FA

Financial Advisors, LLC

13F
Financial Advisors, LLC
Last update 2025-05-02 81 Stocks (0 new)
Value $507.00 Mil Turnover 0 %
Countries:
Top Holdings: USMV(20.47%)SCHG(15.33%)SCHV(14.16%)HAWX(11.56%)QUAL(11.30%)
Summary Stock Picks Current Portfolio
Financial Advisors, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
USMV 		iShares MSCI USA Min Vol Factor ETF
1,107,650
103,742.5
+0.03%
20.470
+0.01%
0.430
+0.04%
+5.14%
24,113.5
 
SCHG 		Schwab U.S. Large-Cap Growth ETF
3,102,728
77,692.3
-2.67%
15.330
-0.46%
0.210
+2.95%
-0.97%
41,251.0
 
SCHV 		Schwab U.S. Large-Cap Value ETF
2,700,626
71,782.6
-0.89%
14.160
-0.12%
0.590
-1.07%
+3.07%
12,185.5
 
HAWX 		iShares Currency Hedged MSCI ACWI ex U.S. ETF
1,751,384
58,567.7
-0.01%
11.560
0%
23.700
+2.84%
+8.11%
255.6
 
QUAL 		iShares MSCI USA Quality Factor ETF
335,246
57,290.2
+0.24%
11.300
+0.03%
0.120
-0.76%
-0.28%
50,858.2
 
IJR 		iShares Core S&P Small-Cap ETF
508,626
53,187.1
+1.07%
10.490
+0.11%
0.070
-3.80%
-7.46%
77,775.0
 
ESGU 		iShares MSCI USA ESG Optimized ETF
59,927
7,305.7
+0.21%
1.440
0%
0.060
+1.10%
+0.40%
13,352.8
 
IWF 		iShares Russell 1000 Growth ETF
16,914
6,107.4
0%
1.210
0%
0.010
+3.22%
-0.37%
106,024.8
 
AAPL 		Apple Inc
26,305
5,843.2
-0.17%
1.150
0%
0.000
-15.52%
-19.86%
2,990,301.7
Hardware
MSFT 		Microsoft Corp
14,907
5,595.9
-1.09%
1.100
-0.01%
0.000
+17.58%
+9.72%
3,424,098.6
Software

Financial Advisors, LLC's Historical Top Holdings Breakdowns

Financial Advisors, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SCHG 		Schwab U.S. Large-Cap Growth ETF2025-03-31Reduce
-0.46%
●
24.91 ($27.39) 29.02
$27.60
0.77%
Reduce -2.67%
3,102,728
-85,137
SCHV 		Schwab U.S. Large-Cap Value ETF2025-03-31Reduce
-0.12%
●
25.77 ($26.84) 27.6
$26.87
0.11%
Reduce -0.89%
2,700,626
-24,193
IJR 		iShares Core S&P Small-Cap ETF2025-03-31Add
+0.11%
●
102.49 ($112.84) 119.96
$106.63
-5.50%
Add 1.07%
508,626
5,365
IGV 		iShares Expanded Tech-Software Sector ETF2025-03-31Sold Out
-0.04%
●
88.3 ($98.77) 107.83
$103.80
5.09%
Sold Out
0
-2,125
MAR 		Marriott International Inc2025-03-31Sold Out
-0.04%
●
237.01 ($271.8) 304.45
$266.10
-2.10%
Sold Out
0
-732
QUAL 		iShares MSCI USA Quality Factor ETF2025-03-31Add
+0.03%
●
168.16 ($179.03) 186.21
$177.58
-0.81%
Add 0.24%
335,246
818
SCHX 		Schwab U.S. Large-Cap ETF2025-03-31Reduce
-0.03%
●
21.75 ($23.28) 24.28
$23.40
0.52%
Reduce -2.58%
221,673
-5,874
VZ 		Verizon Communications Inc2025-03-31Reduce
-0.02%
●
37.81 ($41.63) 46.49
$43.50
4.49%
Reduce -10.5%
19,153
-2,246
GOOG 		Alphabet Inc2025-03-31Reduce
-0.01%
●
156.06 ($183.12) 207.71
$173.98
-4.99%
Reduce -0.63%
22,929
-145
BRK.B 		Berkshire Hathaway Inc2025-03-31Reduce
-0.01%
●
442.66 ($486.15) 534.52
$509.16
4.73%
Reduce -7.64%
1,317
-109

Financial Advisors, LLC Total Holding History ($B)

To

Financial Advisors, LLC's Asset Allocation

To

Financial Advisors, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Financial Advisors, LLC's Hypothetical Growth since 2025-03-31

Financial Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Financial Advisors, LLC's Holdings Heat Map

Size field:

Financial Advisors, LLC's Holdings Bubble Chart

Financial Advisors, LLC News

  • 1

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