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CIK: 0001588539
Total reported value
$3.8B
$3.8B
2306 檔
10.5%
In Q1 2024, First Horizon Advisors, Inc.'s U.S. equity holdings reached a combined market value of $3.8B, distributed across 2306 disclosed stock positions.
During Q1 2024, First Horizon Advisors, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 2306 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.57% | — | +0.57% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.26% | — | -0.56% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 2.04% | — | -3.23% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.85% | — | +406.26% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 1.79% | — | -0.41% | |
| 6 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.54% | — | +1.40% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.51% | — | +2.32% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.43% | — | +0.34% | |
| 9 | HD | Home Depot Inc | Stock-Consumer Disc | 1.33% | — | +41.53% | |
| 10 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.29% | — | -7.38% | |
| 11 | CSCO | Cisco Systems Inc | Stock-Tech | 1.20% | — | +2.08% | |
| 12 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.20% | — | +2.92% | |
| 13 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.19% | — | -1.97% | |
| 14 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.14% | — | -5.58% | |
| 15 | IBM | Intl Business Machines CORP | Stock-Tech | 1.13% | — | -7.35% | |
| 16 | VUG | Vanguard Growth ETF | ETF-Other | 1.12% | — | +5.81% | |
| 17 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 1.11% | — | +4.54% | |
| 18 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.06% | — | +0.56% | |
| 19 | AVGO | Broadcom Inc | Stock-Tech | 1.00% | — | -0.23% | |
| 20 | XOM | Exxon Mobil CORP | Stock-Energy | 0.99% | — | +4.42% | |
| 21 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.99% | — | -6.35% | |
| 22 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.97% | — | +96.83% | |
| 23 | ABBV | Abbvie Inc | Stock-Healthcare | 0.96% | — | -0.60% | |
| 24 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.95% | — | +3.71% | |
| 25 | WMT | Walmart Inc | Stock-Consumer Staples | 0.93% | — | +206.28% | |
| 26 | LYB | LyondellBasell Industries N.V. | Stock-Materials | 0.91% | — | +3.63% | |
| 27 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.90% | — | -6.71% | |
| 28 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.89% | — | +139.77% | |
| 29 | MET | Metlife Inc | Stock-Financials | 0.88% | — | -0.13% | |
| 30 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.87% | — | +24.73% | |
| 31 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.85% | — | +1.24% | |
| 32 | PEG | Public Service Enterprise Gp | Stock-Utilities | 0.83% | — | +6.04% | |
| 33 | XLK | Ss Technology Select Sector | ETF-Tech | 0.83% | — | -4.32% | |
| 34 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.79% | — | +2.92% | |
| 35 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.77% | — | -5.37% | |
| 36 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.77% | — | -2.12% | |
| 37 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.74% | — | -4.73% | |
| 38 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.73% | — | +9.76% | |
| 39 | SO | Southern Co/the | Stock-Utilities | 0.69% | — | +4.60% | |
| 40 | EMR | Emerson Electric Co | Stock-Industrials | 0.69% | — | -1.27% | |
| 41 | GLD | Spdr Gold Shares | ETF-Commodities | 0.69% | — | -3.34% | |
| 42 | ACN | Accenture plc | Stock-Tech | 0.68% | — | -2.45% | |
| 43 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.66% | — | +69.71% | |
| 44 | OMC | Omnicom Group | Stock-Comm Services | 0.65% | — | -35.92% | |
| 45 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.65% | — | -6.62% | |
| 46 | ADBE | Adobe Inc | Stock-Tech | 0.62% | — | -4.44% | |
| 47 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.61% | — | +1.63% | |
| 48 | C | Citigroup Inc | Stock-Financials | 0.61% | — | -7.52% | |
| 49 | CMI | Cummins Inc | Stock-Industrials | 0.60% | — | -0.96% | |
| 50 | PM | Philip Morris International | Stock-Consumer Staples | 0.60% | — | +6.59% |
According to official SEC Form 13F filings, First Horizon Advisors, Inc. reported a total U.S. public equity portfolio value of $3.8B across 2306 disclosed positions in Q1 2024.
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 IVV, SPY, MSFT) accounted for 10.5% of total reported equity market value during Q1 2024.
During Q1 2024, First Horizon Advisors, Inc.'s top holdings by market value included IVV (3.6%)、SPY (3.3%)、MSFT (2.0%). The largest single position, IVV, represented 3.6% of total portfolio value.
In Q1 2024, First Horizon Advisors, Inc. made 0 total portfolio adjustments, initiating 0 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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