Financial Advisory Partners

Financial Advisory Partners as of Dec. 31, 2024

Portfolio Holdings for Financial Advisory Partners

Financial Advisory Partners holds 66 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Scottsdale Fds Int-term Corp (VCIT) 14.0 $42M 524k 80.27
Vanguard Index Fds Growth Etf (VUG) 9.8 $29M 72k 410.44
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 8.4 $25M 593k 42.61
Vanguard Index Fds Value Etf (VTV) 4.1 $12M 73k 169.30
Broadcom (AVGO) 3.1 $9.3M 40k 231.84
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 2.6 $7.7M 103k 74.78
Vanguard Specialized Funds Div App Etf (VIG) 2.2 $6.6M 34k 195.83
Apple (AAPL) 1.9 $5.9M 23k 250.42
Microsoft Corporation (MSFT) 1.9 $5.7M 13k 421.50
Wal-Mart Stores (WMT) 1.8 $5.4M 60k 90.35
Vanguard World Inf Tech Etf (VGT) 1.8 $5.3M 8.6k 621.80
Ishares Tr Pfd And Incm Sec (PFF) 1.8 $5.3M 169k 31.44
JPMorgan Chase & Co. (JPM) 1.6 $5.0M 21k 239.71
Vanguard World Consum Stp Etf (VDC) 1.6 $4.8M 23k 211.38
Republic Services (RSG) 1.6 $4.7M 24k 201.18
Morgan Stanley Com New (MS) 1.5 $4.6M 37k 125.72
Oracle Corporation (ORCL) 1.5 $4.6M 28k 166.64
Parker-Hannifin Corporation (PH) 1.5 $4.6M 7.2k 636.03
Nextera Energy (NEE) 1.5 $4.4M 62k 71.69
Vanguard World Industrial Etf (VIS) 1.5 $4.4M 17k 254.39
Sempra Energy (SRE) 1.4 $4.3M 49k 87.72
Home Depot (HD) 1.4 $4.2M 11k 388.99
Visa Com Cl A (V) 1.3 $4.0M 13k 316.04
Chubb (CB) 1.3 $4.0M 14k 276.30
Paychex (PAYX) 1.3 $3.9M 28k 140.22
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 1.3 $3.9M 67k 58.00
Vanguard Index Fds Small Cp Etf (VB) 1.3 $3.9M 16k 240.28
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 1.3 $3.9M 185k 21.07
Vanguard Index Fds Mid Cap Etf (VO) 1.3 $3.8M 15k 264.13
Stryker Corporation (SYK) 1.3 $3.8M 11k 360.05
Lowe's Companies (LOW) 1.2 $3.7M 15k 246.80
Procter & Gamble Company (PG) 1.2 $3.7M 22k 167.65
Ishares Tr 0-3 Mnth Treasry (SGOV) 1.2 $3.6M 36k 100.32
SYSCO Corporation (SYY) 1.2 $3.5M 46k 76.46
Lockheed Martin Corporation (LMT) 1.1 $3.4M 7.0k 485.94
Union Pacific Corporation (UNP) 1.1 $3.4M 15k 228.04
Nxp Semiconductors N V (NXPI) 1.1 $3.3M 16k 207.85
UnitedHealth (UNH) 1.0 $3.2M 6.2k 505.86
Medtronic SHS (MDT) 1.0 $3.0M 38k 79.88
Hartford Financial Services (HIG) 0.9 $2.8M 26k 109.40
Chevron Corporation (CVX) 0.9 $2.8M 19k 144.84
Pepsi (PEP) 0.9 $2.8M 18k 152.07
Johnson & Johnson (JNJ) 0.9 $2.7M 19k 144.62
Packaging Corporation of America (PKG) 0.9 $2.7M 12k 225.13
Merck & Co (MRK) 0.7 $2.2M 22k 99.48
Exxon Mobil Corporation (XOM) 0.7 $2.1M 20k 107.57
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.7 $2.0M 29k 68.94
Wisdomtree Tr Us Midcap Divid (DON) 0.5 $1.6M 32k 50.97
Wisdomtree Tr Us Smallcap Divd (DES) 0.5 $1.6M 47k 34.35
Vanguard World Health Car Etf (VHT) 0.5 $1.5M 5.8k 253.69
Omni (OMC) 0.5 $1.4M 17k 86.04
NVIDIA Corporation (NVDA) 0.3 $791k 5.9k 134.29
Public Service Enterprise (PEG) 0.3 $771k 9.1k 84.49
Ishares Tr Intl Sel Div Etf (IDV) 0.2 $746k 27k 27.38
Costco Wholesale Corporation (COST) 0.2 $614k 670.00 916.27
Amazon (AMZN) 0.2 $527k 2.4k 219.39
Consolidated Edison (ED) 0.2 $518k 5.8k 89.24
Wec Energy Group (WEC) 0.2 $503k 5.3k 94.04
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.1 $421k 12k 34.13
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $334k 620.00 538.81
Mastercard Incorporated Cl A (MA) 0.1 $290k 550.00 526.57
Abbvie (ABBV) 0.1 $273k 1.5k 177.80
Spdr Index Shs Fds S&p Em Mkt Div (EDIV) 0.1 $271k 7.7k 35.27
Alphabet Cap Stk Cl A (GOOGL) 0.1 $260k 1.4k 189.30
Spdr Ser Tr Portfolio Intrmd (SPIB) 0.1 $237k 7.2k 32.76
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.1 $234k 9.3k 24.99