0% of portfolio
154
Q2 2025 Added 1.32%
$0
$6.38 Million 0.0% of portfolio
124
Q1 2025 Added 33.33%
$0
$1.25 Million 0.0% of portfolio
27
Q2 2025 New
$0
$2.87 Million 0.0% of portfolio
50
Q1 2024 New
$0
$3.66 Million 0.0% of portfolio
100
Q2 2025 Added 1.01%
$0
$8.36 Million 0.0% of portfolio
150
Q2 2024 Reduced 25.0%
$0
$6.42 Million 0.0% of portfolio
95
Q4 2023 New
$0
$634,000 0.0% of portfolio
9
Q1 2024 Added 200.0%
$0
$1.48 Million 0.0% of portfolio
9
Q2 2024 New
$0
$1.71 Million 0.0% of portfolio
6
Q2 2024 New
$0
$6.34 Million 0.0% of portfolio
276
Q1 2025 Added 249.37%
$0
$746,000 0.0% of portfolio
18
Q4 2024 New
$0
$2.34 Million 0.0% of portfolio
12
Q2 2024 Added 500.0%
$0
$968,000 0.0% of portfolio
8
Q1 2023 New
$0
$280,000 0.0% of portfolio
2
Q1 2023 New
$0
$5.65 Million 0.0% of portfolio
100
Q1 2024 New
$0
$3.18 Million 0.0% of portfolio
52
Q4 2023 New
$0
$3.28 Million 0.0% of portfolio
250
Q4 2022 New
$0
$2.25 Million 0.0% of portfolio
24
Q1 2025 New
$0
$4.5 Million 0.0% of portfolio
100
Q1 2024 Reduced 33.33%

Summary

  • Portfolio
  • No. of Stocks 335
  • Current Value $229 Billion
  • Prior Value $192 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 16, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 43 stocks
  • Additional Purchases 118 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 89 stocks
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