FF

Frazier Financial Advisors, LLC

13F
Frazier Financial Advisors, LLC
Last update 2025-05-09 610 Stocks (22 new)
Value $130.00 Mil Turnover 7 %
Countries:
Top Holdings: VIG(28.90%)SPY(7.30%)VTI(6.93%)DDWM(3.98%)DON(3.53%)
Summary Stock Picks Current Portfolio
Frazier Financial Advisors, LL... 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
VIG 		Vanguard Dividend Appreciation FTF
193,177
37,474.5
+2.55%
28.900
+0.72%
0.040
+1.38%
+2.59%
87,085.8
 
SPY 		SPDR S&P 500 ETF Trust
16,931
9,470.8
-0.92%
7.300
-0.07%
0.000
+3.62%
+1.99%
609,536.3
 
VTI 		Vanguard Total Stock Market ETF
32,697
8,986.5
+1.65%
6.930
+0.11%
0.000
+3.61%
+1.57%
448,188.6
 
DDWM 		WisdomTree Dynamic International Equity Fund
140,441
5,166.8
+2.52%
3.980
+0.10%
1.150
+8.58%
+15.68%
592.8
 
DON 		WisdomTree U.S. MidCap Dividend Fund
92,398
4,575.6
+3.71%
3.530
+0.13%
0.130
-0.82%
-3.13%
3,591.2
 
VB 		Vanguard Small Cap ETF
18,306
4,059.3
+3.31%
3.130
+0.10%
0.010
+1.39%
-3.57%
58,022.1
 
ACN 		Accenture PLC
12,852
4,010.5
-0.85%
3.090
-0.03%
0.000
-8.04%
-9.23%
198,074.6
Software
ABT 		Abbott Laboratories
29,387
3,898.2
-2.88%
3.010
-0.08%
0.000
-2.91%
+18.71%
231,328.8
Medical Devices & Instruments
GSST 		Goldman Sachs Ultra Short Bond ETF
76,809
3,881.9
+215.92%
2.990
+2.04%
0.450
+1.04%
+2.16%
873.5
 
DES 		WisdomTree U.S. SmallCap Dividend Fund
119,444
3,817.4
+4.48%
2.940
+0.13%
0.200
-3.67%
-8.57%
1,816.6
 

Frazier Financial Advisors, LLC's Historical Top Holdings Breakdowns

Frazier 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
GSST 		Goldman Sachs Ultra Short Bond ETF2025-03-31Add
+2.04%
●
50.24 ($50.41) 50.57
$50.34
-0.13%
Add 215.92%
76,809
52,496
BOXX 		Alpha Architect 1-3 Month Box ETF2025-03-31New Buy
+1.16%
●
110.33 ($110.94) 111.49
$112.34
1.26%
New holding
13,503
13,503
GBIL 		Goldman Sachs Access Treasury 0-1 Year ETF2025-03-31Sold Out
-0.79%
●
99.85 ($100.02) 100.19
$99.87
-0.15%
Sold Out
0
-9,964
VIG 		Vanguard Dividend Appreciation FTF2025-03-31Add
+0.72%
●
190.34 ($198.85) 205.23
$199.93
0.54%
Add 2.55%
193,177
4,806
CGGO 		Capital Group Global Growth Equity ETF2025-03-31Add
+0.58%
●
28.33 ($29.71) 30.84
$30.89
3.97%
Add 45.03%
85,464
26,537
VOO 		Vanguard S&P 500 ETF2025-03-31Add
+0.40%
●
507.05 ($540.58) 563.67
$547.65
1.31%
Add 704.17%
1,158
1,014
VO 		Vanguard Mid-Cap ETF2025-03-31Add
+0.22%
●
251.87 ($268.43) 277.95
$272.48
1.51%
Add 278.99%
1,497
1,102
META 		Meta Platforms Inc2025-03-31Add
+0.16%
●
576.36 ($645.17) 736.67
$687.95
6.63%
Add 20.63%
2,070
354
LLY 		Eli Lilly and Co2025-03-31Reduce
-0.13%
●
725.72 ($832.09) 929.72
$765.84
-7.96%
Reduce -39.16%
317
-204
QGEN 		Qiagen NV2025-03-31Add
+0.13%
●
37.82 ($42.07) 48.86
$45.72
8.68%
Add 100.61%
7,971
3,998

Frazier Financial Advisors, LLC Total Holding History ($B)

To

Frazier Financial Advisors, LLC's Asset Allocation

To

Frazier Financial Advisors, LLC Past Portfolios

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

Top Ranked Articles

  • 1

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

Frazier Financial Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Frazier Financial Advisors, LLC's Holdings Heat Map

Size field:

Frazier Financial Advisors, LLC's Holdings Bubble Chart

Frazier Financial Advisors, LLC News

  • 1

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