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Asset Manager ← All Institutions

Financial Advisors, LLC

Q1 2025 · Filed 2025-05-02
Market Value
$507M
-2.8%
Holdings
83
-1
New Purchases
0
Added To
16
Closed
2
Reduced
20
Top 10 Concentration
88.2%
Turnover
2.4%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
USMV 20.47% 18.86% +1.61% $104M
HAWX 11.56% 10.82% +0.73% $59M
SCHV 14.16% 13.63% +0.54% $72M
XOM 0.50% 0.44% +0.06% $3M
ESGD 0.49% 0.44% +0.05% $2M
HEFA 0.53% 0.49% +0.04% $3M
JNJ 0.23% 0.20% +0.03% $1M
ABBV 0.18% 0.15% +0.03% $932K
JPM 0.59% 0.56% +0.03% $3M
ACWV 0.33% 0.30% +0.03% $2M
RTX 0.15% 0.12% +0.02% $742K
IBM 0.12% 0.10% +0.02% $599K
T 0.09% 0.08% +0.02% $477K
ABT 0.11% 0.09% +0.02% $537K
BRK-B 0.14% 0.12% +0.01% $701K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SCHG 15.33% 17.04% -1.71% $78M
IJR 10.49% 11.12% -0.63% $53M
GOOG 0.71% 0.84% -0.14% $4M
QUAL 11.30% 11.42% -0.12% $57M
MSFT 1.10% 1.22% -0.11% $6M
AAPL 1.15% 1.27% -0.11% $6M
IWF 1.21% 1.30% -0.10% $6M
SCHX 0.97% 1.01% -0.05% $5M
AMZN 0.36% 0.41% -0.04% $2M
GOOGL 0.20% 0.24% -0.04% $1M
IGV 0.00% 0.04% -0.04% $0
MAR 0.00% 0.04% -0.04% $0
ESGU 1.44% 1.48% -0.04% $7M
ESML 0.50% 0.53% -0.03% $3M
TSLA 0.04% 0.07% -0.02% $221K

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 34 $40M 7.9%
Large Cap 38 $397M 78.4%
Mid Cap 5 $7M 1.5%
Small Cap 4 $61M 12.1%
Micro Cap 2 $801K 0.2%

Portfolio Analytics

Avg Market Cap
$540.7B
Median Market Cap
$149.0B
Avg P/E
35.7
Median P/E
25.6
Avg Dividend Yield
0.02%
Avg Beta
0.93
# Stocks
52
# ETFs / Funds
31

Top Holdings (83 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 USMV 20.47% 1,107,650 $104M $93.66 $5M +383 +0.0%
2 SCHG 15.33% 3,102,728 $78M $25.04 -$11M -85,137 -2.7%
3 SCHV 14.16% 2,700,626 $72M $26.58 $747K -24,193 -0.9%
4 HAWX 11.56% 1,751,384 $59M $33.44 $2M -235 -0.0%
5 QUAL 11.30% 335,246 $57M $170.89 -$2M +818 +0.2%
6 IJR 10.49% 508,626 $53M $104.57 -$5M +5,365 +1.1%
7 ESGU 1.44% 59,927 $7M $121.91 -$398K +123 +0.2%
8 IWF 1.21% 16,914 $6M $361.09 -$685K
9 AAPL 1.15% 26,305 $6M $222.13 -$756K -46 -0.2%
10 MSFT 1.10% 14,907 $6M $375.38 -$757K -165 -1.1%
11 SCHX 0.97% 221,673 $5M $22.08 -$380K -5,874 -2.6%
12 GOOG 0.71% 22,929 $4M $156.23 -$812K -145 -0.6%
13 JPM 0.59% 12,128 $3M $245.30 $68K
14 HEFA 0.53% 74,218 $3M $36.29 $114K
15 ESML 0.50% 66,035 $3M $38.41 -$208K +773 +1.2%
16 XOM 0.50% 21,179 $3M $118.93 $241K
17 ESGD 0.49% 30,161 $2M $81.69 $168K +8 +0.0%
18 AMZN 0.36% 9,714 $2M $190.26 -$272K +51 +0.5%
19 USXF 0.35% 37,952 $2M $46.67 -$113K +48 +0.1%
20 ACWV 0.33% 14,277 $2M $116.37 $102K
21 IVV 0.31% 2,798 $2M $561.90 -$96K -36 -1.3%
22 HD 0.29% 4,019 $1M $366.53 -$90K
23 SCHA 0.29% 62,809 $1M $23.43 -$152K +17 +0.0%
24 IWM 0.29% 7,341 $1M $199.49 -$158K
25 IWD 0.24% 6,537 $1M $188.16 $20K
26 JNJ 0.23% 7,080 $1M $165.83 $143K -52 -0.7%
27 GOOGL 0.20% 6,622 $1M $154.64 -$245K -80 -1.2%
28 PG 0.20% 5,977 $1M $170.42 $17K
29 QQQ 0.19% 2,048 $960K $468.95 -$87K
30 ABBV 0.18% 4,450 $932K $209.50 $142K
31 VZ 0.17% 19,153 $869K $45.36 $13K -2,246 -10.5%
32 RTX 0.15% 5,601 $742K $132.46 $94K +1 +0.0%
33 ESMV 0.15% 25,773 $738K $28.64 $22K
34 BRK-B 0.14% 1,317 $701K $532.58 $55K -109 -7.6%
35 MS 0.13% 5,476 $639K $116.67 -$50K
36 SYK 0.12% 1,700 $633K $372.25 $21K
37 ADP 0.12% 2,040 $623K $305.53 $26K
38 AVSU 0.12% 9,600 $599K $62.36 -$36K
39 IBM 0.12% 2,407 $599K $248.66 $80K +50 +2.1%
40 VOO 0.12% 1,159 $596K $514.04 -$29K
41 UNP 0.11% 2,287 $540K $236.25 $19K
42 PH 0.11% 886 $539K $608.09 -$68K -68 -7.1%
43 ABT 0.11% 4,046 $537K $132.65 $73K -50 -1.2%
44 MCD 0.10% 1,696 $530K $312.39 $38K +1 +0.1%
45 LOW 0.10% 2,250 $525K $233.25 -$31K
46 ACWX 0.10% 8,810 $489K $55.45 $29K
47 T 0.09% 16,874 $477K $28.28 $78K -639 -3.6%
48 LRCX 0.09% 6,500 $473K $72.70 $3K
49 INTC 0.08% 18,505 $420K $22.71 $49K
50 CL 0.08% 4,225 $396K $93.70 -$30K -463 -9.9%
51 AXP 0.08% 1,440 $387K $269.05 -$40K
52 CVX 0.07% 2,240 $375K $167.29 $50K +1 +0.0%
53 SO 0.07% 3,912 $360K $91.96 $40K +31 +0.8%
54 CAT 0.07% 1,090 $359K $329.80 -$36K
55 AMGN 0.07% 1,105 $344K $311.61 $56K
56 DMXF 0.07% 5,081 $342K $67.33 $14K
57 BAC 0.07% 8,061 $336K $41.73 -$18K
58 CSX 0.07% 11,289 $332K $29.43 -$32K
59 VGT 0.06% 600 $325K $542.38 -$48K
60 GE 0.06% 1,613 $323K $200.18 $54K
61 CB 0.06% 1,020 $308K $301.99 $26K
62 SCHD 0.06% 10,958 $306K $27.96 $14K +247 +2.3%
63 WMT 0.06% 3,470 $305K $87.80 -$50K -453 -11.6%
64 VIOO 0.06% 3,120 $301K $96.51 -$30K
65 NVDA 0.06% 2,734 $296K $108.38 -$81K -79 -2.8%
66 PEP 0.06% 1,973 $296K $149.94 -$32K -180 -8.4%
67 CSCO 0.06% 4,793 $296K $61.71 $12K +1 +0.0%
68 KO 0.06% 3,900 $279K $71.61 $37K
69 EFA 0.05% 3,274 $268K $81.73 $20K
70 AVGO 0.05% 1,590 $266K $167.43 -$102K
71 EGP 0.05% 1,473 $259K $176.15 $23K
72 ADI 0.05% 1,255 $253K $201.68 -$14K
73 STT 0.05% 2,820 $252K $89.53 -$24K
74 BMY 0.05% 3,979 $243K $60.99 $18K
75 VYM 0.05% 1,830 $236K $128.94 $3K
76 TSLA 0.04% 851 $221K $259.16 -$123K
77 IBB 0.04% 1,667 $213K $127.93 -$17K -77 -4.4%
78 SHW 0.04% 600 $210K $349.19 $6K
79 NEE 0.04% 2,880 $204K $70.89 -$2K
80 DIS 0.04% 2,053 $203K $98.70 -$26K
81 ISSC 0.01% 10,000 $63K $6.29 -$22K
82 IGV —% -$213K -2,125 -100.0% SOLD
83 MAR —% -$204K -732 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
IGV —%
MAR —%
View SEC EDGAR Filings for Financial Advisors, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms