Financial Advisory Partners

Financial Advisory Partners as of Dec. 31, 2023

Portfolio Holdings for Financial Advisory Partners

Financial Advisory Partners holds 64 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Growth Etf (VUG) 10.1 $28M 89k 310.88
Vanguard Scottsdale Fds Int-term Corp (VCIT) 9.6 $26M 324k 81.28
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 5.8 $16M 377k 42.22
Vanguard Index Fds Value Etf (VTV) 4.1 $11M 75k 149.50
Ishares Tr Pfd And Incm Sec (PFF) 2.4 $6.7M 213k 31.19
Broadcom (AVGO) 2.2 $6.0M 5.4k 1116.25
Microsoft Corporation (MSFT) 2.1 $5.9M 16k 376.04
Vanguard Specialized Funds Div App Etf (VIG) 2.1 $5.8M 34k 170.40
Apple (AAPL) 2.0 $5.6M 29k 192.53
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 1.9 $5.3M 66k 80.15
Vanguard World Fds Inf Tech Etf (VGT) 1.9 $5.3M 11k 484.00
Republic Services (RSG) 1.7 $4.8M 29k 164.91
Union Pacific Corporation (UNP) 1.7 $4.6M 19k 245.62
Nextera Energy (NEE) 1.7 $4.6M 75k 60.74
American Tower Reit (AMT) 1.7 $4.6M 21k 215.88
Bank of America Corporation (BAC) 1.6 $4.5M 132k 33.67
Home Depot (HD) 1.6 $4.4M 13k 346.55
Vanguard World Fds Industrial Etf (VIS) 1.6 $4.4M 20k 220.43
Vanguard World Fds Consum Stp Etf (VDC) 1.6 $4.4M 23k 190.96
Sempra Energy (SRE) 1.6 $4.4M 59k 74.73
McDonald's Corporation (MCD) 1.6 $4.3M 15k 296.51
JPMorgan Chase & Co. (JPM) 1.6 $4.3M 25k 170.10
Visa Com Cl A (V) 1.5 $4.2M 16k 260.35
Chubb (CB) 1.5 $4.0M 18k 226.00
Lowe's Companies (LOW) 1.5 $4.0M 18k 222.55
Paychex (PAYX) 1.5 $4.0M 34k 119.11
Cisco Systems (CSCO) 1.5 $4.0M 79k 50.52
Telus Ord (TU) 1.4 $4.0M 223k 17.79
UnitedHealth (UNH) 1.4 $4.0M 7.5k 526.47
Nike CL B (NKE) 1.4 $3.9M 36k 108.57
Wal-Mart Stores (WMT) 1.4 $3.9M 25k 157.65
Abbott Laboratories (ABT) 1.4 $3.9M 35k 110.07
Texas Instruments Incorporated (TXN) 1.4 $3.9M 23k 170.46
Lockheed Martin Corporation (LMT) 1.4 $3.8M 8.5k 453.24
Procter & Gamble Company (PG) 1.4 $3.8M 26k 146.54
Medtronic SHS (MDT) 1.4 $3.8M 46k 82.38
Honeywell International (HON) 1.4 $3.8M 18k 209.71
Starbucks Corporation (SBUX) 1.4 $3.7M 39k 96.01
Pepsi (PEP) 1.3 $3.7M 22k 169.85
Johnson & Johnson (JNJ) 1.3 $3.6M 23k 156.74
Vanguard Index Fds Small Cp Etf (VB) 1.3 $3.6M 17k 213.33
Vanguard Index Fds Mid Cap Etf (VO) 1.3 $3.5M 15k 232.64
Chevron Corporation (CVX) 1.3 $3.5M 23k 149.16
Kimberly-Clark Corporation (KMB) 1.2 $3.3M 27k 121.51
Wisdomtree Tr Us Smallcap Divd (DES) 0.9 $2.4M 76k 32.17
Wisdomtree Tr Us Midcap Divid (DON) 0.9 $2.4M 53k 45.69
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.9 $2.4M 24k 100.27
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.9 $2.3M 40k 59.32
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.8 $2.3M 109k 21.18
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.6 $1.6M 29k 55.90
Vanguard World Fds Health Car Etf (VHT) 0.5 $1.5M 5.8k 250.70
Ishares Tr Intl Sel Div Etf (IDV) 0.3 $869k 31k 27.99
Public Service Enterprise (PEG) 0.3 $704k 12k 61.15
Spdr Index Shs Fds S&p Em Mkt Div (EDIV) 0.2 $631k 19k 32.52
Consolidated Edison (ED) 0.2 $631k 6.9k 90.98
Wec Energy Group (WEC) 0.2 $550k 6.5k 84.17
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.1 $363k 11k 34.01
Ishares Tr U.s. Med Dvc Etf (IHI) 0.1 $340k 6.3k 53.97
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $315k 721.00 436.80
Spdr Ser Tr S&p Biotech (XBI) 0.1 $279k 3.1k 89.29
Abbvie (ABBV) 0.1 $244k 1.6k 155.06
Costco Wholesale Corporation (COST) 0.1 $238k 360.00 660.08
Mastercard Incorporated Cl A (MA) 0.1 $235k 550.00 426.51
Alphabet Cap Stk Cl A (GOOGL) 0.1 $208k 1.5k 139.69