Tounjian Advisory Partners

Tounjian Advisory Partners as of March 31, 2025

Portfolio Holdings for Tounjian Advisory Partners

Tounjian Advisory Partners holds 234 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
Apple (AAPL) 4.8 $26M 116k 222.13
Microsoft Corporation (MSFT) 4.0 $21M 56k 375.39
NVIDIA Corporation (NVDA) 3.6 $19M 178k 108.38
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) 3.2 $17M 351k 49.15
First Tr Exchange-traded Growth Strength (FTGS) 2.6 $14M 463k 29.75
Amazon (AMZN) 2.4 $13M 79k 166.12
Meta Platforms Cl A (META) 2.0 $11M 19k 576.41
Pimco Etf Tr Multisector Bd (PYLD) 1.6 $8.6M 326k 26.35
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.6 $8.5M 16k 532.58
Alphabet Cap Stk Cl A (GOOGL) 1.5 $8.1M 52k 154.64
Innovator Etfs Trust Us Eqty Ultra B (UDEC) 1.4 $7.6M 222k 34.30
Broadcom (AVGO) 1.4 $7.3M 44k 167.43
UnitedHealth (UNH) 1.4 $7.3M 18k 403.40
Pulte (PHM) 1.3 $6.8M 66k 102.80
Exxon Mobil Corporation (XOM) 1.3 $6.7M 56k 118.93
Tesla Motors (TSLA) 1.2 $6.4M 25k 259.16
Cisco Systems (CSCO) 1.2 $6.3M 103k 61.71
Ishares Tr Core Msci Eafe (IEFA) 1.2 $6.2M 83k 75.65
Pimco Etf Tr Active Bd Etf (BOND) 1.2 $6.2M 67k 92.47
McDonald's Corporation (MCD) 1.2 $6.2M 20k 312.36
Netflix (NFLX) 1.1 $6.0M 6.5k 932.53
JPMorgan Chase & Co. (JPM) 1.1 $6.0M 24k 245.31
Ge Aerospace Com New (GE) 1.1 $5.9M 29k 200.15
Home Depot (HD) 1.0 $5.6M 15k 366.49
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 1.0 $5.6M 110k 50.71
Intuitive Surgical Com New (ISRG) 1.0 $5.2M 10k 495.27
Intercontinental Exchange (ICE) 0.9 $4.8M 28k 172.51
Johnson & Johnson (JNJ) 0.9 $4.7M 28k 165.84
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GDEC) 0.8 $4.3M 130k 33.11
American Centy Etf Tr Avantis Emerging (AVXC) 0.8 $4.2M 87k 48.64
Visa Com Cl A (V) 0.8 $4.2M 12k 350.48
Procter & Gamble Company (PG) 0.8 $4.1M 51k 80.09
Pimco Etf Tr Ultra Short Govt (BILZ) 0.8 $4.1M 40k 101.20
Goldman Sachs (GS) 0.8 $4.0M 7.4k 546.40
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.7 $3.9M 39k 100.62
Eli Lilly & Co. (LLY) 0.7 $3.8M 4.6k 825.84
Ishares Tr Core S&p500 Etf (IVV) 0.7 $3.7M 6.7k 561.94
S&p Global (SPGI) 0.7 $3.7M 7.2k 508.05
AFLAC Incorporated (AFL) 0.7 $3.6M 33k 111.19
Thermo Fisher Scientific (TMO) 0.7 $3.6M 7.3k 497.74
At&t (T) 0.7 $3.6M 128k 28.28
Abbvie (ABBV) 0.6 $3.4M 16k 209.52
Exelon Corporation (EXC) 0.6 $3.4M 74k 46.08
IDEX Corporation (IEX) 0.6 $3.4M 19k 180.95
salesforce (CRM) 0.6 $3.2M 12k 268.34
Honeywell International (HON) 0.6 $3.2M 15k 211.75
Costco Wholesale Corporation (COST) 0.6 $3.1M 3.3k 945.97
TJX Companies (TJX) 0.6 $3.1M 25k 121.80
Altria (MO) 0.6 $3.0M 50k 60.02
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) 0.6 $3.0M 116k 25.52
Aim Etf Products Trust Us Lrgcp B20 Jan (JANW) 0.5 $2.9M 86k 33.21
Pepsi (PEP) 0.5 $2.8M 19k 149.94
Yum! Brands (YUM) 0.5 $2.8M 18k 157.35
Chevron Corporation (CVX) 0.5 $2.8M 17k 167.29
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DNOV) 0.5 $2.7M 63k 41.92
Bondbloxx Etf Trust Bloomberg One Yr (XONE) 0.5 $2.6M 53k 49.72
Mastercard Incorporated Cl A (MA) 0.5 $2.6M 4.8k 548.05
Citigroup Com New (C) 0.5 $2.6M 36k 70.99
First Tr Exchng Traded Fd Vi Skybridge Crypto (CRPT) 0.5 $2.5M 202k 12.23
Spdr Ser Tr Portfolio Crport (SPBO) 0.5 $2.4M 83k 29.03
Aim Etf Products Trust Us Lrgcp B20 Dec (DECW) 0.4 $2.4M 80k 29.95
Aim Etf Products Trust Us Lrgcp B20 Oct (OCTW) 0.4 $2.4M 68k 35.12
American Centy Etf Tr Avantis Core Fi (AVIG) 0.4 $2.4M 58k 41.39
CSX Corporation (CSX) 0.4 $2.4M 81k 29.43
Ishares Tr Us Treas Bd Etf (GOVT) 0.4 $2.4M 103k 22.98
Innovator Etfs Trust Us Eqt Ultra Bfr (UFEB) 0.4 $2.4M 73k 32.39
Advanced Micro Devices (AMD) 0.4 $2.3M 23k 102.74
Flexshares Tr Cr Scd Us Bd (SKOR) 0.4 $2.2M 46k 48.33
Ishares Tr Core Lt Usdb Etf (ILTB) 0.4 $2.2M 44k 50.00
Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 0.4 $2.1M 49k 43.40
J.B. Hunt Transport Services (JBHT) 0.4 $2.1M 15k 147.95
Philip Morris International (PM) 0.4 $2.1M 13k 158.73
Verizon Communications (VZ) 0.4 $2.1M 46k 45.36
Merck & Co (MRK) 0.4 $2.1M 23k 89.77
Micron Technology (MU) 0.4 $2.0M 23k 86.89
CenterPoint Energy (CNP) 0.4 $2.0M 56k 36.23
Elevation Series Trust Trueshares Quart (QBER) 0.4 $1.9M 78k 24.79
Nike CL B (NKE) 0.4 $1.9M 30k 63.48
Public Service Enterprise (PEG) 0.3 $1.8M 22k 82.30
Us Bancorp Del Com New (USB) 0.3 $1.7M 40k 42.22
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DSEP) 0.3 $1.6M 41k 39.68
Linde SHS (LIN) 0.3 $1.6M 3.5k 465.71
Citizens Financial (CFG) 0.3 $1.6M 40k 40.97
American Electric Power Company (AEP) 0.3 $1.6M 15k 109.25
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (DOCT) 0.3 $1.6M 41k 38.35
CMS Energy Corporation (CMS) 0.3 $1.6M 21k 75.11
Entergy Corporation (ETR) 0.3 $1.5M 18k 85.49
Metropcs Communications (TMUS) 0.3 $1.5M 5.6k 266.69
Prudential Financial (PRU) 0.3 $1.5M 13k 111.68
BorgWarner (BWA) 0.3 $1.5M 52k 28.65
Alliant Energy Corporation (LNT) 0.3 $1.5M 23k 64.35
Fidelity Covington Trust Msci Indl Indx (FIDU) 0.3 $1.5M 21k 68.47
Vanguard Index Fds Growth Etf (VUG) 0.3 $1.5M 3.9k 370.78
Wec Energy Group (WEC) 0.3 $1.4M 13k 108.98
International Business Machines (IBM) 0.3 $1.4M 5.8k 248.70
Huntington Bancshares Incorporated (HBAN) 0.3 $1.4M 96k 15.01
Dominion Resources (D) 0.3 $1.4M 25k 56.07
Omni (OMC) 0.3 $1.4M 17k 82.92
Truist Financial Corp equities (TFC) 0.3 $1.4M 34k 41.15
NiSource (NI) 0.3 $1.4M 34k 40.09
Amgen (AMGN) 0.3 $1.4M 4.4k 311.58
PPL Corporation (PPL) 0.3 $1.4M 38k 36.11
Oneok (OKE) 0.3 $1.3M 14k 99.22
Regions Financial Corporation (RF) 0.2 $1.3M 61k 21.73
Tapestry (TPR) 0.2 $1.3M 19k 70.41
Oge Energy Corp (OGE) 0.2 $1.3M 28k 45.96
Pfizer (PFE) 0.2 $1.3M 51k 25.34
DTE Energy Company (DTE) 0.2 $1.3M 9.1k 138.27
Key (KEY) 0.2 $1.2M 78k 15.99
International Paper Company (IP) 0.2 $1.2M 23k 53.35
First Tr Exchange-traded Indxx Aerospace (MISL) 0.2 $1.2M 40k 30.28
Kimberly-Clark Corporation (KMB) 0.2 $1.2M 8.3k 142.26
Palantir Technologies Cl A (PLTR) 0.2 $1.2M 14k 84.40
Agilent Technologies Inc C ommon (A) 0.2 $1.2M 10k 116.98
Emerson Electric (EMR) 0.2 $1.2M 11k 109.62
Texas Instruments Incorporated (TXN) 0.2 $1.2M 6.4k 179.68
Monster Beverage Corp (MNST) 0.2 $1.2M 20k 58.52
Fifth Third Ban (FITB) 0.2 $1.2M 29k 39.20
Edison International (EIX) 0.2 $1.2M 20k 58.92
Elevation Series Trust Trushares Bull (QBUL) 0.2 $1.1M 46k 24.86
Intel Corporation (INTC) 0.2 $1.1M 50k 22.71
Qualcomm (QCOM) 0.2 $1.1M 7.4k 153.60
Wal-Mart Stores (WMT) 0.2 $1.1M 13k 87.79
Automatic Data Processing (ADP) 0.2 $1.1M 3.6k 305.65
Uber Technologies (UBER) 0.2 $1.1M 15k 72.86
FirstEnergy (FE) 0.2 $1.1M 27k 40.42
Nrg Energy Com New (NRG) 0.2 $1.1M 11k 95.45
Newmont Mining Corporation (NEM) 0.2 $1.1M 22k 48.28
ConAgra Foods (CAG) 0.2 $1.1M 40k 26.67
Fidelity National Financial Fnf Group Com (FNF) 0.2 $1.1M 16k 65.08
Garmin SHS (GRMN) 0.2 $1.1M 4.9k 217.16
Nextera Energy (NEE) 0.2 $1.0M 15k 70.89
Spdr Ser Tr Portfolio S&p500 (SPYM) 0.2 $1.0M 16k 65.76
Watsco, Incorporated (WSO) 0.2 $1.0M 2.0k 508.45
Fidelity Covington Trust Msci Matls Index (FMAT) 0.2 $1.0M 21k 48.32
Applied Materials (AMAT) 0.2 $998k 6.9k 145.14
Starbucks Corporation (SBUX) 0.2 $976k 10k 98.09
Ford Motor Company (F) 0.2 $974k 97k 10.03
Boeing Company (BA) 0.2 $973k 5.7k 170.55
Adobe Systems Incorporated (ADBE) 0.2 $972k 2.5k 383.53
Cintas Corporation (CTAS) 0.2 $967k 4.7k 205.54
Analog Devices (ADI) 0.2 $964k 4.8k 201.66
Invesco SHS (IVZ) 0.2 $953k 63k 15.17
Vistra Energy (VST) 0.2 $938k 8.0k 117.42
Principal Financial (PFG) 0.2 $937k 11k 84.37
Interpublic Group of Companies (IPG) 0.2 $935k 34k 27.16
Franklin Resources (BEN) 0.2 $933k 49k 19.25
Sonoco Products Company (SON) 0.2 $925k 20k 47.24
Best Buy (BBY) 0.2 $923k 13k 73.60
Janus Detroit Str Tr Henderson Securi (JSI) 0.2 $922k 18k 52.35
Unum (UNM) 0.2 $898k 11k 81.46
Lam Research Corp Com New (LRCX) 0.2 $876k 12k 72.70
Charter Communications Inc N Cl A (CHTR) 0.2 $858k 2.3k 368.53
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD) 0.2 $852k 34k 24.95
Fidelity Merrimack Str Tr Low Durtin Etf (FLDR) 0.2 $825k 17k 50.12
Lyondellbasell Industries N Shs - A - (LYB) 0.1 $800k 11k 70.40
Mondelez Intl Cl A (MDLZ) 0.1 $790k 12k 67.85
Seagate Technology Hldngs Pl Ord Shs (STX) 0.1 $777k 9.1k 84.96
Palo Alto Networks (PANW) 0.1 $772k 4.5k 170.64
Hp (HPQ) 0.1 $766k 28k 27.69
First Tr Exchng Traded Fd Vi Ft Vest Us (DJAN) 0.1 $759k 20k 37.97
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $750k 1.5k 513.78
First Horizon National Corporation (FHN) 0.1 $727k 37k 19.42
Spdr Ser Tr S&P 400 MDCP GRW (MDYG) 0.1 $709k 8.9k 79.46
Kla Corp Com New (KLAC) 0.1 $697k 1.0k 679.74
Ishares Tr Cmbs Etf (CMBS) 0.1 $696k 15k 48.00
Aim Etf Products Trust Allianzim Eq Buf (JULU) 0.1 $687k 27k 25.51
Cognizant Technology Solutio Cl A (CTSH) 0.1 $684k 8.9k 76.48
Cadence Design Systems (CDNS) 0.1 $681k 2.7k 254.33
Fidelity Covington Trust Msci Consm Dis (FDIS) 0.1 $679k 8.0k 84.51
Listed Fd Tr Trueshares Struc 0.1 $667k 18k 37.35
Paccar (PCAR) 0.1 $663k 6.8k 97.39
Regeneron Pharmaceuticals (REGN) 0.1 $662k 1.0k 634.90
Bank of America Corporation (BAC) 0.1 $644k 15k 41.73
Electronic Arts (EA) 0.1 $637k 4.4k 144.50
Copart (CPRT) 0.1 $635k 11k 56.59
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $634k 2.5k 255.61
First Tr Exchange-traded Ft Vest S&p 500 (KNG) 0.1 $622k 12k 50.52
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 0.1 $617k 8.0k 77.04
Fidelity Covington Trust Msci Utils Index (FUTY) 0.1 $609k 12k 50.94
Comerica Incorporated 0.1 $595k 10k 59.05
Ishares Tr Msci Eafe Smcp (HSCZ) 0.1 $594k 19k 32.20
Wisdomtree Tr Dynamic Int Eq (DDLS) 0.1 $592k 17k 35.35
Paypal Holdings (PYPL) 0.1 $589k 9.0k 65.25
Bondbloxx Etf Trust Bloomberg Seven (XSVN) 0.1 $559k 12k 47.75
Bondbloxx Etf Trust Bloomberg Fve Yr (XFIV) 0.1 $558k 11k 49.08
Aim Etf Products Trust U S Lrgcp 6m Apr (SIXO) 0.1 $551k 18k 31.58
Janus Detroit Str Tr B-bbb Clo Etf (JBBB) 0.1 $548k 11k 48.67
Northern Lts Fd Tr Iv Sterling Capital (LCG) 0.1 $547k 20k 27.76
Synopsys (SNPS) 0.1 $547k 1.3k 428.85
Workday Cl A (WDAY) 0.1 $544k 2.3k 233.53
Listed Fd Tr Trueshares Oct 0.1 $541k 14k 37.98
Raytheon Technologies Corp (RTX) 0.1 $534k 4.0k 132.41
Asml Holding N V N Y Registry Shs (ASML) 0.1 $533k 805.00 662.52
Listed Fd Tr Trueshares Strcd 0.1 $528k 16k 33.28
Crowdstrike Hldgs Cl A (CRWD) 0.1 $518k 1.5k 352.58
Aim Etf Products Trust Allianzim U S La (SIXD) 0.1 $477k 18k 26.23
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $451k 17k 26.58
Gilead Sciences (GILD) 0.1 $424k 3.8k 112.07
Pdd Holdings Sponsored Ads (PDD) 0.1 $421k 3.6k 118.35
Innovator Etfs Trust Us Eqt Ultra Bf (UJAN) 0.1 $410k 11k 38.14
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB) 0.1 $410k 12k 35.82
Ishares Tr Large Cap Max Bu (SMAX) 0.1 $398k 16k 25.04
Cdw (CDW) 0.1 $398k 2.5k 160.18
Virtus Etf Tr Ii Seix Sr Ln Etf (SEIX) 0.1 $393k 17k 23.61
Wells Fargo & Company (WFC) 0.1 $392k 5.5k 71.79
Simplify Exchange Traded Fun Short Term Trea (TUA) 0.1 $391k 18k 21.97
First Tr Exchng Traded Fd Vi Ft Vest Lad (BUFZ) 0.1 $381k 16k 23.50
Listed Fd Tr Trueshares Struc 0.1 $379k 12k 32.92
Aptar (ATR) 0.1 $373k 2.5k 148.47
Simplify Exchange Traded Fun Managed Futures (CTA) 0.1 $356k 12k 29.60
Watts Water Technologies Cl A (WTS) 0.1 $343k 1.7k 203.86
Spdr Ser Tr Portfli High Yld (SPHY) 0.1 $341k 15k 23.42
Fidelity Covington Trust Msci Rl Est Etf (FREL) 0.1 $339k 12k 27.47
EastGroup Properties (EGP) 0.1 $319k 1.8k 176.14
Select Sector Spdr Tr Communication (XLC) 0.1 $300k 3.1k 96.43
Union Pacific Corporation (UNP) 0.1 $300k 1.3k 236.19
Simplify Exchange Traded Fun Treasury Opt Inc (BUCK) 0.1 $287k 12k 24.68
Eaton Corp SHS (ETN) 0.1 $278k 1.0k 272.00
First Tr Exchange-traded Ft Vest Ris (RDVI) 0.1 $277k 12k 23.72
Gra (GGG) 0.1 $275k 3.3k 83.49
Innovator Etfs Trust Us Eqt Ultra Bf (UMAR) 0.1 $274k 7.7k 35.55
Genuine Parts Company (GPC) 0.1 $271k 2.3k 119.17
MetLife (MET) 0.1 $268k 3.3k 80.31
Comcast Corp Cl A (CMCSA) 0.0 $266k 7.2k 36.90
Simplify Exchange Traded Fun Volatility Prem (SVOL) 0.0 $264k 15k 18.18
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $252k 698.00 360.64
Wisdomtree Tr Us Efficient Cor (NTSX) 0.0 $250k 5.5k 45.32
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $250k 532.00 469.02
Wisdomtree Tr Yield Enhancd Us (AGGY) 0.0 $248k 5.7k 43.43
Ryder System (R) 0.0 $242k 1.7k 143.68
Select Sector Spdr Tr Energy (XLE) 0.0 $240k 2.6k 93.39
Select Sector Spdr Tr Indl (XLI) 0.0 $213k 1.6k 131.00
Simplify Exchange Traded Fun Intmd Term Trsry (TYA) 0.0 $138k 11k 13.23