Financial Advisory Partners, LLC Portfolio Holdings

Financial Advisory Partners, LLC

  • $301 Billion
  • Q4 2024

Financial Advisory Partners, LLC has filed its 13F form on January 27, 2025 for Q4 2024 where it was disclosed a total value porftolio of $301 Billion distributed in 66 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Intermediate Term Cor with a value of $42.1B, Vanguard Growth ETF with a value of $29.4B, Ishares 0 5 Year High Yield CO with a value of $25.3B, Vanguard Value ETF with a value of $12.4B, and Broadcom Inc. with a value of $9.33B.

Examining the 13F form we can see an decrease of $23M in the current position value, from $301B to 301B.

Financial Advisory Partners, LLC is based out at Winter Park, FL

Below you can find more details about Financial Advisory Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $301 Billion
ETFs: $172 Billion
Technology: $29.6 Billion
Financial Services: $20.7 Billion
Industrials: $20 Billion
Consumer Defensive: $16 Billion
Healthcare: $15.1 Billion
Consumer Cyclical: $11.1 Billion
Utilities: $10.5 Billion
Other: $6.59 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 66
  • Current Value $301 Billion
  • Prior Value $301 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 27, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 0 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
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