Financial Advisory Partners, LLC Reduced Holdings in Q3 2025

Financial Advisory Partners, LLC

  • $342 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
-25.8K
- 30.44%
$73.94 - $78.51 $1.9M - $2.02M
58.9K $4.57B
ORCL
Oracle Corp

Technology
-8.95K
- 33.64%
$218.96 - $328.33 $1.96M - $2.94M
17.7K $4.97B
PAYX
Paychex Inc

Industrials
-212
- 0.78%
$126.69 - $147.99 $26.9K - $31.4K
26.9K $3.41B
RSG
Republic Services, Inc.

Industrials
-266
- 1.2%
$225.33 - $246.01 $59.9K - $65.4K
21.9K $5.03B
SYK
Stryker Corp

Healthcare
-67
- 0.64%
$368.57 - $403.53 $24.7K - $27K
10.5K $3.87B
V
Visa Inc.

Financial Services
-100
- 0.84%
$332.09 - $358.86 $33.2K - $35.9K
11.8K $4.02B
CB
Chubb LTD

Financial Services
-76
- 0.54%
$265.99 - $289.59 $20.2K - $22K
13.9K $3.92B
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-1.31K
- 13.3%
$25.21 - $25.99 $33.1K - $34.1K
8.55K $221M
AMZN
Amazon Com Inc

Consumer Cyclical
-90
- 3.91%
$211.65 - $238.24 $19K - $21.4K
2.21K $485M
PEG
Public Service Enterprise Group Inc

Utilities
-143
- 1.85%
$79.99 - $90.14 $11.4K - $12.9K
7.59K $633M
MRK
Merck & Co., Inc.

Healthcare
-634
- 3.12%
$77.6 - $87.37 $49.2K - $55.4K
19.7K $1.65B
WEC
Wec Energy Group, Inc.

Utilities
-25
- 0.52%
$103.66 - $114.59 $2.59K - $2.86K
4.74K $543M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-1.18K
- 4.14%
$72.65 - $78.68 $85.7K - $92.8K
27.3K $2.14B
NVDA
Nvidia Corp

Technology
-53
- 1.85%
$153.3 - $186.58 $8.12K - $9.89K
2.81K $524M
NXPI
Nxp Semiconductors N.V.

Technology
-296
- 1.89%
$205.16 - $239.07 $60.7K - $70.8K
15.3K $3.49B
CVX
Chevron Corp

Energy
-1.05K
- 5.18%
$145.57 - $161.83 $153K - $170K
19.2K $2.99B
VFC
V F Corp

Consumer Cyclical
-400
- 1.08%
$11.66 - $15.56 $4.66K - $6.22K
36.7K $530M
PEP
Pepsico Inc

Consumer Defensive
-369
- 2.0%
$133.81 - $152.16 $49.4K - $56.1K
18.1K $2.54B
KTB
Kontoor Brands, Inc.

Consumer Cyclical
-100
- 1.13%
$54.83 - $84.09 $5.48K - $8.41K
8.71K $695M
MSFT
Microsoft Corp

Technology
-175
- 1.43%
$491.09 - $535.64 $85.9K - $93.7K
12K $6.23B
AVGO
Broadcom Inc.

Technology
-4.52K
- 14.77%
$264.74 - $369.57 $1.2M - $1.67M
26.1K $8.61B
SYY
Sysco Corp

Consumer Defensive
-1.05K
- 2.41%
$76.33 - $82.51 $80.1K - $86.6K
42.5K $3.5B
WMT
Walmart Inc.

Consumer Defensive
-408
- 0.74%
$94.4 - $104.27 $38.5K - $42.5K
54.5K $5.62B
LMT
Lockheed Martin Corp

Industrials
-11
- 0.15%
$410.74 - $499.21 $4.52K - $5.49K
7.25K $3.62B
MDT
Medtronic PLC

Healthcare
-336
- 0.9%
$87.67 - $95.74 $29.5K - $32.2K
37K $3.52B
NEE
Nextera Energy Inc

Utilities
-935
- 1.57%
$69.77 - $77.54 $65.2K - $72.5K
58.7K $4.43B
PH
Parker Hannifin Corp

Industrials
-56
- 0.82%
$697.13 - $769.67 $39K - $43.1K
6.73K $5.1B
LOW
Lowes Companies Inc

Consumer Cyclical
-123
- 0.83%
$215.01 - $273.02 $26.4K - $33.6K
14.6K $3.67B
JPM
Jpmorgan Chase & CO

Financial Services
-202
- 1.05%
$282.78 - $316.06 $57.1K - $63.8K
19.1K $6.01B
MS
Morgan Stanley

Financial Services
-401
- 1.15%
$139.09 - $161.16 $55.8K - $64.6K
34.5K $5.48B
AAPL
Apple Inc.

Technology
-312
- 1.38%
$202.38 - $256.87 $63.1K - $80.1K
22.3K $5.68B
Activity Summary
Buys All Purchases 32 New Holdings 5 Increased Positions 27 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Financial Advisory Partners, LLC Portfolio

Follow Financial Advisory Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Advisory Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Financial Advisory Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email