FH
First Horizon Advisors, Inc.
Diversified strategyLong-term holder
Total reported value
$3.8B
Reporting period: 2025-06-30 · Number of holdings: 4799
First Horizon Advisors, Inc. disclosed 4799 holdings in its latest 13F filing for the period ending 2025-06-30, with total reported value of $3.8B and a quarterly turnover rate of 0.0%.
Personality snowflake
- Concentration
- 3.6
- Portfolio Stability
- 0
- Momentum/Contrarian
- 50
- Sector conviction
- 52.33
- Diversification
- 100
- Sizing Uniformity
- 55.15
Recent moves
No holding changes this quarter
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
Showing top 2345 holdings (of 4799 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 | 3.44% | — | +2.13% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.98% | — | -8.57% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 2.04% | — | -1.61% | |
| 4 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.85% | — | -0.03% | |
| 5 | AVGO | Broadcom INC | Stock-Tech | 1.79% | — | -0.13% | |
| 6 | AAPL | Apple INC | Stock-Tech | 1.68% | — | -2.78% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.53% | — | -2.32% | |
| 8 | CSCO | Cisco Systems INC | Stock-Tech | 1.48% | — | +1.85% | |
| 9 | IBM | Intl Business Machines CORP | Stock-Tech | 1.44% | — | +0.55% | |
| 10 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.41% | — | +0.83% | |
| 11 | VUG | Vanguard Growth ETF | ETF-Other | 1.34% | — | +7.32% | |
| 12 | HD | Home Depot INC | Stock-Consumer Disc | 1.24% | — | +2.75% | |
| 13 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.21% | — | -1.05% | |
| 14 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.19% | — | +4.22% | |
| 15 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 1.17% | — | +3.96% | |
| 16 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 1.12% | — | +1.07% | |
| 17 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.08% | — | +2.33% | |
| 18 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.07% | — | +2.61% | |
| 19 | VZ | Verizon Communications INC | Stock-Comm Services | 1.06% | — | +3.23% | |
| 20 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.05% | — | +1.43% | |
| 21 | TRV | Travelers Cos Inc/the | Stock-Financials | 1.02% | — | +2.23% | |
| 22 | PM | Philip Morris International | Stock-Consumer Staples | 1.00% | — | -1.70% | |
| 23 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.97% | — | -2.16% | |
| 24 | AMZN | Amazon.com INC | Stock-Consumer Disc | 0.94% | — | +0.26% | |
| 25 | NVDA | Nvidia CORP | Stock-Tech | 0.94% | — | +2.43% | |
| 26 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.94% | — | +2.01% | |
| 27 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.93% | — | +3.64% | |
| 28 | MET | Metlife INC | Stock-Financials | 0.92% | — | +3.88% | |
| 29 | XOM | Exxon Mobil CORP | Stock-Energy | 0.90% | — | +1.34% | |
| 30 | SO | Southern Co/the | Stock-Utilities | 0.90% | — | +3.97% | |
| 31 | PEG | Public Service Enterprise Gp | Stock-Utilities | 0.89% | — | +3.79% | |
| 32 | AMGN | Amgen INC | Stock-Healthcare | 0.87% | — | +3.72% | |
| 33 | XLK | Ss Technology Select Sector | ETF-Tech | 0.80% | — | -1.90% | |
| 34 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.80% | — | +7.39% | |
| 35 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.79% | — | +4.25% | |
| 36 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.79% | — | +3.32% | |
| 37 | ABBV | Abbvie INC | Stock-Healthcare | 0.78% | — | +4.75% | |
| 38 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.78% | — | -2.33% | |
| 39 | C | Citigroup INC | Stock-Financials | 0.77% | — | +4.83% | |
| 40 | EMR | Emerson Electric Co | Stock-Industrials | 0.76% | — | +3.81% | |
| 41 | T | At&t INC | Stock-Comm Services | 0.76% | — | +1.78% | |
| 42 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.72% | — | +1.11% | |
| 43 | TJX | Tjx Companies INC | Stock-Consumer Disc | 0.72% | — | -0.55% | |
| 44 | LYB | LyondellBasell Industries N.V. | Stock-Materials | 0.72% | — | +13.04% | |
| 45 | TXN | Texas Instruments INC | Stock-Tech | 0.71% | — | +7.31% | |
| 46 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.69% | — | -0.66% | |
| 47 | DUK | Duke Energy CORP | Stock-Utilities | 0.66% | — | +4.64% | |
| 48 | GRMN | Garmin Ltd. | Stock-Tech | 0.66% | — | +4.24% | |
| 49 | GLD | Spdr Gold Shares | ETF-Commodities | 0.66% | — | -7.40% | |
| 50 | SWKS | Skyworks Solutions INC | Stock-Tech | 0.65% | — | +6.33% |
1–50 of 2,345
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2025-06-30 | 4799 | $3.8B | 0 | |
| 2025-03-31 | 4744 | $3.6B | 100 | |
| 2024-12-31 | 4679 | $3.6B | 0 | |
| 2024-09-30 | 4762 | $3.6B | 0 | |
| 2024-06-30 | 4687 | $3.3B | 0 | |
| 2024-03-31 | 4685 | $3.2B | 0 | |
| 2023-12-31 | 4733 | $3.0B | 0 | |
| 2023-09-30 | 4780 | $2.8B | 0 | |
| 2023-06-30 | 4917 | $2.9B | 0 | |
| 2023-03-31 | 4917 | $2.8B | 0 | |
| 2022-12-31 | 4995 | $2.7B | 0 | |
| 2022-09-30 | 4936 | $2.5B | 0 | |
| 2022-06-30 | 5072 | $2.8B | 0 | |
| 2022-03-31 | 2563 | $1.8B | 0 | |
| 2021-12-31 | 4858 | $3.3B | 0 | |
| 2021-09-30 | 4933 | $3.1B | 0 | |
| 2021-06-30 | 3690 | $1.9B | 97 | |
| 2021-03-31 | 3588 | $1.7B | 18 | |
| 2020-12-31 | 2619 | $1.5B | 15 | |
| 2020-09-30 | 2505 | $1.3B | 9 | |
| 2020-06-30 | 2444 | $1.3B | 20 | |
| 2020-03-31 | 2429 | $1.1B | 38 | |
| 2019-12-31 | 2559 | $1.4B | 11 | |
| 2019-09-30 | 2549 | $1.3B | 11 | |
| 2019-06-30 | 2631 | $1.3B | 10 | |
| 2019-03-31 | 2642 | $1.2B | 20 | |
| 2018-12-31 | 2551 | $1.1B | 28 | |
| 2018-09-30 | 2632 | $1.3B | 12 | |
| 2018-06-30 | 2638 | $1.2B | 33 | |
| 2018-03-31 | 2397 | $1.0B | 19 | |
| 2017-12-31 | 2431 | $1.1B | 13 | |
| 2017-09-30 | 2356 | $970.4M | 12 | |
| 2017-06-30 | 2372 | $918.9M | 17 | |
| 2017-03-31 | 2535 | $878.1M | 32 | |
| 2016-12-31 | 2575 | $786.4M | 1 | |
| 2016-09-30 | 2586 | $786.5M | 33 | |
| 2016-06-30 | 2413 | $737.4M | 26 | |
| 2016-03-31 | 2283 | $897.5M | 63 | |
| 2015-12-31 | 2006 | $563.1M | 32 | |
| 2015-09-30 | 2291 | $648.4M | 20 | |
| 2015-06-30 | 2249 | $689.3M | 32 | |
| 2015-03-31 | 2302 | $691.0M | 25 | |
| 2014-12-31 | 2289 | $651.3M | 55 | |
| 2014-09-30 | 2235 | $982.2M | 52 | |
| 2014-06-30 | 2303 | $691.4M | 47 | |
| 2014-03-31 | 2130 | $713.7M | 57 | |
| 2013-12-31 | 2216 | $668.0M | 46 | |
| 2013-09-30 | 1750 | $621.9M | 100 | |
| 2013-06-30 | 1110 | $195.7M | 53 |
Holding changes this quarter
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|
FAQ
What is First Horizon Advisors, Inc. and what type of investor is it?
First Horizon Advisors, Inc. is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2025-06-30), the firm manages a tracked equity portfolio valued at approximately $3.8B, spread across 4799 disclosed positions.
What are First Horizon Advisors, Inc.'s largest equity positions?
Based on the latest 13F filing, First Horizon Advisors, Inc.'s top holdings by market value are:
1. Ss Spdr S&p 500 ETF Trust-us (SPY) — $132.2M (3.4%)
2. Ishares Core S&p 500 ETF (IVV) — $114.6M (3.0%)
3. Microsoft CORP (MSFT) — $78.4M (2.0%)
4. Jpmorgan Chase & Co (JPM) — $71.4M (1.9%)
5. Broadcom INC (AVGO) — $68.9M (1.8%)
What changes did First Horizon Advisors, Inc. make in its most recent portfolio filing?
No notable portfolio changes were recorded for First Horizon Advisors, Inc. in the most recent quarter. Holdings appear to have remained relatively stable.
What sectors does First Horizon Advisors, Inc. focus on?
First Horizon Advisors, Inc. is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 31.3%
• Health Care: 15.5%
• Consumer Staples: 12.3%
• Consumer Discretionary: 11.2%
• Communication Services: 10.5%
• Financials: 9.9%