BMS Financial Advisors, LLC holdings history

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163 is the total number of securities BMS Financial Advisors, LLC has owned. The longest BMS Financial Advisors, LLC has owned a single stock is 7 quarters.

BMS Financial Advisors, LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
IVV ISHARES TR7710.70%17.19%23.04%Q4 2021Q2 20237
ESGU ISHARES TR770.87%6.51%9.65%Q4 2021Q2 20237
IUSB ISHARES TR773.22%5.49%6.58%Q4 2021Q2 20237
GOVT iShares US Treasury Bond771.00%3.27%4.34%Q4 2021Q2 20237
EFV ISHARES TR770.91%3.04%4.34%Q4 2021Q2 20237
EFG ISHARES TR771.41%2.97%4.26%Q4 2021Q2 20237
USMV ISHARES TR770.69%1.43%3.72%Q4 2021Q2 20237
IJR ISHARES TR770.15%1.25%2.12%Q4 2021Q2 20237
MBB ISHARES TR770.42%0.93%2.51%Q4 2021Q2 20237
MSFT MICROSOFT CORP770.78%0.91%1.09%Q4 2021Q2 20237
MUB ISHARES TR770.59%0.90%1.42%Q4 2021Q2 20237
ABBV ABBVIE INC770.42%0.66%0.77%Q4 2021Q2 20237
PAYX PAYCHEX INC770.39%0.61%0.69%Q4 2021Q2 20237
AAPL APPLE INC770.48%0.60%0.70%Q4 2021Q2 20237
AJG GALLAGHER ARTHUR J & CO770.35%0.54%0.75%Q4 2021Q2 20237
CVX CHEVRON CORP NEW770.38%0.53%0.65%Q4 2021Q2 20237
UNP Union Pacific Corp770.28%0.53%0.73%Q4 2021Q2 20237
HD The Home Depot Inc770.37%0.52%0.68%Q4 2021Q2 20237
JPM JPMORGAN CHASE & CO770.43%0.50%0.57%Q4 2021Q2 20237
MRK MERCK & CO. INC770.37%0.49%0.60%Q4 2021Q2 20237
ACN ACCENTURE PLC IRELAND770.37%0.49%0.69%Q4 2021Q2 20237
PM PHILIP MORRIS INTL INC770.39%0.48%0.57%Q4 2021Q2 20237
AMP AMERIPRISE FINL INC770.36%0.46%0.53%Q4 2021Q2 20237
TMO THERMO FISHER SCIENTIF...770.25%0.44%0.51%Q4 2021Q2 20237
LMT LOCKHEED MARTIN CORP770.32%0.44%0.51%Q4 2021Q2 20237
BLK BLACKROCK INC770.31%0.42%0.53%Q4 2021Q2 20237
V Visa Inc Class A770.35%0.42%0.48%Q4 2021Q2 20237
SNA SNAP ON INC770.38%0.42%0.49%Q4 2021Q2 20237
PSX PHILLIPS 66770.30%0.41%0.50%Q4 2021Q2 20237
PLD PROLOGIS INC.770.28%0.40%0.52%Q4 2021Q2 20237
TLH ISHARES TR770.14%0.40%0.82%Q4 2021Q2 20237
CSCO Cisco Systems Inc770.29%0.38%0.47%Q4 2021Q2 20237
DFS DISCOVER FINL SVCS770.29%0.38%0.42%Q4 2021Q2 20237
AMZN AMAZON COM INC770.21%0.38%0.56%Q4 2021Q2 20237
MTD Mettler-Toledo Interna...770.20%0.36%0.44%Q4 2021Q2 20237
ABT ABBOTT LABS770.25%0.35%0.43%Q4 2021Q2 20237
SYK STRYKER CORPORATION770.28%0.35%0.50%Q4 2021Q2 20237
PEP PEPSICO INC770.26%0.35%0.40%Q4 2021Q2 20237
CCI CROWN CASTLE INTL CORP...770.18%0.34%0.46%Q4 2021Q2 20237
USB US BANCORP DEL770.21%0.34%0.40%Q4 2021Q2 20237
PG Procter & Gamble Co770.26%0.33%0.37%Q4 2021Q2 20237
NEE NEXTERA ENERGY INC770.22%0.32%0.35%Q4 2021Q2 20237
SBUX STARBUCKS CORP770.25%0.32%0.39%Q4 2021Q2 20237
ODFL Old Dominion Freight L...770.19%0.30%0.45%Q4 2021Q2 20237
VOO VANGUARD INDEX FDS770.24%0.29%0.33%Q4 2021Q2 20237
HON HONEYWELL INTL INC770.23%0.29%0.36%Q4 2021Q2 20237
VZ VERIZON COMMUNICATIONS...770.22%0.29%0.34%Q4 2021Q2 20237
LRCX LAM RESEARCH CORP770.21%0.28%0.36%Q4 2021Q2 20237
RACE FERRARI N V770.23%0.28%0.38%Q4 2021Q2 20237
FND Floor & Decor Holdings...770.16%0.24%0.35%Q4 2021Q2 20237
ENTG ENTEGRIS INC770.15%0.24%0.29%Q4 2021Q2 20237
COST COSTCO WHSL CORP NEW770.16%0.23%0.34%Q4 2021Q2 20237
SUB ISHARES TR770.13%0.23%0.38%Q4 2021Q2 20237
GVI ISHARES TR770.14%0.21%0.29%Q4 2021Q2 20237
MDT MEDTRONIC PLC770.14%0.20%0.24%Q4 2021Q2 20237
ITW Illinois Tool Works Inc770.14%0.19%0.22%Q4 2021Q2 20237
MCD MCDONALDS CORP770.16%0.17%0.20%Q4 2021Q2 20237
FALN ISHARES TR660.19%1.25%1.85%Q4 2021Q1 20236
IVW ISHARES TR330.14%1.16%6.14%Q4 2021Q2 20236
APH AMPHENOL CORP NEW660.36%0.40%0.43%Q4 2021Q1 20236
AMGN AMGEN INC660.23%0.35%0.39%Q1 2022Q2 20236
WCN WASTE CONNECTIONS INC660.21%0.31%0.38%Q1 2022Q2 20236
NOW SERVICENOW INC660.16%0.31%0.44%Q4 2021Q1 20236
MSCI MSCI INC660.24%0.27%0.33%Q4 2021Q1 20236
DDOG DATADOG INC660.15%0.21%0.28%Q1 2022Q2 20236
TIP ISHARES TR551.12%2.00%2.56%Q4 2021Q4 20225
ESGE ISHARES INC320.23%1.22%1.55%Q4 2021Q1 20235
COMT ISHARES U S ETF TR550.38%0.97%1.49%Q4 2021Q4 20225
UNH UNITEDHEALTH GROUP INC550.39%0.49%0.56%Q2 2022Q2 20235
NVO NOVO-NORDISK A S550.37%0.45%0.60%Q2 2022Q2 20235
MO ALTRIA GROUP INC550.33%0.35%0.39%Q4 2021Q4 20225
LPLA LPL FINL HLDGS INC550.22%0.34%0.44%Q2 2022Q2 20235
CP CANADIAN PAC RY LTD550.26%0.28%0.31%Q1 2022Q1 20235
HEIA HEICO CORP NEW410.20%0.24%0.28%Q4 2021Q1 20235
ASML ASML HOLDING N V550.18%0.22%0.29%Q1 2022Q1 20235
RGEN REPLIGEN CORP550.16%0.18%0.22%Q4 2021Q4 20225
DGRO ISHARES TR320.16%0.18%0.19%Q4 2021Q2 20235
BRKB BERKSHIRE HATHAWAY INC...310.13%0.16%0.19%Q4 2021Q2 20235
FNDX SCHWAB STRATEGIC TR313.50%5.11%9.76%Q4 2021Q4 20224
VLUE ISHARES TR310.87%1.61%1.87%Q4 2021Q4 20224
IXN ISHARES TR310.95%1.35%1.49%Q4 2021Q4 20224
IYE iShares U.S. Energy ETF310.99%1.06%1.20%Q4 2021Q4 20224
FDMO Fidelity Momentum Fact...210.24%1.02%1.82%Q1 2022Q2 20234
FVAL Fidelity Value Factor ETF210.23%0.98%1.71%Q1 2022Q2 20234
FQAL Fidelity Quality Facto...210.19%0.80%1.39%Q1 2022Q2 20234
SCHG Schwab US Large-Cap Gr...210.15%0.42%0.77%Q1 2022Q2 20234
WST WEST PHARMACEUTICAL SV...440.24%0.37%0.49%Q4 2021Q3 20224
GGG GRACO INC440.26%0.28%0.30%Q4 2021Q3 20224
IEFA ISHARES TR210.15%0.27%0.36%Q1 2022Q2 20234
MCK MCKESSON CORP440.22%0.25%0.26%Q3 2022Q2 20234
ALC Alcon Inc440.20%0.23%0.25%Q4 2021Q3 20224
BILL BILL HOLDINGS INC310.13%0.17%0.23%Q1 2022Q2 20234
VOE Vanguard Mid-Cap Value...310.16%0.17%0.17%Q4 2021Q4 20224
SPYG SPDR S&P 500 Growth118.41%8.55%8.63%Q4 2021Q4 20223
BSV VANGUARD BD INDEX FDS212.74%6.96%10.66%Q3 2022Q2 20233
IXG ISHARES TR111.06%1.08%1.09%Q4 2021Q4 20223
IEMG ISHARES INC210.13%0.94%1.74%Q1 2022Q2 20233
FDLO Fidelity Low Volatilit...110.32%0.51%0.72%Q1 2022Q1 20233
SHW SHERWIN WILLIAMS CO330.31%0.45%0.59%Q4 2021Q2 20223
FSMD Fidelity Small-Mid Mul...110.27%0.45%0.64%Q1 2022Q1 20233
FDVV Fidelity High Dividend...110.29%0.44%0.61%Q1 2022Q1 20233
SCHV SCHWAB STRATEGIC TR210.15%0.38%0.67%Q3 2022Q2 20233
NKE Nike Inc B330.32%0.37%0.44%Q4 2021Q2 20223
TSM TAIWAN SEMICONDUCTOR M...330.26%0.36%0.49%Q4 2021Q2 20223
IGSB Ishares Tr Sh Tr Crpor...110.33%0.33%0.34%Q4 2021Q4 20223
ATLASSIAN CORPORATION330.26%0.32%0.42%Q4 2022Q2 20233
IBN ICICI BANK LIMITED330.26%0.31%0.39%Q4 2022Q2 20233
CHD CHURCH & DWIGHT INC330.30%0.31%0.32%Q4 2021Q2 20223
BAH BOOZ ALLEN HAMILTON HL...330.21%0.24%0.29%Q4 2022Q2 20233
SNOW SNOWFLAKE INC210.15%0.17%0.19%Q3 2022Q2 20233
CFO VictoryShares US 500 E...110.13%0.13%0.13%Q4 2021Q4 20223
IWY ISHARES TR222.52%3.48%4.45%Q1 2023Q2 20232
QQQM INVESCO EXCH TRADED FD...222.39%3.36%4.33%Q1 2023Q2 20232
SPGP INVESCO EXCHANGE TRADE...221.16%3.20%5.25%Q1 2023Q2 20232
MDYV SPDR S&P 400 Mid Cap V...112.20%3.06%3.93%Q1 2022Q2 20232
SPTI SPDR SER TR220.17%2.80%5.43%Q1 2023Q2 20232
QUAL ISHARES TR221.52%2.17%2.82%Q1 2023Q2 20232
IYW ISHARES TR220.69%0.96%1.23%Q1 2023Q2 20232
AGG ISHARES TR220.62%0.65%0.69%Q1 2023Q2 20232
FRC First Republic Bank220.34%0.38%0.41%Q4 2021Q1 20222
LINDE PLC220.28%0.34%0.40%Q1 2023Q2 20232
SHOP Shopify Inc220.20%0.34%0.48%Q4 2021Q1 20222
AZN ASTRAZENECA PLC220.26%0.32%0.38%Q1 2023Q2 20232
IFRA ISHARES TR110.27%0.27%0.27%Q3 2022Q1 20232
ICVT ISHARES TR110.14%0.27%0.39%Q1 2022Q3 20222
PJUN INNOVATOR ETFS TR220.25%0.25%0.26%Q1 2023Q2 20232
HEI HEICO CORP NEW110.21%0.24%0.27%Q1 2022Q2 20232
EMB ISHARES TR220.14%0.24%0.34%Q1 2023Q2 20232
IWB ISHARES TR220.21%0.22%0.23%Q1 2023Q2 20232
VWO VANGUARD INTL EQUITY I...220.20%0.20%0.21%Q1 2023Q2 20232
TLT ISHARES TR110.17%0.18%0.20%Q3 2022Q1 20232
FICO Fair Isaac Corp220.17%0.18%0.20%Q4 2021Q1 20222
TXN Texas Instruments Inc220.17%0.18%0.19%Q4 2021Q1 20222
CTVA CORTEVA INC220.17%0.18%0.19%Q4 2022Q1 20232
IVE ISHARES TR220.17%0.17%0.17%Q1 2023Q2 20232
QQEW FIRST TR NAS100 EQ WEI...116.76%6.76%6.76%Q2 2023Q2 20231
DLN WISDOMTREE TR116.13%6.13%6.13%Q2 2023Q2 20231
SPSB SPDR SER TR112.57%2.57%2.57%Q2 2023Q2 20231
UCON FIRST TR EXCHNG TRADED...112.54%2.54%2.54%Q2 2023Q2 20231
QEMM SPDR INDEX SHS FDS112.51%2.51%2.51%Q2 2023Q2 20231
DDWM WISDOMTREE TR112.50%2.50%2.50%Q2 2023Q2 20231
IHDG WISDOMTREE TR112.42%2.42%2.42%Q2 2023Q2 20231
XMMO INVESCO EXCHANGE TRADE...112.17%2.17%2.17%Q2 2023Q2 20231
DDLS WISDOMTREE TR112.16%2.16%2.16%Q2 2023Q2 20231
ITOT ISHARES TR112.04%2.04%2.04%Q3 2022Q3 20221
EEMV ISHARES INC111.44%1.44%1.44%Q3 2022Q3 20221
SLYV SPDR SER TR111.23%1.23%1.23%Q2 2023Q2 20231
SLYG SPDR SER TR111.22%1.22%1.22%Q2 2023Q2 20231
HDV ISHARES TR110.63%0.63%0.63%Q3 2022Q3 20221
LIN LINDE PLC110.33%0.33%0.33%Q4 2022Q4 20221
CANADIAN PACIFIC KANSA...110.30%0.30%0.30%Q2 2023Q2 20231
RPM RPM International Inc110.28%0.28%0.28%Q4 2021Q4 20211
ANET ARISTA NETWORKS INC110.27%0.27%0.27%Q2 2023Q2 20231
IEF ISHARES TR110.26%0.26%0.26%Q1 2023Q1 20231
LULU Lululemon Athletica Inc110.25%0.25%0.25%Q4 2021Q4 20211
TEAM ATLASSIAN CORP PLC110.25%0.25%0.25%Q3 2022Q3 20221
NVDA NVIDIA CORPORATION110.24%0.24%0.24%Q2 2023Q2 20231
IWS ISHARES TR110.23%0.23%0.23%Q3 2022Q3 20221
LQD ISHARES TR110.22%0.22%0.22%Q3 2022Q3 20221
BBIN J P MORGAN EXCHANGE TR...110.18%0.18%0.18%Q2 2023Q2 20231
EPM EVOLUTION PETE CORP110.18%0.18%0.18%Q2 2023Q2 20231
IWP ISHARES TR110.16%0.16%0.16%Q3 2022Q3 20221
HYG ISHARES TR110.15%0.15%0.15%Q2 2023Q2 20231
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The securities at the top of the list , including ISHARES TR, ISHARES TR, and ISHARES TR, are the highest-conviction holdings of BMS Financial Advisors, LLC.

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

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