Fi3 FINANCIAL ADVISORS

Latest statistics and disclosures from Fi3 FINANCIAL ADVISORS's latest quarterly 13F-HR filing:

Tip: Access up to 7 years of quarterly data

Positions held by Fi3 FINANCIAL ADVISORS consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Fi3 FINANCIAL ADVISORS

Companies in the Fi3 FINANCIAL ADVISORS portfolio as of the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Hill-Rom Holdings (HRC) 12.8 $15M 135k 110.48
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 12.0 $14M 284k 49.11
Ishares Tr Core S&p500 Etf (IVV) 10.4 $12M 31k 397.80
Spdr S&p 500 Etf Tr Tr Unit (SPY) 9.6 $11M 28k 396.33
Ishares Tr Core S&p Scp Etf (IJR) 8.9 $10M 95k 108.53
Hillenbrand (HI) 7.8 $9.1M 190k 47.71
Vanguard Index Fds Small Cp Etf (VB) 4.7 $5.5M 26k 214.06
Ishares Tr Cre U S Reit Etf (USRT) 4.7 $5.5M 105k 52.40
Vanguard Index Fds Real Estate Etf (VNQ) 4.3 $5.0M 55k 91.86
Ishares Tr Msci Eafe Etf (EFA) 3.7 $4.3M 56k 75.87
Eli Lilly & Co. (LLY) 3.3 $3.9M 21k 186.82
Vanguard Index Fds Total Stk Mkt (VTI) 1.9 $2.2M 10k 206.70
Apple (AAPL) 1.5 $1.8M 15k 122.12
Lakeland Financial Corporation (LKFN) 1.4 $1.6M 23k 69.17

Setup an alert

Fi3 FINANCIAL ADVISORS will file the next quarterly 13-HR in about 1 months. Would you like to be notified?

Steris Shs Usd (STE) 1.1 $1.3M 6.7k 190.46
Amazon (AMZN) 1.0 $1.1M 364.00 3093.41
Inotiv (NOTV) 0.9 $989k 49k 20.01
Markel Corporation (MKL) 0.8 $981k 861.00 1139.37
Microsoft Corporation (MSFT) 0.7 $773k 3.3k 235.60
Ishares Tr Msci Emg Mkt Etf (EEM) 0.6 $751k 14k 53.35
JPMorgan Chase & Co. (JPM) 0.5 $578k 3.8k 152.27
Visa Com Cl A (V) 0.5 $536k 2.5k 211.77
Alps Etf Tr Alerian Mlp (AMLP) 0.4 $507k 17k 30.49
Intel Corporation (INTC) 0.4 $465k 7.3k 63.94
Alphabet Cap Stk Cl A (GOOGL) 0.4 $427k 207.00 2062.80
Prologis (PLD) 0.4 $425k 4.0k 105.88
Siriuspoint (SPNT) 0.3 $378k 37k 10.18
Tesla Motors (TSLA) 0.3 $377k 565.00 667.26
FutureFuel (FF) 0.3 $371k 26k 14.55
Jpmorgan Chase & Co Alerian Ml Etn (AMJ) 0.3 $356k 22k 16.59
Ishares Tr Rus 1000 Val Etf (IWD) 0.3 $337k 2.2k 151.53
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $330k 6.3k 52.11
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $323k 886.00 364.56
Larimar Therapeutics (LRMR) 0.3 $310k 21k 14.59
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.3 $307k 5.1k 60.68
Walt Disney Company (DIS) 0.2 $278k 1.5k 184.84
Medtronic SHS (MDT) 0.2 $260k 2.2k 118.18
Whirlpool Corporation (WHR) 0.2 $252k 1.1k 220.47
Old National Ban (ONB) 0.2 $236k 12k 19.38
Philip Morris International (PM) 0.2 $231k 2.6k 88.74
Johnson & Johnson (JNJ) 0.2 $230k 1.4k 164.52
Boeing Company (BA) 0.2 $218k 854.00 255.27
Texas Instruments Incorporated (TXN) 0.2 $217k 1.1k 189.02
At&t (T) 0.2 $212k 7.0k 30.27
Procter & Gamble Company (PG) 0.2 $211k 1.6k 135.17
Alphabet Cap Stk Cl C (GOOG) 0.2 $205k 99.00 2070.71
Verizon Communications (VZ) 0.2 $203k 3.5k 58.17
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $202k 790.00 255.70
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.2 $201k 1.1k 185.08

Past Filings by Fi3 FINANCIAL ADVISORS

SEC 13F filings are viewable for Fi3 FINANCIAL ADVISORS going back to 2021