Financial Advisory Partners

Financial Advisory Partners as of March 31, 2025

Portfolio Holdings for Financial Advisory Partners

Financial Advisory Partners holds 64 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
Vanguard Scottsdale Fds Int-term Corp (VCIT) 14.3 $43M 521k 81.76
Vanguard Index Fds Growth Etf (VUG) 8.2 $25M 66k 370.82
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 5.7 $17M 401k 42.52
Ishares Tr 0-3 Mnth Treasry (SGOV) 4.5 $14M 135k 100.67
Vanguard Index Fds Value Etf (VTV) 4.2 $13M 73k 172.74
Vanguard Specialized Funds Div App Etf (VIG) 2.7 $8.0M 41k 193.99
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 2.4 $7.1M 119k 59.40
Ishares Tr Fltg Rate Nt Etf (FLOT) 2.4 $7.0M 138k 51.05
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 2.0 $6.0M 79k 75.91
Republic Services (RSG) 1.9 $5.6M 23k 242.16
Broadcom (AVGO) 1.8 $5.5M 33k 167.43
Ishares Tr Pfd And Incm Sec (PFF) 1.7 $5.1M 167k 30.73
Apple (AAPL) 1.7 $5.1M 23k 222.13
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.7 $5.1M 139k 36.41
Vanguard World Consum Stp Etf (VDC) 1.7 $5.1M 23k 218.82
Wal-Mart Stores (WMT) 1.7 $5.0M 57k 87.79
Microsoft Corporation (MSFT) 1.7 $5.0M 13k 375.39
JPMorgan Chase & Co. (JPM) 1.7 $5.0M 20k 245.30
Vanguard World Inf Tech Etf (VGT) 1.6 $4.9M 9.0k 542.38
Visa Com Cl A (V) 1.5 $4.4M 13k 350.46
Chubb (CB) 1.4 $4.3M 14k 301.99
Paychex (PAYX) 1.4 $4.3M 28k 154.28
Parker-Hannifin Corporation (PH) 1.4 $4.3M 7.1k 607.85
Nextera Energy (NEE) 1.4 $4.3M 61k 70.89
Morgan Stanley Com New (MS) 1.4 $4.2M 36k 116.67
Stryker Corporation (SYK) 1.3 $3.9M 11k 372.25
Vanguard World Industrial Etf (VIS) 1.3 $3.9M 16k 247.55
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 1.3 $3.8M 186k 20.70
Oracle Corporation (ORCL) 1.3 $3.8M 27k 139.81
Procter & Gamble Company (PG) 1.3 $3.7M 22k 170.42
Union Pacific Corporation (UNP) 1.2 $3.5M 15k 236.24
Lowe's Companies (LOW) 1.2 $3.5M 15k 233.23
SYSCO Corporation (SYY) 1.1 $3.4M 46k 75.04
Sempra Energy (SRE) 1.1 $3.4M 48k 71.36
Medtronic SHS (MDT) 1.1 $3.4M 38k 89.86
Lockheed Martin Corporation (LMT) 1.1 $3.3M 7.4k 446.71
Vanguard Index Fds Mid Cap Etf (VO) 1.1 $3.2M 13k 258.62
Hartford Financial Services (HIG) 1.1 $3.2M 26k 123.73
Vanguard Index Fds Small Cp Etf (VB) 1.1 $3.2M 14k 221.75
Chevron Corporation (CVX) 1.1 $3.2M 19k 167.29
Johnson & Johnson (JNJ) 1.0 $3.1M 19k 165.84
Nxp Semiconductors N V (NXPI) 1.0 $3.0M 16k 190.06
Pepsi (PEP) 0.9 $2.8M 18k 149.95
Exxon Mobil Corporation (XOM) 0.9 $2.6M 22k 118.93
Packaging Corporation of America (PKG) 0.8 $2.5M 13k 198.02
Omni (OMC) 0.7 $2.2M 27k 82.91
Merck & Co (MRK) 0.6 $1.9M 21k 89.76
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.6 $1.8M 27k 65.76
Vanguard World Health Car Etf (VHT) 0.5 $1.5M 5.8k 264.73
Wisdomtree Tr Us Midcap Divid (DON) 0.5 $1.4M 28k 49.52
Wisdomtree Tr Us Smallcap Divd (DES) 0.5 $1.4M 43k 31.96
Ishares Tr Intl Sel Div Etf (IDV) 0.4 $1.3M 43k 31.02
Public Service Enterprise (PEG) 0.2 $671k 8.1k 82.31
NVIDIA Corporation (NVDA) 0.2 $602k 5.6k 108.38
Consolidated Edison (ED) 0.2 $600k 5.4k 110.60
Costco Wholesale Corporation (COST) 0.2 $596k 630.00 945.78
Wec Energy Group (WEC) 0.2 $541k 5.0k 108.98
Amazon (AMZN) 0.1 $438k 2.3k 190.26
Spdr Index Shs Fds S&p Em Mkt Div (EDIV) 0.1 $316k 8.8k 35.70
Mastercard Incorporated Cl A (MA) 0.1 $302k 550.00 548.12
Abbvie (ABBV) 0.1 $296k 1.4k 209.65
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $272k 530.00 513.91
Spdr Ser Tr Portfolio Intrmd (SPIB) 0.1 $245k 7.4k 33.24
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.1 $244k 9.5k 25.54