Financial Advisory Partners

Financial Advisory Partners as of March 31, 2023

Portfolio Holdings for Financial Advisory Partners

Financial Advisory Partners holds 63 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Growth Etf (VUG) 8.6 $22M 87k 249.44
Vanguard Scottsdale Fds Int-term Corp (VCIT) 8.2 $21M 260k 80.22
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 5.2 $13M 315k 41.68
Ishares Tr 0-3 Mnth Treasry (SGOV) 4.2 $11M 105k 100.58
Vanguard Index Fds Value Etf (VTV) 3.8 $9.7M 70k 138.11
Ishares Tr Pfd And Incm Sec (PFF) 2.6 $6.5M 207k 31.22
Nextera Energy (NEE) 2.0 $5.1M 66k 77.08
Vanguard Specialized Funds Div App Etf (VIG) 2.0 $5.0M 33k 154.01
Apple (AAPL) 2.0 $5.0M 30k 164.90
Microsoft Corporation (MSFT) 1.8 $4.7M 16k 288.30
Telus Ord (TU) 1.8 $4.5M 225k 19.86
McDonald's Corporation (MCD) 1.7 $4.3M 15k 279.61
American Tower Reit (AMT) 1.7 $4.3M 21k 204.34
Crown Castle Intl (CCI) 1.7 $4.3M 32k 133.84
Vanguard World Fds Inf Tech Etf (VGT) 1.7 $4.3M 11k 385.47
Cisco Systems (CSCO) 1.7 $4.2M 80k 52.27
Republic Services (RSG) 1.6 $4.2M 31k 135.22
Vanguard World Fds Consum Stp Etf (VDC) 1.6 $4.1M 21k 193.52
Texas Instruments Incorporated (TXN) 1.6 $4.1M 22k 186.01
Starbucks Corporation (SBUX) 1.6 $4.1M 39k 104.13
Lockheed Martin Corporation (LMT) 1.6 $4.0M 8.5k 472.73
Visa Com Cl A (V) 1.6 $4.0M 18k 225.46
Ishares Tr Fltg Rate Nt Etf (FLOT) 1.6 $4.0M 79k 50.39
Paychex (PAYX) 1.6 $3.9M 34k 114.59
Pepsi (PEP) 1.6 $3.9M 22k 182.31
Procter & Gamble Company (PG) 1.5 $3.9M 26k 148.69
Wal-Mart Stores (WMT) 1.5 $3.8M 26k 147.45
Lowe's Companies (LOW) 1.5 $3.8M 19k 199.97
Home Depot (HD) 1.5 $3.8M 13k 295.12
DTE Energy Company (DTE) 1.5 $3.7M 34k 109.54
Vanguard World Fds Industrial Etf (VIS) 1.5 $3.7M 19k 190.51
Chevron Corporation (CVX) 1.4 $3.7M 22k 163.16
Abbott Laboratories (ABT) 1.4 $3.7M 36k 101.26
Johnson & Johnson (JNJ) 1.4 $3.7M 24k 155.00
UnitedHealth (UNH) 1.4 $3.6M 7.6k 472.59
Broadcom (AVGO) 1.4 $3.6M 5.6k 641.54
Honeywell International (HON) 1.4 $3.4M 18k 191.12
Union Pacific Corporation (UNP) 1.4 $3.4M 17k 201.26
Nike CL B (NKE) 1.3 $3.3M 27k 122.64
JPMorgan Chase & Co. (JPM) 1.3 $3.2M 24k 130.31
Kimberly-Clark Corporation (KMB) 1.3 $3.2M 24k 134.22
Chubb (CB) 1.2 $3.1M 16k 194.18
Vanguard Index Fds Mid Cap Etf (VO) 1.2 $3.0M 14k 210.92
Vanguard Index Fds Small Cp Etf (VB) 1.2 $2.9M 16k 189.56
Medtronic SHS (MDT) 1.1 $2.9M 35k 80.62
Bank of America Corporation (BAC) 1.1 $2.8M 98k 28.60
Wisdomtree Tr Us Midcap Divid (DON) 0.8 $2.0M 50k 40.98
Wisdomtree Tr Us Smallcap Divd (DES) 0.8 $2.0M 70k 28.56
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.8 $1.9M 32k 59.96
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.8 $1.9M 92k 20.80
Vanguard World Fds Health Car Etf (VHT) 0.6 $1.4M 5.8k 238.46
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.5 $1.2M 25k 48.15
Ishares Tr Intl Sel Div Etf (IDV) 0.4 $990k 36k 27.49
Public Service Enterprise (PEG) 0.3 $778k 13k 62.45
Sempra Energy (SRE) 0.3 $740k 4.9k 151.17
Consolidated Edison (ED) 0.3 $723k 7.6k 95.68
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $618k 1.6k 376.07
Spdr Index Shs Fds S&p Em Mkt Div (EDIV) 0.2 $496k 19k 26.19
Ishares Tr U.s. Med Dvc Etf (IHI) 0.1 $340k 6.3k 53.98
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $284k 3.7k 76.23
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.1 $277k 8.6k 32.12
Abbvie (ABBV) 0.1 $251k 1.6k 159.46
Spdr Ser Tr S&p Biotech (XBI) 0.1 $238k 3.1k 76.21