The Analysis of Financial Advisors, LLC's Holdings
Currently, Financial Advisors, LLC holds 80 types of securities in its portfolio with a total value $564.3M. In the most recent quarter, they have increased their positions in QQQ (+1.0K shares, valued at $600.4K), IJR (+3.6K shares, valued at $429.5K), NVDA (+1.7K shares, valued at $315.9K); decreased their positions in SCHG (-104.3K shares, valued at $3.3M), QUAL (-10.9K shares, valued at $2.1M), HAWX (-39.4K shares, valued at $1.5M); initiated new positions in INTC (+8.1K shares, valued at $271.9K), GS (+270 shares, valued at $214.7K), VYM (+1.5K shares, valued at $206.5K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
USMV ISHARES TR1.1M shares-1.19%2025-09-302025-11-07
SCHG SCHWAB STRATEGIC TR2.9M shares-3.43%2025-09-302025-11-07 SCHV SCHWAB STRATEGIC TR2.6M shares-1.59%2025-09-302025-11-07 HAWX ISHARES TR1.7M shares-2.27%2025-09-302025-11-07 QUAL ISHARES TR324.2K shares-3.25%2025-09-302025-11-07 IJR ISHARES TR527.5K shares0.69%2025-09-302025-11-07 ESGU ISHARES TR56.4K shares0.56%2025-09-302025-11-07 IWF ISHARES TR16.9K shares0.01%2025-09-302025-11-07 MSFT MICROSOFT CORP15.0K shares0.61%2025-09-302025-11-07 AAPL APPLE INC26.0K shares2.49%2025-09-302025-11-07 GOOG ALPHABET INC22.9K shares0.00%2025-09-302025-11-07 SCHX SCHWAB STRATEGIC TR201.0K shares-9.43%2025-09-302025-11-07 JPM JPMORGAN CHASE & CO.11.5K shares-5.52%2025-09-302025-11-07 USXF ISHARES TR59.5K shares0.02%2025-09-302025-11-07 HEFA ISHARES TR74.2K shares0.00%2025-09-302025-11-07 ESML ISHARES TR63.1K shares-1.44%2025-09-302025-11-07 XOM EXXON MOBIL CORP20.9K shares1.28%2025-09-302025-11-07 ESGD ISHARES TR24.1K shares4.80%2025-09-302025-11-07 AMZN AMAZON COM INC9.8K shares0.00%2025-09-302025-11-07 IVV ISHARES TR2.8K shares0.00%2025-09-302025-11-07 QQQ INVESCO QQQ TR3.0K shares48.95%2025-09-302025-11-07 IWM ISHARES TR7.3K shares0.00%2025-09-302025-11-07 SCHA SCHWAB STRATEGIC TR62.9K shares0.04%2025-09-302025-11-07 ACWV ISHARES INC14.3K shares0.00%2025-09-302025-11-07 GOOGL ALPHABET INC6.6K shares0.00%2025-09-302025-11-07 HD HOME DEPOT INC3.8K shares0.00%2025-09-302025-11-07 IWD ISHARES TR6.5K shares0.00%2025-09-302025-11-07 JNJ JOHNSON & JOHNSON7.1K shares0.00%2025-09-302025-11-07 DMXF ISHARES TR13.4K shares0.00%2025-09-302025-11-07 ABBV ABBVIE INC4.2K shares-3.30%2025-09-302025-11-07 RTX RTX CORPORATION5.6K shares0.00%2025-09-302025-11-07 PG PROCTER AND GAMBLE CO6.0K shares0.00%2025-09-302025-11-07 MS MORGAN STANLEY5.7K shares0.00%2025-09-302025-11-07 LRCX LAM RESEARCH CORP6.7K shares2.49%2025-09-302025-11-07 VZ VERIZON COMMUNICATIONS INC18.9K shares-1.41%2025-09-302025-11-07 NVDA NVIDIA CORPORATION4.4K shares61.92%2025-09-302025-11-07 ESMV ISHARES TR25.8K shares0.00%2025-09-302025-11-07 VOO VANGUARD INDEX FDS1.2K shares1.38%2025-09-302025-11-07 BRK.B BERKSHIRE HATHAWAY INC DEL1.4K shares7.56%2025-09-302025-11-07 AVSU AMERICAN CENTY ETF TR9.6K shares0.00%2025-09-302025-11-07 IBM INTERNATIONAL BUSINESS MACHS2.2K shares-6.90%2025-09-302025-11-07 SYK STRYKER CORPORATION1.7K shares0.00%2025-09-302025-11-07 PH PARKER-HANNIFIN CORP818 shares0.00%2025-09-302025-11-07 ADP AUTOMATIC DATA PROCESSING IN2.0K shares0.00%2025-09-302025-11-07 ACWX ISHARES TR8.8K shares0.00%2025-09-302025-11-07 LOW LOWES COS INC2.2K shares0.00%2025-09-302025-11-07 UNP UNION PAC CORP2.3K shares0.00%2025-09-302025-11-07 AVGO BROADCOM INC1.6K shares0.00%2025-09-302025-11-07 ABT ABBOTT LABS3.9K shares0.00%2025-09-302025-11-07 CAT CATERPILLAR INC1.1K shares0.00%2025-09-302025-11-07 MCD MCDONALDS CORP1.7K shares0.06%2025-09-302025-11-07 GE GE AEROSPACE1.6K shares0.00%2025-09-302025-11-07 AXP AMERICAN EXPRESS CO1.4K shares0.00%2025-09-302025-11-07 T AT&T INC16.5K shares-2.38%2025-09-302025-11-07 VGT VANGUARD WORLD FD610 shares1.67%2025-09-302025-11-07 CSCO CISCO SYS INC6.6K shares0.03%2025-09-302025-11-07 BAC BANK AMERICA CORP8.1K shares0.00%2025-09-302025-11-07 TSLA TESLA INC873 shares2.59%2025-09-302025-11-07 SO SOUTHERN CO4.0K shares0.81%2025-09-302025-11-07 WMT WALMART INC3.5K shares0.00%2025-09-302025-11-07 CVX CHEVRON CORP NEW2.2K shares0.00%2025-09-302025-11-07 VIOO VANGUARD ADMIRAL FDS INC3.1K shares0.00%2025-09-302025-11-07 CL COLGATE PALMOLIVE CO4.2K shares0.00%2025-09-302025-11-07 STT STATE STR CORP2.8K shares0.00%2025-09-302025-11-07 AMGN AMGEN INC1.1K shares0.00%2025-09-302025-11-07 ADI ANALOG DEVICES INC1.3K shares0.00%2025-09-302025-11-07 CB CHUBB LIMITED1.0K shares0.00%2025-09-302025-11-07 SCHD SCHWAB STRATEGIC TR10.2K shares3.75%2025-09-302025-11-07 INTC INTEL CORP8.1K sharesnew addition2025-09-302025-11-07 PEP PEPSICO INC1.9K shares0.00%2025-09-302025-11-07 KO COCA COLA CO3.9K shares0.03%2025-09-302025-11-07 EGP EASTGROUP PPTYS INC1.5K shares0.00%2025-09-302025-11-07 IGV ISHARES TR2.1K shares0.00%2025-09-302025-11-07 CYBR CYBERARK SOFTWARE LTD500 shares0.00%2025-09-302025-11-07 IBB ISHARES TR1.7K shares0.00%2025-09-302025-11-07 DIS DISNEY WALT CO2.1K shares0.00%2025-09-302025-11-07 GS GOLDMAN SACHS GROUP INC270 sharesnew addition2025-09-302025-11-07 SHW SHERWIN WILLIAMS CO600 shares0.00%2025-09-302025-11-07 VYM VANGUARD WHITEHALL FDS1.5K sharesnew addition2025-09-302025-11-07 VUG VANGUARD INDEX FDS427 sharesnew addition2025-09-302025-11-07 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available