Financial Advisors as of June 30, 2025
Portfolio Holdings for Financial Advisors
Financial Advisors holds 78 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr Msci Usa Min Vol (USMV) | 19.2 | $103M | 1.1M | 93.87 | |
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 16.6 | $89M | 3.0M | 29.21 | |
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 13.7 | $73M | 2.7M | 27.67 | |
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 11.4 | $61M | 335k | 182.82 | |
| Ishares Tr Msci Acwi Exus (HAWX) | 11.4 | $61M | 1.7M | 35.35 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 10.7 | $57M | 524k | 109.29 | |
| Ishares Tr Esg Awr Msci Usa (ESGU) | 1.4 | $7.6M | 56k | 135.30 | |
| Microsoft Corporation (MSFT) | 1.4 | $7.4M | 15k | 497.41 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 1.3 | $7.2M | 17k | 424.59 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 1.0 | $5.4M | 222k | 24.44 | |
| Apple (AAPL) | 1.0 | $5.2M | 25k | 205.17 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $4.1M | 23k | 177.39 | |
| JPMorgan Chase & Co. (JPM) | 0.7 | $3.5M | 12k | 289.91 | |
| Ishares Tr Esg Msci Usa Etf (USXF) | 0.6 | $3.2M | 60k | 53.93 | |
| Ishares Tr Hdg Msci Eafe (HEFA) | 0.5 | $2.8M | 74k | 37.96 | |
| Ishares Tr Esg Aware Msci (ESML) | 0.5 | $2.6M | 64k | 41.33 | |
| Exxon Mobil Corporation (XOM) | 0.4 | $2.2M | 21k | 107.80 | |
| Amazon (AMZN) | 0.4 | $2.2M | 9.8k | 219.39 | |
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.4 | $2.1M | 23k | 89.22 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $1.7M | 2.8k | 620.90 | |
| Ishares Msci Gbl Min Vol (ACWV) | 0.3 | $1.7M | 14k | 118.57 | |
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.3 | $1.6M | 63k | 25.30 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $1.6M | 7.3k | 215.79 | |
| Home Depot (HD) | 0.3 | $1.4M | 3.8k | 366.62 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $1.3M | 6.5k | 194.23 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $1.2M | 6.6k | 176.22 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $1.1M | 2.0k | 551.67 | |
| Johnson & Johnson (JNJ) | 0.2 | $1.1M | 7.1k | 152.75 | |
| Ishares Tr Esg Eafe Etf (DMXF) | 0.2 | $997k | 13k | 74.44 | |
| Procter & Gamble Company (PG) | 0.2 | $952k | 6.0k | 159.32 | |
| Verizon Communications (VZ) | 0.2 | $830k | 19k | 43.27 | |
| Raytheon Technologies Corp (RTX) | 0.2 | $818k | 5.6k | 146.01 | |
| Morgan Stanley Com New (MS) | 0.1 | $804k | 5.7k | 140.86 | |
| Abbvie (ABBV) | 0.1 | $798k | 4.3k | 185.60 | |
| Ishares Tr Esg Optimized Ms (ESMV) | 0.1 | $745k | 26k | 28.92 | |
| International Business Machines (IBM) | 0.1 | $710k | 2.4k | 294.78 | |
| Stryker Corporation (SYK) | 0.1 | $673k | 1.7k | 395.63 | |
| American Centy Etf Tr Avantis Respon U (AVSU) | 0.1 | $659k | 9.6k | 68.60 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $659k | 1.2k | 568.18 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $643k | 1.3k | 485.77 | |
| Lam Research Corp Com New (LRCX) | 0.1 | $633k | 6.5k | 97.34 | |
| Automatic Data Processing (ADP) | 0.1 | $631k | 2.0k | 308.40 | |
| Parker-Hannifin Corporation (PH) | 0.1 | $571k | 818.00 | 698.47 | |
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.1 | $537k | 8.8k | 60.94 | |
| Abbott Laboratories (ABT) | 0.1 | $530k | 3.9k | 136.01 | |
| Union Pacific Corporation (UNP) | 0.1 | $526k | 2.3k | 230.09 | |
| McDonald's Corporation (MCD) | 0.1 | $496k | 1.7k | 292.22 | |
| Lowe's Companies (LOW) | 0.1 | $493k | 2.2k | 221.87 | |
| At&t (T) | 0.1 | $489k | 17k | 28.94 | |
| American Express Company (AXP) | 0.1 | $459k | 1.4k | 318.98 | |
| Cisco Systems (CSCO) | 0.1 | $458k | 6.6k | 69.38 | |
| Broadcom (AVGO) | 0.1 | $438k | 1.6k | 275.65 | |
| NVIDIA Corporation (NVDA) | 0.1 | $432k | 2.7k | 157.99 | |
| Caterpillar (CAT) | 0.1 | $423k | 1.1k | 388.21 | |
| Ge Aerospace Com New (GE) | 0.1 | $415k | 1.6k | 257.45 | |
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $398k | 600.00 | 663.28 | |
| Colgate-Palmolive Company (CL) | 0.1 | $384k | 4.2k | 90.90 | |
| Bank of America Corporation (BAC) | 0.1 | $381k | 8.1k | 47.32 | |
| CSX Corporation (CSX) | 0.1 | $368k | 11k | 32.63 | |
| Southern Company (SO) | 0.1 | $362k | 3.9k | 91.83 | |
| Wal-Mart Stores (WMT) | 0.1 | $339k | 3.5k | 97.79 | |
| Chevron Corporation (CVX) | 0.1 | $321k | 2.2k | 143.17 | |
| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 0.1 | $316k | 3.1k | 101.23 | |
| Amgen (AMGN) | 0.1 | $309k | 1.1k | 279.26 | |
| State Street Corporation (STT) | 0.1 | $300k | 2.8k | 106.34 | |
| Analog Devices (ADI) | 0.1 | $299k | 1.3k | 238.03 | |
| Chubb (CB) | 0.1 | $296k | 1.0k | 289.72 | |
| Coca-Cola Company (KO) | 0.1 | $276k | 3.9k | 70.76 | |
| Tesla Motors (TSLA) | 0.1 | $270k | 851.00 | 317.66 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $260k | 9.8k | 26.50 | |
| Walt Disney Company (DIS) | 0.0 | $256k | 2.1k | 124.01 | |
| Pepsi (PEP) | 0.0 | $247k | 1.9k | 132.01 | |
| EastGroup Properties (EGP) | 0.0 | $246k | 1.5k | 167.12 | |
| Ishares Tr Expanded Tech (IGV) | 0.0 | $233k | 2.1k | 109.50 | |
| Ishares Tr Ishares Biotech (IBB) | 0.0 | $211k | 1.7k | 126.54 | |
| Sherwin-Williams Company (SHW) | 0.0 | $206k | 600.00 | 343.36 | |
| Cyberark Software SHS (CYBR) | 0.0 | $203k | 500.00 | 406.88 | |
| Innovative Solutions & Support (ISSC) | 0.0 | $139k | 10k | 13.88 |
