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CIK: 0001766909
Total reported value
$564.3M
$564.3M
81 檔
65.4%
At the close of Q1 2025, Financial Advisors, LLC disclosed equity holdings valued at approximately $564.3M, spread across 81 reported holdings.
In Q1 2025, Financial Advisors, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 20.47% | -2.15% | +0.03% | |
| 2 | SCHG | Schwab US Large-cap Growth | ETF-Other | 15.33% | +1.30% | -2.67% | |
| 3 | SCHV | Schwab US Large-cap Value | ETF-Other | 14.16% | -0.69% | -0.89% | |
| 4 | HAWX | Ishares Cur Hdg Msci Acwi-x | ETF-Other | 11.56% | -0.22% | -0.01% | |
| 5 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 11.30% | -0.13% | +0.24% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 10.49% | +0.62% | +1.07% | |
| 7 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 1.44% | +0.01% | +0.21% | |
| 8 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.21% | +0.19% | — | |
| 9 | AAPL | Apple Inc | Stock-Tech | 1.15% | +0.02% | -0.17% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 1.10% | +0.28% | -1.09% | |
| 11 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.97% | -0.03% | -2.58% | |
| 12 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.71% | +0.28% | -0.63% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.59% | +0.05% | — | |
| 14 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 0.53% | -0.01% | — | |
| 15 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.50% | — | +1.18% | |
| 16 | XOM | Exxon Mobil CORP | Stock-Energy | 0.50% | -0.08% | — | |
| 17 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.49% | -0.09% | +0.03% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.36% | +0.02% | +0.53% | |
| 19 | USXF | Ishares Esg Advance Msci USA | ETF-Other | 0.35% | +0.25% | +0.13% | |
| 20 | ACWV | Ishares Msci Global Min Vol | ETF-Other | 0.33% | — | — | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.31% | +0.02% | -1.27% | |
| 22 | HD | Home Depot Inc | Stock-Consumer Disc | 0.29% | — | — | |
| 23 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.29% | +0.02% | +0.03% | |
| 24 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.29% | +0.02% | — | |
| 25 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.24% | — | — | |
| 26 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.23% | — | -0.73% | |
| 27 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.20% | +0.09% | -1.19% | |
| 28 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.20% | -0.04% | — | |
| 29 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.19% | +0.13% | — | |
| 30 | ABBV | Abbvie Inc | Stock-Healthcare | 0.18% | — | — | |
| 31 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.17% | — | -10.50% | |
| 32 | RTX | Rtx CORP | Stock-Industrials | 0.15% | +0.02% | +0.02% | |
| 33 | ESMV | Ishares Esg Optimized Msci U | ETF-Other | 0.15% | — | — | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.14% | — | -7.64% | |
| 35 | MS | Morgan Stanley | Stock-Financials | 0.13% | +0.03% | — | |
| 36 | SYK | Stryker CORP | Stock-Healthcare | 0.12% | — | — | |
| 37 | ADP | Automatic Data Processing | Stock-Tech | 0.12% | — | — | |
| 38 | AVSU | Avantis Resp US Equity ETF | ETF-Other | 0.12% | +0.01% | — | |
| 39 | IBM | Intl Business Machines CORP | Stock-Tech | 0.12% | — | +2.12% | |
| 40 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.12% | +0.01% | — | |
| 41 | UNP | Union Pacific CORP | Stock-Industrials | 0.11% | — | — | |
| 42 | PH | Parker Hannifin CORP | Stock-Industrials | 0.11% | — | -7.13% | |
| 43 | ABT | Abbott Laboratories | Stock-Healthcare | 0.11% | — | -1.22% | |
| 44 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.10% | — | +0.06% | |
| 45 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.10% | — | — | |
| 46 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 0.10% | — | — | |
| 47 | T | At&t Inc | Stock-Comm Services | 0.09% | — | -3.65% | |
| 48 | LRCX | Lam Research CORP | Stock-Tech | 0.09% | +0.07% | — | |
| 49 | INTC | Intel CORP | Stock-Tech | 0.08% | -0.03% | — | |
| 50 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.08% | — | -9.88% |
According to official SEC Form 13F filings, Financial Advisors, LLC reported a total U.S. public equity portfolio value of $564.3M across 81 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including USMV, SCHG, SCHV) accounted for 65.4% of total reported equity market value during Q1 2025.
Top New Position Initiated
USMV
市值: $103.7M
During Q1 2025, Financial Advisors, LLC's top holdings by market value included USMV (20.5%)、SCHG (15.3%)、SCHV (14.2%). The largest single position, USMV, represented 20.5% of total portfolio value.
In Q1 2025, Financial Advisors, LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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