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CIK: 0001588539
Total reported value
$3.8B
$3.8B
2283 檔
12.2%
In Q4 2024, First Horizon Advisors, Inc.'s U.S. equity holdings reached a combined market value of $3.8B, distributed across 2283 disclosed stock positions.
During Q4 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 2283 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.72% | — | +9.63% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.41% | — | -2.72% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 2.36% | — | -0.58% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 1.91% | — | +0.25% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.73% | — | +0.99% | |
| 6 | AVGO | Broadcom Inc | Stock-Tech | 1.67% | — | +3.33% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.59% | — | -1.03% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.46% | — | +8.01% | |
| 9 | CSCO | Cisco Systems Inc | Stock-Tech | 1.39% | — | +0.16% | |
| 10 | VUG | Vanguard Growth ETF | ETF-Other | 1.35% | — | +0.04% | |
| 11 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.31% | — | +0.61% | |
| 12 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.30% | — | -2.23% | |
| 13 | HD | Home Depot Inc | Stock-Consumer Disc | 1.27% | — | +1.07% | |
| 14 | IBM | Intl Business Machines CORP | Stock-Tech | 1.21% | — | +0.66% | |
| 15 | WMT | Walmart Inc | Stock-Consumer Staples | 1.16% | — | -3.13% | |
| 16 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.15% | — | +1.79% | |
| 17 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 1.07% | — | -0.55% | |
| 18 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.04% | — | +2.62% | |
| 19 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.03% | — | +1.13% | |
| 20 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.03% | — | -2.35% | |
| 21 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 1.02% | — | +0.29% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.00% | — | +0.40% | |
| 23 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.98% | — | +1.45% | |
| 24 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.96% | — | +0.00% | |
| 25 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.94% | — | +3.20% | |
| 26 | PEG | Public Service Enterprise Gp | Stock-Utilities | 0.94% | — | +0.38% | |
| 27 | MET | Metlife Inc | Stock-Financials | 0.93% | — | +1.32% | |
| 28 | XOM | Exxon Mobil CORP | Stock-Energy | 0.91% | — | +3.45% | |
| 29 | ABBV | Abbvie Inc | Stock-Healthcare | 0.89% | — | +2.49% | |
| 30 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.86% | — | -1.51% | |
| 31 | XLK | Ss Technology Select Sector | ETF-Tech | 0.82% | — | -0.77% | |
| 32 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.82% | — | +1.62% | |
| 33 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.78% | — | -2.95% | |
| 34 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.75% | — | +6.04% | |
| 35 | SO | Southern Co/the | Stock-Utilities | 0.74% | — | +2.35% | |
| 36 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.74% | — | +0.80% | |
| 37 | PM | Philip Morris International | Stock-Consumer Staples | 0.73% | — | +1.33% | |
| 38 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.73% | — | +0.78% | |
| 39 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.73% | — | +0.28% | |
| 40 | EMR | Emerson Electric Co | Stock-Industrials | 0.72% | — | +1.29% | |
| 41 | GRMN | Garmin Ltd. | Stock-Tech | 0.71% | — | -1.43% | |
| 42 | MUB | Ishares National Muni Bond E | ETF-Other | 0.68% | — | +192.69% | |
| 43 | CMI | Cummins Inc | Stock-Industrials | 0.66% | — | -0.90% | |
| 44 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.65% | — | -5.69% | |
| 45 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.64% | — | +2.80% | |
| 46 | C | Citigroup Inc | Stock-Financials | 0.64% | — | +1.06% | |
| 47 | GLD | Spdr Gold Shares | ETF-Commodities | 0.64% | — | -6.04% | |
| 48 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.64% | — | -10.76% | |
| 49 | ACN | Accenture plc | Stock-Tech | 0.64% | — | -2.41% | |
| 50 | T | At&t Inc | Stock-Comm Services | 0.62% | — | +1.12% |
According to official SEC Form 13F filings, First Horizon Advisors, Inc. reported a total U.S. public equity portfolio value of $3.8B across 2283 disclosed positions in Q4 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 SPY, IVV, AAPL) accounted for 12.2% of total reported equity market value during Q4 2024.
During Q4 2024, First Horizon Advisors, Inc.'s top holdings by market value included SPY (3.7%)、IVV (3.4%)、AAPL (2.4%). The largest single position, SPY, represented 3.7% of total portfolio value.
In Q4 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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