Financial Advisory Partners as of Sept. 30, 2025
Portfolio Holdings for Financial Advisory Partners
Financial Advisory Partners holds 69 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 |
|---|---|---|---|---|---|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 14.4 | $49M | 586k | 84.11 | |
| Vanguard Index Fds Growth Etf (VUG) | 9.8 | $34M | 70k | 479.61 | |
| Vanguard Index Fds Value Etf (VTV) | 4.3 | $15M | 78k | 186.49 | |
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 3.7 | $13M | 126k | 100.70 | |
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 3.6 | $12M | 203k | 60.03 | |
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 3.5 | $12M | 234k | 51.09 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 3.1 | $11M | 50k | 215.79 | |
| Spdr Series Trust Portfli High Yld (SPHY) | 2.9 | $9.9M | 415k | 23.94 | |
| Broadcom (AVGO) | 2.5 | $8.6M | 26k | 329.91 | |
| Vanguard World Inf Tech Etf (VGT) | 2.0 | $7.0M | 9.3k | 746.63 | |
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 1.9 | $6.4M | 148k | 42.79 | |
| Microsoft Corporation (MSFT) | 1.8 | $6.2M | 12k | 517.95 | |
| JPMorgan Chase & Co. (JPM) | 1.8 | $6.0M | 19k | 315.43 | |
| Apple (AAPL) | 1.7 | $5.7M | 22k | 254.63 | |
| Wal-Mart Stores (WMT) | 1.6 | $5.6M | 55k | 103.06 | |
| Morgan Stanley Com New (MS) | 1.6 | $5.5M | 35k | 158.96 | |
| Vanguard World Consum Stp Etf (VDC) | 1.6 | $5.4M | 25k | 213.73 | |
| Parker-Hannifin Corporation (PH) | 1.5 | $5.1M | 6.7k | 758.15 | |
| Republic Services (RSG) | 1.5 | $5.0M | 22k | 229.48 | |
| Ishares Tr Pfd And Incm Sec (PFF) | 1.5 | $5.0M | 158k | 31.62 | |
| Oracle Corporation (ORCL) | 1.5 | $5.0M | 18k | 281.24 | |
| Vanguard World Industrial Etf (VIS) | 1.4 | $4.9M | 16k | 296.29 | |
| Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) | 1.3 | $4.6M | 59k | 77.65 | |
| Nextera Energy (NEE) | 1.3 | $4.4M | 59k | 75.49 | |
| Sempra Energy (SRE) | 1.3 | $4.4M | 49k | 89.98 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.2 | $4.3M | 18k | 243.10 | |
| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 1.2 | $4.2M | 199k | 20.93 | |
| Visa Com Cl A (V) | 1.2 | $4.0M | 12k | 341.38 | |
| Chubb (CB) | 1.1 | $3.9M | 14k | 282.25 | |
| Vanguard Index Fds Small Cp Etf (VB) | 1.1 | $3.9M | 15k | 254.28 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 1.1 | $3.9M | 13k | 293.74 | |
| Stryker Corporation (SYK) | 1.1 | $3.9M | 11k | 369.67 | |
| Union Pacific Corporation (UNP) | 1.1 | $3.8M | 16k | 236.37 | |
| Lowe's Companies (LOW) | 1.1 | $3.7M | 15k | 251.31 | |
| Procter & Gamble Company (PG) | 1.1 | $3.7M | 24k | 153.65 | |
| Hartford Financial Services (HIG) | 1.1 | $3.7M | 27k | 133.39 | |
| Lockheed Martin Corporation (LMT) | 1.1 | $3.6M | 7.2k | 499.21 | |
| Johnson & Johnson (JNJ) | 1.1 | $3.6M | 20k | 185.42 | |
| Medtronic SHS (MDT) | 1.0 | $3.5M | 37k | 95.24 | |
| SYSCO Corporation (SYY) | 1.0 | $3.5M | 43k | 82.34 | |
| Nxp Semiconductors N V (NXPI) | 1.0 | $3.5M | 15k | 227.73 | |
| Paychex (PAYX) | 1.0 | $3.4M | 27k | 126.76 | |
| Chevron Corporation (CVX) | 0.9 | $3.0M | 19k | 155.29 | |
| Packaging Corporation of America (PKG) | 0.8 | $2.7M | 12k | 217.93 | |
| Exxon Mobil Corporation (XOM) | 0.8 | $2.6M | 23k | 112.75 | |
| Pepsi (PEP) | 0.7 | $2.5M | 18k | 140.45 | |
| Spdr Series Trust Portfolio S&p500 (SPLG) | 0.6 | $2.1M | 27k | 78.34 | |
| Ishares Tr Intl Sel Div Etf (IDV) | 0.5 | $1.8M | 48k | 36.55 | |
| Wisdomtree Tr Us Midcap Divid (DON) | 0.5 | $1.7M | 32k | 52.30 | |
| Merck & Co (MRK) | 0.5 | $1.7M | 20k | 83.93 | |
| Wisdomtree Tr Us Smallcap Divd (DES) | 0.5 | $1.7M | 49k | 33.68 | |
| Vanguard World Health Car Etf (VHT) | 0.4 | $1.5M | 5.8k | 259.60 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $879k | 1.4k | 612.38 | |
| Kontoor Brands (KTB) | 0.2 | $695k | 8.7k | 79.77 | |
| Public Service Enterprise (PEG) | 0.2 | $633k | 7.6k | 83.47 | |
| Costco Wholesale Corporation (COST) | 0.2 | $583k | 630.00 | 925.63 | |
| Wec Energy Group (WEC) | 0.2 | $543k | 4.7k | 114.59 | |
| V.F. Corporation (VFC) | 0.2 | $530k | 37k | 14.43 | |
| NVIDIA Corporation (NVDA) | 0.2 | $525k | 2.8k | 186.58 | |
| Intel Corporation (INTC) | 0.1 | $503k | 15k | 33.55 | |
| Consolidated Edison (ED) | 0.1 | $488k | 4.9k | 100.53 | |
| Amazon (AMZN) | 0.1 | $485k | 2.2k | 219.57 | |
| Spdr Index Shs Fds S&p Em Mkt Div (EDIV) | 0.1 | $391k | 10k | 38.85 | |
| Mastercard Incorporated Cl A (MA) | 0.1 | $313k | 550.00 | 568.81 | |
| Spdr Series Trust Portfolio Intrmd (SPIB) | 0.1 | $259k | 7.6k | 33.89 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $245k | 500.00 | 490.38 | |
| Abbvie (ABBV) | 0.1 | $229k | 986.00 | 231.75 | |
| Spdr Series Trust Portfolio Agrgte (SPAB) | 0.1 | $221k | 8.6k | 25.85 | |
| Goldman Sachs (GS) | 0.1 | $211k | 265.00 | 796.35 |