Financial Advisors, LLC holdings history

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120 is the total number of securities Financial Advisors, LLC has owned. The longest Financial Advisors, LLC has owned a single stock is 20 quarters.

Financial Advisors, LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
USMV ISHARES TR202019.21%24.72%30.35%Q4 2018Q3 202320
HAWX ISHARES TR20208.84%16.25%24.03%Q4 2018Q3 202320
SCHA SCHWAB STRATEGIC TR20203.98%9.24%11.71%Q4 2018Q3 202320
SCHG SCHWAB STRATEGIC TR20200.40%6.70%16.97%Q4 2018Q3 202320
SCHV SCHWAB STRATEGIC TR20200.31%3.90%15.41%Q4 2018Q3 202320
IWM ISHARES TR20200.96%2.39%7.15%Q4 2018Q3 202320
MSFT MICROSOFT CORP20201.34%1.86%2.23%Q4 2018Q3 202320
SCHX SCHWAB STRATEGIC TR20200.73%1.45%2.24%Q4 2018Q3 202320
IWF ISHARES TR20200.95%1.24%1.48%Q4 2018Q3 202320
AAPL APPLE INC20200.66%1.08%1.43%Q4 2018Q3 202320
ESGD ISHARES TR20200.53%0.97%1.34%Q4 2018Q3 202320
XOM EXXON MOBIL CORP20200.44%0.79%1.73%Q4 2018Q3 202320
GOOG ALPHABET INC20200.50%0.68%0.89%Q4 2018Q3 202320
JNJ JOHNSON & JOHNSON20200.29%0.50%0.67%Q4 2018Q3 202320
IVV ISHARES TR20200.25%0.36%0.48%Q4 2018Q3 202320
PG PROCTER & GAMBLE CO20200.23%0.35%0.46%Q4 2018Q3 202320
AMZN AMAZON COM INC20200.23%0.34%0.43%Q4 2018Q3 202320
ADI ANALOG DEVICES INC20200.23%0.31%0.38%Q4 2018Q3 202320
INTC INTEL CORP20200.14%0.31%0.52%Q4 2018Q3 202320
VZ VERIZON COMMUNICATIONS...20200.15%0.31%0.48%Q4 2018Q3 202320
GOOGL ALPHABET INC20200.19%0.30%0.37%Q4 2018Q3 202320
T AT&T INC20200.07%0.27%0.46%Q4 2018Q3 202320
HD HOME DEPOT INC20200.14%0.24%0.34%Q4 2018Q3 202320
IJR ISHARES TR20200.15%0.24%0.34%Q4 2018Q3 202320
ABBV ABBVIE INC20200.15%0.22%0.33%Q4 2018Q3 202320
MCD MCDONALDS CORP20200.11%0.21%0.29%Q4 2018Q3 202320
UNP UNION PACIFIC CORP20200.11%0.21%0.29%Q4 2018Q3 202320
ABT ABBOTT LABS20200.10%0.21%0.28%Q4 2018Q3 202320
SYK STRYKER CORPORATION20200.11%0.20%0.30%Q4 2018Q3 202320
CVX CHEVRON CORP NEW20200.09%0.19%0.43%Q4 2018Q3 202320
CL COLGATE PALMOLIVE CO20200.09%0.18%0.31%Q4 2018Q3 202320
LOW LOWES COS INC20200.12%0.17%0.22%Q4 2018Q3 202320
ADP AUTOMATIC DATA PROCESS...20200.11%0.17%0.23%Q4 2018Q3 202320
AMGN AMGEN INC20200.07%0.17%0.28%Q4 2018Q3 202320
PEP PEPSICO INC20200.10%0.16%0.25%Q4 2018Q3 202320
VOO VANGUARD INDEX FDS20200.11%0.16%0.21%Q4 2018Q3 202320
BAC BK OF AMERICA CORP20200.06%0.16%0.25%Q4 2018Q3 202320
IWD ISHARES TR20200.11%0.16%0.24%Q4 2018Q3 202320
BRKB BERKSHIRE HATHAWAY INC...20200.10%0.15%0.25%Q4 2018Q3 202320
CSX CSX CORP20200.09%0.13%0.18%Q4 2018Q3 202320
IBB ISHARES TR20200.05%0.13%0.19%Q4 2018Q3 202320
HEFA ISHARES TR19190.54%1.03%1.76%Q1 2019Q3 202319
EFA ISHARES TR1630.05%0.28%0.54%Q4 2018Q3 202319
ACWX ISHARES TR1630.12%0.20%0.30%Q4 2018Q3 202319
JPM JPMORGAN CHASE & CO1450.11%0.17%0.24%Q4 2018Q3 202319
MMM 3M CO18180.05%0.21%0.50%Q4 2018Q1 202318
BDX BECTON DICKINSON & CO16160.10%0.29%0.47%Q4 2018Q3 202216
BMY BRISTOL-MYERS SQUIBB CO16160.05%0.11%0.16%Q4 2019Q3 202316
EFAV ISHARES TR15150.10%13.65%17.66%Q4 2018Q2 202215
ACWV ISHARES INC15150.28%0.38%0.51%Q1 2020Q3 202315
AXP AMERICAN EXPRESS CO1230.05%0.11%0.14%Q2 2019Q3 202315
CWI SPDR INDEX SHS FDS14140.09%0.20%0.32%Q4 2018Q1 202214
BLL BALL CORP14140.08%0.15%0.23%Q4 2018Q1 202214
QQQ INVESCO QQQ TR13130.18%0.30%0.60%Q3 2020Q3 202313
VTEB VANGUARD MUN BD FDS13130.17%0.29%0.41%Q4 2018Q4 202113
RTX RTX CORPORATION13130.10%0.16%0.20%Q3 2020Q3 202313
LRCX LAM RESEARCH CORP13130.07%0.13%0.24%Q3 2020Q3 202313
CSCO CISCO SYS INC13130.06%0.10%0.13%Q3 2020Q3 202313
ESGU ISHARES TR12120.09%1.12%1.53%Q4 2020Q3 202312
SWK STANLEY BLACK & DECKER...750.07%0.15%0.20%Q4 2018Q4 202112
DIS DISNEY WALT CO930.05%0.11%0.19%Q2 2020Q3 202312
EGP EASTGROUP PPTYS INC12120.06%0.08%0.10%Q4 2020Q3 202312
WMT WALMART INC750.06%0.08%0.11%Q3 2020Q3 202312
KO COCA COLA CO12120.05%0.07%0.09%Q4 2020Q3 202312
ESML ISHARES TR11110.17%0.48%0.71%Q1 2021Q3 202311
MS MORGAN STANLEY11110.11%0.15%0.18%Q1 2021Q3 202311
MRK MERCK & CO. INC11110.07%0.09%0.12%Q4 2020Q2 202311
SMMV ISHARES TR830.05%0.08%0.13%Q2 2020Q2 202311
IBM INTERNATIONAL BUSINESS...740.05%0.08%0.17%Q4 2020Q3 202311
HON HONEYWELL INTL INC11110.06%0.08%0.11%Q4 2020Q2 202311
GE GENERAL ELECTRIC CO640.08%0.19%0.30%Q4 2018Q2 202110
VIOO VANGUARD ADMIRAL FDS INC10100.08%0.10%0.15%Q2 2021Q3 202310
NKE NIKE INC730.05%0.09%0.13%Q3 2020Q2 202310
STT STATE STR CORP610.05%0.08%0.13%Q4 2019Q2 202310
PH PARKER-HANNIFIN CORP10100.07%0.08%0.09%Q2 2021Q3 202310
NEE NEXTERA ENERGY INC10100.05%0.08%0.09%Q1 2021Q2 202310
TSLA TESLA INC720.06%0.08%0.10%Q1 2021Q3 20239
VGT VANGUARD WORLD FDS630.06%0.08%0.09%Q4 2020Q3 20239
ORCL ORACLE CORP880.13%0.15%0.16%Q1 2019Q4 20208
BPFH BOSTON PRIVATE FINL HL...620.06%0.14%0.21%Q4 2018Q4 20208
PFE PFIZER INC880.07%0.09%0.10%Q1 2021Q4 20228
APPH APPHARVEST INC880.00%0.01%0.03%Q3 2021Q2 20238
QUAL ISHARES TR7710.11%11.45%12.86%Q1 2022Q3 20237
CB CHUBB LIMITED430.05%0.06%0.07%Q4 2021Q3 20237
ISSC INNOVATIVE SOLUTIONS &...770.02%0.02%0.03%Q1 2022Q3 20237
UTX UNITED TECHNOLOGIES CORP660.26%0.34%0.37%Q4 2018Q1 20206
USXF ISHARES TR420.14%0.19%0.23%Q2 2021Q3 20236
B BARNES GROUP INC510.09%0.14%0.18%Q4 2018Q4 20206
VTI VANGUARD INDEX FDS660.07%0.08%0.10%Q2 2022Q3 20236
SCHZ SCHWAB STRATEGIC TR550.11%0.13%0.14%Q1 2019Q1 20205
IGV ISHARES TR550.06%0.07%0.07%Q3 2022Q3 20235
DSI ISHARES TR440.24%0.25%0.26%Q2 2021Q1 20224
TD TORONTO DOMINION BK ONT440.19%0.23%0.33%Q1 2020Q4 20204
ISHARES TR440.18%0.19%0.20%Q4 2022Q3 20234
FLGT FULGENT GENETICS INC310.03%0.16%0.32%Q4 2018Q3 20204
ARKG ARK ETF TR440.07%0.09%0.11%Q4 2020Q3 20214
PYPL PAYPAL HLDGS INC440.08%0.09%0.09%Q4 2020Q3 20214
DMXF ISHARES TR440.07%0.08%0.09%Q2 2021Q1 20224
ESGE ISHARES INC440.07%0.08%0.10%Q2 2021Q1 20224
SPY SPDR S&P 500 ETF TR440.06%0.08%0.12%Q2 2022Q1 20234
AOM ISHARES TR210.07%0.68%1.31%Q4 2022Q3 20233
TMO THERMO FISHER SCIENTIF...330.09%0.10%0.11%Q3 2020Q1 20213
GENERAL ELECTRIC CO330.07%0.08%0.09%Q3 2021Q1 20223
DIA SPDR DOW JONES INDL AV...330.06%0.06%0.07%Q3 2022Q1 20233
IXUS ISHARES TR2215.10%16.58%18.07%Q4 2018Q1 20192
AOK ISHARES TR220.06%0.79%1.52%Q3 2022Q4 20222
ICSH ISHARES TR220.55%0.78%1.02%Q1 2020Q2 20202
ISTB ISHARES TR220.23%0.31%0.39%Q2 2020Q3 20202
DWDP DOWDUPONT INC220.15%0.17%0.19%Q4 2018Q1 20192
ARKK ARK ETF TR220.09%0.09%0.09%Q4 2020Q1 20212
CAT CATERPILLAR INC220.07%0.07%0.08%Q2 2023Q3 20232
CMCSA COMCAST CORP NEW220.07%0.07%0.07%Q2 2021Q3 20212
CARR CARRIER GLOBAL CORPORA...220.06%0.07%0.07%Q3 2021Q4 20212
TRV TRAVELERS COMPANIES INC110.06%0.06%0.06%Q1 2022Q4 20222
VSTM VERASTEM INC220.00%0.01%0.01%Q2 2022Q3 20222
RTN RAYTHEON TECHNOLOGIES ...110.20%0.20%0.20%Q2 2020Q2 20201
VRTX VERTEX PHARMACEUTICALS...110.12%0.12%0.12%Q3 2020Q3 20201
MDT MEDTRONIC PLC110.07%0.07%0.07%Q2 2021Q2 20211
MAR MARRIOTT INTL INC NEW110.07%0.07%0.07%Q1 2022Q1 20221
SHW SHERWIN WILLIAMS CO110.06%0.06%0.06%Q4 2021Q4 20211
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The securities at the top of the list , including ISHARES TR, ISHARES TR, and SCHWAB STRATEGIC TR, are the highest-conviction holdings of Financial Advisors, LLC.

The conviction is calculated by counting the number of quarters a security has been reported by Financial Advisors, LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Financial Advisors, LLC owns currently or has owned in the past.