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CIK: 0001588539
Total reported value
$3.8B
$3.8B
2330 檔
11.0%
The Q1 2025 SEC filing reveals that First Horizon Advisors, Inc. held a total portfolio value of $3.8B, covering 2330 public equity positions.
In Q1 2025, First Horizon Advisors, Inc. displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 2330 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 | 3.30% | — | -7.64% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.19% | — | -2.46% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 2.03% | — | -3.35% | |
| 4 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.70% | — | +3.97% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 1.69% | — | -0.85% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.60% | — | -1.83% | |
| 7 | CSCO | Cisco Systems Inc | Stock-Tech | 1.40% | — | -4.45% | |
| 8 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.38% | — | -2.81% | |
| 9 | HD | Home Depot Inc | Stock-Consumer Disc | 1.31% | — | +9.03% | |
| 10 | IBM | Intl Business Machines CORP | Stock-Tech | 1.31% | — | -5.05% | |
| 11 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.24% | — | +4.98% | |
| 12 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.24% | — | -17.72% | |
| 13 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.21% | — | +7.33% | |
| 14 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.20% | — | +1.56% | |
| 15 | AVGO | Broadcom Inc | Stock-Tech | 1.18% | — | -2.87% | |
| 16 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.16% | — | +6.43% | |
| 17 | VUG | Vanguard Growth ETF | ETF-Other | 1.15% | — | -6.24% | |
| 18 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.13% | — | -4.17% | |
| 19 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 1.10% | — | -6.02% | |
| 20 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 1.10% | — | +1.53% | |
| 21 | TRV | Travelers Cos Inc/the | Stock-Financials | 1.07% | — | -1.01% | |
| 22 | XOM | Exxon Mobil CORP | Stock-Energy | 1.06% | — | +4.51% | |
| 23 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.04% | — | -1.19% | |
| 24 | AMGN | Amgen Inc | Stock-Healthcare | 1.02% | — | +109.20% | |
| 25 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.01% | — | +153.98% | |
| 26 | PM | Philip Morris International | Stock-Consumer Staples | 0.96% | — | -1.42% | |
| 27 | MET | Metlife Inc | Stock-Financials | 0.96% | — | +4.76% | |
| 28 | SO | Southern Co/the | Stock-Utilities | 0.94% | — | +12.51% | |
| 29 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.94% | — | +7.29% | |
| 30 | ABBV | Abbvie Inc | Stock-Healthcare | 0.91% | — | -13.13% | |
| 31 | PEG | Public Service Enterprise Gp | Stock-Utilities | 0.91% | — | -0.93% | |
| 32 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.88% | — | +0.98% | |
| 33 | LYB | LyondellBasell Industries N.V. | Stock-Materials | 0.84% | — | +50.40% | |
| 34 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.79% | — | +2.38% | |
| 35 | T | At&t Inc | Stock-Comm Services | 0.79% | — | +0.99% | |
| 36 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.78% | — | +4.98% | |
| 37 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.77% | — | +9.82% | |
| 38 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.76% | — | +2.00% | |
| 39 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.73% | — | +7.35% | |
| 40 | GLD | Spdr Gold Shares | ETF-Commodities | 0.73% | — | -5.10% | |
| 41 | XLK | Ss Technology Select Sector | ETF-Tech | 0.72% | — | -1.49% | |
| 42 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.72% | — | +3.52% | |
| 43 | GRMN | Garmin Ltd. | Stock-Tech | 0.71% | — | -4.93% | |
| 44 | DUK | Duke Energy CORP | Stock-Utilities | 0.71% | — | +344.72% | |
| 45 | NVDA | Nvidia CORP | Stock-Tech | 0.68% | — | +179.65% | |
| 46 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.67% | — | -6.51% | |
| 47 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.66% | — | -3.40% | |
| 48 | C | Citigroup Inc | Stock-Financials | 0.66% | — | +1.40% | |
| 49 | EMR | Emerson Electric Co | Stock-Industrials | 0.66% | — | +2.66% | |
| 50 | TXN | Texas Instruments Inc | Stock-Tech | 0.62% | — | +6.35% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 2 | IVV | Ishares Core S&p 500 ETF | — | NEW | New buy |
| 3 | AAPL | Apple Inc | — | NEW | New buy |
| 4 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 5 | MSFT | Microsoft CORP | — | NEW | New buy |
| 6 | IJH | Ishares Core S&p Midcap ETF | — | NEW | New buy |
| 7 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 8 | EFA | Ishares Msci Eafe ETF | — | NEW | New buy |
| 9 | HD | Home Depot Inc | — | NEW | New buy |
| 10 | IBM | Intl Business Machines CORP | — | NEW | New buy |
| 11 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 12 | AGG | Ishares Core U.s. Aggregate | — | NEW | New buy |
| 13 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 14 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 15 | AVGO | Broadcom Inc | — | NEW | New buy |
| 16 | VZ | Verizon Communications Inc | — | NEW | New buy |
| 17 | VUG | Vanguard Growth ETF | — | NEW | New buy |
| 18 | IWF | Ishares Russell 1000 Growth | — | NEW | New buy |
| 19 | BNY | Bank Of New York Mellon CORP | — | NEW | New buy |
| 20 | VEU | Vanguard Ftse All-world Ex-u | — | NEW | New buy |
| 21 | TRV | Travelers Cos Inc/the | — | NEW | New buy |
| 22 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 23 | IWD | Ishares Russell 1000 Value E | — | NEW | New buy |
| 24 | AMGN | Amgen Inc | — | NEW | New buy |
| 25 | KO | Coca-cola Co/the | — | NEW | New buy |
| 26 | PM | Philip Morris International | — | NEW | New buy |
| 27 | MET | Metlife Inc | — | NEW | New buy |
| 28 | SO | Southern Co/the | — | NEW | New buy |
| 29 | LMT | Lockheed Martin CORP | — | NEW | New buy |
| 30 | ABBV | Abbvie Inc | — | NEW | New buy |
| 31 | PEG | Public Service Enterprise Gp | — | NEW | New buy |
| 32 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 33 | LYB | LyondellBasell Industries N.V. | — | NEW | New buy |
| 34 | RSP | Invesco S&p 500 Equal Weight | — | NEW | New buy |
| 35 | T | At&t Inc | — | NEW | New buy |
| 36 | TJX | Tjx Companies Inc | — | NEW | New buy |
| 37 | BMY | Bristol-myers Squibb Co | — | NEW | New buy |
| 38 | IWM | Ishares Russell 2000 ETF | — | NEW | New buy |
| 39 | IVW | Ishares S&p 500 Growth ETF | — | NEW | New buy |
| 40 | GLD | Spdr Gold Shares | — | NEW | New buy |
| 41 | XLK | Ss Technology Select Sector | — | NEW | New buy |
| 42 | VEA | Vanguard Ftse Developed ETF | — | NEW | New buy |
| 43 | GRMN | Garmin Ltd. | — | NEW | New buy |
| 44 | DUK | Duke Energy CORP | — | NEW | New buy |
| 45 | NVDA | Nvidia CORP | — | NEW | New buy |
| 46 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 47 | SBUX | Starbucks CORP | — | NEW | New buy |
| 48 | C | Citigroup Inc | — | NEW | New buy |
| 49 | EMR | Emerson Electric Co | — | NEW | New buy |
| 50 | TXN | Texas Instruments Inc | — | NEW | New buy |
According to official SEC Form 13F filings, First Horizon Advisors, Inc. reported a total U.S. public equity portfolio value of $3.8B across 2330 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including SPY, IVV, AAPL) accounted for 11.0% of total reported equity market value during Q1 2025.
Top New Position Initiated
SPY
市值: $117.2M
During Q1 2025, First Horizon Advisors, Inc.'s top holdings by market value included SPY (3.3%)、IVV (3.2%)、AAPL (2.0%). The largest single position, SPY, represented 3.3% of total portfolio value.
In Q1 2025, First Horizon Advisors, Inc. 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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