Financial Advisors as of March 31, 2025
Portfolio Holdings for Financial Advisors
Financial Advisors holds 81 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr Msci Usa Min Vol (USMV) | 20.5 | $104M | 1.1M | 93.66 | |
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 15.3 | $78M | 3.1M | 25.04 | |
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 14.2 | $72M | 2.7M | 26.58 | |
| Ishares Tr Msci Acwi Exus (HAWX) | 11.6 | $59M | 1.8M | 33.44 | |
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 11.3 | $57M | 335k | 170.89 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 10.5 | $53M | 509k | 104.57 | |
| Ishares Tr Esg Awr Msci Usa (ESGU) | 1.4 | $7.3M | 60k | 121.91 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 1.2 | $6.1M | 17k | 361.09 | |
| Apple (AAPL) | 1.2 | $5.8M | 26k | 222.13 | |
| Microsoft Corporation (MSFT) | 1.1 | $5.6M | 15k | 375.38 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 1.0 | $4.9M | 222k | 22.08 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $3.6M | 23k | 156.23 | |
| JPMorgan Chase & Co. (JPM) | 0.6 | $3.0M | 12k | 245.30 | |
| Ishares Tr Hdg Msci Eafe (HEFA) | 0.5 | $2.7M | 74k | 36.29 | |
| Ishares Tr Esg Aware Msci (ESML) | 0.5 | $2.5M | 66k | 38.41 | |
| Exxon Mobil Corporation (XOM) | 0.5 | $2.5M | 21k | 118.93 | |
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.5 | $2.5M | 30k | 81.69 | |
| Amazon (AMZN) | 0.4 | $1.8M | 9.7k | 190.26 | |
| Ishares Tr Esg Msci Usa Etf (USXF) | 0.3 | $1.8M | 38k | 46.67 | |
| Ishares Msci Gbl Min Vol (ACWV) | 0.3 | $1.7M | 14k | 116.37 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $1.6M | 2.8k | 561.90 | |
| Home Depot (HD) | 0.3 | $1.5M | 4.0k | 366.53 | |
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.3 | $1.5M | 63k | 23.43 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $1.5M | 7.3k | 199.49 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $1.2M | 6.5k | 188.16 | |
| Johnson & Johnson (JNJ) | 0.2 | $1.2M | 7.1k | 165.83 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $1.0M | 6.6k | 154.65 | |
| Procter & Gamble Company (PG) | 0.2 | $1.0M | 6.0k | 170.42 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $960k | 2.0k | 468.95 | |
| Abbvie (ABBV) | 0.2 | $932k | 4.5k | 209.50 | |
| Verizon Communications (VZ) | 0.2 | $869k | 19k | 45.36 | |
| Raytheon Technologies Corp (RTX) | 0.1 | $742k | 5.6k | 132.46 | |
| Ishares Tr Esg Msci Usa Min (ESMV) | 0.1 | $738k | 26k | 28.64 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $701k | 1.3k | 532.58 | |
| Morgan Stanley Com New (MS) | 0.1 | $639k | 5.5k | 116.67 | |
| Stryker Corporation (SYK) | 0.1 | $633k | 1.7k | 372.25 | |
| Automatic Data Processing (ADP) | 0.1 | $623k | 2.0k | 305.53 | |
| American Centy Etf Tr Avantis Respon U (AVSU) | 0.1 | $599k | 9.6k | 62.36 | |
| International Business Machines (IBM) | 0.1 | $599k | 2.4k | 248.66 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $596k | 1.2k | 514.04 | |
| Union Pacific Corporation (UNP) | 0.1 | $540k | 2.3k | 236.25 | |
| Parker-Hannifin Corporation (PH) | 0.1 | $539k | 886.00 | 608.09 | |
| Abbott Laboratories (ABT) | 0.1 | $537k | 4.0k | 132.65 | |
| McDonald's Corporation (MCD) | 0.1 | $530k | 1.7k | 312.39 | |
| Lowe's Companies (LOW) | 0.1 | $525k | 2.3k | 233.25 | |
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.1 | $489k | 8.8k | 55.45 | |
| At&t (T) | 0.1 | $477k | 17k | 28.28 | |
| Lam Research Corp Com New (LRCX) | 0.1 | $473k | 6.5k | 72.70 | |
| Intel Corporation (INTC) | 0.1 | $420k | 19k | 22.71 | |
| Colgate-Palmolive Company (CL) | 0.1 | $396k | 4.2k | 93.70 | |
| American Express Company (AXP) | 0.1 | $387k | 1.4k | 269.05 | |
| Chevron Corporation (CVX) | 0.1 | $375k | 2.2k | 167.29 | |
| Southern Company (SO) | 0.1 | $360k | 3.9k | 91.96 | |
| Caterpillar (CAT) | 0.1 | $360k | 1.1k | 329.80 | |
| Amgen (AMGN) | 0.1 | $344k | 1.1k | 311.61 | |
| Ishares Tr Esg Eafe Etf (DMXF) | 0.1 | $342k | 5.1k | 67.33 | |
| Bank of America Corporation (BAC) | 0.1 | $336k | 8.1k | 41.73 | |
| CSX Corporation (CSX) | 0.1 | $332k | 11k | 29.43 | |
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $325k | 600.00 | 542.38 | |
| Ge Aerospace Com New (GE) | 0.1 | $323k | 1.6k | 200.18 | |
| Chubb (CB) | 0.1 | $308k | 1.0k | 301.99 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $306k | 11k | 27.96 | |
| Wal-Mart Stores (WMT) | 0.1 | $305k | 3.5k | 87.80 | |
| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 0.1 | $301k | 3.1k | 96.51 | |
| NVIDIA Corporation (NVDA) | 0.1 | $296k | 2.7k | 108.38 | |
| Pepsi (PEP) | 0.1 | $296k | 2.0k | 149.94 | |
| Cisco Systems (CSCO) | 0.1 | $296k | 4.8k | 61.71 | |
| Coca-Cola Company (KO) | 0.1 | $279k | 3.9k | 71.61 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $268k | 3.3k | 81.73 | |
| Broadcom (AVGO) | 0.1 | $266k | 1.6k | 167.43 | |
| EastGroup Properties (EGP) | 0.1 | $260k | 1.5k | 176.15 | |
| Analog Devices (ADI) | 0.0 | $253k | 1.3k | 201.68 | |
| State Street Corporation (STT) | 0.0 | $253k | 2.8k | 89.53 | |
| Bristol Myers Squibb (BMY) | 0.0 | $243k | 4.0k | 60.99 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $236k | 1.8k | 128.94 | |
| Tesla Motors (TSLA) | 0.0 | $221k | 851.00 | 259.16 | |
| Ishares Tr Ishares Biotech (IBB) | 0.0 | $213k | 1.7k | 127.93 | |
| Sherwin-Williams Company (SHW) | 0.0 | $210k | 600.00 | 349.19 | |
| Nextera Energy (NEE) | 0.0 | $204k | 2.9k | 70.89 | |
| Walt Disney Company (DIS) | 0.0 | $203k | 2.1k | 98.70 | |
| Innovative Solutions & Support (ISSC) | 0.0 | $63k | 10k | 6.29 |
