Financial Advisory Partners, LLC Reduced Holdings in Q1 2025

Financial Advisory Partners, LLC

  • $299 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-192K
- 32.36%
$42.38 - $43.28 $8.13M - $8.3M
401K $17B
VUG
Vanguard Growth ETF

ETFs
-5.39K
- 7.51%
$369.1 - $427.61 $1.99M - $2.31M
66.4K $24.6B
AVGO
Broadcom Inc.

Technology
-7.49K
- 18.63%
$167.43 - $244.7 $1.25M - $1.83M
32.7K $5.48B
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
-25K
- 24.13%
$73.11 - $77.43 $1.82M - $1.93M
78.5K $5.96B
SRE
Sempra Energy

Utilities
-879
- 1.81%
$67.85 - $87.67 $59.6K - $77.1K
47.6K $3.4B
ORCL
Oracle Corp

Technology
-610
- 2.19%
$139.81 - $186.47 $85.3K - $114K
27.2K $3.81B
AAPL
Apple Inc.

Technology
-362
- 1.55%
$209.68 - $247.1 $75.9K - $89.5K
23K $5.11B
VB
Vanguard Small Cap ETF

ETFs
-1.75K
- 10.83%
$217.89 - $252.64 $382K - $443K
14.4K $3.2B
MSFT
Microsoft Corp

Technology
-108
- 0.8%
$375.39 - $447.2 $40.5K - $48.3K
13.3K $5.01B
VO
Vanguard Mid Cap ETF

ETFs
-2.04K
- 14.01%
$251.87 - $277.95 $514K - $567K
12.5K $3.24B
MS
Morgan Stanley

Financial Services
-685
- 1.85%
$111.68 - $141.08 $76.5K - $96.6K
36.3K $4.23B
WMT
Walmart Inc.

Consumer Defensive
-2.46K
- 4.11%
$84.5 - $105.05 $208K - $258K
57.3K $5.03B
NXPI
Nxp Semiconductors N.V.

Technology
-38
- 0.24%
$189.99 - $245.86 $7.22K - $9.34K
15.9K $3.02B
PH
Parker Hannifin Corp

Industrials
-100
- 1.4%
$591.65 - $707.05 $59.2K - $70.7K
7.06K $4.29B
MRK
Merck & Co., Inc.

Healthcare
-496
- 2.29%
$83.01 - $101.02 $41.2K - $50.1K
21.2K $1.9B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-2.18K
- 7.51%
$64.88 - $72.1 $141K - $157K
26.8K $1.76B
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-3.46K
- 7.43%
$31.63 - $35.22 $109K - $122K
43.1K $1.38B
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-3.41K
- 10.74%
$48.02 - $53.02 $164K - $181K
28.4K $1.4B
LOW
Lowes Companies Inc

Consumer Cyclical
-32
- 0.21%
$222.66 - $268.42 $7.13K - $8.59K
14.9K $3.48B
NVDA
Nvidia Corp

Technology
-330
- 5.6%
$106.98 - $149.43 $35.3K - $49.3K
5.56K $602M
PFF
Ishares Trust Ishares Pfd And

ETFs
-1.89K
- 1.12%
$30.73 - $32.26 $58K - $60.9K
167K $5.13B
NEE
Nextera Energy Inc

Utilities
-1.36K
- 2.2%
$66.96 - $76.16 $91.3K - $104K
60.6K $4.29B
PEG
Public Service Enterprise Group Inc

Utilities
-970
- 10.64%
$78.2 - $90.39 $75.9K - $87.7K
8.15K $671M
AMZN
Amazon Com Inc

Consumer Cyclical
-100
- 4.17%
$190.26 - $242.06 $19K - $24.2K
2.3K $438M
SYY
Sysco Corp

Consumer Defensive
-78
- 0.17%
$70.0 - $77.13 $5.46K - $6.02K
45.5K $3.41B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-90
- 14.52%
$507.05 - $563.67 $45.6K - $50.7K
530 $272M
COST
Costco Wholesale Corp

Consumer Defensive
-40
- 5.97%
$890.62 - $1076.86 $35.6K - $43.1K
630 $596M
ABBV
Abb Vie Inc.

Healthcare
-125
- 8.14%
$169.2 - $216.66 $21.2K - $27.1K
1.41K $296M
JPM
Jpmorgan Chase & CO

Financial Services
-355
- 1.71%
$225.19 - $279.95 $79.9K - $99.4K
20.4K $5B
WEC
Wec Energy Group, Inc.

Utilities
-380
- 7.11%
$92.12 - $108.98 $35K - $41.4K
4.96K $541M
PG
Procter & Gamble CO

Consumer Defensive
-15
- 0.07%
$158.56 - $176.26 $2.38K - $2.64K
22K $3.74B
ED
Consolidated Edison Inc

Utilities
-378
- 6.51%
$88.0 - $110.59 $33.3K - $41.8K
5.43K $600M
UNP
Union Pacific Corp

Industrials
-18
- 0.12%
$225.21 - $254.42 $4.05K - $4.58K
14.9K $3.51B
SYK
Stryker Corp

Healthcare
-29
- 0.27%
$355.18 - $399.9 $10.3K - $11.6K
10.5K $3.93B
CB
Chubb LTD

Financial Services
-45
- 0.31%
$257.71 - $301.99 $11.6K - $13.6K
14.3K $4.31B
MDT
Medtronic PLC

Healthcare
-204
- 0.54%
$79.84 - $94.5 $16.3K - $19.3K
37.7K $3.39B
PAYX
Paychex Inc

Industrials
-170
- 0.61%
$136.06 - $154.52 $23.1K - $26.3K
27.9K $4.31B
V
Visa Inc.

Financial Services
-169
- 1.32%
$306.92 - $362.71 $51.9K - $61.3K
12.6K $4.42B
CVX
Chevron Corp

Energy
-251
- 1.3%
$146.71 - $167.97 $36.8K - $42.2K
19.1K $3.19B
JNJ
Johnson & Johnson

Healthcare
-4
- 0.02%
$142.06 - $167.7 $568 - $671
18.6K $3.09B
VCIT
Vanguard Intermediate Term Cor

ETFs
-3.13K
- 0.6%
$79.17 - $82.04 $248K - $257K
521K $42.6B
RSG
Republic Services, Inc.

Industrials
-366
- 1.56%
$200.09 - $242.16 $73.2K - $88.6K
23.1K $5.59B
Activity Summary
Buys All Purchases 19 New Holdings 1 Increased Positions 18 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 0 Puts 0
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