Tounjian Advisory Partners

Tounjian Advisory Partners as of June 30, 2025

Portfolio Holdings for Tounjian Advisory Partners

Tounjian Advisory Partners holds 234 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
Apple (AAPL) 4.9 $25M 114k 222.13
Microsoft Corporation (MSFT) 4.0 $21M 55k 375.38
NVIDIA Corporation (NVDA) 3.7 $19M 175k 108.38
First Tr Exchange-traded Growth Strength (FTGS) 2.6 $14M 459k 29.75
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) 2.6 $13M 269k 49.15
Amazon (AMZN) 2.5 $13M 78k 165.72
Meta Platforms Cl A (META) 2.0 $11M 18k 576.38
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.6 $8.3M 16k 532.58
Pimco Etf Tr Multisector Bd (PYLD) 1.6 $8.3M 313k 26.35
Alphabet Cap Stk Cl A (GOOGL) 1.5 $7.9M 51k 154.64
UnitedHealth (UNH) 1.4 $7.2M 18k 402.11
Broadcom (AVGO) 1.4 $7.2M 43k 167.43
Pulte (PHM) 1.3 $6.7M 65k 102.80
Exxon Mobil Corporation (XOM) 1.3 $6.6M 55k 118.93
Innovator Etfs Trust Us Eqty Ultra B (UDEC) 1.3 $6.5M 188k 34.30
Tesla Motors (TSLA) 1.2 $6.3M 24k 259.16
Cisco Systems (CSCO) 1.2 $6.2M 101k 61.71
Ishares Tr Core Msci Eafe (IEFA) 1.2 $6.2M 82k 75.65
McDonald's Corporation (MCD) 1.2 $6.0M 19k 312.34
Pimco Etf Tr Active Bd Etf (BOND) 1.2 $6.0M 65k 92.47
Netflix (NFLX) 1.2 $5.9M 6.4k 932.53
JPMorgan Chase & Co. (JPM) 1.1 $5.8M 24k 245.31
Ge Aerospace Com New (GE) 1.1 $5.8M 29k 200.15
Home Depot (HD) 1.1 $5.5M 15k 366.48
Intuitive Surgical Com New (ISRG) 1.0 $5.1M 10k 495.27
Intercontinental Exchange (ICE) 0.9 $4.7M 27k 172.50
Johnson & Johnson (JNJ) 0.9 $4.6M 28k 165.83
American Centy Etf Tr Avantis Emerging (AVXC) 0.8 $4.2M 86k 48.64
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.8 $4.2M 83k 50.71
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GDEC) 0.8 $4.1M 125k 33.11
Visa Com Cl A (V) 0.8 $4.1M 12k 350.45
Procter & Gamble Company (PG) 0.8 $4.0M 51k 79.16
Goldman Sachs (GS) 0.8 $3.9M 7.2k 546.30
Eli Lilly & Co. (LLY) 0.7 $3.7M 4.5k 825.63
Ishares Tr Core S&p500 Etf (IVV) 0.7 $3.7M 6.6k 561.93
S&p Global (SPGI) 0.7 $3.6M 7.1k 508.10
At&t (T) 0.7 $3.6M 126k 28.28
AFLAC Incorporated (AFL) 0.7 $3.6M 32k 111.19
Thermo Fisher Scientific (TMO) 0.7 $3.6M 7.1k 497.72
Abbvie (ABBV) 0.6 $3.3M 16k 209.53
Exelon Corporation (EXC) 0.6 $3.3M 72k 46.08
IDEX Corporation (IEX) 0.6 $3.3M 18k 180.96
salesforce (CRM) 0.6 $3.2M 12k 268.36
Honeywell International (HON) 0.6 $3.2M 15k 211.73
Pimco Etf Tr Ultra Short Govt (BILZ) 0.6 $3.1M 31k 101.20
Costco Wholesale Corporation (COST) 0.6 $3.1M 3.2k 945.91
TJX Companies (TJX) 0.6 $3.0M 25k 121.79
Altria (MO) 0.6 $2.9M 49k 60.02
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.6 $2.9M 29k 100.62
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) 0.6 $2.9M 115k 25.52
Aim Etf Products Trust Us Lrgcp B20 Jan (JANW) 0.5 $2.8M 85k 33.21
Pepsi (PEP) 0.5 $2.8M 19k 149.93
Chevron Corporation (CVX) 0.5 $2.8M 17k 167.29
Yum! Brands (YUM) 0.5 $2.8M 18k 157.35
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DNOV) 0.5 $2.7M 63k 41.92
Mastercard Incorporated Cl A (MA) 0.5 $2.5M 4.6k 548.16
Citigroup Com New (C) 0.5 $2.5M 36k 70.99
First Tr Exchng Traded Fd Vi Skybridge Crypto (CRPT) 0.5 $2.4M 199k 12.23
Spdr Series Trust Portfolio Crport (SPBO) 0.5 $2.4M 83k 29.03
American Centy Etf Tr Avantis Core Fi (AVIG) 0.5 $2.4M 58k 41.39
Innovator Etfs Trust Us Eqt Ultra Bfr (UFEB) 0.5 $2.4M 73k 32.39
Aim Etf Products Trust Us Lrgcp B20 Dec (DECW) 0.5 $2.4M 79k 29.95
Ishares Tr Us Treas Bd Etf (GOVT) 0.5 $2.4M 103k 22.98
CSX Corporation (CSX) 0.5 $2.3M 79k 29.43
Aim Etf Products Trust Us Lrgcp B20 Oct (OCTW) 0.5 $2.3M 66k 35.12
Advanced Micro Devices (AMD) 0.4 $2.3M 22k 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 43k 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 14k 147.95
Philip Morris International (PM) 0.4 $2.1M 13k 158.73
Verizon Communications (VZ) 0.4 $2.1M 45k 45.36
Merck & Co (MRK) 0.4 $2.0M 23k 89.76
Micron Technology (MU) 0.4 $2.0M 23k 86.89
CenterPoint Energy (CNP) 0.4 $2.0M 55k 36.23
Bondbloxx Etf Trust Bloomberg One Yr (XONE) 0.4 $2.0M 40k 49.72
Elevation Series Trust Trueshares Quart (QBER) 0.4 $1.9M 76k 24.79
Nike CL B (NKE) 0.4 $1.9M 29k 63.48
Public Service Enterprise (PEG) 0.4 $1.8M 22k 82.29
Us Bancorp Del Com New (USB) 0.3 $1.7M 39k 42.22
Citizens Financial (CFG) 0.3 $1.6M 39k 40.97
Linde SHS (LIN) 0.3 $1.6M 3.4k 465.67
American Electric Power Company (AEP) 0.3 $1.6M 15k 109.26
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (DOCT) 0.3 $1.6M 41k 38.35
CMS Energy Corporation (CMS) 0.3 $1.5M 21k 75.11
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DSEP) 0.3 $1.5M 39k 39.68
Entergy Corporation (ETR) 0.3 $1.5M 17k 85.49
Prudential Financial (PRU) 0.3 $1.5M 13k 111.67
Metropcs Communications (TMUS) 0.3 $1.5M 5.5k 266.77
Vanguard Index Fds Growth Etf (VUG) 0.3 $1.5M 3.9k 370.78
Alliant Energy Corporation (LNT) 0.3 $1.4M 23k 64.35
BorgWarner (BWA) 0.3 $1.4M 50k 28.65
Fidelity Covington Trust Msci Indl Indx (FIDU) 0.3 $1.4M 21k 68.47
Wec Energy Group (WEC) 0.3 $1.4M 13k 108.98
International Business Machines (IBM) 0.3 $1.4M 5.7k 248.68
Huntington Bancshares Incorporated (HBAN) 0.3 $1.4M 95k 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 33k 41.15
NiSource (NI) 0.3 $1.4M 34k 40.09
PPL Corporation (PPL) 0.3 $1.3M 37k 36.11
Amgen (AMGN) 0.3 $1.3M 4.3k 311.53
Oneok (OKE) 0.3 $1.3M 13k 99.22
Regions Financial Corporation (RF) 0.3 $1.3M 60k 21.73
Tapestry (TPR) 0.2 $1.3M 18k 70.41
Oge Energy Corp (OGE) 0.2 $1.3M 28k 45.96
Pfizer (PFE) 0.2 $1.3M 50k 25.34
DTE Energy Company (DTE) 0.2 $1.2M 8.9k 138.28
Key (KEY) 0.2 $1.2M 77k 15.99
International Paper Company (IP) 0.2 $1.2M 23k 53.34
First Tr Exchange-traded Indxx Aerospace (MISL) 0.2 $1.2M 40k 30.28
Kimberly-Clark Corporation (KMB) 0.2 $1.2M 8.2k 142.24
Palantir Technologies Cl A (PLTR) 0.2 $1.2M 14k 84.40
Emerson Electric (EMR) 0.2 $1.2M 11k 109.64
Agilent Technologies Inc C ommon (A) 0.2 $1.1M 9.8k 116.96
Texas Instruments Incorporated (TXN) 0.2 $1.1M 6.3k 179.69
Monster Beverage Corp (MNST) 0.2 $1.1M 20k 58.52
Fifth Third Ban (FITB) 0.2 $1.1M 29k 39.20
Edison International (EIX) 0.2 $1.1M 19k 58.92
Qualcomm (QCOM) 0.2 $1.1M 7.3k 153.62
Intel Corporation (INTC) 0.2 $1.1M 49k 22.71
Elevation Series Trust Trushares Bull (QBUL) 0.2 $1.1M 45k 24.86
Wal-Mart Stores (WMT) 0.2 $1.1M 13k 87.79
Automatic Data Processing (ADP) 0.2 $1.1M 3.5k 305.62
FirstEnergy (FE) 0.2 $1.1M 27k 40.42
Nrg Energy Com New (NRG) 0.2 $1.1M 11k 95.44
Uber Technologies (UBER) 0.2 $1.1M 15k 72.86
Newmont Mining Corporation (NEM) 0.2 $1.1M 22k 48.29
Garmin SHS (GRMN) 0.2 $1.1M 4.8k 217.16
ConAgra Foods (CAG) 0.2 $1.1M 39k 26.67
Fidelity National Financial Com Shs (FNF) 0.2 $1.1M 16k 65.08
Nextera Energy (NEE) 0.2 $1.0M 15k 70.89
Watsco, Incorporated (WSO) 0.2 $993k 2.0k 508.13
Spdr Series Trust Portfolio S&p500 (SPLG) 0.2 $991k 15k 65.76
Fidelity Covington Trust Msci Matls Index (FMAT) 0.2 $991k 21k 48.32
Applied Materials (AMAT) 0.2 $979k 6.7k 145.18
Boeing Company (BA) 0.2 $966k 5.7k 170.55
Starbucks Corporation (SBUX) 0.2 $961k 9.8k 98.10
Ford Motor Company (F) 0.2 $961k 96k 10.03
Adobe Systems Incorporated (ADBE) 0.2 $957k 2.5k 383.53
Cintas Corporation (CTAS) 0.2 $953k 4.6k 205.53
Analog Devices (ADI) 0.2 $952k 4.7k 201.62
Invesco SHS (IVZ) 0.2 $940k 62k 15.17
Principal Financial (PFG) 0.2 $925k 11k 84.37
Interpublic Group of Companies (IPG) 0.2 $923k 34k 27.16
Franklin Resources (BEN) 0.2 $921k 48k 19.25
Vistra Energy (VST) 0.2 $915k 7.8k 117.41
Sonoco Products Company (SON) 0.2 $914k 19k 47.24
Best Buy (BBY) 0.2 $912k 12k 73.60
Janus Detroit Str Tr Henderson Securi (JSI) 0.2 $894k 17k 52.35
Unum (UNM) 0.2 $886k 11k 81.45
Lam Research Corp Com New (LRCX) 0.2 $863k 12k 72.71
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD) 0.2 $852k 34k 24.95
Charter Communications Inc N Cl A (CHTR) 0.2 $845k 2.3k 368.53
Fidelity Merrimack Str Tr Low Durtin Etf (FLDR) 0.2 $821k 16k 50.12
Lyondellbasell Industries N Shs - A - (LYB) 0.2 $791k 11k 70.39
Mondelez Intl Cl A (MDLZ) 0.2 $779k 12k 67.85
Seagate Technology Hldngs Pl Ord Shs (STX) 0.1 $767k 9.0k 84.95
Palo Alto Networks (PANW) 0.1 $761k 4.5k 170.64
First Tr Exchng Traded Fd Vi Ft Vest Us (DJAN) 0.1 $759k 20k 37.97
Hp (HPQ) 0.1 $756k 27k 27.69
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $721k 1.4k 513.68
First Horizon National Corporation (FHN) 0.1 $720k 37k 19.42
Ishares Tr Cmbs Etf (CMBS) 0.1 $693k 14k 48.00
Kla Corp Com New (KLAC) 0.1 $687k 1.0k 679.70
Spdr Series Trust S&P 400 MDCP GRW (MDYG) 0.1 $684k 8.6k 79.46
Aim Etf Products Trust Allianzim Eq Buf (JULU) 0.1 $676k 27k 25.51
Cognizant Technology Solutio Cl A (CTSH) 0.1 $674k 8.8k 76.50
Cadence Design Systems (CDNS) 0.1 $671k 2.6k 254.33
Fidelity Covington Trust Msci Consm Dis (FDIS) 0.1 $657k 7.8k 84.50
Paccar (PCAR) 0.1 $653k 6.7k 97.38
Regeneron Pharmaceuticals (REGN) 0.1 $651k 1.0k 634.90
Listed Fds Tr Trueshares Struc (AUGZ) 0.1 $644k 17k 37.34
Bank of America Corporation (BAC) 0.1 $634k 15k 41.73
Electronic Arts (EA) 0.1 $627k 4.3k 144.50
Copart (CPRT) 0.1 $625k 11k 56.59
First Tr Exchange-traded Ft Vest S&p 500 (KNG) 0.1 $622k 12k 50.52
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $611k 2.4k 255.71
Spdr Series Trust S&p 400 Mdcp Val (MDYV) 0.1 $595k 7.7k 77.04
Fidelity Covington Trust Msci Utils Index (FUTY) 0.1 $590k 12k 50.94
Ishares Tr Msci Eafe Smcp (HSCZ) 0.1 $589k 18k 32.20
Comerica Incorporated (CMA) 0.1 $587k 9.9k 59.05
Wisdomtree Tr Dynamic Intl Sml (DDLS) 0.1 $587k 17k 35.35
Paypal Holdings (PYPL) 0.1 $581k 8.9k 65.25
Northern Lts Fd Tr Iv Sterling Capital (LCG) 0.1 $547k 20k 27.76
Bondbloxx Etf Trust Bloomberg Seven (XSVN) 0.1 $542k 11k 47.75
Bondbloxx Etf Trust Bloomberg Fve Yr (XFIV) 0.1 $542k 11k 49.08
Synopsys (SNPS) 0.1 $539k 1.3k 428.85
Workday Cl A (WDAY) 0.1 $537k 2.3k 233.53
Janus Detroit Str Tr B-bbb Clo Etf (JBBB) 0.1 $532k 11k 48.67
Raytheon Technologies Corp (RTX) 0.1 $531k 4.0k 132.43
Aim Etf Products Trust U S Lrgcp 6m Apr (SIXO) 0.1 $528k 17k 31.58
Listed Fds Tr Trueshares Oct (OCTZ) 0.1 $525k 14k 37.98
Asml Holding N V N Y Registry Shs (ASML) 0.1 $524k 791.00 662.47
Listed Fds Tr Trueshares Strcd (JANZ) 0.1 $512k 15k 33.28
Crowdstrike Hldgs Cl A (CRWD) 0.1 $511k 1.4k 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 $417k 3.7k 112.06
Pdd Holdings Sponsored Ads (PDD) 0.1 $415k 3.5k 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 $407k 11k 35.82
Cdw (CDW) 0.1 $392k 2.4k 160.30
Virtus Etf Tr Ii Seix Sr Ln Etf (SEIX) 0.1 $392k 17k 23.61
Wells Fargo & Company (WFC) 0.1 $382k 5.3k 71.79
First Tr Exchng Traded Fd Vi Ft Vest Lad (BUFZ) 0.1 $381k 16k 23.50
Ishares Tr Large Cap Max Bu (SMAX) 0.1 $379k 15k 25.04
Simplify Exchange Traded Fun Short Term Trea (TUA) 0.1 $378k 17k 21.97
Listed Fds Tr Trueshares Struc (APRZ) 0.1 $371k 11k 32.92
Aptar (ATR) 0.1 $362k 2.4k 148.52
Spdr Series Trust Portfli High Yld (SPHY) 0.1 $340k 15k 23.42
Watts Water Technologies Cl A (WTS) 0.1 $333k 1.6k 204.04
Fidelity Covington Trust Msci Rl Est Etf (FREL) 0.1 $329k 12k 27.47
EastGroup Properties (EGP) 0.1 $310k 1.8k 176.13
Union Pacific Corporation (UNP) 0.1 $298k 1.3k 236.09
Select Sector Spdr Tr Communication (XLC) 0.1 $295k 3.1k 96.49
First Tr Exchange-traded Ft Vest Ris (RDVI) 0.1 $277k 12k 23.72
Eaton Corp SHS (ETN) 0.1 $275k 1.0k 271.84
Innovator Etfs Trust Us Eqt Ultra Bf (UMAR) 0.1 $274k 7.7k 35.55
Genuine Parts Company (GPC) 0.1 $270k 2.3k 119.14
Simplify Exchange Traded Fun Managed Futures (CTA) 0.1 $267k 9.0k 29.60
MetLife (MET) 0.1 $267k 3.3k 80.27
Gra (GGG) 0.1 $266k 3.2k 83.50
Comcast Corp Cl A (CMCSA) 0.1 $259k 7.0k 36.90
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $252k 698.00 360.64
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $250k 532.00 469.02
Wisdomtree Tr Yield Enhancd Us (AGGY) 0.0 $243k 5.6k 43.43
Select Sector Spdr Tr Energy (XLE) 0.0 $236k 2.5k 93.41
Ryder System (R) 0.0 $234k 1.6k 143.72
Wisdomtree Tr Us Efficient Cor (NTSX) 0.0 $232k 5.1k 45.30
Simplify Exchange Traded Fun Treasury Opt Inc (BUCK) 0.0 $215k 8.7k 24.68
Select Sector Spdr Tr Indl (XLI) 0.0 $209k 1.6k 131.00
Simplify Exchange Traded Fun Volatility Prem (SVOL) 0.0 $198k 11k 18.18
Simplify Exchange Traded Fun Intmd Term Trsry (TYA) 0.0 $134k 10k 13.23