Financial Advisors
Latest statistics and disclosures from Financial Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are USMV, SCHG, SCHV, HAWX, QUAL, and represent 70.93% of Financial Advisors's stock portfolio.
- Added to shares of these 10 stocks: QQQ, IJR, NVDA, INTC, GS, VYM, VUG, AAPL, ESGD, BRK.B.
- Started 4 new stock positions in VYM, INTC, VUG, GS.
- Reduced shares in these 10 stocks: SCHG, QUAL, HAWX, USMV, SCHV, SCHX, CSX, JPM, , IBM.
- Sold out of its positions in CSX, ISSC.
- Financial Advisors was a net seller of stock by $-8.1M.
- Financial Advisors has $564M in assets under management (AUM), dropping by 5.11%.
- Central Index Key (CIK): 0001766909
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Portfolio Holdings for Financial Advisors
Financial Advisors holds 80 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Msci Usa Min Vol (USMV) | 18.3 | $103M | 1.1M | 95.14 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 16.6 | $94M | -3% | 2.9M | 31.91 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 13.5 | $76M | 2.6M | 29.11 |
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| Ishares Tr Msci Acwi Exus (HAWX) | 11.3 | $64M | -2% | 1.7M | 37.81 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 11.2 | $63M | -3% | 324k | 194.50 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 11.1 | $63M | 528k | 118.83 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 1.5 | $8.2M | 56k | 145.60 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 1.4 | $7.9M | 17k | 468.40 |
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| Microsoft Corporation (MSFT) | 1.4 | $7.8M | 15k | 517.94 |
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| Apple (AAPL) | 1.2 | $6.6M | +2% | 26k | 254.63 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.0 | $5.6M | 23k | 243.55 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.9 | $5.3M | -9% | 201k | 26.34 |
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| JPMorgan Chase & Co. (JPM) | 0.6 | $3.6M | -5% | 12k | 315.42 |
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| Ishares Tr Esg Msci Usa Etf (USXF) | 0.6 | $3.4M | 60k | 57.31 |
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| Ishares Tr Hdg Msci Eafe (HEFA) | 0.5 | $2.9M | 74k | 39.61 |
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| Ishares Tr Esg Aware Msci (ESML) | 0.5 | $2.8M | 63k | 45.08 |
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| Exxon Mobil Corporation (XOM) | 0.4 | $2.4M | 21k | 112.75 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.4 | $2.2M | +4% | 24k | 92.98 |
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| Amazon (AMZN) | 0.4 | $2.2M | 9.8k | 219.57 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $1.9M | 2.8k | 669.30 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $1.8M | +48% | 3.0k | 600.39 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $1.8M | 7.3k | 241.96 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.3 | $1.8M | 63k | 27.90 |
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| Ishares Msci Gbl Min Vol (ACWV) | 0.3 | $1.7M | 14k | 119.92 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $1.6M | 6.6k | 243.09 |
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| Home Depot (HD) | 0.3 | $1.6M | 3.8k | 405.20 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $1.3M | 6.5k | 203.59 |
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| Johnson & Johnson (JNJ) | 0.2 | $1.3M | 7.1k | 185.43 |
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| Ishares Tr Esg Eafe Etf (DMXF) | 0.2 | $1.0M | 13k | 75.74 |
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| Abbvie (ABBV) | 0.2 | $963k | -3% | 4.2k | 231.51 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $937k | 5.6k | 167.34 |
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| Procter & Gamble Company (PG) | 0.2 | $918k | 6.0k | 153.65 |
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| Morgan Stanley Com New (MS) | 0.2 | $907k | 5.7k | 158.96 |
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| Lam Research Corp Com New (LRCX) | 0.2 | $892k | +2% | 6.7k | 133.90 |
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| Verizon Communications (VZ) | 0.1 | $831k | 19k | 43.95 |
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| NVIDIA Corporation (NVDA) | 0.1 | $826k | +61% | 4.4k | 186.59 |
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| Ishares Tr Esg Optimized Ms (ESMV) | 0.1 | $751k | 26k | 29.16 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $719k | 1.2k | 612.17 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $715k | +7% | 1.4k | 502.74 |
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| American Centy Etf Tr Avantis Respon U (AVSU) | 0.1 | $706k | 9.6k | 73.57 |
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| International Business Machines (IBM) | 0.1 | $632k | -6% | 2.2k | 282.16 |
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| Stryker Corporation (SYK) | 0.1 | $628k | 1.7k | 369.67 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $620k | 818.00 | 758.15 |
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| Automatic Data Processing (ADP) | 0.1 | $601k | 2.0k | 293.50 |
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| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.1 | $573k | 8.8k | 65.01 |
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| Lowe's Companies (LOW) | 0.1 | $558k | 2.2k | 251.31 |
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| Union Pacific Corporation (UNP) | 0.1 | $541k | 2.3k | 236.38 |
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| Broadcom (AVGO) | 0.1 | $525k | 1.6k | 329.91 |
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| Abbott Laboratories (ABT) | 0.1 | $522k | 3.9k | 133.94 |
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| Caterpillar (CAT) | 0.1 | $520k | 1.1k | 477.15 |
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| McDonald's Corporation (MCD) | 0.1 | $516k | 1.7k | 303.98 |
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| Ge Aerospace Com New (GE) | 0.1 | $485k | 1.6k | 300.91 |
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| American Express Company (AXP) | 0.1 | $478k | 1.4k | 332.16 |
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| At&t (T) | 0.1 | $465k | -2% | 17k | 28.24 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $455k | 610.00 | 746.63 |
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| Cisco Systems (CSCO) | 0.1 | $451k | 6.6k | 68.42 |
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| Bank of America Corporation (BAC) | 0.1 | $416k | 8.1k | 51.59 |
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| Tesla Motors (TSLA) | 0.1 | $388k | +2% | 873.00 | 444.72 |
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| Southern Company (SO) | 0.1 | $377k | 4.0k | 94.77 |
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| Wal-Mart Stores (WMT) | 0.1 | $358k | 3.5k | 103.07 |
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| Chevron Corporation (CVX) | 0.1 | $348k | 2.2k | 155.32 |
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| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 0.1 | $345k | 3.1k | 110.47 |
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| Colgate-Palmolive Company (CL) | 0.1 | $338k | 4.2k | 79.94 |
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| State Street Corporation (STT) | 0.1 | $327k | 2.8k | 116.01 |
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| Amgen (AMGN) | 0.1 | $312k | 1.1k | 282.25 |
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| Analog Devices (ADI) | 0.1 | $308k | 1.3k | 245.71 |
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| Chubb (CB) | 0.1 | $288k | 1.0k | 282.25 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $278k | +3% | 10k | 27.30 |
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| Intel Corporation (INTC) | 0.0 | $272k | NEW | 8.1k | 33.55 |
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| Pepsi (PEP) | 0.0 | $263k | 1.9k | 140.46 |
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| Coca-Cola Company (KO) | 0.0 | $259k | 3.9k | 66.32 |
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| EastGroup Properties (EGP) | 0.0 | $249k | 1.5k | 169.26 |
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| Ishares Tr Expanded Tech (IGV) | 0.0 | $244k | 2.1k | 115.01 |
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| Cyberark Software SHS (CYBR) | 0.0 | $242k | 500.00 | 483.15 |
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| Ishares Tr Ishares Biotech (IBB) | 0.0 | $241k | 1.7k | 144.41 |
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| Walt Disney Company (DIS) | 0.0 | $236k | 2.1k | 114.50 |
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| Goldman Sachs (GS) | 0.0 | $215k | NEW | 270.00 | 795.04 |
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| Sherwin-Williams Company (SHW) | 0.0 | $208k | 600.00 | 346.26 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $207k | NEW | 1.5k | 140.95 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $205k | NEW | 427.00 | 479.61 |
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Past Filings by Financial Advisors
SEC 13F filings are viewable for Financial Advisors going back to 2018
- Financial Advisors 2025 Q3 filed Nov. 7, 2025
- Financial Advisors 2025 Q2 filed July 29, 2025
- Financial Advisors 2025 Q1 filed May 2, 2025
- Financial Advisors 2024 Q4 filed Jan. 15, 2025
- Financial Advisors 2024 Q3 filed Oct. 16, 2024
- Financial Advisors 2024 Q2 filed July 15, 2024
- Financial Advisors 2024 Q1 filed May 3, 2024
- Financial Advisors 2023 Q4 filed Feb. 5, 2024
- Financial Advisors 2023 Q3 filed Oct. 10, 2023
- Financial Advisors 2023 Q2 filed Aug. 1, 2023
- Financial Advisors 2023 Q1 filed May 4, 2023
- Financial Advisors 2022 Q4 filed Feb. 14, 2023
- Financial Advisors 2022 Q3 filed Nov. 14, 2022
- Financial Advisors 2022 Q2 filed Aug. 12, 2022
- Financial Advisors 2022 Q1 filed May 12, 2022
- Financial Advisors 2021 Q4 filed Feb. 11, 2022