Financial Advisory Partners

Financial Advisory Partners as of March 31, 2024

Portfolio Holdings for Financial Advisory Partners

Financial Advisory Partners holds 66 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Scottsdale Fds Int-term Corp (VCIT) 10.6 $27M 340k 80.51
Vanguard Index Fds Growth Etf (VUG) 9.7 $25M 73k 344.20
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 6.5 $17M 396k 42.55
Vanguard Index Fds Value Etf (VTV) 4.1 $11M 66k 162.86
Ishares Tr Pfd And Incm Sec (PFF) 2.6 $6.7M 209k 32.23
Broadcom (AVGO) 2.4 $6.2M 4.7k 1325.41
Microsoft Corporation (MSFT) 2.2 $5.8M 14k 420.72
Vanguard Specialized Funds Div App Etf (VIG) 2.2 $5.6M 31k 182.61
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 2.1 $5.4M 68k 78.23
Republic Services (RSG) 1.9 $4.9M 25k 191.44
Vanguard World Inf Tech Etf (VGT) 1.8 $4.7M 8.9k 524.34
JPMorgan Chase & Co. (JPM) 1.7 $4.3M 22k 200.30
Home Depot (HD) 1.7 $4.3M 11k 383.60
Nextera Energy (NEE) 1.6 $4.3M 67k 63.91
Parker-Hannifin Corporation (PH) 1.6 $4.2M 7.6k 555.79
Apple (AAPL) 1.6 $4.2M 25k 171.48
Nxp Semiconductors N V (NXPI) 1.6 $4.2M 17k 247.77
Vanguard World Consum Stp Etf (VDC) 1.6 $4.1M 20k 204.14
Vanguard World Industrial Etf (VIS) 1.6 $4.1M 17k 244.15
Lowe's Companies (LOW) 1.6 $4.0M 16k 254.73
Chubb (CB) 1.5 $4.0M 15k 259.13
Stryker Corporation (SYK) 1.5 $4.0M 11k 357.87
Wal-Mart Stores (WMT) 1.5 $3.8M 64k 60.17
Union Pacific Corporation (UNP) 1.5 $3.8M 16k 245.93
Visa Com Cl A (V) 1.5 $3.8M 14k 279.08
Oracle Corporation (ORCL) 1.5 $3.8M 30k 125.61
Procter & Gamble Company (PG) 1.4 $3.7M 23k 162.25
Sempra Energy (SRE) 1.4 $3.7M 52k 71.83
Morgan Stanley Com New (MS) 1.4 $3.7M 39k 94.16
Paychex (PAYX) 1.4 $3.6M 29k 122.80
McDonald's Corporation (MCD) 1.4 $3.6M 13k 281.95
Hershey Company (HSY) 1.4 $3.5M 18k 194.50
Medtronic SHS (MDT) 1.4 $3.5M 40k 87.15
Cisco Systems (CSCO) 1.3 $3.5M 70k 49.91
Pepsi (PEP) 1.3 $3.4M 19k 175.02
Lockheed Martin Corporation (LMT) 1.3 $3.3M 7.4k 454.87
Vanguard Index Fds Small Cp Etf (VB) 1.3 $3.3M 14k 228.59
UnitedHealth (UNH) 1.3 $3.2M 6.6k 494.70
Vanguard Index Fds Mid Cap Etf (VO) 1.2 $3.2M 13k 249.86
Chevron Corporation (CVX) 1.2 $3.2M 20k 157.74
Johnson & Johnson (JNJ) 1.2 $3.2M 20k 158.19
Starbucks Corporation (SBUX) 1.2 $3.0M 33k 91.39
Nike CL B (NKE) 1.1 $2.9M 31k 93.98
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.9 $2.4M 41k 58.55
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.9 $2.4M 24k 100.71
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.9 $2.4M 112k 21.15
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.7 $1.8M 29k 61.53
Omni (OMC) 0.6 $1.7M 17k 96.76
Vanguard World Health Car Etf (VHT) 0.6 $1.6M 5.8k 270.52
Wisdomtree Tr Us Midcap Divid (DON) 0.6 $1.4M 30k 48.77
Wisdomtree Tr Us Smallcap Divd (DES) 0.5 $1.4M 43k 32.68
Public Service Enterprise (PEG) 0.3 $724k 11k 66.78
Ishares Tr Intl Sel Div Etf (IDV) 0.3 $696k 25k 28.04
Consolidated Edison (ED) 0.2 $601k 6.6k 90.82
Wec Energy Group (WEC) 0.2 $505k 6.1k 82.12
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.2 $408k 11k 35.84
Ishares Tr U.s. Med Dvc Etf (IHI) 0.1 $369k 6.3k 58.59
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $347k 721.00 480.70
Spdr Ser Tr S&p Biotech (XBI) 0.1 $297k 3.1k 94.89
NVIDIA Corporation (NVDA) 0.1 $290k 321.00 903.56
Abbvie (ABBV) 0.1 $287k 1.6k 182.20
Mastercard Incorporated Cl A (MA) 0.1 $265k 550.00 481.57
Costco Wholesale Corporation (COST) 0.1 $264k 360.00 732.63
Alphabet Cap Stk Cl A (GOOGL) 0.1 $236k 1.6k 150.93
Spdr Index Shs Fds S&p Em Mkt Div (EDIV) 0.1 $235k 7.0k 33.51
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.1 $201k 7.9k 25.28