Advisor Partners

Latest statistics and disclosures from Advisor Partners's latest quarterly 13F-HR filing:

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Portfolio Holdings for Advisor Partners

Companies in the Advisor Partners portfolio as of the March 2021 quarterly 13F filing

Advisor Partners has 808 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 6.1 $86M -4% 703k 122.15
Microsoft Corporation (MSFT) 4.6 $64M 272k 235.77
Amazon (AMZN) 3.2 $45M -3% 14k 3094.07
Facebook Cl A (FB) 1.6 $23M -6% 77k 294.53
Alphabet Cap Stk Cl A (GOOGL) 1.5 $21M 10k 2062.55
Alphabet Cap Stk Cl C (GOOG) 1.4 $20M -4% 9.5k 2068.66
JPMorgan Chase & Co. (JPM) 1.4 $19M 128k 152.23
Johnson & Johnson (JNJ) 1.4 $19M -2% 115k 164.35
UnitedHealth (UNH) 1.2 $17M -3% 46k 372.06
Berkshire Hathaway I Cl B New (BRK.B) 1.2 $16M +3% 63k 255.47
Procter & Gamble Company (PG) 1.1 $15M -6% 110k 135.43
Visa Com Cl A (V) 1.0 $15M -2% 69k 211.74
Home Depot (HD) 1.0 $14M -3% 46k 305.25
Walt Disney Company (DIS) 1.0 $14M 75k 184.52

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NVIDIA Corporation (NVDA) 1.0 $13M -2% 25k 533.93
Bank of America Corporation (BAC) 0.9 $12M 308k 38.69
Mastercard Incorpora Cl A (MA) 0.8 $12M 33k 356.06
Paypal Holdings (PYPL) 0.8 $11M +2% 46k 242.84
Abbott Laboratories (ABT) 0.7 $10M -2% 87k 119.84
Comcast Corp Cl A (CMCSA) 0.7 $10M 184k 54.11
Nextera Energy (NEE) 0.7 $9.8M -3% 130k 75.61
Adobe Systems Incorporated (ADBE) 0.7 $9.7M -2% 20k 475.38
Wal-Mart Stores (WMT) 0.7 $9.6M -6% 71k 135.83
Intel Corporation (INTC) 0.7 $9.6M +2% 150k 64.00
Verizon Communications (VZ) 0.7 $9.5M -12% 163k 58.15
Pepsi (PEP) 0.7 $9.2M -5% 65k 141.45
Netflix (NFLX) 0.7 $9.2M -2% 18k 521.66
Nike CL B (NKE) 0.6 $8.7M 66k 132.89
Tesla Motors (TSLA) 0.6 $8.5M +97% 13k 667.95
Cisco Systems (CSCO) 0.6 $8.4M -2% 163k 51.71
Pfizer (PFE) 0.6 $8.4M -7% 231k 36.23
Texas Instruments Incorporated (TXN) 0.6 $8.2M -4% 44k 189.00
Thermo Fisher Scientific (TMO) 0.6 $8.2M -3% 18k 456.40
Eli Lilly & Co. (LLY) 0.6 $7.8M -4% 42k 186.83
Costco Wholesale Corporation (COST) 0.5 $7.7M -4% 22k 352.50
Honeywell International (HON) 0.5 $7.6M -4% 35k 217.06
McDonald's Corporation (MCD) 0.5 $7.3M 33k 224.14
Merck & Co (MRK) 0.5 $7.2M -16% 93k 77.10
Union Pacific Corporation (UNP) 0.5 $7.1M 32k 220.40
Danaher Corporation (DHR) 0.5 $7.0M 31k 225.09
Abbvie (ABBV) 0.5 $6.9M 64k 108.22
Medtronic SHS (MDT) 0.5 $6.9M 58k 118.13
Oracle Corporation (ORCL) 0.5 $6.5M 93k 70.17
Exxon Mobil Corporation (XOM) 0.5 $6.5M 116k 55.83
Taiwan Semiconductor Sponsored Ads (TSM) 0.5 $6.4M 54k 118.29
Amgen (AMGN) 0.4 $6.2M -7% 25k 248.81
3M Company (MMM) 0.4 $6.0M 31k 192.68
Coca-Cola Company (KO) 0.4 $5.9M -4% 111k 52.71
Accenture Plc Irelan Shs Class A (ACN) 0.4 $5.7M +2% 21k 276.25
Boeing Company (BA) 0.4 $5.6M 22k 254.71
Qualcomm (QCOM) 0.4 $5.5M 41k 132.60
salesforce (CRM) 0.4 $5.3M -4% 25k 211.89
Bristol Myers Squibb (BMY) 0.4 $5.2M -4% 82k 63.12
Broadcom (AVGO) 0.4 $5.2M 11k 463.68
Caterpillar (CAT) 0.4 $5.1M -3% 22k 231.86
Applied Materials (AMAT) 0.4 $5.1M +2% 38k 133.59
At&t (T) 0.4 $5.0M -3% 165k 30.27
Starbucks Corporation (SBUX) 0.3 $4.8M +3% 44k 109.27
Lowe's Companies (LOW) 0.3 $4.6M 24k 190.19
CVS Caremark Corporation (CVS) 0.3 $4.5M 59k 75.22
United Parcel Servic CL B (UPS) 0.3 $4.4M -2% 26k 170.01
Lockheed Martin Corporation (LMT) 0.3 $4.3M -3% 12k 369.50
Morgan Stanley Com New (MS) 0.3 $4.2M 54k 77.66
Citigroup Com New (C) 0.3 $4.2M +3% 57k 72.76
Deere & Company (DE) 0.3 $4.1M -7% 11k 374.10
Air Products & Chemicals (APD) 0.3 $4.1M 14k 281.35
Us Bancorp Del Com New (USB) 0.3 $4.0M 73k 55.31
Philip Morris International (PM) 0.3 $4.0M 45k 88.74
American Tower Reit (AMT) 0.3 $3.7M -7% 16k 239.06
Target Corporation (TGT) 0.3 $3.7M 19k 198.06
BlackRock (BLK) 0.3 $3.6M -4% 4.8k 754.12
American Express Company (AXP) 0.3 $3.6M 25k 141.44
Charter Communicatio Cl A (CHTR) 0.3 $3.6M -6% 5.8k 617.03
PNC Financial Services (PNC) 0.3 $3.5M 20k 175.39
Asml Holding N V N Y Registry Shs (ASML) 0.3 $3.5M -4% 5.7k 617.40
Intuit (INTU) 0.2 $3.4M 9.0k 383.05
S&p Global (SPGI) 0.2 $3.4M -6% 9.7k 352.87
Chevron Corporation (CVX) 0.2 $3.4M 33k 104.78
Linde SHS (LIN) 0.2 $3.4M 12k 280.16
Raytheon Technologies Corp (RTX) 0.2 $3.3M 43k 77.28
Anthem (ANTM) 0.2 $3.2M -7% 8.9k 358.95
Micron Technology (MU) 0.2 $3.1M -2% 36k 88.21
Fiserv (FISV) 0.2 $3.1M 26k 119.04
Mondelez Intl Cl A (MDLZ) 0.2 $3.1M -5% 53k 58.54
Illinois Tool Works (ITW) 0.2 $3.0M 14k 221.52
Prudential Financial (PRU) 0.2 $3.0M -4% 33k 91.10
CSX Corporation (CSX) 0.2 $3.0M -2% 32k 96.43
Activision Blizzard (ATVI) 0.2 $3.0M 32k 93.01
General Electric Company (GE) 0.2 $3.0M 226k 13.13
Cigna Corp (CI) 0.2 $2.9M -2% 12k 241.78
Global Payments (GPN) 0.2 $2.9M 14k 201.57
Waste Management (WM) 0.2 $2.9M -2% 23k 129.01
Booking Holdings (BKNG) 0.2 $2.9M +5% 1.2k 2329.84
Lam Research Corporation (LRCX) 0.2 $2.9M -2% 4.9k 595.22
Advanced Micro Devices (AMD) 0.2 $2.9M 37k 78.50
International Business Machines (IBM) 0.2 $2.8M +2% 21k 133.27
Wells Fargo & Company (WFC) 0.2 $2.8M +5% 72k 39.06
Toyota Motor Corp Sp Adr Rep2com (TM) 0.2 $2.8M -9% 18k 156.04
Automatic Data Processing (ADP) 0.2 $2.8M +2% 15k 188.49
Colgate-Palmolive Company (CL) 0.2 $2.8M -10% 35k 78.83
Discover Financial Services (DFS) 0.2 $2.7M -2% 29k 95.01
Truist Financial Corp equities (TFC) 0.2 $2.7M 46k 58.32
Altria (MO) 0.2 $2.7M -6% 52k 51.17
Ishares Tr Core S&p500 Etf (IVV) 0.2 $2.6M +2% 6.6k 397.83
Crown Castle Intl (CCI) 0.2 $2.6M -4% 15k 172.11
TJX Companies (TJX) 0.2 $2.6M 39k 66.15
Capital One Financial (COF) 0.2 $2.6M 20k 127.21
Marathon Oil Corporation (MRO) 0.2 $2.5M 238k 10.68
Newmont Mining Corporation (NEM) 0.2 $2.5M -5% 42k 60.28
Southern Company (SO) 0.2 $2.5M +5% 40k 62.17
Becton, Dickinson and (BDX) 0.2 $2.5M -2% 10k 243.16
Zoetis Cl A (ZTS) 0.2 $2.4M -3% 16k 157.49
Baxter International (BAX) 0.2 $2.4M -7% 29k 84.35
Sony Corp Sponsored Adr (SNE) 0.2 $2.4M +3% 22k 106.00
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $2.4M -20% 6.5k 364.35
Prologis (PLD) 0.2 $2.4M -3% 22k 106.01
Norfolk Southern (NSC) 0.2 $2.4M 8.8k 268.53
Stryker Corporation (SYK) 0.2 $2.3M 9.6k 243.59
Vanguard Index Fds Growth Etf (VUG) 0.2 $2.3M 9.1k 256.82
Lincoln National Corporation (LNC) 0.2 $2.3M -3% 37k 62.26
L3harris Technologies (LHX) 0.2 $2.3M -11% 11k 202.63
Weyerhaeuser Co Mtn Com New (WY) 0.2 $2.3M +2% 64k 35.60
Comerica Incorporated (CMA) 0.2 $2.3M -10% 32k 71.73
Halliburton Company (HAL) 0.2 $2.3M -5% 106k 21.46
Marsh & McLennan Companies (MMC) 0.2 $2.3M -5% 19k 121.82
Autodesk (ADSK) 0.2 $2.3M -2% 8.2k 277.17
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $2.3M -8% 5.7k 396.35
Cme (CME) 0.2 $2.2M 11k 204.28
MetLife (MET) 0.2 $2.2M 36k 60.78
Duke Energy Corp Com New (DUK) 0.2 $2.2M 23k 96.55
Kimberly-Clark Corporation (KMB) 0.2 $2.2M +4% 16k 139.08
Citizens Financial (CFG) 0.2 $2.2M -5% 49k 44.15
Novo-nordisk A S Adr (NVO) 0.2 $2.2M +10% 32k 67.41
General Motors Company (GM) 0.2 $2.1M -2% 37k 57.45
Aon Shs Cl A (AON) 0.2 $2.1M +2% 9.3k 230.15
Goldman Sachs (GS) 0.2 $2.1M 6.5k 327.04
Intercontinental Exchange (ICE) 0.2 $2.1M 19k 111.70
Travelers Companies (TRV) 0.1 $2.1M -9% 14k 150.41
Fidelity National Information Services (FIS) 0.1 $2.1M -7% 15k 140.63
Novartis Sponsored Adr (NVS) 0.1 $2.1M -2% 24k 85.47
Freeport-mcmoran CL B (FCX) 0.1 $2.0M 61k 32.93
Sap Se Spon Adr (SAP) 0.1 $2.0M +14% 16k 122.81
Chubb (CB) 0.1 $2.0M 13k 157.94
Northrop Grumman Corporation (NOC) 0.1 $2.0M -3% 6.1k 323.74
Ishares Tr Blackrock Ultra (ICSH) 0.1 $2.0M -22% 39k 50.49
Matador Resources (MTDR) 0.1 $2.0M 85k 23.45
Intuitive Surgical I Com New (ISRG) 0.1 $2.0M -3% 2.7k 738.87
Edwards Lifesciences (EW) 0.1 $2.0M -3% 24k 83.66
FedEx Corporation (FDX) 0.1 $2.0M -5% 6.9k 284.04
Metropcs Communications (TMUS) 0.1 $1.9M -5% 15k 125.31
Progressive Corporation (PGR) 0.1 $1.9M -4% 20k 95.59
Marathon Petroleum Corp (MPC) 0.1 $1.9M 36k 53.49
Allstate Corporation (ALL) 0.1 $1.9M -3% 16k 114.87
Servicenow (NOW) 0.1 $1.9M -3% 3.7k 500.00
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $1.8M 19k 96.03
General Dynamics Corporation (GD) 0.1 $1.8M 10k 181.55
Eaton Corp SHS (ETN) 0.1 $1.8M -11% 13k 138.30
ConocoPhillips (COP) 0.1 $1.8M +20% 34k 52.98
Carrier Global Corporation (CARR) 0.1 $1.8M -7% 42k 42.21
HSBC HLDGS Spon Adr New (HSBC) 0.1 $1.8M 60k 29.14
Vanguard Index Fds Value Etf (VTV) 0.1 $1.8M 13k 131.46
Lauder Estee Cos Cl A (EL) 0.1 $1.7M 5.9k 290.90
Equinix (EQIX) 0.1 $1.7M -10% 2.5k 679.65
Emerson Electric (EMR) 0.1 $1.7M -14% 19k 90.22
Agilent Technologies Inc C ommon (A) 0.1 $1.7M 13k 127.13
Ing Groep Sponsored Adr (ING) 0.1 $1.7M -3% 138k 12.23
Dupont De Nemours (DD) 0.1 $1.7M 22k 77.27
Hca Holdings (HCA) 0.1 $1.7M 8.9k 188.36
Toronto Dominion Bk Com New (TD) 0.1 $1.7M +5% 26k 65.20
Rbc Cad (RY) 0.1 $1.7M 18k 92.22
Royal Caribbean Cruises (RCL) 0.1 $1.7M 19k 85.63
eBay (EBAY) 0.1 $1.6M 27k 61.24
People's United Financial (PBCT) 0.1 $1.6M -3% 91k 17.90
Ecolab (ECL) 0.1 $1.6M 7.5k 214.04
American Electric Power Company (AEP) 0.1 $1.6M -5% 19k 84.78
Moody's Corporation (MCO) 0.1 $1.6M -7% 5.3k 298.66
Analog Devices (ADI) 0.1 $1.6M -5% 10k 155.08
Kansas City Southern Com New (KSU) 0.1 $1.6M 5.9k 263.96
Astrazeneca Sponsored Adr (AZN) 0.1 $1.6M -7% 31k 49.75
Devon Energy Corporation (DVN) 0.1 $1.6M +18% 72k 21.85
Dominion Resources (D) 0.1 $1.6M -12% 21k 75.96
Humana (HUM) 0.1 $1.6M -3% 3.7k 419.26
Clorox Company (CLX) 0.1 $1.5M -2% 8.0k 192.83
Fifth Third Ban (FITB) 0.1 $1.5M -5% 41k 37.45
Phillips 66 (PSX) 0.1 $1.5M 18k 81.57
Yum! Brands (YUM) 0.1 $1.5M -3% 14k 108.21
Ametek (AME) 0.1 $1.5M -2% 12k 127.72
Charles Schwab Corporation (SCHW) 0.1 $1.5M +3% 23k 65.20
Schlumberger (SLB) 0.1 $1.5M +7% 54k 27.18
Sumitomo Mitsui Finl Sponsored Adr (SMFG) 0.1 $1.5M -3% 201k 7.25
Xcel Energy (XEL) 0.1 $1.5M -5% 22k 66.57
Unum (UNM) 0.1 $1.4M 52k 27.84
Boston Scientific Corporation (BSX) 0.1 $1.4M 37k 38.65
Unilever Spon Adr New (UL) 0.1 $1.4M -9% 26k 55.82
Dollar General (DG) 0.1 $1.4M 7.0k 202.64
General Mills (GIS) 0.1 $1.4M 23k 61.33
Msci (MSCI) 0.1 $1.4M 3.4k 419.27
Kla Corp Com New (KLAC) 0.1 $1.4M -5% 4.3k 330.51
Vanguard Index Fds Small Cp Etf (VB) 0.1 $1.4M NEW 6.5k 214.01
Twitter (TWTR) 0.1 $1.4M 22k 63.64
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $1.4M -6% 6.4k 214.88
Te Connectivity Reg Shs (TEL) 0.1 $1.4M 11k 129.15
Exelon Corporation (EXC) 0.1 $1.4M -3% 31k 43.76
Electronic Arts (EA) 0.1 $1.4M 10k 135.40
Hp (HPQ) 0.1 $1.3M -3% 42k 31.74
Oneok (OKE) 0.1 $1.3M -6% 26k 50.67
Bank of New York Mellon Corporation (BK) 0.1 $1.3M -3% 28k 47.28
Illumina (ILMN) 0.1 $1.3M 3.5k 383.93
Parker-Hannifin Corporation (PH) 0.1 $1.3M -2% 4.2k 315.44
Apa Corporation 0.1 $1.3M NEW 74k 17.89
Paychex (PAYX) 0.1 $1.3M 13k 97.99
Whirlpool Corporation (WHR) 0.1 $1.3M -2% 5.9k 220.31
American Intl Group Com New (AIG) 0.1 $1.3M 28k 46.20
Ventas (VTR) 0.1 $1.3M -3% 24k 53.35
Public Storage (PSA) 0.1 $1.3M 5.2k 246.84
Viacomcbs CL B (VIAC) 0.1 $1.3M -5% 29k 45.10
Biogen Idec (BIIB) 0.1 $1.3M -7% 4.6k 279.69
Westpac Banking Corp Sponsored Adr (WBK) 0.1 $1.3M -4% 69k 18.56
Corning Incorporated (GLW) 0.1 $1.3M -2% 29k 43.50
Cummins (CMI) 0.1 $1.3M -5% 4.9k 259.18
Cincinnati Financial Corporation (CINF) 0.1 $1.3M 12k 103.08
Ishares Tr National Mun Etf (MUB) 0.1 $1.3M NEW 11k 116.04
Microchip Technology (MCHP) 0.1 $1.2M +14% 8.0k 155.19
Lyondellbasell Indus Shs - A - (LYB) 0.1 $1.2M 12k 104.02
Synopsys (SNPS) 0.1 $1.2M -3% 5.0k 247.88
Gilead Sciences (GILD) 0.1 $1.2M +13% 19k 64.61
Roper Industries (ROP) 0.1 $1.2M -10% 3.0k 403.41
Aptiv SHS (APTV) 0.1 $1.2M -3% 8.7k 137.88
AutoZone (AZO) 0.1 $1.2M -4% 851.00 1404.23
Johnson Ctls Intl Pl SHS (JCI) 0.1 $1.2M +30% 20k 59.68
Rockwell Automation (ROK) 0.1 $1.2M -7% 4.5k 265.48
Ross Stores (ROST) 0.1 $1.2M +6% 9.9k 119.95
Old Dominion Freight Line (ODFL) 0.1 $1.2M -3% 4.9k 240.47
Darden Restaurants (DRI) 0.1 $1.2M 8.3k 142.03
Eastman Chemical Company (EMN) 0.1 $1.2M +2% 11k 110.14
Sempra Energy (SRE) 0.1 $1.2M -2% 8.8k 132.56
DTE Energy Company (DTE) 0.1 $1.2M 8.8k 133.14
Republic Services (RSG) 0.1 $1.2M -4% 12k 99.33
Alliance Data Systems Corporation (ADS) 0.1 $1.2M -7% 10k 112.04
Diageo Spon Adr New (DEO) 0.1 $1.2M -6% 7.0k 164.18
Trane Technologies P SHS (TT) 0.1 $1.2M -2% 7.0k 165.59
Archer Daniels Midland Company (ADM) 0.1 $1.2M 20k 56.98
Constellation Brands Cl A (STZ) 0.1 $1.2M 5.0k 227.99
Live Nation Entertainment (LYV) 0.1 $1.1M 14k 84.63
Southwest Airlines (LUV) 0.1 $1.1M +14% 19k 61.06
O'reilly Automotive (ORLY) 0.1 $1.1M +6% 2.2k 507.38
IDEXX Laboratories (IDXX) 0.1 $1.1M -3% 2.3k 489.37
Bk Nova Cad (BNS) 0.1 $1.1M 18k 62.55
D.R. Horton (DHI) 0.1 $1.1M 13k 89.09
American Water Works (AWK) 0.1 $1.1M -4% 7.4k 149.92

Past Filings by Advisor Partners

SEC 13F filings are viewable for Advisor Partners going back to 2011

View all past filings